Assistant Branch Manager - Lafayette (New Branch)
Westerra Credit Union · Lafayette, CO · 1 mo ago
Business Development$24–$33/hrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "Why Westerra?" and "What is the role?" etc. We need to use for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We need to include sections only when posting has real specific content. We need to preserve all substantive info, no boilerplate.
We need to parse the posting and extract content for each relevant section.
Let's identify sections:
- About the role: maybe the "Why Westerra?" and description of role? Could be "What is the role?" which describes Assistant Branch Manager responsibilities. That could be "About the role" or "Responsibilities". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly.
We have:
- Why Westerra? (culture, mission) could be "About the role"? Actually that's more about company. Could be "About the role" maybe not. But we can include a section "About the role" with description of role and company culture? The instruction: "use
. The bullet list includes many items; we need to preserve all.
Let's extract them:
- Integrates the Westerra Experience (WX) into the daily branch activities, focusing on building relationships, driving sales, and creating an exceptional experience for both members and employees
- Drives a high-performance culture, by helping to create and execute branch and role specific goals tied to data insights, budget, and strategic objectives
- Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels
- Responsible for driving engagement and retention of staff
- Actively observes staff interactions with Members, and coaches them on Member Service behaviors and recognizing opportunities to help the Member succeed financially
- Ensures branch operations run efficiently by overseeing and monitoring scheduling, security, cash and vault management, expenses and general ledgers, equipment, adherence to policies and procedures, service quality, and audits
- Maintains knowledge of products and services and educates members and employees on emerging technology and digital solutions such as mobile, online, ATM and other offerings
- As needed, will assist members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution
- Represents Westerra at business development & community events
- Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations
- Maintains knowledge of industry trends and ensures credit union compliance
- Maintains high-level of confidentiality
- Obtains NMLS (National Mortgage Licensing System) registration within 30 days of hire
- Obtains and maintains notary public certification within six months of employment (if not already certified) to perform notarial acts such as verifying signatures, administering oaths, and certifying documents
- Other duties as assigned
That's responsibilities.
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We need to include sections only when posting has real specific content. We need to preserve all substantive info, no boilerplate.
We need to parse the posting and extract content for each relevant section.
Let's identify sections:
- About the role: maybe the "Why Westerra?" and description of role? Could be "What is the role?" which describes Assistant Branch Manager responsibilities. That could be "About the role" or "Responsibilities". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly.
We have:
- Why Westerra? (culture, mission) could be "About the role"? Actually that's more about company. Could be "About the role" maybe not. But we can include a section "About the role" with description of role and company culture? The instruction: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can choose which headings to include based on content.
We have content about responsibilities: "What will be expected of me?" list of duties. That's responsibilities.
We have requirements: "What am I bringing?" includes Experience/Education, Skills and Abilities. That could be Requirements and Qualifications and Skills.
We have Benefits: "What are some of our benefit offerings?" list.
We have Pay: "Salary: in addition to the starting hourly rate of $24.00 - $33.00, this role is also eligible for annual bonus potential tied to Westerra’s financial performance."
We have Schedule: "What is the work environment like, and are there physical requirements for this role? Mon-Fri: On location in the branch (Saturdays on rotation)Occasionally: Off-site at business development or community events; may require weekend and/or evening shifts offset by branch scheduleOffice environmentWorks primarily at a standing deskAbility to lift 25 pounds". That's schedule and physical requirements.
We also have "Will I have Direct Reports? No" maybe not needed.
We also have "Obtains NMLS registration within 30 days of hire" etc. That's a requirement.
We need to avoid boilerplate like cookie/navigation/legal/EEO etc. There's none.
We need to not repeat job title as heading.
We need to output only HTML fragment.
Let's craft sections:
About the role
maybe include description: "The Assistant Branch Manager is a relationship-driven frontline leader, responsible for partnering with the Branch Manager to maintain a positive, highly motivated, and well-trained branch that provides superior member service and promotes member financial success. This role is committed to upholding a strong and engaged culture, through effective coaching, leadership, proactive problem-solving, and networking. This leader has a passion for serving our membership, our communities, and delivering upon our purpose. They have the drive toward building a high performance and engaged culture, for creating member experiences worth bragging about, and for delivering results within the branch." Also include Westerra culture description? Could be separate but we can include in About the role.
Responsibilities
list from "What will be expected of me?" bullet points.
