Assistant Branch Manager

Assistant Branch Manager

Coastal1 Credit Union is seeking an Assistant Branch Manager at our Old Tower Hill Road Branch in Wakefield. The role of the ABM is to assist the Branch Manager in efficient daily operation and management of the Branch and assume his/her duties when needed and appropriate.

Founded in 1928 and based in Pawtucket, Coastal1 Credit Union serves over 130,000 members across 19 branches in RI and MA.

We are committed to helping members achieve their financial goals, providing the best products, services, rates and technology. Our mission is “The smarter way to bank” and we strive to be the best community financial institution in the markets we serve.

Coastal1 offers competitive pay and benefits, including medical, dental, vision for you and dependents; paid time off; an on‑site fitness center; 401(k) with company match; employee homebuyer assistance; and more.

• Advise members and potential members on all types of consumer and commercial accounts and assist them in making appropriate selections, open new accounts, originate loan/equity requests as needed.
• Manage daily operations in the absence of the Branch Manager.
• Utilize opportunities to cross‑sell all products and services and promote Coastal1 programs.
• Meet required sales goals consistently.
• Originate new accounts, process all documentation, and forward to correct back‑office functions.
• Ensure staff compliance with BSA/AML Policy, MIP, OFAC screening, record‑keeping and related procedures.
• Maintain a high level of knowledge about Coastal1’s products and services.
• Provide operational support for day‑to‑day branch functions: opening, settlement, closing, facilities management, proof and reconciliation.
• Support the Branch Manager in supervising staff, ensuring adequate training, and maintaining high‑quality member interaction.
• Interact daily with other departments (Retail Lending, Real Estate Lending, Member Services, etc.) to resolve member problems and issues promptly.
• Originate and underwrite retail loan applications within lending authority limits; submit to Branch Manager, VP Branch Administration, or Retail Lending Department.
• Originate real‑estate mortgage referral process and submit to Real Estate Lending Department.
• Perform other duties as required.

• Associates degree preferred.
• Minimum of 3 years in teller and member services functions, and at least 2 years supervisory/management experience.
• Must be registered by the Nationwide Mortgage Licensing System and Registry.
• Excellent written and verbal communication skills; familiarity with basic math concepts required.
• Professionalism, customer service, business appearance, and knowledge of Coastal1 policies and procedures.
• Proficiency with Microsoft Office and banking software.
• Strong time‑management, organization, and multi‑tasking skills.
• Ability to work under pressure and meet tight deadlines.
• Maintain a positive Credit Union image.
• Ability to train, develop, and supervise an efficient teller staff.
• Capable of accurate and timely performance of duties.
• Maintain confidentiality of information.
• Collaborative across all levels and functions to coordinate solutions.
• Deep knowledge of all branch operations and functions.
• Consistent good judgment.
• Bi‑lingual helpful.

Mid‑Senior level

Full‑time

Finance and Sales

Banking