Assistant Branch Manager

MY CREDIT UNION offers a comprehensive benefit package that includesMedical, Dental, Vision, Life, STD, LTD, PTO, Tuition Reimbursement, 401(k)/Retirement Plan with up to a 6% matching contribution and Paid holidays. 

JOB SUMMARY:

The Assistant Branch Manager position is a hands-on leadership role designed to develop future Branch Managers by providing daytoday operational experience, coaching opportunities, and structured leadership development. The Assistant Branch Manager supports the Branch in creating a positive, fun, and empowering workplace while demonstrating MY CREDIT UNION’s mission of educating, empowering, and engaging those we serve to create an exceptional member experience.

The Assistant Branch Manager acts as a leaderintraining and collaborates closely with the Branch Manager and Director of Branch Operations to build strong operational knowledge, staff leadership skills, and confidence in leading a highperforming branch environment.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Member & Staff Support

1. Provides member and staff support consistent with MY CREDIT UNION’s Mission Statement.
2. Represents the Credit Union professionally, offering prompt, efficient, and accurate service in the processing of transactions.
3. Actively cross-sells and maintains uptodate knowledge of all products and services.
4. Assists with handling sensitive member relations issues and explaining policies and procedures.

Leadership & Training

1. Works closely with the Branch Managers and Director of Branch Operations to understand and support daily branch leadership.
2. Assists with staff scheduling to ensure efficient branch operations.
3. Provides leadership, motivation, direction, and guidance to staff through effective communication, coaching, and reinforcement of expectations.
4. Conducts weekly coaching sessions, roleplaying, and oneonones with staff to support development.
5. Supports crosstraining efforts and helps identify training needs to ensure the team is highly knowledgeable and effective.

Operational Development

1. Supports daily operational activities including account opening, transactions, sales activities, and branch maintenance.
2. Begins developing proficiency in reviewing monthly production reports (lending, account opening, transactions, training, and overtime).
3. Monitors branch activity, including crossselling services, loan volume, new account openings, and transactions.
4. Provides backup support during staffing shortages, vacations, or absences to ensure smooth branch operations.

Team & Culture Building

1. Helps create a positive branch culture that emphasizes teamwork, service, professional growth, engagement, and fun.
2. Participates in staff meetings, pipeline reviews, roleplaying exercises, and team development activities.
3. Demonstrates strong alignment with the Member Advantage AIDINC process.

Training & ManagerinTraining Path

1. Actively participates in leadership development and branch management training programs.
2. Engages in continuous learning to develop the skills required to eventually lead a branch.
3. Works under the mentorship of the Branch Manager and Director to gain comprehensive knowledge of staffing, operations, service, sales, and compliance.

STANDARDS OF PERFORMANCE:

1. Always convey a professional image by being respectful, courteous, and considerate of members, co-workers through verbal and non-verbal communications, adhering to MY CREDIT UNION’s dress code, and maintain a clean organized workspace.
2. Follow MY CREDIT UNION’s Harassment, Discrimination and Respectful Conduct Policy and the Fraud Policy/Code of Ethics Statement.
3. Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies.

4.  Safeguard the confidentiality and security of member information and other sensitive data, in accordance with MY CREDIT UNION’s policies and procedures.

5. To remain compliant and enforces all other MY Credit Union’s policies and procedures

6. Be an effective team member through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training.
7. Be an effective team member demonstrating the Member Advantage AIDINC process. 

MINIMUM QUALIFICATIONS:

Education: 

1. High school diploma, GED, or equivalent required.

Experience: 

1. Three to five years’ experience in consumer collection work.
2. Credit union experience preferred.
3. Knowledge of collection and bankruptcy regulations.
4. Excellent communication skills.
5. Excellent negotiation skills.

Other Required Knowledge, Skills, and Abilities: 

1.  Must be bondable and demonstrate a high level of integrity and trustworthiness.
2. Working knowledge of core processing systems
3. High level of attention to detail and accuracy in a deadlinedriven environment.
4. Effective written and verbal communication skills, including the ability to work collaboratively across departments.
5. Proficient in Microsoft Office applications and general computer usage.
6. Working knowledge of dealer program and collection systems.
7. Bilingual skills helpful.

EQUIPMENT USED:

1. Personal computer and standard office equipment.
2. Microsoft Office Suite (Excel, Word, Outlook).
3. Core banking, general ledger, and payment processing systems.
4. Other financial, accounting, and reporting software as required.

MENTAL & PHYSICAL DEMANDS/WORKING CONDITIONS:

MentalEffort:

1. Ability to manage multiple priorities and deadlines in a detailoriented, deadlinedriven environment.
2. Ability to exercise sound judgment and maintain a professional demeanor in timesensitive or highrisk situations.

Physical Requirements:

1. Ability to perform essential job functions primarily in an office environment.
2. Ability to sit or stand for extended periods; use hands and fingers to operate a computer keyboard, mouse, and standard office equipment; and communicate effectively.
3. Ability to occasionally lift and move materials weighing up to 35 pounds.

Working Conditions:

1. Work is primarily performed in an office environment with standard business hours.
2. Periodic overtime may be required during monthend close, audits, or peak processing periods.
3. Flexibility in scheduling may be required to support operational coverage or special projects.
4. Occasional travel between Credit Union locations may be required.

Disclaimer: This position description is intended to describe the general nature and level of work being performed by the person assigned to this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Employees holding this position will be required to perform any other position related duties as required by management. Individuals with disabilities will not be disqualified because of their inability to perform nonessential or marginal functions of the job. No selection criteria that screen out or tend to screen individuals with disabilities will be used by the credit union. The credit union will provide reasonable accommodations to assist individuals with disabilities based on guidelines within the Americans with Disabilities Act. MY CREDIT UNION is an EOE/Minorities, Women, Veterans, Disabilities.