Assistant Branch Manager

Description

YOUR PURPOSE

In accordance with leadership guidance, The Assistant Branch Manager (ABM) supports Horizon Credit Union’s mission of providing relevant solutions combined with quality service to improve the financial and personal well-being of more people in more places. Your Path. Our Purpose. Supports branch performance, team engagement, member experience, and community development efforts through active participation in sales, lending, and operational activities. Partners with leadership to coach and develop employees, build product and service expertise, and achieve Credit Union goals. Assists with workflow coordination, operational effectiveness, and service continuity while fostering a sales and service culture aligned with Horizon’s CORE Values. Promotes relationship growth through member outreach and community involvement that strengthens Horizon’s presence and impact within the communities we serve. Supports adherence to regulatory requirements and established Credit Union policies and procedures.

YOU ARE RESPONSIBLE FOR

Member Experience, Growth, Sales & Service

• Supports a culture where team members use every member interaction as an opportunity to educate, deepen relationships, and provide solutions that improve financial well-being.
• Demonstrates a strong commitment to deepening consumer and business member relationships through active sales, offering the benefits and features of products and services through membership.
• Provides coaching to team members on creating an exceptional. member experience that builds member loyalty and referrals.
• Reviews and manages internal and external member feedback and performs necessary follow-up to improve member experience and service quality.
• Assists employees and members in resolving account and operational issues while promoting adoption of new and existing technology solutions and digital platforms that enhance self-service capabilities.
• Provides support for branch operations by performing duties of member service and loans as needed to meet workload demands, identifying loan and deposit opportunities.
• Ensure team upholds Horizon Credit Union’s CORE values, (Capability, Optimism, Responsibility, Empathy) when interacting with all individuals.
• Supports branch performance by monitoring key metrics, including transaction activity, balancing, loan and deposit production, product sales, referrals, and new account growth, escalating issues and partnering with leadership as needed to achieve established goals.
• Represents HZCU professionally within the branch and community by maintaining a visible presence, engaging in outreach, and adhering to branding guidelines, social media standards, and approved apparel, all to strengthen brand recognition, generate new opportunities, and contribute to member, branch, and market growth goals.
• Lead branch teammates to foster a high-performance, growth-driven culture through daily huddles, shared goals, coaching, and recognition of wins, with a focus on service quality, growth, and operational excellence.

Leadership Responsibilities

• In conjunction with leadership, will be responsible for managing branch employees through coaching, developing skill sets to meet the needs of the branch and members, maintaining a highly motivated and well-trained staff to ensure quality of work and excellent member relations along with achieving established sales goals, performing employee appraisals, and addressing employee concerns as they arise.
• Carries out leadership responsibilities in accordance with the organization’s policies and applicable laws.
• Act as a resource in order to provide technical guidance and operational assistance to staff.
• Responsible for supporting, developing, and retaining talented employees by fostering a positive work environment, promoting employee engagement, and encouraging professional growth.
• Ensure effective branch sales meetings and activities with emphasis on asking for the business and building member relationships.
• In conjunction with leadership, reports on sales goals, successes, and referral progress while analyzing performance trends, implementing strategies to drive growth, efficiency, and consistency.
• Supports the security and safety of the branch by monitoring adherence to security policies and procedures, reinforcing security awareness, and helping ensure employees receive ongoing training on security protocols and robbery response procedures.
• Supports branch leadership in maintaining efficient branch operations and a professional, member-focused environment by monitoring branch appearance, organization, cleanliness, and adherence to established policies, including Dress Code standards.
• Maintain strict adherence to financial regulations, internal policies, and operational procedures to ensure compliance, accuracy, and risk mitigation in all member interactions.
• Possess knowledge of the Business Continuity Plan within your area of responsibility and direct staff to complete necessary duties when system interruption occurs.
• May be assigned specialized branch support responsibilities based on business and community needs, including serving as Vault Custodian, Notary Public, or Medallion Signature Guarantee representative, while maintaining required certifications.
• Assumes leadership of the branch(es) during the Branch Manager's absence, overseeing branch operations, staff performance, member experience, and adherence to established policies and procedures.
• Perform other duties as assigned to support the goals, culture, and overall success of the branch, the credit union, and the communities we serve.

SUCCESS LOOKS LIKE

The Leading Others Success Profile is a set of competencies that are essential to leaders who directly manage a team. These skills are key to success as this role is responsible for leading the team, getting results through others, and developing individuals to reach their full potential.

