Assistant Branch Manager

The Assistant Branch Manager supports the Branch Manager in overseeing the operations, service, member relationship development, and team members of an assigned branch location(s) in the delivery of a full range of financial services to current and prospective members. Depending on the credit union’s strategic priorities, the role may more strongly emphasize different areas such as member engagement, business growth, or operational excellence.

• Actively involved in the branch's daily operations. This role handles cash management, fraud mitigation, loss prevention, and applicable processes and procedures at the assigned location(s). Having a focus on resource optimization, this role ensures both efficient and effective operations. The assistant branch manager directs, supervises, and supports team members with operational functions, resolves internal and external inquiries, and serves as a proxy for the branch manager when applicable.
• Collaborates with and supports the branch manager to drive member satisfaction at the assigned location(s). This requires ensuring exceptional service is provided to members when transacting and in need of account service. This includes but isn’t limited to aiding members with debit and credit cards, fraud, basic digital banking support, and consumer lending. The assistant branch manager meets with/serves members, makes exception decisions, and handles escalated situations.
• Actively focused on deepening member relationships to drive revenue growth and reduce attrition. Success in this role requires coaching and holding team members accountable for effectively identifying and maximizing opportunities to promote products and services. This role may also be called upon to help with executing promotional campaigns and product initiatives at the branch and community level and to participate in member outreach to achieve revenue growth goals.
• Operational oversight, effective workforce planning, and direct management of team members are a focus of this role. Responsibilities include establishing clear performance expectations, delivering ongoing feedback, and supporting the professional development of each direct report through coaching and targeted growth opportunities. Fosters employee engagement to enhance departmental performance and ensures alignment of team efforts with organizational goals. Maintains compliance with the credit union’s policies and procedures. Demonstrates appropriate leadership by modeling integrity, setting a positive example, and cultivating a respectful, inclusive team environment.
• While primarily focused on a physical branch location(s), the assistant branch manager is a part of the larger Retail leadership team and works collaboratively to ensure the success of all EastRise locations. This could include project work, collaboration, branch resource sharing, and additional duties as assigned. The assistant branch manager will spend time at different EastRise branch locations to meet business needs.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Experience

Three years to five years of similar or related experience, including preparatory experience.

Education/Certifications/Licenses

A high school degree or equivalent, A 2-year college degree, specialized course of study, or equivalent work preferred.

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Other Skills

COMPETENCIES: Must be at least 18 years of age. Favorable Background, Credit, Criminal, Bondability, and Reference Checks required. (Motor Vehicle check dependent on position.) Travel to other branches or locations may be required depending on position. Member Service; Communication; Reliability/ Dependability & Trustworthiness. Effective problem-solving skills Solid attention to detail and accuracy skills Proficiency in operating computers, keyboard, standard office equipment Managing multiple priorities on time and with accuracy Superior customer service skills Ability to use sound judgement in decision making Effective problem- solving skills Solid attention to detail and accuracy skills Demonstrate empathy in speaking with others about sensitive or difficult situations Works well with a variety of personalities in a fast-paced environment

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.