Assistant Branch Manager
Sales & Revenue Leadership (Primary Focus)
Drives consistent achievement of branch growth goals, including deposits, loans, and product penetration.
Leads daily execution of the branch sales strategy, translating business objectives into actionable team priorities.
Coaches and develop employees in consultative selling, financial needs discovery, and relationship expansion.
Maintains disciplined pipeline management, ensuring opportunities are identified, tracked, advanced, and closed.
Uses performance data and KPIs to diagnose trends, identify gaps, and implement targeted coaching plans.
Champions proactive outreach, referrals, and community engagement to grow market presence and member acquisition.
Partners with lending, wealth, and internal specialists to maximize referral conversion and revenue capture.
Branch Operations, Compliance & Risk
Supports daily branch operations, ensuring adherence to policies, procedures, and regulatory requirements.
Monitors operational performance including transaction accuracy, error rates, and audit results.
Promotes strong compliance with BSA/AML, security procedures, and fraud prevention practices.
Identifies operational risks and support implementation of corrective actions.
Assists with resolution of complex transactions and operational issues.
Member Experience
Sets the expectation for a high-performance, member-first culture that delivers long-term relationship value.
Reinforces behaviors that balance sales and service, ensuring positive member outcomes.
Monitors member feedback and identify opportunities to improve satisfaction and engagement.
Supports timely resolution of escalated member concerns.
Resolves escalated member issues with professionalism and confidence.
Uses feedback and insights to improve service delivery and engagement.
Team Leadership & Development
Provides ongoing coaching and feedback to drive strong sales performance and professional development.
Reinforces expectations related to sales, service, and operational execution.
Supports onboarding and training new employees with a focus on accelerating time to proficiency.
Fosters a culture of accountability, collaboration and performance.
Collaboration & Communication
PARTNERS WITH THE BRANCH MANAGER AND INTERNAL STAKEHOLDERS TO SUPPORT GROWTH INITIATIVES AND ORGANIZATIONAL PRIORITIES.
COMMUNICATES PERFORMANCE EXPECTATIONS, RESULTS AND KEY INITIATIVES TO STAFF.
PARTICIPATES IN MEETINGS, REPORTING AND ADMINISTRATIVE RESPONSIBILITIES AS REQUIRED.
JOB SPECIFICATIONS
Develops strategic leadership skills through exposure to business planning, performance management, and talent development.
Models executive presence, sound judgment, and accountability in decision-making and team leadership.
Supports hiring, onboarding, and accelerating time-to-performance for new branch talent.
Builds a strong performance culture grounded in ownership, transparency, and results
Proven ability to drive sales performance and coach staff on consultative selling and relationship development.
Promotes a culture of member-focused sales and service excellence.
Balances growth with strong operational discipline and risk management.
Skilled in using data and metrics to manage pipelines, improve conversion, and achieve growth goals.
Retail Benefits That Work For You
- Student Loan & Tuition Assistance
- Employee Loan Discounts
- Weekly Paychecks
- 401(k) with Employer Match & Profit Sharing
- Comprehensive Medical, Dental & Vision Plans
- HSA/FSA Options
- Discounted Pet Insurance
- Employee Assistance Program (EAP)
- Lighthouse Leave Program
- Volunteer Time Off (VTO)
- PTO + Paid Federal Holidays
- Balanced Schedule
- Retail Sales Incentive Program
- Engagement Groups
- Ongoing Training & Career Growth
- Annual Summit & Team Outings
Work Arrangement
The working arrangement for this position is fully onsite. No alternative working arrangement is available.