Assistant Branch Manager

Socket.dev; Neenah (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Community First Credit Union in Neenah, WI is seeking an Assistant Branch Manager to deliver exceptional member service and work closely with the Branch Manager to meet branch goals and follow operational procedures.

You will interact with members, conduct loan interviews, open and service deposit accounts, and help grow the business through cross‑selling and relationship building. The role supports daily branch operations and leadership development.

Qualifications

• Associate's Degree in banking, business, management, or a related field.
• 2+ years of banking, member service and/or sales experience.
• Exceptional verbal communication skills, multi‑tasking, prioritization and organization.
• Familiarity with Microsoft Office and web‑based financial services platforms.
• Passion for providing outstanding service to members.

Responsibilities

• Interact with members to uncover financial needs and provide appropriate solutions using Community First Credit Union products and services.
• Conduct loan interviews, analyze debt ratios, obtain approvals, close loans and finalize files.
• Open and service deposit accounts including savings, checking, certificates, money markets, HSA and retirement accounts; close accounts when needed.
• Customize protection solutions for lending products including payment protection and warranties.
• Help achieve branch goals and deepen member relationships through cross‑selling and follow‑up communications.
• Assist members with service requests (wire transfers, payroll deductions, check cards, statements).
• Support branch operations including cash handling and teller functions; maintain a cash drawer.
• Collaborate with branch manager to learn administrative duties and maximize team productivity.
• Cover branch manager duties when needed and participate in new business development with members and local organizations.

Skills

Verbal communication

Multi-tasking

Prioritization

Organization

Follow up

Education

Associate's Degree in banking / business / management

Tools

Microsoft Office

Web-based software

Financial services platforms

Job description

As Assistant Branch Manager, you'll provide outstanding service and build relationships with members, while working closely with the Branch Manager to ensure branch goals are met and operational procedures are followed. Do all the things you love (helping members, lending, offering great products and services) while developing your leadership skills and contributing to a strong team environment. At Community First, we're big enough to provide exceptional career opportunities, but small enough to know you - and what you bring to the table.

As Assistant Branch Manager with Community First Credit Union, you will:

• Interact with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First Credit Union

• Provide a consultative approach to complete loan interviews which includes: performing debt ratio/collateral analysis, obtaining approval, closing the loan and completing the file

• Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, electronic services, health savings accounts, and retirement accounts. Also close accounts when necessary

• Customize protection solutions for all applicable lending products to include but not limited to payment protection and warranty

• Achieve individual and overall branch goals to positively impact Community First's membership

• Assist members with all service requests including wire transfers, payroll deduction/direct deposit, check cards and statement queries

• Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union

• Continually manage deposit and loan portfolio through follow‑up via phone, email, or direct member contact

• Recognize opportunities to cross‑sell all credit union products and services to increase services per household and deepen member relationships

• Assist the branch in cash handling/teller functions. Maintain a cash drawer in order to assist with member service in the teller functions

• Assist in developing new business through involvement with members inside and outside of the credit union, civic organizations and local businesses

• Work closely with the branch manager to learn the administrative details of managing a branch. Work with all branch staff to assist in maximizing productivity of the branch team

• Accept and performs branch functions as assigned by the branch manager. Assume responsibility in absence of the branch manager

We are open in the driveup from 7 a.m. to 6 p.m. Monday through Friday, and open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.

We are looking for a combination of:

• Associate's Degree in banking, business, management, or a related field

• 2+ years of banking, member service and/or sales experience

• Exceptional verbal communication skills, as well as advanced ability to multi‑task, prioritize, stay organized, and follow up

• Familiarity with Microsoft office suite, as well as web‑based software and financial services platforms

• Passion for providing outstanding service to our members - internal and external