Assistant Branch Manager

Peak Credit Union; Eugene (OR); On-site; USD 63,000 - 71,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid holidays

Job summary

Peak Credit Union is seeking a Branch Manager to partner with the Branch Manager and lead daily branch operations in the Eugene area. You will drive member engagement, ensure service standards, and collaborate with other units to resolve issues and promote financial products.

The role requires 3+ years in retail financial services with leadership experience; NMLS and Notary are a bonus. A strong focus on team development and relationship-based service is essential.

Qualifications

• Minimum three (3) years of experience in retail financial services with progressive leadership responsibilities.

Responsibilities

• Oversee daily branch operations including cash and vault balancing, negotiable items, and audits.
• Grow member relationships by cross-selling retail products and services across business units.
• Coach and develop branch staff to deliver high-quality service and achieve sales goals.
• Ensure compliance with federal/state regulations and internal policies.

Skills

Leadership

Customer service

Communication

Relationship building

Education

Retail financial services experience

Tools

NMLS

Notary

Job description

To maintain a strong connection with our members and local communities and better understand their unique needs , we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience !

Job Overview:

This position partners with Branch Manager to oversee sales and branch operations while assisting in the direct delivery of services to members. Handles daily operational tasks and ensures member service levels are met or exceeded. Leads branch team to deliver consistently high-quality sales and service by attracting new members and deepening relationships with current members. Mitigates branch controls and risk by adhering to required operational processes, standards, and regulations.

• rotating Saturday coverage in Eugene area or Albany

Pay Range:

• The target annual pay range for this position is $62,700 - $71,300. The full annual pay range is $61,260.00 - $85,764.00.

Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

What you’ll do:

• Handles and oversees daily operations of branch, including cash and vault balancing, negotiable items, and audits.
• Partners with other business units to resolve member issues or grow member relationships; actively participates in cross-functional meetings.
• Maintains a thorough and comprehensive understanding of all retail products and services and sufficient knowledge of all credit union services to make effective referrals to other business lines.
• Engages with members by greeting, personalizing interactions, uncovering financial needs, making recommendations for financial services, and providing timely follow-up.
• Maintains and enforces systems, policies, procedures, and productivity standards.
• Understands and complies with federal and state regulations relating to financial products and services as well as credit union policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
• Resolves or makes decisions related to the service and operational functions within their authority.
• Seeks opportunities to grow branch assets and membership through community outreach, networking, and business development.
• Partners with the Branch Manager while conducting employment interviews and making hiring decisions or recommendations.
• Trains and develops branch staff to provide high-level, consistent service to members while creating a relationship-based sales and service culture at the branch. Resolves employee problems and performance issues timely.
• Works in partnership with Branch Manager to coach, lead and motivate retail branch employees to meet or exceed sales goals and Service standards.
• Performs all duties of a Member Service Specialist 2.
• All other duties as assigned.

Qualifications:

• Minimum three (3) years of experience in retail financial services, with past roles showing a progression of increasing responsibility including leadership/mentorship.

Bonus points if you have:

• NMLS (Nationwide Multistate Licensing System) and Notary.

What you’ll bring:

• Ability to motivate and develop employees through active performance management coaching, feedback, and mentoring.
• Excellent communication skills with customers (members) and internal team members required.
• Ability to be a strong advocate for the branch and credit union products and services.
• Ability to handle difficult or stressful situations with professional composure and maintain a high level of confidentiality.
• Ability to promote and maintain positive behaviors, team spirit and focus on the member.
• Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

Total Rewards:

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). Employees also have access to Life and AD&D insurance. Employees are able to enroll in our 401k plan. Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

#ZR

Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States.

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Peak Credit Union is an affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [e-mail].

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Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Peak Credit Union ’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.