Branch Services Assistant Manager

Key Responsibilities

• Serve as a lead resource for frontline staff in delivering outstanding member service.
• Aid members with complex transactions, product questions, account issues, and problem resolution.
• Educate members on credit union products and services, offering recommendations based on needs.
• Support and promote sales initiatives and service goals at the branch level.
• Open and maintain deposit accounts, process loan applications, and provide digital banking support.

Branch Operations

• Ensure daily operational procedures are followed to meet compliance and audit standards.
• Assist with cash management, vault operations, and teller balancing.
• Maintain and monitor branch records, logs, and reports for accuracy and completeness.
• Oversee branch technology, equipment, and security protocols to ensure a smooth operation.

Leadership & Support

• Serve as acting manager in the absence of the Branch Manager.
• Provide guidance, coaching, and support to branch staff when needed.
• Help onboard and train new team members on service and operational standards.
• Support staff in resolving member concerns or escalations professionally and efficiently.

Qualifications

• High school diploma or equivalent required.
• 2+ years of experience in retail banking, financial services, or a credit union environment.
• Strong knowledge of consumer banking products and services.
• Exceptional interpersonal, problem-solving, and communication skills.
• Demonstrated success in a sales or service-focused environment.
• Ability to prioritize tasks and adapt to changing priorities in a fast-paced setting.
• Previous supervisory or team lead experience is a plus but not required.