Assistant Branch Manager

Assistant Branch Manager

The Assistant Branch Manager supports the Branch Manager in overseeing the daily operations of the branch. This role emphasizes delivering outstanding member service, assisting in business development efforts, and helping to achieve branch performance goals.

At Workers Credit Union, everything starts with a simple but powerful purpose:
We enable financial prosperity through values-driven solutions because everyone deserves a future they can believe in.

For more than a century, we've been a trusted partner in helping people make confident financial decisions and build stronger futures. Today, as a $2.5B organization serving over 120,000 members, we continue to evolve, thoughtfully blending personal connection with modern capabilities to better support our members in the moments that matter most.

We call this the Workers Way. It shapes how we show up every day, with personalized guidance, practical solutions, and a deep commitment to doing what's right. Just as importantly, it defines how we work together. We choose purpose over ego. We communicate directly with respect. We dare to grow. We do the right thing, always. And we win together, because meaningful results are built through shared success.

As we look ahead, we're building on a strong foundation and continuing to evolve how we operate and deliver impact, simplifying experiences and strengthening capabilities. We have big plans for the future, and we hope you'll be part of what comes next.

Member Sales, Service, and

Education:

• Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
• Maintain a working knowledge of all credit union deposit products, loan products, and electronic delivery channels.
• Lobby leads to ensure a positive member experience.
• Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs.
• Open and service all types of WCU deposit and loan accounts.
• Encourage and assist members in resolving financial challenges and achieving goals.

Branch Growth:

• Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
• Participate in community events and networking activities to promote the credit union and build relationships.
• Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.

Tracking and Reporting Metrics:

• Assist the Branch Manager with monitoring and analyzing branch performance metrics, including sales, service quality, and operational efficiency.
• Assist the Branch Manager with preparing regular performance reports.

Leadership:

• In the absence of the Branch Manager, assumes responsibility for managing the branch including opening and closing the branch and ensuring sales and service activities continue.
• Assist the Branch Manager with managing, coaching, and supervising the branch team.
• Lead by example through accountability, reward, and recognition to drive outstanding performance.
• Foster a positive, collaborative work environment, promoting teamwork and employee engagement.

Branch Operations:

• Assists the Branch Manager with overseeing branch performance in member satisfaction, operations, scheduling, appointment management, and branch opening/closing.
• Oversees Branch Operations Coordinator in areas of pre-audit the quarterly branch BICL (Branch Internal Control Library) and serve as the Training Coach and Branch Champion for their respective branch.
• Review branch error logs and notify frontline of corrections needed. Performs other duties as needed.
• Accurately process all transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
• Maintain comprehensive knowledge of WCU products, services, fees, and competitor offerings.
• Originate consumer loan applications, such as auto, personal, debt consolidation, etc.

Other Duties:

• May be asked to provide coverage in other WCU branches or departments.
• Adhere to all WCU policies, procedures, guidelines, etc.
• Participates in department and/or organizational projects as directed.
• Performs other tasks or functions as required, requested, necessary or prudent from time to time.
• Maintains confidentiality of all member and credit union information and data.
• Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program

What You'll Bring:

Education:

• High School diploma or equivalent required.
• Bachelor's degree is preferred.

Experience:

• Minimum of 3-5 years of experience in retail banking.

How You'll Work:

Onsite - Orange, MA. This position will be based out of our Orange Branch and floating to other close-by branches as needed.

Compensation:

Pay Grade: 9

FLSA Status:
Non-Exempt

Pay Grade Range: $27.51 – $34.39

Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of…