Assistant Branch Manager

About the role

The Assistant Branch Manager supports the Branch Manager in overseeing the daily operations of the branch. This role emphasizes delivering outstanding member service, assisting in business development efforts, and helping to achieve branch performance goals.

Responsibilities

• Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
• Maintain a working knowledge of all credit union deposit products, loan products, and electronic delivery channels.
• Lobby leads to ensure a positive member experience.
• Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs.
• Open and service all types of WCU deposit and loan accounts.
• Encourage and assist members in resolving financial challenges and achieving goals.
• Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
• Participate in community events and networking activities to promote the credit union and build relationships.
• Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
• Assist the Branch Manager with monitoring and analyzing branch performance metrics, including sales, service quality, and operational efficiency.
• Aid the Branch Manager in preparing regular performance reports.
• In the absence of the Branch Manager, assume responsibility for managing the branch including opening and closing the branch and ensuring sales and service activities continue.
• Absorb leadership responsibilities by managing, coaching, and supervising the branch team.
• Lead by example through accountability, reward, and recognition to drive outstanding performance.
• Foster a positive, collaborative work environment, promoting teamwork and employee engagement.
• Afford assistance in branch operations such as overseeing member satisfaction, operations, scheduling, appointment management, and branch opening/closing.
• Assist the Branch Manager with managing the Branch Operations Coordinator in areas of pre-audit the quarterly branch BICL (Branch Internal Control Library) and serve as the Training Coach and Branch Champion for their respective branch.
• Review branch error logs and notify frontline of corrections needed.
• Accurately process all transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
• Maintain comprehensive knowledge of WCU products, services, fees, and competitor offerings.
• Originate consumer loan applications, such as auto, personal, debt consolidation, etc.

Requirements

• High School diploma or equivalent required.
• Bachelor’s degree is preferred.
• Minimum of 3-5 years of experience in retail banking.

Qualifications

• Strong interpersonal and communication skills.
• Ability to manage multiple tasks and prioritize effectively.
• Knowledge of credit union products and services.
• Proficiency in Microsoft Office Suite.
• Ability to work independently and as part of a team.

Skills

• Customer service skills.
• Financial analysis and reporting.
• Team leadership and supervision.
• Problem-solving and decision-making abilities.
• Effective communication and presentation skills.

Benefits

• Comprehensive medical, dental and vision plans.
• Basic life and AD&D insurance, short-term disability and long-term disability.
• Up to 16 hours of volunteer time off (VTO) per year.
• 11+ paid holidays.
• Tuition Reimbursement Program.
• Mental health resources including an Employee Assistance Program (EAP).
• Individualized learning and development programs.

Pay

Pay Grade: 9
FLSA Status: Non-Exempt
Pay Grade Range: $27.51 – $34.39
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Schedule

This position will be based out of our Orange Branch and floating to other close-by branches as needed.