Assistant Branch Manager - Palmetto Bay

Assistant Branch Manager - Palmetto Bay

Job Category: Branch and Lobby Support Requisition Number: ASSIS001816

Posted: April 23, 2026

Full-Time

On-site

Location: Palmetto Bay

Job Details

Description

Job Summary: The Assistant Branch Manager supports the Branch Manager as a leader of the assigned location; directing the daily operations of the branch while acting as a role model in promotion of Credit Union products, services, and solutions to members within the branch. Duties & Responsibilities:

• Assists the Branch Manager with motivating, coaching, and developing branch staff to provide outstanding service and advocacy to members, while consistently identifying opportunities to deepen relationships and strengthen member loyalty. Aids in the development and delivery of annual and mid-year evaluations for branch staff.
• Maintains advanced-level understanding of all aspects of branch workflow, including loan application processing, new account originations, cash vault management, branch compliance, and other operational processes. Assists with performing these functions as necessary.
• Supports the process of delivering daily huddles and monthly meetings with branch staff to recognize staff achievements, provide product education, and share meaningful business updates.
• Participates in external networking and promotional events with local schools, colleges, and other community business partners.
• Aids in branch facility-related maintenance needs, including ATM, custodial, security, and other vendors as required.
• Serves as community liaison in representing the Credit Union at community functions and leadership forums.
• Assists the Branch Manager with creation of annual branch business plan highlighting business trends and opportunities for competitive differentiation.
• Role models servant leadership at all time and inspires others to embrace the Credit Union mission of people helping people through personal conduct and performance.
• Serves as point of escalation for member issues/concerns within the branch. Coordinates resolution of member issues with other Credit Union departments. Demonstrates sound and appropriate judgment when making exceptions to policy/procedures for the benefit of the member.
• Ensures the branch is adequately staffed and that the branch schedule is reflective of traffic patterns resulting in an effective and efficient workflow which will provide an overall exceptional experience for all members.
• Collaborates with the Branch Manager in the process of hiring, advancement, mentoring and addressing disciplinary matters of staff.
• Required to have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary.
• Ensures that the branch follow prescribed policy, operational, and security procedures in compliance with internal and external procedures, NCUA, and other regulations.
• Full compliance with BSA rules and regulations.
• Reviews OFAC matches within designated risk score and provides clearance to staff on false positive matches.
• Perform other duties as assigned by management.

Skills and Abilities:

• Strong organization and time management, problem solving, troubleshooting, and communication skills are required.
• Excellent organization, prioritization, analytical, sales and problem solving skills in order to effectively manage and attain branch operations and set sales goals.
• Extensive knowledge and understanding of financial products, services, policies, and procedures including mortgages, consumer loans and deposit products.
• Extensive knowledge and understanding of regulatory compliance. This includes, but is not limited to SAFE ACT and BSA.
• Familiarity with PC applications including but not limited to Microsoft Office.
• Excellent interpersonal and communication skills, both verbal and written.
• Must exercise sound judgment and independent discretion in all areas of responsibility.
• Must be able to maintain a high level of confidentiality.
• Bilingual preferred: Spanish.

Qualifications

Skills

Preferred

Bilingual Spanish

Advanced

Education

Preferred

Associates or better.

Experience

Required

2 years:

customer service experience

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.