Assistant Branch Manager

Socket.dev; Hauppauge (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Socket.dev is seeking an Assistant Branch Manager/Assistant Branch Manager Float to support the Branch Manager in delivering sales and service excellence. You will supervise staff, help meet branch goals, and promote a compliant, customer-centric culture across all operations.

Based in Hauppauge, NY, you will contribute to staffing, training, and budget planning, oversee loan activity within authority, and ensure adherence to policies while providing flexible coverage across branches.

Qualifications

• Associate degree or equivalent with specialized training.
• 3+ years of financial or retail sales experience.
• 3-5 years supervisory experience.
• Notary Public and NMLS registration may be required.
• Knowledge of products and services and compliance guidelines.

Responsibilities

• Manages all branch functions and staffing levels.
• Leads coaching, training, and performance management.
• Executes sales/service activities and strategies.
• Ensures compliance with policies and security measures.
• Oversees consumer loan production and underwriting within authority.
• Delivers exceptional Member service and community engagement.
• Develops staff and conduct performance reviews.
• Maintains budget and audits branch operations.
• Provides facilities management and coverage across branches.

Skills

Excellent written and oral comms

Organizational skills

Prioritization & multitasking

Professional communication

Education

Associate degree

Job description

JOB DESCRIPTION

ASSISTANT BRANCH MANAGER/ASSISTANT BRANCH MANAGER, FLOAT

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SUMMARY:

Working under the guidance and direction of the Branch Manager, the Assistant Branch Manager/Assistant Branch Manager Float will work with the Branch Manager to learn how to effectively manage branch operations, develop staff, and promote the sales and service culture. The Assistant Branch Manager has responsibility for supervision of branch staff, achievement of sales and service goals and operational activities. Ensure Member service meets or exceeds expectations. Assure productive workflow and that all operations are consistent with internal and external policies and regulations.

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ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Manages all functions of the branch and operational activities, including adequate staffing levels, and staff development.
• Provides leadership, coach, train, and manage performance of staff to ensure branch achieves sales and service goals. Exercises discretion and uses independent judgement.
• Responsible for the consistent execution of sales and service activities and strategies
• Ensures branch adheres to operational policies, compliance requirements and security measures.
• Assists in the development and training of staff, including performance reviews, giving constructive feedback, and administering correction action processes.

• Oversees consumer loan production for branch, including approving loans within authority level, underwriting, and disbursement.

• Ensures exceptional Member service to all external and internal Members to foster and capture the credit union culture.
• Supports ongoing marketing strategies, plans, contests, promotions, and focuses in branch.
• Promotes Credit Union through community involvement via memberships in local organizations (i.e., Chamber of Commerce, Rotary, etc.), participation in town events, and engage in local business networks.
• Suggests changes in products, policies, and procedures that would enhance Member satisfaction, revenue, security, or operational efficiency.
• Follows established audit, security, and compliance guidelines to protect the staff, company assets, and Members from harm or loss.
• Works with Branch Manager to develop, update, and maintain an annual budget for the branch.
• Operates branch within budget and manages controllable components of expenses for the Branch.
• Provides facilities management such as bids for repairs and services, ensuring that security-alarm system functions properly, maintain ATM machines, and other necessary duties.
• Accommodates flexible work schedule to meet branch needs, including evenings and weekends. Provide coverage at other branch locations, as needed.
• Serves as a flexible leader who travels between multiple branches to provide coverage for management absences, ensure operational consistency. Oversee staff, manage daily operations, handle complex Member transactions, and ensure regulatory compliance.
• Perform Notary Public duties.
• Completes projects as assigned.

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REQUIREMENTS:

• An associate degree or equivalent experience with specialized training in appropriate areas.
• 3+ years of financial or equivalent retail sales experience
• 3-5 years supervisory experience
• Credit or lending background.
• Complete and thorough knowledge of all products and services of the credit union
• Knowledge of all relevant rules, procedures, and guidelines.
• Notary Public required.
• Signature Guarantee required.
• NMLS Registration required.
• Must possess good communication, supervisory, and organizational skills.

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COMPENTENCIES

• Excellent written and oral communication skills

• Excellent organizational skills
• Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
• Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.