Assistant Branch Manager

Peak Credit Union; Olympia (WA); On-site; USD 61,000 - 86,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401k plan

Paid holidays and vacation

Job summary

Peak Credit Union is seeking a Branch Manager to oversee daily branch operations, lead a team, and drive member satisfaction. You will ensure efficient service delivery, cash controls, and adherence to policies while mentoring staff to achieve sales and service goals.

The role emphasizes strong leadership, customer focus, and cross-functional collaboration to grow assets and membership in the WA/OR region.

Qualifications

• Minimum three (3) years of experience in retail financial services with progression to leadership/mentorship.
• Strong customer service and communication skills.
• Ability to motivate and develop staff and manage performance.

Responsibilities

• Oversee daily branch operations, including cash handling and audits.
• Lead branch team to attract new members and deepen relationships.
• Refer members to other products and services across the credit union.
• Ensure compliance with applicable regulations and internal policies.
• Conduct interviews and contribute to hiring decisions.

Skills

Leadership mentorship

Customer service

Communication skills

Sales & referral

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 !

• The full pay range is $61,260 - $85,764/annually 57040.00 - 85560.00
• We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.

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.

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.

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

• 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.

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.

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].

If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail [e-mail]. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.