Assistant Branch Manager

Job Title: Assistant Branch Manager

Location: Cedar Park, TX

Job Type: Full-Time, On-site 

Job Description:

The primary purpose of this role is to assist leadership in guiding and overseeing branch operations. The Assistant Branch Manager will support and mentor team members to achieve excellence in member service and employee satisfaction. This role focuses on achieving branch goals through consultative member interactions, business development activities, community involvement, and operational leadership.

Team Management:

Assist with overseeing daily branch operations, including onboarding, coaching, training, hiring, employee evaluations, promotions, corrective actions, and terminations.

Establish and review performance standards to evaluate employee performance.

Support employee career growth through coaching, professional development, and career pathing.

Provide leadership and coaching to ensure excellence in member consultation, service standards, business development, and operations.

Conduct regular team meetings and one-on-one coaching sessions.

Manage employee scheduling and time-off requests.

Serve as a subject matter expert on financial products and services.

Oversee branch timekeeping activities.

Community & Business Development:

Partner with Business Development teams to implement community and growth strategies.

Participate in local business and community events.

Support relationship-building initiatives with community organizations and employer groups.

Maintain professional standards and uphold organizational brand reputation.

Operations Management:

Support team members with member transactions and account-related requests.

Assist with member issue resolution and de-escalation.

Provide operational oversight including supervisor approvals, check approvals, and funds availability decisions.

Ensure compliance with policies, procedures, regulations, and internal controls.

Conduct monthly, quarterly, and annual branch audits.

Complete required operational reports accurately and on time.

Coordinate branch maintenance, safety, and facility functionality.

Identify opportunities for operational improvement and enhanced member experience.

Collaborate with internal departments and business partners as needed.

Strategic Vision & Implementation:

Assist leadership in implementing branch goals and strategies aligned with organizational objectives.

Communicate branch objectives and expectations to team members.

Recommend improvements to support branch growth and operational success.

Additional Responsibilities:

Attend seminars and training sessions to enhance professional and technical skills.

Participate in departmental projects and special assignments.

Provide support to other branch locations when needed.

Maintain confidentiality of member information.

Perform additional duties as assigned.

Education & Experience:

High school diploma or GED required.

Bachelor’s degree preferred.

Minimum 4 years of financial institution experience required.

Minimum 2 years of management experience required.

Retail sales/service experience preferred.

Required Skills & Qualifications:

Strong emotional intelligence and interpersonal skills.

Excellent verbal and written communication skills.

Knowledge of banking or credit union policies and procedures.

Ability to implement strategies to achieve business goals.

Experience in community outreach and business development.

Strong organizational and time management skills.

Ability to multitask and work independently or collaboratively.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Ability to travel between branch locations if required.

Physical Requirements:

Ability to stand for extended periods.

Ability to work at least 40 hours per week.

Frequent reaching, lifting, bending, carrying, and data entry.

Ability to resolve member issues through problem-solving.

Strong communication skills for in-person, phone, written, and email interactions.