Assistant Branch Manager

We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.

When you join the Meritrust team, your benefits will include:

• Comprehensive medical insurance plan
• Dental and vision insurance
• Generous paid-time-off
• 12 paid holidays
• 401(k) plan
• Wellness program
• Tuition assistance
• Employee loan discount
• Employee Assistance Program (EAP)
• Life and disability coverage

What sets working for Meritrust apart?

• Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
• Supportive and engaging work environment.
• A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
• A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.
• Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don't meet every one of our qualifications listed.

This is a full-time position working 40 hours a week, Monday-Friday 8:30am - 5:30pm.

POSITION SUMMARY: 

The Assistant Manager supports the daily operations of our Retail Branch, helping to deliver outstanding experience and maintain a smooth, efficient environment. This role works closely with the Retail Manager to coach team members, support new member consultants, and ensure service standards are met.   This role ensures team members are well-prepared to thrive in their positions and contribute meaningfully to the branch's success. 

ESSENTIAL FUNCTIONS: 

• Support branch operations and help ensure alignment with service and performance goals. 
• Assist in driving satisfaction through friendly, accurate, and efficient service. 
• Help coach team members on best practices for member engagement and transaction accuracy. 
• Reinforce consultative sales techniques and support team efforts to meet branch goals. 
• Provide hands-on guidance during member interactions and training exercises. 
• Offer feedback and encouragement to Member Consultants, helping build their knowledge and skills. 
• Participate in weekly check-ins with team members to support their performance and proactively remove any obstacles hindering their progress. 
• Foster a supportive team environment that emphasizes continuous professional development, growth and collaborative success. 
• Ensure daily operations are executed in compliance with internal controls and regulatory standards. 
• Engage directly in training activities, including demonstrating sales techniques and navigating complex member scenarios. 
• Address member comments and complaints autonomously, ensuring timely and thoughtful resolution. 
• Proactively identify challenges and implement solutions to continuously improve service quality. 
• Observe role-play exercises, offering constructive feedback and celebrating progress. 
• Communicate updates and insights with other branch managers to ensure consistency and support across locations. 

QUALIFICATIONS 

Education/Certification:  

• High School diploma or equivalent.

Required Knowledge:  

• Knowledge of financial products and services offered by credit unions (e.g., checking accounts, loans, mortgages, etc.) preferred.  

Experience Required:  

• Accomplished sales performer, demonstrating ability to utilize sales and service skills to achieve goals and branch objectives. 
• Leadership experience necessary for success in the role along with a passion for developing associates and coaching performance. 

HARD/TECHNICAL SKills/Abilities: 

• System Proficiency: Proficient with banking software systems (e.g., core banking systems, CRM tools) and financial reporting software.  
• Communication Skills: Excellent verbal and written communication skills, with the ability to convey complex information clearly and effectively. 
• Performance Coaching: Ability to analyze performance, recognize knowledge/skill gaps and provide constructive feedback and coaching. 
• Leadership Skills: Guide and motivate staff, delegate tasks effectively, and foster a productive work environment. 
• Conflict Management:  Manage interpersonal or member disputes professionally and constructively. 
• Regulatory Compliance: Ensure adherence to credit union policies and federal regulations. 
• Sales Skills: Proficient use of sales skills to discover member needs, present products and services and ask for the business. 

WORKING CONDITIONS 

• Standard office conditions 
• Low to moderate noise 
• Limited lifting up to 25 lbs. 
• Must be able to stand for long periods of time 

This description has been reviewed to ensure that only essential functions and basic duties have been included.  Peripheral tasks, only incidentally related to each position, have been excluded.  Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.  In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive.  Additional functions and requirements may be assigned by supervisors as deemed appropriate.   

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.  However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. 

 

The Credit Union believes that each employee makes a significant contribution to our success.  That contribution should not be limited by the assigned responsibilities.  Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent.  It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.  

Job descriptions are not intended as and do not create employment contracts.  The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.