Jobs · Sales · Florida

Assistant Branch Manager

VyStar Credit Union · Lake City, FL · 5 days ago
SalesFull-time

At VyStar, we offer competitive pay and an excellent benefit package available to all full- and part-time employees.

Benefits

  • 401(k) Plan
  • Extensive paid technical and on-the-job training program
  • Tuition reimbursement

Part-time positions start at a minimum of 30 hours per week.

About the role

The Assistant Branch Manager is responsible for coaching, developing, and leading branch employees to achieve individual, branch, and organizational growth goals while delivering exceptional member service experiences and maintaining operational excellence. This position works with the Branch Vice President to create, implement, and maintain branch strategies aligned with VyStar’s objectives in a fast-paced environment. The Assistant Branch Manager develops tactical plans, establishes branch objectives, and documents them in the annual business plan.

The role requires active participation within the VyStar leadership team, promoting and supporting management decisions, and building strong member and partner relationships. Community volunteer and leadership opportunities are encouraged.

Responsibilities

  • Partner with the Branch Vice President (BVP) to ensure day-to-day branch operations deliver exceptional service experiences for members and meet or exceed organizational strategic goals and profitability requirements.
  • Train, encourage, and coach employees to embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments to establish, maintain, and grow strong member relationships.
  • Model all VyStar Excellence behaviors in job duties.
  • Develop staff for succession planning within the branch network and other lines of business.
  • Work with Human Resources and Training to ensure recruiting and training programs are appropriate, timely, and positive for employees.
  • Assist the BVP by collaborating with internal departments that rely on referrals for success.
  • Establish and validate performance objectives for the branch consistent with VyStar Excellence and branch scorecards.
  • Provide ongoing coaching for direct reports, including side-by-side evaluations, Member Assist Call assessments, monthly performance reviews, and career progression discussions.
  • Conduct daily team huddles and weekly sales meetings with the BVP, including training on products and services and skill practice to increase comfort with member recommendations.
  • Prepare and administer performance appraisals for direct reports.
  • Analyze data with the BVP to determine and implement staffing changes as needed.
  • Support and participate in all Credit Union initiatives and campaigns.
  • Ensure compliance with regulations, policies, and procedures; perform audits and adhere to risk management guidelines in a highly regulated environment.
  • Collaborate with Branch Operations Analysts to ensure compliance at applicable locations.
  • Maintain a high degree of integrity, trustworthiness, and professionalism.
  • Work from home during branch closures, such as disaster recovery events.
  • Lead by example through community service supporting the VyStar brand.
  • Create and maintain an inclusive, professional environment where all team members are respected and diversity is valued.
  • Support high school branches and collegiate employees, including mentoring, training, and development of student interns, and ensuring sound branch operations and compliance.
  • Resolve member concerns independently; escalate complex concerns as appropriate.
  • Provide counseling to members and employees on financial matters and make appropriate recommendations.
  • Proactively identify, assess, manage, and report risks within the domain of work to support a healthy risk culture.
  • Perform other duties as assigned.

Requirements

  • High school diploma or GED (required).
  • Associate’s degree (preferred).
  • 3+ years in a customer service, sales, community service, military service, or leadership role (required).
  • 2 years’ experience in a lead role within a financial institution (preferred).

Skills

  • Congenial attitude, excellent written and verbal communication skills, and strong problem-solving abilities.
  • Ability to relate well with others and possess strong teaching and mentoring skills.
  • Commitment to quality service and ability to work in a fast-paced, changing environment.
  • Strong desire to assist members in meeting their financial needs.
  • Ability to stand throughout an entire shift to assist members or staff.

VyStar Excellence Behaviors

  • Focus: Give full attention by carefully listening to and observing members.
  • Connect: Be consistently friendly and approachable; demonstrate you care.
  • Understand: Listen empathetically and ask questions (70% listening, 30% talking).
  • Counsel: Recommend solutions based on member needs and objectives.
  • Advance: Ensure member expectations are exceeded and verify necessary follow-up.

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