Assistant Branch Manager I, II, and III

Position Description

Title: Assistant Branch Manager I, II, and III FLSA Classification: Exempt
Reports To: Branch Manager
Supervises: Branch Employees in Manager’s Absence

An Assistant Branch Manager I is an entry branch management position and/or a position in smaller branches.

An Assistant Branch Manager II works in a branch with at least $30 million in average assets (loans plus deposits divided by two), has 2 years experience as an Assistant Branch Manager and has demonstrated the skills, attitude and ability to be promoted to a Branch Manager if a position were currently open in the organization.
An employee may be promoted to Assistant Branch Manager III from the position of Assistant Branch Manager II if he/she works in a branch that is managed by a Regional Branch Manager. The Assistant must be willing and able to assume the majority of the branch’s day to day operations and leadership of the staff due to the additional responsibilities of the Regional Manager.

Position Primary Purpose: Under supervision of the branchmanager, manages the activities of employees and operations of a full service credit union branch.

Essential Functions:

Supervises the day to day operations of the branch. Assigns work and directs staff to ensure adequate services to the membership at all times.

Promotes Credit Union programs and encourages new membership by making outside visits to existing and potential clients in the business community. Identifies their needs and determines the best approach to present the Credit Union’s services and products in order to maintain and/or generate new relationships. Represents the Credit Union and provides leadership in key community activities including business, charitable, civic, and social organizations.

Responsible to support quality/service and sales activities, including marketing input, sales results and quality/service efforts. Responsible for high quality local service in assigned market area.

Manages branch personnel activities, including preliminary employment interviewing, reference checking, selection, orientation of new employees, salary administration, performance evaluations, training, and branch performance objectives. Recommends promotions, reassignments, and salary increases for the manager’s approval.

Keeps the branch manager informed of daily situations regarding personnel and members which affect quality/service and branch operations.

Actively participates in the training of branch employees by assisting or conducting group and individual training sessions. Takes responsibility to follow up on training, verifying understanding of the concepts and skills.

Responsible to act as an “overload buffer” in the lending, member service and teller window areas when staff scheduling falls short of member demand.

Primary responsibility to prepare necessary reports, statistics and personnel records for the branch manager.

Participates in monthly branch audits and certifications to ensure branch compliance with policies and procedures.

Ensures that all security procedures are strictly followed.

Acts as a resource to answer difficult questions and to solve complex problems for members and staff. Follows up on details to resolve the matter to the satisfaction of all parties.

Monitors expenses and vendor relationships. Authorizes payment for supplies and services. Keeps the branch manager informed of any significant variance.

Maintains extensive knowledge of the features and benefits of all Credit Union services and products. Through personal example, provides staff members with a positive, professional member service and sales oriented role model.

Ensures cleanliness, safety and maintenance of branch building and equipment.

Non-Essential Functions:

Keeps abreast of trends and developments with competitors through such activities as reading publications, contacting counterparts in other organizations, and attending meetings, seminars, and special events.

Increases experience through continued exposure to all phases of branch operations.

Responsible to assist the branch manager in the development and accomplishment of branch plans, budgets and branch control systems.

Perform additional duties as assigned and work in other departments and branches as required.

Position Qualifications

Previous Experience: Two or more years of progressively responsible management experience within a financial institution or related industry.

Education: Bachelor’s degree with an emphasis in business/finance, or equivalent work related experience preferred.

Demonstrated Abilities:

A complete hands on working knowledge of the Credit Union’s member services, lending and collection guidelines, loan programs, and insurance to provide full loan services to the membership.

Must demonstrate strong supervisory skills with the ability to train and motivate employees, and must have ability to maintain an efficient schedule of work flow within the Credit Union.

Ability to maintain consistent outstanding standards in areas of accuracy, thoroughness, completeness, and neatness of documentation, system input, and correspondence.

Ability to assume a positive group leadership role by demonstrating a high level of communication and interpersonal skills.

High level of problem solving skills to assist with the coordination of staff functions.

Ability to make decisions, take action, and accept responsibility for results.

Ability to evaluate and solve problems with minimum assistance.

Ability to cope with pressure resulting from meeting schedules, supervising employees, and managing all branch


Ability to act appropriately in a business-like manner in any situation.

Working Conditions:


Continuous standing and/or sitting for long periods of time when providing member services and carrying out other responsibilities. Occasional lifting up to 10 pounds. Occasional bending, squatting, or kneeling to reach supplies on ground level. Occasional reaching above shoulder level to reach supplies overhead. Continuous use of hands in repetitive tasks such as simple grasping, twisting/turning of wrists; finger dexterity to perform various clerical duties such as typing, filing, writing, and handling money. Continuous speaking and hearing for interactions with members and coworkers. Continuous clarity of vision at 20 inches or less for normal processing of members’ transactions.

Continuous clarity of vision at 20 inches or more for security purposes.


Continuous alertness, precision, and concentration to ensure accuracy of transactions. Continuous alertness of surroundings for security purposes. Continuous performance of basic numeric calculations as well as writing, reading, comparing and analyzing. Frequent use of judgment, reasoning, patience, and negotiating in solving members’ problems and cross selling services. Frequent use of initiative in identifying members’ needs and in actively cross selling Credit Union services and products. Continuous memory demands in recalling credit union policies, services, and state and federal regulations.


Length of workday is unpredictable. May have to work long hours because of computer failure or unusually heavy member traffic. Exposed to potentially hazardous condition, i.e., robbery. Receives detailed instructions and procedures to be followed to minimize the risk. Occasional travel is required.

To Apply

Visit to apply.

Posted in Advocacy News, Around the NW.