We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!
SUMMARY:
The Assistant Branch Manager I at Addition Financial partners with the AVP Branch Manager to lead and develop branch teammates in support of individual, branch, and organizational growth goals. This role fosters a collaborative, high-performance culture grounded in empathy, accountability, and resourcefulness. The Assistant Branch Manager is responsible for delivering exceptional member experiences, maintaining operational excellence, and achieving branch performance targets. By promoting team engagement, continuous improvement, and a positive culture, this leader supports daily operations and ensures consistent, high-quality service across all branch locations.
DUTIES & RESPONSIBILITIES:
Branch Leadership & Strategy o Collaborate with the AVP Branch Manager to develop, implement, and maintain branch strategies as documented in the annual business plan. o Play a pivotal role in fostering and championing a positive, high-performing culture within your branch that supports teammate engagement and contributes to making Addition Financial an exemplary workplace. o Monitor and enhance branch performance metrics, including Net Promoter Score (NPS), Google reviews, and member satisfaction. o Analyze performance data to set objectives, optimize staffing levels, and drive profitability. o Ensure the delivery of consistent and reliable service standards across all branch locations to uphold our brand promise and earn member trust. o Drive a high-impact service culture that elevates the member experience, strengthens brand loyalty, and positions the credit union as a trusted financial partner. o Support consultative sales efforts to deepen member relationships and meet financial needs. o Provides assistance in Head Teller duties, Relationship Advisor functions, processing loans, new accounts, business lending, and successfully performs all branch duties as needed. o Conduct morning and afternoon huddles to include but not limited to current standing, product and services, and skills practice. Team Development & Coaching o Train, mentor, and coach teammates on Addition Financials' standards, service commitments, core values, and behaviors. o Assist AVP Branch Manager with interviewing, hiring, and performance management for all team members and branch leadership, team member retention, and the ongoing development of team members. o Ensure day-to-day operations deliver seamless, “unbelievable” service experiences that exceed member expectations. o Deliver seamless, one-stop branch problem resolution by serving as the sole point of contact, ensuring members’ questions and issues are addressed promptly, thereby continuously improving the service we provide to our members o Build and nurture strong members and community relationships through volunteerism and local outreach. o Serve as a visible leader and brand ambassador, strengthening community partnerships and amplifying Addition Financials’ reputation. o Prepare and administer performance appraisals, warnings, and disciplinary actions for direct reports. o Provide ongoing coaching of direct reports on a daily basis, monthly coaching sessions, performance reviews and career progression. Compliance & Risk Management o Stay updated on credit union regulations, policies, and procedures; conduct necessary audits. o Follow risk-management guidelines and act as the branch's first defense in reporting risks. o Collaborate with the Risk Management and Audit teams for oversight and assurance. o Cross-Functional Partnership o Coordinate with Human Resources and Training on recruiting, onboarding and ongoing curriculum enhancements. o Partner with internal departments on referrals, campaigns, and credit union initiatives. o Administer the supervision of the office to ensure proper functioning of day-to-day operations, including adhering to security policies and procedures, control of cash levels and adequate supply of inventory. Special Initiatives o Provide support and mentorship to our high school branch students, university branch students, and summer interns, ensuring a positive learning experience. o Work remotely as needed during branch closures or disaster recovery events. |
REQUIREMENTS
Education:
Experience:
Additional Requirements
• Proven track record of leading and developing high-performing teams to meet organizational goals.
• Knowledge of branch operations, regulatory compliance, and risk management principles.
• Working knowledge of credit union products, services, policies, procedures, and lending practices, including interpretation of credit bureau reports, underwriting criteria, and lending philosophies.
• Organizational, prioritization, analytical, and problem-solving skills are necessary for addressing complex issues and driving continuous improvement.
• Excellent written, verbal, and interpersonal communication skills, with the ability to positively influence various stakeholders, including members, teammates, vendors, and regulators.
• Have an understanding of fundamental financial concepts, including balance sheets, income statements, and key ratios, utilizing peer comparisons to guide strategic decisions that enhance branch performance.
• Adaptable to support remote branch operations during closures and respond to evolving business requirements.
• Assumes responsibility for branch operations in absence of AVP Branch Manager
Any applicable system or program knowledge:
OTHER CHARACTERISTICS OF THE POSITION:
Physical Demands:
Mental Demands:
WORKING WITH US:
We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:
At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member’s diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In®.
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