Assistant Branch Manager

About the role

Support the Branch Manager in all operations of the branch, underwrite consumer loans, and ensure the department meets organizational, financial, operational, service, and growth goals. Actively participate in the career development of branch staff. Act with manager authority in the absence of the Branch Manager.

Responsibilities

• Competent in all aspects of the FSR and Loan Officer positions, including underwriting, soliciting, member service, sales, cash controls, and vault and audit procedures.
• Develop a working knowledge of CUA departments: Indirect Lending, Collections, Real Estate, Payment Solutions, and Deposit Operations.
• Assist in monitoring all branch activities to ensure compliance with Credit Union policies and procedures, including paying and receiving activities and service delivery.
• Cover Branch Manager during extended absences as assigned by VP of Branch Operations or Regional Vice President.
• Assist in directing, developing, motivating, hiring, and coaching employees through monthly one‑on‑one conversations, administering performance reviews, and recommending personnel actions.
• Perform other duties as assigned by supervisor.
• Participate in annual training and adhere to BSA/AML Compliance Program requirements related to the job.

Qualifications

• One to three years of similar or related experience.
• Education: (1) a two‑year college degree, or (2) completion of a specialized course of study at a business or trade school, or (3) completion of a specialized and extensive in‑house training or apprenticeship program.

Skills

• Strong interpersonal skills: ability to resolve conflicts, build relationships, and solicit cooperation with confidentiality, diplomacy, and tact.
• Strong organizational and analytical abilities.
• Strong sales skills with the ability to coach and motivate sales staff.
• Good judgment, problem‑solving, oral and written communication skills.
• General PC proficiency in word processing and spreadsheets.

Physical Requirements

The employee is frequently required to stand, walk, sit, use hands and fingers, handle or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl, talk, and hear. Occasionally must lift and/or move up to 10 pounds. Vision requirements include close, distance, color, peripheral, depth perception, and ability to adjust focus.

Work Environment

Office position working indoors year‑round, may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.