Assistant Branch Manager

Position Purpose and Objectives: The primary purpose of the Assistant Branch Manager is to work with the Branch Manager to develop a highly effective team that consistently meets or exceeds sales and service goals as defined by the strategic plan and core values for Credit Union of Texas. The Assistant Branch Manager is responsible for planning, coordinating and managing all credit union services and activities of the Branch, and for maintaining the physical facility. Major Duties & Essential Functions Develop each team member through coaching and training to meet or exceed sales and service standards. Review and evaluate reports of Branch activities, including staffing, loans, deposits, overdrafts, charge-offs, and audits to meet credit union performance objectives. Leverage management tools to analyze, identify and strategically address trends. Meet with each team member regularly to review performance and hold them accountable to the sales and service goals established by leadership. Lead sales training meetings for Branch employees. Responsible for meeting or exceeding Branch sales and service goals. Conduct annual performance evaluations. Administer corrective action when necessary, including termination, to hold team members accountable for their performance and behavior. Identify exceptional talent through the credit union’s hiring process and make recommendations for advancement, promotion or other internal opportunities. Demonstrate enthusiastic support of corporate mission, core values and long term objectives while performing job duties within bylaws, regulations, Board of Directors policies, established internal and external service standards, and work procedures. This includes compliance with Bank Secrecy Act, Anti‑Money Laundering, Office of Foreign Assets Control and USA Patriot Act as they apply to the position. Assign and/or delegate daily work assignments to all Branch team members. Accept responsibility for the overall security of the Branch, including keys, combinations, documents, records and negotiable items. Manage expenses within an approved budget, and authorize the payment of Branch bills. Serve as Notary Public and perform Signature Guarantee. Receive and respond to member feedback. Work closely with Business Development to ensure growth opportunities within the community. Responsible for all aspects of Branch in the absence of the Branch Manager. May perform other duties as required to maintain credit union services and operations. Positions directly supervised: Experience Expert, Service Specialist, and Member Engagement Specialist. Specific Knowledge, Skills & Abilities Integrity and sincerity; relatable. Effective verbal and written communication skills. Tact and diplomacy when communicating with internal and external members. Ability to multi‑task and work under the pressure of deadlines. Cognitive thinking, problem‑solving skills and sound decision‑making. Excellent member‑centric skills. Positive attitude, teamwork and cooperation with internal members. Goal oriented and ability to stay on task in a fast‑paced environment. Consistently coach and develop team members. Basic mathematical skills related to the financial industry. Competence with computer programs, telephone, 10‑key calculator and other office machinery. Education: High School diploma and/or equivalent experience and certifications. Experience: Minimum 3‑4 years related experience in a financial institution environment or equivalent preferred. Physical Activities & Requirements Finger Dexterity – use fingers to make small movements such as typing and picking up small objects. Grasping – use fingers and palm on an object. Talking – convey detailed or important instructions or ideas accurately, loudly, or quickly. Repetitive Motions – movements frequently and regularly required using the wrists, hands, and/or fingers. Average Hearing – able to hear average or normal conversations and receive ordinary information. Average Visual Abilities – average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery. Sedentary Work – frequent talking or hearing, sitting, using hands to handle or feel, and reaching with hands or arms; occasional standing, walking, climbing or balancing, and occasional lifting and moving up to 10 pounds. Working Conditions None. No hazardous or significantly unpleasant conditions. Compliance Requirement The responsibilities remain compliant with Bank Secrecy Act, Anti‑Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position. Disclaimer The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary by department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non‑essential by its absence from this description. #J-18808-Ljbffr Credit Union of Texas