Assistant Branch Manager

Position Summary

The Assistant Branch Manager plays a key leadership role in driving branch growth and performance, focusing on sales execution, relationship development, and building a strong pipeline of opportunities. Working closely with the Branch Manager, the Assistant Branch Manager translates strategic goals into daily execution, ensuring staff are equipped, engaged, and accountable for delivering results aligned with the Credit Union's mission, vision, and values.

This role actively leads sales behaviors, manages pipeline performance, and ensures consistent execution of the branch's sales and service strategy, serving as manager‑on‑duty in the absence of the Branch Manager. The position fosters a culture of accountability, performance, and member‑focused growth while maintaining strong operational discipline and compliance standards.

• Drive consistent achievement of branch growth goals, including deposits, loans, and product penetration.
• Lead daily execution of the branch sales strategy, translating business objectives into actionable team priorities.
• Coach and develop employees in consultative selling, financial needs discovery, and relationship expansion.
• Maintain disciplined pipeline management, ensuring opportunities are identified, tracked, advanced, and closed.
• Use performance data and KPIs to diagnose trends, identify gaps, and implement targeted coaching plans.
• Champion proactive outreach, referrals, and community engagement to grow market presence and member acquisition.
• Partner with lending, wealth, and internal specialists to maximize referral conversion and revenue capture.

• Support daily branch operations, ensuring adherence to policies, procedures, and regulatory requirements.
• Monitor operational performance including transaction accuracy, error rates, and audit results.
• Promote strong compliance with BSA/AML, security procedures, and fraud prevention practices.
• Identify operational risks and support implementation of corrective actions.
• Assist with resolution of complex transactions and operational issues.

• Set the expectation for a high‑performance, member‑first culture that delivers long‑term relationship value.
• Reinforce behaviors that balance sales and service, ensuring positive member outcomes.
• Monitor member feedback and identify opportunities to improve satisfaction and engagement.
• Support timely resolution of escalated member concerns and resolve escalated member issues with professionalism and confidence.
• Use feedback and insights to improve service delivery and engagement.

• Provide ongoing coaching and feedback to drive strong sales performance and professional development.
• Reinforce expectations related to sales, service, and operational execution.
• Support onboarding and training of new employees with a focus on accelerating time to proficiency.
• Foster a culture of accountability, collaboration and performance.

• Partner with the Branch Manager and internal stakeholders to support growth initiatives and organizational priorities.
• Communicate performance expectations, results and key initiatives to staff.
• Participate in meetings, reporting and administrative responsibilities as required.

• Develop strategic leadership skills through exposure to business planning, performance management, and talent development.
• Model executive presence, sound judgment, and accountability in decision‑making and team leadership.
• Support hiring, onboarding, and accelerating time‑to‑performance for new branch talent.
• Build a strong performance culture grounded in ownership, transparency, and results.
• Proven ability to drive sales performance and coach staff on consultative selling and relationship development.
• Promote culture of member‑focused sales and service excellence.
• Balance growth with strong operational discipline and risk management.
• Skilled in using data and metrics to manage pipelines, improve conversion, and achieve growth goals.
• Working knowledge of Microsoft Office productions.
• Frequent interactions…