Assistant Branch Manager - Burlington, MA (On-Site)

First Tech Federal Credit Union; Burlington (MA); On-site; USD 47,000 - 52,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401(k) match

Paid Time Off

Paid holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union in Burlington, MA is seeking a Branch Team Leader to assist the Branch Manager in driving a sales and service culture and helping members reach financial goals. You will supervise MSRs and tellers, coach for growth, and handle lending and Notary duties while ensuring compliance and controlling expenses.

The role requires strong leadership, excellent communication, and lending knowledge.

Qualifications

• High School Diploma is required; college degree preferred.
• Two to three years of supervisory and sales management experience preferred.
• Proven leadership abilities and strong communication skills.
• Technical knowledge of Word, Excel, and Email.
• Ability to obtain NMLS Certification.

Responsibilities

• Support the Branch Manager in achieving sales goals and coaching staff.
• Oversee member service and branch operations, including compliance training.
• Manage staff performance, provide training, and conduct evaluations.
• Respond to member concerns and build local business partnerships.
• Open memberships, process loans, and handle Notary/Signature Guarantees as needed.
• Assist with lending authority, mortgage origination, and closing processes.

Skills

Supervisory experience

Leadership abilities

Excellent verbal and written comms

Notary Public / Signature Guarantees

Lending knowledge

Branch operations knowledge

NMLS Certification ability

Education

High School Diploma

College Degree preferred

Tools

Word

Excel

Email

Job description

Description

Assist the Branch Manager in supporting and contributing to DCU's Success Sharing by creating a sales and service culture within the branch through effectively leading the staff and helping our members achieve their financial goals. Assist members with account and loan opening. Refer new business and Select Employee Group (SEG) opportunities to the Manager. Effectively manage branch sales and service levels.

What You'll Do:

• Support Success Sharing by achieving individual and branch sales goals. Work with the Manager to develop and implement sales strategies, coach the staff to achieve sales goals and oversee branch sales.
• Oversee the member service experience, and effectively manage expenses. Support the manager in overseeing branch operations, including ATM Custodian when required. Assure branch staff completes all required compliance training and adheres to all compliance policies. Promptly resolve Information Systems and Facility maintenance issues. Perform all Branch Team Leader, Member Service Representatives, and Teller duties as needed.
• Manage all aspects of staff performance. Provide training, timely review of performance progress and maintain performance documentation for MSRs and MSR Specialists. Coach staff to minimize errors and violations of policy and procedures. Assure that performance evaluations and monthly meetings with staff (MSRs and MSR Specialists) are completed on time. Coach for growth and career development.
• Respond to all member complaints and concerns in a timely manner.
• Support the Branch Manager in building strong positive partnerships with local businesses and SEGs. Identify and refer new business and SEG opportunities to Manager. Attend chamber and networking events.
• Perform MSR duties as needed, which includes having knowledge of all DCU products and services. Open new memberships and new accounts, conduct Notary Public services and Signature Guarantees.
• Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings. Obtain Mortgage Loan Originator (MLO) authority through the nationwide mortgage licensing system (NMLS) and originate mortgages.
• Support the branch manager in managing operations by assuring compliance with policies, procedures, and security.
• Demonstrate and coach staff to promote self-service with members.
• Recognize work processes that can be streamlined to reduce cost or save time and encourage staff to offer their suggestions. Continuously identify efficiencies and process improvement areas.
• Perform other job-related duties as assigned.

Qualifications & Skills:

• High School Diploma
• College Degree preferred
• Two to three years of supervisory and sales management experience preferred.
• Proven leadership abilities
• Excellent verbal and written communication skills
• Strong technical knowledge (Word, Excel, Email)
• Prior lending experience a plus
• Branch operations knowledge a plus
• Ability to obtain NMLS Certification

Location:

Burlington, MA

Target Compensation:

$33.70 - $37.90 per hour

Schedule

Mon - Fri 8:30 - 5:30, alt. Thurs/Fridays 10:30-7:30, alt Saturdays 8:30 - 3:30

Who We Are:

Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

First Tech is not currently offering Visa transfer/sponsorship for this position.