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Description

Job Title: Assistant Branch Manager

Department: Retail Delivery

Reports to: Branch Manager

Hours per Week: 40 hours/week - Salary Exempt

Company Summary

Welcome to Financial Plus Credit Union (FPCU)- The Place that brings Dreams within Reach.

At FPCU, our mission is simple but powerful: Empowering people and communities to strive for more through knowledge, innovation, and service that brings dreams within reach. We are more than a financial institution. We are a growth engine for our members, our teams, and our communities.

We are a purpose-driven organization grounded in five values: represent with purpose, empower through knowledge, appreciate and accept, champion new possibilities, and help make things easier.

FPCU is a team of high performers who care deeply, support each other, work hard, and continuously push forward. We don’t just show up, we represent our purpose every day and every time we interact with our members and teammates. We invest in our people, challenge them to grow, and support them in becoming the best version of themselves.

Joining FPCU means leveling up your career. If you are someone who thrives in a fast-paced, positive, and purpose-driven culture, and you’re ready to grow with an organization that is actively evolving, we want you to join the team!

Position Summary

Assists the Branch Manager or District Manager and influences the profitability of the assigned branch with particular emphasis on building member relationships; expands the sales culture and provides leadership and resources to achieve desired results; directs branch staff activities towards attainment of branch sales goals; includes a consultative sales approach and conducts on-site business visits; utilizes problem solving, decision making, team building skills, and maintains a high degree of flexibility; promotes high morale and exhibits positive attitudes towards members and fellow employees while instilling a sense of team spirit throughout the branch. Ensure all policies and procedures are followed.

Essential Function & Primary Responsibilities

• Communicate properly with all employees to ensure positive and clear understanding of credit union goals and direction.
• Assist Branch Manager in supervising branch team to include setting schedules, approving time off, conducting monthly coaching meetings, and providing observations and feedback.
• Assist Branch Manager with maintaining the security of the branch and personnel by adhering to all security policies and procedures. Must comply with dual control on cash procedures as well as ensure timely completion of all audit schedules and policies.
• Operates as Branch Manager in their absence and oversees all sales and operations of the Branch.
• Responsible for implementing the coaching training for Branch Tellers and MSR’s regarding sales processes and providing additional training and support on the credit union’s products and services, cross-selling techniques, and service standards.
• Responsible for assisting Branch Manager in meeting sales goals. This includes making outside business calls and meeting with potential commercial and consumer account prospects.
• Assist Branch Manager with positively promoting teamwork among branch staff and internal members and departments
• Interview members for financial information and provide accurate application for approval by Loan officer to include checking credit report and collateral value for non-pre-approved loans
• Must be able to establish new accounts for eligible members and sell the financial services that best meet the needs of the members.
• Maintain knowledge of all credit union products and services; cross sell those that best meet the members’ needs
• Obtain and complete required documentation for all consumer loans and process all closings for pre-approved and non-instant loans as scheduled by the Loan Officer.
• Enforces compliance with all federal and state laws and regulations, including the Bank Secrecy Act (BSA), Patriot Act, and Office of Foreign Asset Controls (OFAC) requirements, and should request legal interpretation as necessary to identify compliance concerns.
• Adhere to applicable federal and state laws, regulations, and internal compliance with standard polices relevant to their roles and responsibilities.
• Perform other duties as assigned.

Requirements

Skills & Abilities

• Exhibit a highly positive, member-service oriented attitude and the ability to anticipate the needs and initiate assistance beyond duties assigned
• Ability to demonstrate the ability to grow and deepen member relationships and teach branch staff have the same skills
• Must be able to communicate effectively with staff, Board of Directors, members, and other external contacts. External contacts may include member companies, vendors, financial institutions, auditor/examiners, attorneys, law enforcement agencies, and business associations
• Must be able to work extended hours to accomplish organizational and or sales function goals
• Must be able to quickly learn core processing systems (Symitar) and possess business computer experience with word processing, spreadsheet, and other general business software
• Ability to apply logistical reasoning, analytical skills, and professional judgment to define and solve problems with effective and compliant solutions.
• Represents FPCU with professionalism and purpose, communicating with members through respectful and solution-focused verbal and written communications that support a member-focused experience.
• Engages in effective interpersonal communication, diplomacy, and collaboration skills to develop productive relationships, encourage cooperation, and support positive member and employee experiences. Maintains compliance with all applicable policies, demonstrating integrity, respect, and accountability while handling sensitive information and complying with FPCU policies, regulatory expectations, and confidentiality requirements.
• Ability to apply logistical reasoning, analytical skills, and professional judgment to define and solve problems with effective and compliant solutions.
• Adaptable, resilient, and comfortable navigating change in a fast-moving environment
• Embraces innovation and continuously seeks better ways to serve members and support teams

Physical Demands & Work Environment

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. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Sedentary work; sitting most of the time. Exerts 10+ pounds of force occasionally
• The noise level in the work environment is professional and typically moderate

Additional Information

This job description is not a complete statement of duties and responsibilities. Responsibilities may evolve based on opportunities and development for business growth.

At Financial Plus Credit Union, everything we do is a commitment to representing, appreciating, and empowering every member and employee—every day, every time. If you are a high performer who is ready to grow, contribute, and be part of something bigger, we invite you to level up your career with us.