Assistant Branch Manager

Suffolk Credit Union; Town of Southampton (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus up to 15%

Health plans

401(k) matching

Work-life balance support

Employee engagement activities

Community involvement opportunities

Job summary

Suffolk Credit Union is seeking an Assistant Branch Manager in New York to oversee daily branch operations and develop staff to enhance member satisfaction. You will supervise employees, manage schedules, and support leadership on staffing decisions while ensuring service excellence.

The role includes coaching, performance appraisals, and collaborating across departments to achieve branch goals. A strong customer-service orientation and knowledge of credit union products are essential.

Qualifications

• Minimum 1 year of supervisory experience in a financial institution; 3 years supervisory overall.
• Notary license required or to be obtained within three months of hire.
• NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.
• Strong interpersonal and communication skills are essential.
• Knowledge of loan processing, credit union products, policies, and regulatory requirements.

Responsibilities

• Supervise branch staff and coordinate staffing decisions with HR and leadership.
• Manage scheduling, timekeeping, and training for all branch staff.
• Monitor branch performance to meet goals and standards.
• Resolve escalated member issues and deliver excellent service.
• Cross-sell and provide information on credit union products; assist with memberships and loans.
• Approve new memberships, open accounts, and review loan applications.
• Handle approvals for cash orders, wire transfers, fees, and holds.
• Assist members with debit/ATM card issues and wire transfers documentation.
• Collaborate with Collections to resolve payment issues and establish payment solutions.
• Conduct outbound calls for sales, loan follow-up, and problem resolution.
• Ensure branch appearances and materials placement meet standards.

Skills

Interpersonal skills

Clear communication

Confidential info handling

Team collaboration

Loan processing math

Credit union products knowledge

Regulatory knowledge

Education

High school diploma or equivalency

Notary license (or within 3 months)

NMLS-Mortgage Loan Originator (NMLS-ID)

Job description

At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. We offer a competitive base salary plus an annual bonus opportunity of up to 15%, based on company performance and achievement of sales goals. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement.

Role Overview

The Assistant Branch Manager oversees the day-to-day operations of the branch, ensuring seamless functioning while managing and developing branch employees to enhance member satisfaction. Key responsibilities include effectively supervising branch staff through organising, scheduling, coaching, performance appraisals, and collaborating with People Operations and leadership on staffing decisions. The role also entails managing employee schedules, timekeeping, and training, monitoring branch performance to meet established goals, and providing support in resolving escalated member issues to deliver excellent service.

Key Responsibilities

• Oversee all branch employees through organising, scheduling, coaching, counselling, appraising, and collaborating with HR and leadership on staffing decisions.
• Manage scheduling, time cards, and training for all branch staff to ensure efficient operations.
• Monitor branch performance to ensure goals are met and align with organisational standards.
• Assist employees with escalated problem resolution and directly service member needs.
• Cross-sell and provide information on credit union products to enhance member engagement.
• Approve new membership applications, open accounts for new and existing members, and review loan applications for completeness.
• Handle approvals for cash orders, wire transfers, fee reversals, and check or deposit holds.
• Assist members with obtaining and resolving issues related to debit/ATM cards.
• Process wire transfers while collecting necessary documentation and ensuring compliance.
• Collaborate with the Collections department to resolve collection issues and establish member payment solutions.
• Conduct outbound calls for sales opportunities, loan follow-up, and problem resolution.
• Ensure branch appearance aligns with credit union standards and manage correct placement of People Operations, Retail, and Marketing materials.

Essential Qualifications

Qualified candidates will have a high school diploma or equivalency certification. At a minimum, 1 year of supervisory experience in a financial institution; 3 years minimum supervisory experience overall. Notary license required or to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.

• Strong interpersonal skills with the ability to empathise and build rapport.
• Clear and articulate communication, both orally and in writing.
• Proficient in customer service and handling confidential information with discretion.
• Ability to work effectively with direct supervision and support branch goals.
• Intermediate mathematical skills with knowledge of loan processing procedures.
• Familiarity with credit union products, services, policies, and regulations.
• Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others.

Working Conditions

• Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information.
• Occasionally required to lift over 45 lbs., such as supply boxes.
• Occasionally works unusual hours, including Credit Union Days and call nights.
• Must be available to work a flexible schedule, including Saturdays.
• Occasionally required to travel up to 50 miles for business needs.

Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.

Compensation for employees is generally offered within the range of the minimum to midpoint of the posted salary scale, based on qualifications, internal pay equity, and the budget for the position. This compensation range adheres to state-specific regulations. The determination of your actual pay rate may take into consideration factors such as your skills, years of experience, and other pertinent qualifications.