Assistant Branch Manager
Listed on 2026-02-21
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Management
Operations Manager, Business Management
The Assistant Branch Manager supports the Branch Manager in overseeing the operations, service, member relationship development, and team members of an assigned branch location(s) in the delivery of a full range of financial services to current and prospective members. Depending on the credit union’s strategic priorities, the role may more strongly emphasize different areas such as member engagement, business growth, or operational excellence.
- Actively involved in the branch's daily operations. This role handles cash management, fraud mitigation, loss prevention, and applicable processes and procedures at the assigned location(s). Having a focus on resource optimization, this role ensures both efficient and effective operations. The assistant branch manager directs, supervises, and supports team members with operational functions, resolves internal and external inquiries, and serves as a proxy for the branch manager when applicable.
- Collaborates with and supports the branch manager to drive member satisfaction at the assigned location(s). This requires ensuring exceptional service is provided to members when transacting and in need of account service. This includes but isn’t limited to aiding members with debit and credit cards, fraud, basic digital banking support, and consumer lending. The assistant branch manager meets with/serves members, makes exception decisions, and handles escalated situations.
- Actively focused on deepening member relationships to drive revenue growth and reduce attrition. Success in this role requires coaching and holding team members accountable for effectively identifying and maximizing opportunities to promote products and services. This role may also be called upon to help with executing promotional campaigns and product initiatives at the branch and community level and to participate in member outreach to achieve revenue growth goals.
- Operational oversight, effective workforce planning, and direct management of team members are a focus of this role. Responsibilities include establishing clear performance expectations, delivering ongoing feedback, and supporting the professional development of each direct report through coaching and targeted growth opportunities. Fosters employee engagement to enhance departmental performance and ensures alignment of team efforts with organizational goals. Maintains compliance with the credit union’s policies and procedures.
Demonstrates appropriate leadership by modeling integrity, setting a positive example, and cultivating a respectful, inclusive team environment. - While primarily focused on a physical branch location(s), the assistant branch manager is a part of the larger Retail leadership team and works collaboratively to ensure the success of all East Rise locations. This could include project work, collaboration, branch resource sharing, and additional duties as assigned. The assistant branch manager will spend time at different East Rise branch locations to meet business needs.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Three years to five years of similar or related experience, including preparatory experience.
Education/Certifications/LicensesA high school degree or equivalent, A 2-year college degree, specialized course of study, or equivalent work preferred.
Interpersonal SkillsA significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
Other SkillsCOMPETENCIES:
Must be at least 18 years of age. Favorable Background, Credit, Criminal, Bondability, and Reference Checks required. (Motor Vehicle check dependent on position.) Travel to other branches or locations may be required depending on…
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