Assistant Branch Manager at PenFinancial

Location: Pelham

Elevate your career with Pen Financial Credit Union as an Assistant Branch Manager in Fonthill. Drive branch operations, foster community relationships, and support exceptional Member Experience.

In this leadership role, you’ll partner with the Branch Manager to oversee daily operations and business objectives. With a strong focus on lending, investments, and Member services, you will build valuable connections and coach your team to achieve financial growth. Your expertise will ensure compliance and drive initiatives aligned with strategic goals.

Key Responsibilities:

• Support overall branch operations and manage facilities

• Ensure risk controls adhere to policies and procedures

• Analyze financial reports and submit timely branch documentation

• Develop external “centers of influence” for business referrals

• Provide tailored financial advice and coaching to members

Requirements:

• Post-secondary degree in finance or business

• PFP or CFP designation is required

• Mutual Funds license under MFDA is essential

• 5+ years experience in banking roles

• Proven communication and relationship-building skills

Harness your banking expertise to lead Pen Financial in Fonthill and deliver exceptional Member services.
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