Assistant Branch Manager

Mountain America Credit Union; Roosevelt, Northern (UT, KY); Hybrid; USD 40,000 - 56,000; Full time

Benefits offered by this job

Competitive hourly pay

Annual bonus potential

Medical and dental benefits

Paid time off

Matching 401K

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in Roosevelt, Utah seeks a Branch Leader to coach a team, manage daily operations, and drive exceptional member experiences. The role emphasizes leadership, lending knowledge, and adherence to credit union policies within a fast-paced branch setting.

The position requires 3+ years in financial services (including lending), a 2-year degree, and the ability to obtain necessary certifications. Competitive pay and comprehensive benefits are offered.

Qualifications

• 3+ years in financial industry experience, including 1+ year of lending experience.
• Must meet Branch Progression training expectations for all positions supervised.
• Notary Public or ability to obtain within 90 days where possible; MLO SAFÉ Act qualification.
• Proficiency in Microsoft Office; Symitar experience preferred.

Responsibilities

• Coach and develop branch staff to deliver exceptional Member Experience.
• Oversee daily branch operations, including cash management and compliance.
• Utilize sales tools like MVR and Value Analyzer to drive AAA standards and branch goals.
• Assist Branch Manager with hiring, onboarding, development and retention of team members.

Skills

Leadership

Coaching

Team supervision

Education

Two-year college degree

Tools

Symitar

Microsoft Office

Job description

Job Summary

At Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America.

Job Description

LOCATION Roosevelt 200 N Branch 823 East 200 North Roosevelt, UT 84066

SCHEDULE Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm *Day off during the week when a Saturday is worked*

• Starting competitive hourly pay depending on experience, plus annual bonus potential
• Performance reviews with opportunities to increase compensation
• Excellent medical and dental benefits with minimal employee contribution (full time employees)
• Paid time off, volunteer time off, and paid holidays
• Matching 401K
• Tuition assistance
• Professional development
• And more!

To be effective, an individual must be able to perform each job duty successfully.

Coaching & Development

Exemplifies MACU Way and Leadership Behaviors and philosophy while fulfilling responsibilities as a leader in the branch environment and within the credit union. Learns to coach others to develop the necessary AAA skills to get the expected results. Connects AAA skill proficiency to production. Drives accountability with team members around AAA and results. Leads by example and supports a branch culture of exceptional member service. Understands the MACU vision and articulates the vision through MACU Way behaviors. Under the lead of the Branch Manager, solicits feedback regarding team culture and utilizes the MACU Mission, Vision, and Values to drive a unified team culture and obtains buy‑in from their team. Regularly holds personalized 1:1’s with each team member. Uses coaching tools to improve development activities beyond that of production and toward team member development. Partners with team members to create individual development plans that include AAA skills and other development opportunities. Evaluates direct report employees in their quarterly check‑ins and annual Performance Evaluations and assists the Branch Manager with the MSR/MEO/FSR evaluations. Supports the Branch Manager with change management efforts and priorities of the credit union with team members. Trains and coaches branch staff on credit union policies, procedures, philosophies and branch functions to encourage the achievement of branch operational and sales goals. Works with the Branch Manager to implement employee life cycle strategies in regard to employee hiring, onboarding, development and retention.

Member Experience

May partner with the Branch manager to resolve member and employee concerns. Resolves concerns; follows up in a timely manner. Seeks assistance as necessary. May support the Branch Manager in community development – acts as a credit union representative in the community where the branch is located and successfully meet the needs of sponsor groups.

Branch Operations

Assists in the daily operations of the branch (including cash management, compliance). Effectively uses proprietary sales tools like Member Value Review (MVR), Value Analyzer and New Account Framework to maintain AAA standards. Approves and denies loans and is the back‑up for the branch manager for loan exceptions. Sees opportunity in how to create a package that provides the best value for the member. Assists the Branch Manager is developing methods to track and measure team productivity, accuracy, and sales and service. Gains knowledge and understanding of the Credit Union Financials. Utilizes judgment and responsibility in fulfilling members' needs using the credit union policies. Assists the Branch Manager with security and maintenance of the branch building and property. Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.

Leadership Focus

Coaches and develops branch team members to provide an exceptional Member Experience. Partners with internal Business Partners to serve the membership and develop others. Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Must have 3+ years of financial industry experience, which includes 1+ years of lending experience.

Education

Two-year college degree or completion of a specialized course of study at a business or trade school or equivalent.

Licenses, Certificates, Registrations, Trainings

Must meet all Branch Progression training expectations of all positions supervised. Notary Public or have ability to obtain within first 90 days where possible. Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration.

Computer/Office Equipment Skills

Basic computer operating skills. Intermediate to advanced skills in Microsoft Office (Outlook, Word, Excel and PowerPoint). Symitar experience preferred.

Managerial Responsibility

Has supervisory/managerial responsibilities that are direct or through work leaders, typically with a subordinate group of 10 or more employees. Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates and reviews the work of assigned staff. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy.

Other Skills and Abilities

Must have a thorough knowledge and understanding of credit union policies and procedures as well as related work experience in operations (teller and new account functions), lending (loan origination) and sales in a financial institution. Must have the ability to make sound decisions based on credit union policies. Must have the ability to supervise, train, lead and coach others in providing quality service and selling credit union products and services. Must have strong leadership skills which include a proven track record of preparing and mentoring new leaders for the credit union, including demonstrated success in handling difficult situations.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally.

Vision Requirements

Close vision (clear vision at 20 inches or less). Distance Vision (clear vision at 20 feet or more).

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.

Environmental

There are no unusual environmental factors. Noise Environment Moderate noise (business office with computers and printers, light traffic).

***This job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person***

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

Follow @MountainAmericaLife on Facebook and Instagram to see why our team members love working at Mountain America! Mountain America Credit Union is one of the foremost financial institutions in the country, with more than 95 branches located in 5 states (Utah, Idaho, Nevada, Montana, and Arizona). We believe that a healthy balance between work, home life, and play is essential to our team members and our success. We offer a friendly, comfortable and inclusive work environment, fun employee activities and exciting charity events to ensure that no day is dull at Mountain America. Our purpose is to help members enjoy a good life by providing them a positive incentive to save and manage their finances. We also give members easy access to their accounts and allow them to control their funds in a variety of ways, including ATMs, online home banking, mobile banking, direct deposit, automatic payment options and access through a large branch network. When making decisions, we always put members' needs first. It's just the way we do business and a part of the "people helping people" philosophy of credit unions.