Assistant Branch Manager - S. McKinney

The Assistant Branch Manager partners with the Branch Manager to build and lead a high-performing branch team that consistently meets or exceeds sales, service, and operational goals aligned to Credit Union of Texas's strategic plan and core values. The role plans, coordinates, and manages the delivery of all credit union products, services, and member experiences at the branch; coaches and develops team members;

oversees daily branch operations, security, and facility well-being; and uses CUTX-approved tools and AI-augmented analytics to identify trends, drive growth, and maintain a safe, compliant, member-centric environment. In the Branch Manager's absence, the Assistant Branch Manager assumes full accountability for the branch.

• Develop each team member through ongoing coaching, observation, and training to meet or exceed sales and service standards.
• Meet with each team member regularly (one-on-ones) to review performance and hold the team member accountable to sales and service goals established by leadership.
• Lead sales and service training meetings for branch employees and reinforce CUTX's member-centric standards.
• Conduct annual performance evaluations and provide timely, constructive feedback throughout the year.
• Administer corrective action when necessary, up to and including termination recommendations, to hold team members accountable for performance and behavior.
• Identify exceptional talent through CUTX's hiring process and make recommendations for advancement, promotion, or other internal opportunities.
• Meet or exceed branch sales and service goals, including loan production, deposit growth, and member acquisition and retention targets.
• Receive and respond to member feedback, resolving escalations with tact, accuracy, and empathy.
• Work closely with Business Development to identify and pursue growth opportunities within the surrounding community.
• Serve as Notary Public and perform Signature Guarantee services for members as needed.

• Review and evaluate reports of branch activities — including staffing, loans, deposits, overdrafts, charge-offs, and audits — to meet credit union performance objectives.
• Leverage management tools and reports (including AI-augmented analytics) to analyze, identify, and strategically address trends affecting branch results.
• Assign and/or delegate daily work assignments to all branch team members to ensure efficient coverage and member service.
• Manage branch expenses within the approved budget and authorize payment of branch bills consistent with CUTX procurement procedures.
• Assume full responsibility for all aspects of the branch in the absence of the Branch Manager.

• Accept responsibility for the overall security of the branch, including keys, combinations, documents, records, and negotiable items.
• Ensure the daily maintenance, well-being, and physical security of the branch facility.
• Identify and elevate operational, security, or compliance concerns to the Branch Manager and appropriate enterprise functions in real time.

• Demonstrate enthusiastic support of CUTX's mission, core values, and long-term objectives.
• Perform job duties within CUTX bylaws, regulations, Board of Directors policies, established internal and external service standards, and CUTX work procedures.
• Ensure branch activities comply with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control, and USA PATRIOT Act requirements as they apply to the role.
• Perform other duties as required to maintain credit union services and operations.

Outcome

Primary KPI

Target / Direction

Branch consistently meets or exceeds sales production goals.

Branch Sales Goal Attainment — percent of monthly sales goal achieved (loans, deposits, services).

Monthly

Members receive an exceptional, consistent service experience at the branch.

Member Experience / NPS score for the branch.

Monthly

▲ [Target — confirm with VP, Retail Delivery]

Team members are coached and developed consistently.

Coaching Cadence Compliance — percent of scheduled one-on-ones and…