• Being Resilient: Rebounds from setbacks and adversity when facing difficult situations.
• Builds Effective Teams: Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals.
• Decision Quality: Makes good and timely decisions that keep the organization moving forward.
• Develops Talent: Develops people to meet both their career goals and the organization’s goals.
• Directs Work: Provides clear direction and accountabilities.
• Ensures Accountability: Holds self and others accountable to meet commitments.
• Manages Conflict: Handles conflict situations effectively, with a minimum of noise.

COMPENSATION

At Horizon Credit Union, we believe in attracting and retaining talented team members who embody our CORE Values of Capability, Optimism, Responsibility and Empathy. Our pay values are reflected in our compensation philosophy which rewards individual performance and the potential to contribute to our teams’ overall success long-term.

The full pay range for this position across all the states in which we hire is $22.85-$34.27. The figures shown represent the minimum and maximum of the range for this role. Individual offers are made dependent upon a candidate’s experience, education, and skill level.

Benefits, Perks, and Other Good Stuff

We know there’s more to life than just a job. Our benefits are designed to help support our employees and their well-being. Take a look at what we have to offer:

• Medical, Dental, & Vision Insurance for full-time and reduced full-time employees & their families
• Telemedicine for part-time employees
• Paid Group Life and Disability Insurance
• Employee Assistance Program
• Tuition Reimbursement Program
• 401K Retirement Savings
• Employer 401K Retirement Contributions & Matching upon eligibility
• Discretionary Annual Incentive Bonus based on eligibility criteria
• Paid Time Off per Full Calendar Year:
• 10 hours of PTO per month (prorated for reduced full-time and part-time)
• Paid Birthday Holiday
• 2 Paid Wellness Days
• Up to 24 hours of Paid Volunteer Time annually
• 11 Paid Holidays
• And More!

Requirements

Education & Experience

Associate degree in Business, Finance, or a related field preferred. Minimum of two years of financial services, banking, credit union, retail sales, or customer service experience required. One year of supervisory, lead, or team leadership experience preferred. Demonstrated consumer lending skills required. An equivalent combination of education and experience may be considered.

Proficient in core banking systems, consumer lending platforms, digital and/or mobile banking tools, and Microsoft Office applications.

Capabilities

• Demonstrated ability to lead, coach, and develop employees to achieve individual and organizational goals.
• Thorough knowledge of risk management.
• Thorough understanding of all products and services offered.
• Knowledge of the collection process and proper detection of fraudulent lending applications and practices.
• General knowledge of mortgage products and provide basic mortgage consultation.
• Embrace the credit union movement and support the not-for-profit model in all decisions, protecting the credit union’s tax-exempt status, and the branch’s contribution toward net income.
• Demonstrated leadership qualities.
• Ability to manage priorities and workflow.
• Commitment to high standards and quality of work produced individually and from team members.
• Strong team player and flexible in managing shifting priorities.
• Ability to communicate professionally and effectively through interpersonal skills regardless of the channel.
• Ability to calculate figures and amounts such as discounts, interest, commissions, debt to income and other financial calculations.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists.
• Willingness to seek out or join in self-development opportunities as desired to achieve personal growth.

ABLE TO

To perform the essential functions of this position an employee must be able to meet the following work place demands: ability to converse with others, detect sound, identify and detect objects, count, read, write, operate a computer, handle and feel objects, reach with hands/arms and be stationary and/or stand and/or move for long periods of time. Occasionally an employee will lift/pull/push and carry up to 25 to 50 pounds, stoop, kneel, crouch, crawl, climb and be able to maintain balance doing these activities. Position requires sound reasoning, good judgement and ability to apply knowledge toward work activities. The noise level is moderate and typical of a normal office environment. In accordance with the Americans with Disabilities Act, Horizon Credit Union will provide reasonable accommodation/s to qualified individuals with disabilities to perform the essential functions, unless such accommodations would cause the employer an undue hardship. To request an accommodation, please contact Human Resources.

ABOUT THIS JOB DESCRIPTION

The statements in this job description are intended to describe the essential functions and minimum qualifications for this position and are not intended to be an exhaustive list of all responsibilities, duties and skills required. Job descriptions are not intended nor do they create an employment contract and are subject to change at any time to accommodate business necessity. The Credit Union maintains its status as an at-will employer where applicable. In support of Horizon CU’s goals employees may perform other duties as assigned and all employees are expected to:

• Exemplify our CORE Values
• Promote teamwork and collaboration
• Provide our members with the highest quality service