Assistant Branch Manager - Lakeline

Assistant Branch Manager

Under general direction of the Branch Manager, supervises all branch office activities, including coordinating and directing daily operations. Directs personnel activities to ensure convenient and efficient operation of staff and branch within the framework of federal and state laws, NCUA regulations and UFCU policies and procedures. Successfully resolves escalated member issues, and effectively collaborates with other UFCU departments. Empowers and develops employees to support the branch and Credit Union initiatives.

The Assistant Branch Manager reports to the Branch Manager and leads the Teller role.

As Austin’s largest locally‑owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well‑being of our Members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.

Employee Development

• Effectively coaches frontline staff in the successful promotion and sales of assigned UFCU products and services to meet and exceed both personal and branch sales objectives.
• Utilizes leadership and motivational techniques to create and maintain a positive work environment and a high‑performing, cohesive team.
• Promotes UFCU’s cultural values and contributes to the success of UFCU’s strategic vision and organization and team goals. Monitors performance and, if necessary, corrects course to reach established goals.

Branch Management

• Use principles of continuing process improvement to streamline and enhance branch operations according to UFCU’s strategic initiatives.
• Responsible for managing the overall ongoing operations of the branch including the staffing, training and employee relations of all branch office employees.
• Responsible for the branch staff's delivery of personal financial services through the teller, new accounts, loan closing and electronic delivery systems located at the branch. Ensure quality service is provided by all branch employees.
• Hold staff accountable to goals, initiatives and UFCU’s policies and procedures.

Leadership & Development

• Continually seeks opportunities for personal and staff ongoing professional growth and learning.
• Uses effective staffing and talent management strategies to hire, develop, and grow future leaders; and ensures that team is empowered and professionally trained to achieve maximum productivity, quality of performance, job satisfaction and work‑life balance.
• Performs other duties as assigned.
• Adhere to all company policies, procedures and business ethics codes.
• Complete required regulatory training as assigned.
• Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti‑Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

Knowledge/Skills/Abilities

• Ability to meet goals and deadlines.
• Excellent interpersonal, verbal and written communication skills required.
• Must demonstrate a passion for people and service, as well as a dedication to building relationships.
• Ability to work with members and staff tactfully and professionally, both in‑person and via phone.
• Experience coaching and motivating staff
• Ability to think strategically as well as tactically while continually seeking sales, service and operations delivery efficiencies.
• Strong analytical and reporting skills.
• Expert knowledge of current local, state and federal regulations required.
• Demonstrated excellence in providing superb customer service required.
• Success in leading teams.
• Proficiency with data processing/computer application skills in Microsoft Office including Word and Excel required.
• Strong communication skills (written, verbal, and listening).

Competencies

• Delivering Member Obsession
• Seeks to understand customers
• Identifies customer service issues
• Drives member‑focused practices
• Assures member satisfaction
• Delivering Performance…