Assistant Branch Manager

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Position Summary

The Assistant Branch Manager plays a key role in supporting the efficient operation of a branch within the organization. They work closely with the Branch Manager to ensure that the branch meets its financial goals, provides exceptional customer service, and adheres to company policies and procedures. This position requires a combination of leadership, financial acumen, and customer service skills.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works purposefully and is driven to provide the best team member experience.

• Assists manager in efforts to reach profit, performance, and customer service goals.

• Oversees banking services, especially customer service, to ensure excellence; contacts or assists customers and prospective customers.

• Reviews and manages staffing procedures, ensuring that staff assignments and responsibilities are reasonable.

• Coordinates communication to the branch staff.

• Works to meet branch performance standards including operating loss control, bank secrecy, and compliance with policies and procedures.

• Oversees and assists with the preparation of all branch reports for approval by manager.

• Oversees branch operations in partnership with the branch manager.

• Applies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk (to a Member or Wellby).

• Understands and demonstrates that offering our members additional solutions is the highest level of service, by understanding our members’ needs and utilizing best fit solutions to meet those needs.

• Opens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals and follows up on business and leads.

• Consistently enlightens members on alternate digital options to manage their account.

Branch Management

• Fosters a positive and engaging work environment for team members.

• Provides coaching and insights that lead to an enduring organization, providing exceptional experiences and meeting operational goals by District, Branch and Team Member.

• Shares regular coaching and performance feedback with tellers and personal bankers including both recognition and personal improvement plans.

• Coach team to attain individual and team goals. The Assistant Branch Manager’s performance is tied to the overall Branch goals, and that at least 90% of primary team members are meeting 90% or more of their performance goals.

• Ensure compliance with policies, procedures, security requirements, government regulations and ethical business practices.

• Vault, dual-control access, increased approval authority limits.

• Plans and implements programs taking initiative to ensure Branch sales, growth and budget goals are achieved.

• Proactive in conflict resolution, handling issues in a prompt, professional and consistent manner.

• Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions, and general operating policies and procedures.

• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

• Knowledge of retail product philosophy, banking industry best practices and regulations

• Knowledge of all the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening.

• Knowledge of personal computer, utilizing Microsoft Office Suite.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.

• Ability to analyze, develop, and implement metrics and process enhancements that ensure key performance indicators are aligned with desired outcomes.

• Ability to analyze member/prospect’s credit data and other financial information to provide product insights and considerations.

• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

• Ability to influence and engage direct and indirect reports and peers.

• Ability to work effectively across organizational departments and functions to achieve strategic goals.

• Ability to work in a fast-paced team environment with exceptional customer service skills.

• Ability to communicate clearly and concisely, orally and in writing.

• Ability to motivate others and to work in a large cross-functional team dynamic.

• Ability to coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

• Team member has supervisory responsibilities.

Complexity & Scope of Work

• The team member performs a number of routine and generally related tasks without supervisory direction.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or the Branch Manager.

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time.  Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings.  The team member must be able to exchange information, in person, in writing, and via telephone.  Some degree of stress results from contact with management, members and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across office and load onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

• High School Diploma or equivalent required.

• Bachelor's degree in business, finance, or a related field (preferred).

• Minimum three (3) years of credit union or bank retail banking experience.

• Minimum one (1) year of leadership experience in a credit union or bank preferred.

• Teller, personal banking, escalation management, and vault management required.

• May need to report to a different location for scheduled shift, generally within assigned District Boundaries

• Experience in managing multiple priorities independently and/or in a team environment to achieve goals

• Experience in member/customer service operations to include understanding of effective member/customer service philosophy

• Experience in responding effectively to highly sensitive, complex and/or urgent member/customer requests

• Experience in work, which displays increasing levels of responsibility and/or authority

For All Candidates

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email  View email address on swooped.co or call View phone number on swooped.co for assistance. 

_ Disclaimer _

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company.