Assistant Branch Manager

Assistant Branch Manager

Job Type: Full-Time

Exemption Type: Exempt

Wage Amount: $52,820 annual minimum

General Summary- Primary Functions

The primary purpose of this role is to assist leadership to guide and oversee an A+FCU branch. Using influential leadership techniques, the Assistant Branch Manager will engage in consistent support and mentorship to achieve excellence in member service and team member satisfaction. They will assist in leading their team to achieve branch goals by ensuring team members utilize high-quality consultative conversations to uncover member needs, participate in business development activities to deepen Select Employer Group (SEG) relationships, and engage in community involvement initiatives to support the underserved.

Team Management

• Assist the Branch Manager with overseeing the daily operations of a branch team, including onboarding, coaching, training, hiring, and conducting evaluations; recommending promotions, corrective actions and/or terminations.
• In partnership with the Branch Manager:
  • Establish and review performance standards to evaluate team performance.
  • Support the career and skill development of employees through consistent coaching, professional development, and purposeful career pathing to compliment employees’ goals and identified objectives.
  • Provide team member oversight and coaching to achieve excellence in member consultation, service-level standards, business development, and operations.
  • Routinely conduct meetings (both group and one-on-one meetings) with team members to provide coaching, direction, and feedback.
  • Manage employee time off requirements and requests.
• Serve as an expert for team members on A+FCU products and services, providing education and resources to enhance knowledge.
• Oversee branch timekeeping.

Community and Business Development

• In partnership with the Branch Manager:
  • Partner with assigned Business Development Officer to design and implement SEG/community growth strategies, goals, and prospect new relationships.
  • Participate (and ensure team member participation) in local Chambers of Commerce, community events, and SEG partner relationships.
  • Attend local events to support Business Development and Community initiatives.
  • Uphold and coach to A+FCU standards, brand, and reputation, adhering to established business development guidelines, performance standards, brand recognition, and overall professional expectations.

Operations Management

• Provide support to team members by assisting with member transactions and account requests as needed.
• Engage in member de-escalation when needed, serving as a resource to team members for complex situations.
• Provide operational oversight and assistance for funds availability, including supervisor overrides and check approvals.
• Adhere to A+FCU policies, procedures, and Code of Conduct.
• Maintain adherence and compliance to all laws, rules, regulations, and internal controls.
• Oversee and perform monthly, quarterly, and annual branch audits.
• Responsible for the accurate and timely completion of all reports.
• Partner with appropriate departments to oversee the safety, appearance, and functionality of the branch (including, but not limited to, building, grounds, and equipment).
• Identify operational inefficiencies/opportunities to improve the member and team member experience.
• Collaborate with internal business partners as needed.

Strategic Vision and Implementation

• Partner with Retail senior leadership to create, maintain, and implement respective branch strategic vision that includes goals and strategies to support organizational objectives.
• Communicate branch strategic vision to team members to ensure alignment to achieve objectives.
• Seek improvements and make recommendations to enhance the branch’s strategic vision as needed. <