Business Services & Consulting • Mesa, AZ 85201
The Assistant Branch Manager serves as the Branch Manager's partner in driving all branch performance metrics including sales growth, member satisfaction, operational excellence, and regulatory compliance.As second-in-command, the ABM leads daily branch operations while serving as primary supervisor for the Experience Specialist team and providing secondary leadership support for Relationship Specialists.During the Branch Manager's absence, the ABM assumes full branch leadership responsibilities ensuring seamless operations and consistent performancestandards across all team members.This role focuses on developing high-performing teams through hands-on coaching, performance management, and career development initiatives.
The ABM ensures seamless member experiences across all service channels while supporting business development and community outreach efforts.This position serves as a critical leadership development role, providing comprehensive exposure to all aspects of branch management in preparation for future Branch Manager opportunities.
Team Development & Coaching
Develop Team Performance: Coach employees to improve sales and service performance by identifying growth opportunities and providing targeted support based on experience level
Build Future Leaders: Mentor Senior ES team members for advancement opportunities while implementing structured onboarding for new hires through the ES Proficiency Program
Drive Accountability: Monitor and coach to key performance metrics, including Individual Productivity Standards, member surveys, and organizational targets
Create Engaging Culture: Foster a motivating, performance-driven environment that supports continuous learning and career development
Sales & Member Experience Leadership 30%
Execute Performance Standards: Implement and reinforce established member service standards while driving sales performance through business development initiatives
Coach to Results: Support team members in achieving referral goals, relationship-building targets, and member engagement objectives
Ensure System Utilization: Monitor 100% CRM system adoption to maximize member financial wellness opportunities
Manage Member Issues: Handle escalated member concerns and complex service requests with timely, effective resolutions
Operations & Leadership Coverage
Lead During Absences: Serve as primary branch leader when Branch Manager is unavailable, ensuring seamless operations and decision-making
Ensure Compliance: Monitor adherence to policies, procedures, and regulatory requirements across all branch functions
Support Daily Operations: Partner with Branch Manager on tactical execution while maintaining operational excellence
Coordinate Cross-Functionally: Collaborate with other business lines to optimize member experience and support growth initiatives
Program Implementation & Process Management
Execute Training Programs: Ensure full implementation of ES Proficiency Onboarding Program throughout new employees' first 12 months
Monitor Performance Systems: Track utilization of key tools and processes to maintain operational consistency
Support Strategic Initiatives: Assist with the implementation of branch-wide programs and process improvements
Perform other job-related duties as assigned.
What you will need:
High School Diploma or GED required.
Bachelor's Degree in Business or related field or equivalent combination of education and experience preferred.
2+ years of experience in Financial Services Sales and Service required.
1+ years of experience in a Leadership role required.
1+ years Cash handling experience preferred.
Demonstrated aptitude for analyzing challenges and implementing effective solutions. Ability to make decisions under pressure and resolve conflicts as they arise required.
Comfort with using banking software, CRM systems, and other relevant technology for member service and virtual team member support required.
Excellent organizational and time management skills to oversee daily operations at multiple locations required.
Excellent verbal and written communication skills required.
In depth understanding of credit union operations, financial products and services. Ability to understand and drive branch performance indicators to achieve set targets required.
Advanced customer service skills to ensure a positive member experience with ability to handle member inquiries, complaints, and complex issues with professionalism required.
Strong collaborative skills to work with diverse groups of leaders, team members, departments and senior leaders to ensure shared success required.
Strong leadership skills to guide and motivate team members required.
NMLS - Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required.
Notary - Registered and serve as a Notary Public required.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
The Assistant Branch Manager serves as the Branch Manager's partner in driving all branch performance metrics including sales growth, member satisfaction, operational excellence, and regulatory compliance.As second-in-command, the ABM leads daily branch operations while serving as primary supervisor for the Experience Specialist team and providing secondary leadership support for Relationship Specialists.During the Branch Manager's absence, the ABM assumes full branch leadership responsibilities ensuring seamless operations and consistent performancestandards across all team members.This role focuses on developing high-performing teams through hands-on coaching, performance management, and career development initiatives.
The ABM ensures seamless member experiences across all service channels while supporting business development and community outreach efforts.This position serves as a critical leadership development role, providing comprehensive exposure to all aspects of branch management in preparation for future Branch Manager opportunities.
Team Development & Coaching
Develop Team Performance: Coach employees to improve sales and service performance by identifying growth opportunities and providing targeted support based on experience level
Build Future Leaders: Mentor Senior ES team members for advancement opportunities while implementing structured onboarding for new hires through the ES Proficiency Program
Drive Accountability: Monitor and coach to key performance metrics, including Individual Productivity Standards, member surveys, and organizational targets
Create Engaging Culture: Foster a motivating, performance-driven environment that supports continuous learning and career development
Sales & Member Experience Leadership 30%
Execute Performance Standards: Implement and reinforce established member service standards while driving sales performance through business development initiatives
Coach to Results: Support team members in achieving referral goals, relationship-building targets, and member engagement objectives
Ensure System Utilization: Monitor 100% CRM system adoption to maximize member financial wellness opportunities
Manage Member Issues: Handle escalated member concerns and complex service requests with timely, effective resolutions
Operations & Leadership Coverage
Lead During Absences: Serve as primary branch leader when Branch Manager is unavailable, ensuring seamless operations and decision-making
Ensure Compliance: Monitor adherence to policies, procedures, and regulatory requirements across all branch functions
Support Daily Operations: Partner with Branch Manager on tactical execution while maintaining operational excellence
Coordinate Cross-Functionally: Collaborate with other business lines to optimize member experience and support growth initiatives
Program Implementation & Process Management
Execute Training Programs: Ensure full implementation of ES Proficiency Onboarding Program throughout new employees' first 12 months
Monitor Performance Systems: Track utilization of key tools and processes to maintain operational consistency
Support Strategic Initiatives: Assist with the implementation of branch-wide programs and process improvements
Perform other job-related duties as assigned.
What you will need:
High School Diploma or GED required.
Bachelor's Degree in Business or related field or equivalent combination of education and experience preferred.
2+ years of experience in Financial Services Sales and Service required.
1+ years of experience in a Leadership role required.
1+ years Cash handling experience preferred.
Demonstrated aptitude for analyzing challenges and implementing effective solutions. Ability to make decisions under pressure and resolve conflicts as they arise required.
Comfort with using banking software, CRM systems, and other relevant technology for member service and virtual team member support required.
Excellent organizational and time management skills to oversee daily operations at multiple locations required.
Excellent verbal and written communication skills required.
In depth understanding of credit union operations, financial products and services. Ability to understand and drive branch performance indicators to achieve set targets required.
Advanced customer service skills to ensure a positive member experience with ability to handle member inquiries, complaints, and complex issues with professionalism required.
Strong collaborative skills to work with diverse groups of leaders, team members, departments and senior leaders to ensure shared success required.
Strong leadership skills to guide and motivate team members required.
NMLS - Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required.
Notary - Registered and serve as a Notary Public required.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
