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Achieva Credit Union · 2 hours ago

Assistant Branch Manager

Land O' Lakes, FL

Full-time

Onsite

Mid, Senior Level

3+ years exp

Achieva Credit Union is seeking an Assistant Branch Manager to oversee the daily operations of the branch and ensure high-quality service. The role involves managing audits, providing leadership and training to staff, and maintaining operational efficiency while promoting a customer-focused environment.

AccountingBankingFinancial Services

Responsibilities

Ensure the operational success of the branch. Responsible for periodic auditing of cash, negotiable instruments, time sheets, new accounts, loans, and reporting as required

Responsible for performing all aspects of the monthly branch audit

Support Achieva’s Brand Frame by ‘Finding a Way’ to assist, providing ‘VIP’ service to, ‘Make it Easy’ for, and ‘Learn’ all about internal/external customers while promoting an environment of ‘Trust’. Hold team members accountable for living the Brand Frame

Makes recommendations to Branch Manager on all operational improvements and efficiencies

Ability to troubleshoot malfunctioning equipment. i.e.: ECR, Coin Machine, Card Machine, Etc

Responsible for the operational development of new and existing staff

Responsible for staff scheduling ensuring adequate coverage at all times

Professional and efficient communications with all departments in order to promote collaboration

Provides coaching, leadership, guidance, and mentorship to other team members

Responsible for providing support and/or handling member issue escalations

Maintains member confidentiality, safeguards branch assets by assuring that cash procedures are followed, and enforcing all security procedures

Maintain a self-development program by updating technical and management skills by completing training plan prescribed for the position, attending pertinent seminars and classes and reading journals and publications

Partner with Branch Manager to represent Achieva in the community, and partner with leadership to be a top employer

Maintains Certified Financial Counselor (CFC) Certification

Promotes the CU at Work Program within the business community

Delivers professional and efficient communications for member outreach campaigns including but not limited to calling campaigns, community outreach, relationship building, and Achieva marketing brand strategies including any tracking and/or reporting

Maintains appropriate business continuity plan

Responsible for account servicing, member applications, accurate completion of forms and data input related to account opening, account maintenance, and transactions, and other items as required. Provides service for business and specialty accounts

Delivers personalized service that focuses on individual member needs. Identifies and offers products and services that will improve our member’s financial lives

Maintains a working knowledge of all lending policies and guidelines

Performs transactions including all transactions performed on a teller line/POD

Responsible for upholding all credit union ethical standards

Represents the credit union in a courteous and professional manner

Perform other essential job functions as required or assigned

Maintains appropriate business continuity plan

Promotes diversity and inclusion at the Credit Union

Qualification

Financial institution experienceLeadership experienceCertified Financial CounselorMS Office SuiteMulti-taskingProfessional demeanorOffice equipment proficiencyOrganizational skillsInterpersonal skillsAttention to detailProblem-solving