Assistant Branch Manager - Lakeline

Assistant Branch Manager - Lakeline

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, collaborates with other departments, and empowers and develops employees to support the branch and Credit Union initiatives.

• Lead teller operations and report to the Branch Manager.
• Coach frontline staff in promotion and sales of assigned products to meet and exceed branch sales objectives.
• Apply continuous process improvement to streamline branch operations per strategic initiatives.
• Manage overall branch operations, including staffing, training, and employee relations.
• Ensure delivery of personal financial services through teller, new accounts, loan closing, and electronic systems.
• Hold staff accountable to goals, initiatives, and policies.
• Support member‑focused practices and drive member satisfaction.
• Maintain compliance with Bank Secrecy Act, Anti‑Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.
• Complete required regulatory training and maintain strict adherence to all relevant laws and internal controls.

• High school diploma or equivalent required.
• Minimum of two (2) years of formal or informal leadership experience.
• Minimum of three (3) years of related financial services or retail experience.
• Proven ability and success in sales and service roles.
• Experience coaching and motivating staff.
• Strong interpersonal, verbal, written, and listening communication skills.
• Excellent analytical and reporting skills.
• Expert knowledge of current local, state, and federal regulations.
• Proficiency with Microsoft Office (Word and Excel).
• Bilingual in Spanish (preferred).
• Must be bondable.
• Experience working in a fast‑paced, high‑volume environment (preferred).

Regularly required to sit, use hands to handle or feel, reach with hands and arms, and talk or hear. Must lift or move up to 10 pounds regularly and up to 25 pounds frequently.

May involve periodic stressful conditions, occasional adjusted work schedule, overtime, evening/weekend hours, and potential travel between branches. Public contact position requiring professional appearance. Frequent computer use at a workstation up to two hours at a time. Moderate noise level.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.