Assistant Branch Manager

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Assistant Branch Manager

Edgerton Branch Management Regular Full-Time Management Edgerton, WI, US

2 days ago Requisition ID: 1780

Salary Range: $65,000.00 To $65,000.00 Annually

Job Description

Assistant Branch Manager

Job Classification: Full Time

FLSA Status: Exempt

Department: Retail/Member Experience

Reports To: Branch Manager

Senior Leader: Chief Experience Officer

Job Overview

The Assistant Branch Manager serves as a junior-level manager, supporting the Branch Manager in overseeing daily branch operations, member service delivery, and staff development. The Assistant Branch Manager acts as a role model for exceptional member service, supports staff training and performance, and helps ensure the branch meets its goals for growth, member satisfaction, and compliance. The Assistant Branch Manager is expected to model and reinforce BHCCU’s cultural values, ensuring that both performance and behavior contribute to the branch’s and organization’s success.

• Delivers high-quality, friendly, and efficient service to members, meeting or exceeding service expectations.
• Handles a broad variety of member service functions, including opening/closing accounts, processing loans, teller transactions, and resolving member issues.
• Proactively builds relationships with members and potential members, with an emphasis on empowering them to reach their financial goals. Identifies needs and recommends solutions or refers to appropriate specialist.
• Educates members on digital banking and other services; refers investment needs as appropriate.
• Helps hold staff accountable for performance and service standards through coaching, feedback, and regular performance reviews.
• Secures the credit union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members, and keeping member information confidential.
• Maintains up-to-date knowledge of policies, procedures, products, and legal requirements.
• Supports the vision of the Board of Directors and President/CEO by working cooperatively and cohesively on service and operational matters with the Branch Manager, the management teams, and fellow employees.
• Ensures staff completes required compliance training and adheres to all regulatory standards.
• Follows processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Combating the Financing of Terrorism (CFT). Completes required annual BSA/AML/CFT training to ensure comprehension of responsibilities that apply to BSA/AML/CFT, including:
• CIP (Customer Identification Program)
• Beneficial Owner identification and verification
• Prohibited Account Types
• CTRs (Currency Transaction Report)
• SARs (Suspicious Activity Report)
• OFAC (Office of Foreign Assets Control
• Monetary Instruments
• Record Retention

Branch Operations & Leadership Support

• Supports the Branch Manager in overseeing daily branch operations, including safety, security, and appearance.
• Assists with staff scheduling, coverage, and approving paid time off to ensure efficient operations.
• Participates in recruiting, onboarding, and training new employees in conjunction with HR.
• Coaches and mentors staff, providing feedback and supporting performance reviews.
• Helps set and monitor branch goals for service and production; tracks key performance indicators and assists in addressing shortfalls.
• Supports Net Promoter Score (NPS) and Member Effort Score (MES) initiatives.
• Delegates tasks to staff and leads by example in service delivery and operational excellence.
• Supports marketing and promotional activities in collaboration with the Branch Manager and Marketing Department.
• Participates in community networking and volunteer opportunities to grow branch visibility and attract new business.
• Supports the Branch Manager in preparing and monitoring the annual branch budget, including donation budgets for community initiatives.
• Acts as a backup for the Branch Manager and may serve as acting manager in their absence.
• Assists other departments as needed, encourages teamwork, and adapts to changing member demand and operational requirements.

Other Duties

• Trains new and existing employees on member service and operational procedures.
• Assists in branch opening and closing procedures.
• Performs other duties as assigned, including filling in for other departments as needed.

Education and Experience

• Associate degree or an equivalent level of knowledge, skills, and abilities typically acquired through work experience.
• Must be at least 18 years of age.
• At least 2 years of teller experience and 2 years of member advisor experience or previous experience recommending products and plans to improve a customer’s financial position preferred.

Key Skills and Competencies

• Demonstrates strong interpersonal, verbal, and written communication skills, consistently maintaining a positive attitude and a professional image.
• Proven leadership abilities, with a dedication to supporting both members and employees in a dynamic, fast-paced environment.
• Maintains a thorough understanding of banking and credit union regulations to ensure compliance and diligent application of industry standards.
• Exhibits reliable attendance, sound judgment, and flexibility to travel as needed.
• Effectively organizes and prioritizes tasks, maintains accurate records, and displays self-discipline, self-awareness, and personal accountability.
• Approaches challenges with curiosity and accountability, identifying root causes and developing practical, member-focused solutions that balance efficiency, service quality, and organizational goals.
• Utilizes emotional intelligence to navigate workplace challenges, make thoughtful decisions, and foster talent development through coaching and guidance of team members.
• Embraces digital tools and technology, remains focused on member needs, and is committed to ongoing learning and development.
• Possesses basic math skills and the ability to project a professional image at all times.
• Successfully completes all required pre-employment background checks.

Other (Physical, Mental, and Visual Skills)

Typically located in a comfortable, quiet indoor area. There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

• Ability to sit and/or stand for extended periods of time. Intermittent physical activity including bending, reaching and prolonged periods of sitting.
• Ability to lift light objects, usually no more than 8 lbs. in weight.
• Ability to utilize close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
• Ability to move about and communicate effectively with a diverse membership and employee group.
• Ability to accomplish the described responsibilities through the use of computers and technology.
• Ability to work in a changing, challenging, and fast paced environment with varying stress levels.
• Ability to provide own transportation and travel to other locations as needed.

As an Assistant Branch Manager, you are expected to embody and promote the core cultural values of Blackhawk Community Credit Union. These values guide daily interactions, decision-making, and leadership style, ensuring a positive environment for members and employees.

• Member-Centric Service - Consistently prioritize the needs and well-being of members, while keeping the credit union’s best interests top of mind. Strive to exceed service expectations, build trust, and foster long-term relationships through empathy, active listening, and personalized solutions.
• Integrity & Accountability - Demonstrate honesty, transparency, and ethical behavior in all actions. Take responsibility for outcomes, follow through on commitments, and hold yourself and others accountable to high standards.
• Collaboration & Teamwork - Foster a supportive, inclusive, and cooperative work environment. Encourage open communication, respect diverse perspectives, and work together to achieve branch and organizational goals.
• Continuous Learning & Growth - Embrace opportunities for personal and professional development. Support staff learning, share knowledge, and seek feedback to improve processes and service delivery.
• Community Engagement - Actively participate in local partnerships, volunteer initiatives, and outreach activities. Represent the credit union with professionalism and enthusiasm, strengthening community relationships and visibility.
• Adaptability & Resilience - Maintain a positive attitude and composure in a fast-paced, changing environment. Demonstrate flexibility, resourcefulness, and a willingness to embrace new challenges and opportunities.
• Respect & Inclusion - Treat all members and colleagues with dignity and respect, regardless of background or beliefs. Promote an environment where everyone feels valued, heard, and empowered to contribute.

The Assistant Branch Manager position is recognized as a role requiring advanced knowledge and leadership skills with a commitment to the credit union’s core cultural values. It typically takes a minimum of 2 years in the position to gain sufficient experience and be considered highly proficient. The rate at which an individual develops expertise depends on a variety of factors, including the scope and complexity of branch operations, the volume of member service transactions, and the individual's capacity to lead, adapt, and manage multiple responsibilities.

Upon mastering the Assistant Branch Manager role, employees may have opportunities to advance into the following positions:

• Branch Manager
• Learning and Development Specialist

Employees are encouraged to pursue personal and professional development opportunities, embrace continuous learning, and actively participate in community engagement as they advance in their careers. Progression is based on mastery of current responsibilities and readiness for new challenges, reflecting the credit union’s commitment to innovation, member experience, and excellence.