We need to convert each bullet into
About the role
maybe include description: "The Assistant Branch Manager is a relationship-driven frontline leader, responsible for partnering with the Branch Manager to maintain a positive, highly motivated, and well-trained branch that provides superior member service and promotes member financial success. This role is committed to upholding a strong and engaged culture, through effective coaching, leadership, proactive problem-solving, and networking. This leader has a passion for serving our membership, our communities, and delivering upon our purpose. They have the drive toward building a high performance and engaged culture, for creating member experiences worth bragging about, and for delivering results within the branch." Also include Westerra culture description? Could be separate but we can include in About the role.Responsibilities
list from "What will be expected of me?" bullet points. We need to convert each bullet intoRequirements
maybe include Experience/Education: "Experience/Education: External Candidates 4+ years of relevant work experience 1 year retail branch experience within a financial institution 1 year supervisor experience preferred 1 year consumer lending experience preferred Internal Candidates 1+ year serving in an FSR or similar role Demonstrated skills and abilities listed". Also include NMLS and notary certification? Those are more requirements but we already placed in responsibilities; but could also be in Requirements. However we should not duplicate. We'll keep them in responsibilities as they are duties. For Requirements we can include experience/education.Qualifications
maybe not needed if we already have Requirements. But we could split: Requirements = experience/education; Qualifications = skills and abilities. But the instruction says we can use headings like Requirements, Qualifications, Skills. We need to avoid thin sections. Perhaps combine Requirements and Qualifications into one section "Requirements" that includes both experience and skills. But we have separate headings allowed; we can choose to include only those with substantive content. We have Skills And Abilities list: many bullet points under "Skills And Abilities". That's substantive. Thus we could have:Requirements
with experience/education.Skills
with the skills and abilities list. Alternatively combine into one "Requirements" with both. But we need to follow instruction: "Prefer a few substantive sections over many thin ones." So maybe better to have About the role, Responsibilities, Requirements (including experience/education and skills), Benefits, Pay, Schedule. That's 5 sections. Let's decide: - About the role: company culture and role overview. - Responsibilities: list of duties. - Requirements: experience/education + skills and abilities (maybe split into two subheadings? but we can just list them as paragraphs/lists). - Benefits: list. - Pay: salary info. - Schedule: work environment and physical requirements. We must not include sections with placeholder text. All have content. Now we need to format lists with- . For prose, use
. Let's draft. About the role: combine the Westerra culture paragraph and role overview. Paragraph: "At Westerra Credit Union, we believe You Can Do Money. It is more than just a phrase. It is a mindset that shapes how we empower each other and our members to take control, grow, and thrive financially. Our culture is built on values that guide how we show up every day. We focus on being member-obsessed, radically transparent, relentlessly collaborative, and always learning in motion. These are not just words. They are the heart of everything we do. Inspired by our vision to Out-Love Every Bank in Colorado, we bring genuine care and dedication to every member interaction. Our mission to teach, guide, and ignite members to own their financial future drives us to create meaningful, personal connections. This mission comes alive through our MX Code, which encourages us to anticipate needs, listen deeply with both heart and head, find the best total solution, mark the moment, and truly own the impact we make. This is how we translate our strategy into experiences that matter. When you join Westerra, you become part of a vibrant community where innovation, openness, and collaboration are not just ideals. They are daily practices. Everyone is invited to bring their authentic selves, curiosity, and passion to the table. Together, we learn, grow, and thrive, committed to making a real difference for our members and one another. Because at Westerra, we do not just talk about money. We believe you can do money." Then role overview: "The Assistant Branch Manager is a relationship-driven frontline leader, responsible for partnering with the Branch Manager to maintain a positive, highly motivated, and well-trained branch that provides superior member service and promotes member financial success. This role is committed to upholding a strong and engaged culture, through effective coaching, leadership, proactive problem-solving, and networking. This leader has a passion for serving our membership, our communities, and delivering upon our purpose. They have the drive toward building a high performance and engaged culture, for creating member experiences worth bragging about, and for delivering results within the branch." We can combine into one
or two. Probably one
with both. Responsibilities:
- ... each bullet. Requirements: We'll have experience/education paragraph and then skills list. Experience/Education: "External Candidates: 4+ years of relevant work experience, 1 year retail branch experience within a financial institution, 1 year supervisor experience preferred, 1 year consumer lending experience preferred. Internal Candidates: 1+ year serving in an FSR or similar role. Demonstrated skills and abilities listed." Then Skills: list from Skills And Abilities. Let's extract skills list: - Ability to understand and respond to member needs, as well as consistently make recommendations to members on Westerra products that will fit their financial needs/goals/values - Ability to drive sales through a consultative approach - Ability to coach and train team members - Strong understanding of branch operations, processes, and procedures. - Can navigate with ease and efficiency through key Westerra Systems/Sites - Strong verbal and interpersonal communication - Proven attention to detail with minimal mistakes - Demonstration of problem-solving skills - Accountable for completion of assigned processes or programs - Acts autonomously on most decisions, but may require guidance on more complex judgments - Advanced understanding of business line and a growing understanding of the overall organization and the competitive environment - Able to influence timelines, expectations, and proactively negotiates with department We'll put each as
- . Benefits: list from "What are some of our benefit offerings?": - Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options - Two dental plans through Delta Dental - Basic life and AD&D insurance, short-term disability and long-term disability - 20+ days of paid time off (PTO) per year - 16 hours of volunteer time off (VTO) per year - 11+ paid holidays - 401(k) that includes up to 6% match - Up to 2% off the rate on a new Westerra mortgage, applicable to primary residence, second home, or investment property - Up to $5250 per year for educational reimbursement - 4 weeks of paid parental leave - Mental health resources including an Employee Assistance Program (EAP) - Individualized learning and development programs Pay: "Salary: in addition to the starting hourly rate of $24.00 - $33.00, this role is also eligible for annual bonus potential tied to Westerra’s financial performance." Schedule: from work environment: "Mon-Fri: On location in the branch (Saturdays on