Assistant Branch Manager; Shary Road

What You Will Do

Manage the daily of operations of a branch efficiently. Provide leadership, in partnership with the Branch Manager and other management team members, training and supervision for Branch. Meet established goals according to the Strategic Plan. Develop new business and deepen member relationships, provide a superior level of member service, and promote the service culture through coaching, guidance, and staff motivation. Mentor and Coach – Provide coaching, training and feedback for Branch staff in partnership with Branch Manager and other branch management.

Hire, on‑board and regularly meet with employees to review their progress, goals, and professional development to retain top talent. Develop the appropriate processes and approaches to ensure employee training is effective and successful. Ensure Service Mentality – Coordinate branch coverage, scheduling and area coverage to ensure a high level of service is delivered. Ensure the effective management of staff, resources, systems, and services to ensure optimum use of time and capitalize on efficiencies.

Interact with members on escalated issues, utilize resources, and provide resolutions within authorization level. Emphasize member service regularly through daily tasks, staff meetings, and training sessions. During staff shortages, assist with branch transactions. Sales and Goals Management – Track and meet established goals, sales and budget for the Branch according to the Strategic Plan. Identify and track daily sales production and provide staff motivation.

Ensure employees meet goals, capture in‑branch sales, capitalize on cross‑sell opportunities, and educate members on appropriate products and services. Branch Compliance – Oversight for audit and review of Branch operations. Actively train on updates, changes to policies and procedures, and ensure compliance. Gather, analyze, and distribute management reports and audits. Monitor monthly budget reports and ensure all expenditures, charges and payroll costs are within approved budget amounts.

Completes any other job‑related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.

• High school diploma or equivalent.
• Minimum of three (3) years of financial institution experience and at least 1 year of experience with leadership level functions.
• Comprehensive knowledge of cash operations, security, and management.
• Advanced knowledge of PCs, Microsoft applications and various office automation software.
• Complete, within 180 days of employment in this role, federal registration as a Mortgage Loan Originator (MLO) as required by the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act).
• Must maintain active registration while in this role and comply with all requirements of the S.A.F.E. Act, including but not limited to providing their unique identifier and ensuring the Registry is updated with significant changes (i.e., name changes and reportable changes to legal or regulatory actions) within 30 days and must update employment and personal information in the Registry as required.
• Must successfully pass, within 180 days of employment in this role, a background check against the U.S. General Services Administration (GSA) Excluded Parties List (EPL), the HUD Limited Denial of Participation List (LDP List), and the Federal Housing Finance Agency’s (FHFA) Suspended Counter party Program (SCP) list as required by the Secondary Market (Fannie Mae and Freddie Mac).
• Must maintain ability to pass any subsequent background checks against these lists and comply with all their requirements.

• Omprehensive knowledge of current federal, state and NCUA regulations applicable to the credit union environment.
• Broad based knowledge of and able to work both Cash Handling and Member Service tasks.
• Strong communication, analytical, problem solving, and decision making skills to effectively uncover and resolve complex member and employee issues.
• Excellent interpersonal and customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both members and employees at all levels.
• Extensive business background with mentor-level skills and experience in leadership.
• Strong organizational skills, be detail oriented with a high degree of accuracy.
• Able to work independently as a self‑starter in a fast‑paced environment.