Assistant Branch Manager (Downtown Bellevue Experience Center) (FULL TIME ON-SITE)

Digital Federal Credit Union

Bellevue (WA)

On-site

USD 80,000 - 89,000

Full time

14 days+
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k) match
Paid time off
Sick time
Personal days
Paid holidays
Employee pricing on lending products

Job summary

Digital Federal Credit Union in Bellevue seeks an Assistant Manager for the Experience Center to oversee a team handling member transactions and service requests. You will coach staff, manage performance, monitor KPIs, and ensure policies and productivity standards are followed.

The role requires collaboration across units to resolve issues and grow member relationships, all in a full-time on-site setting. Join a fast-paced environment where you will drive operational excellence and contribute

Qualifications

  • Bachelor's degree preferred
  • Minimum 1 year experience in retail financial services with a proven record in deepening and acquiring member relationships
  • Minimum 6 months' experience leading people or teams
  • Proven people management and development skills with regular performance feedback
  • Ability to use data and analytics to gain insights and drive direction
  • Strong written and verbal business communication skills
  • Familiarity with CRM software is preferred
  • Working knowledge of Microsoft Office Suite

Responsibilities

  • Oversee daily operations of the Experience Center, including cash handling and audits
  • Lead a team with performance expectations, coaching, and development
  • Maintain systems, policies, procedures and productivity standards
  • Use KPIs to analyze gaps and drive corrective actions
  • Ensure projects meet objectives on time and on budget
  • Collaborate with other units to resolve issues and grow member relationships
  • Identify and mitigate risks within the Experience Center
  • Manage vendor relationships to support operations and member service

Skills

Leadership
Analytics
Communication
Time management
CRM familiarity

Education

Bachelor's degree (preferred)

Tools

CRM software
Microsoft Office

Job description

Description

The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded.

Here's what you can expect from the job and what you need to be successful:

What You'll Do:
  • Handle and oversee the daily operations of the XC (including cash and vault balancing, negotiable items, audits)
  • Partner with Manager in leading a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development
  • Maintain and enforce systems, policies, procedures and productivity standards
  • Partner with Manager in effectively using KPIs and reports to analyze and determine necessary actions to identify gaps in the business and take action to resolve
  • Ensure member service projects (change initiatives) meet objectives on time and on budget
  • Partner with other business units to resolve member issues or grow member relationships; actively participate in cross-functional meetings
  • Research, resolve and communicate operational issues and potential problems to leader and/or other business units
  • Identify, manage and mitigate risk within XC (including identify theft, overdrafts, etc)
  • Manage vendor relationships to support operational excellence and member service levels
Essential Skills:
  • Minimum Education: Bachelor's degree is preferred
  • Minimum one year experience in retail financial services with a proven successful track record in deepening and acquiring member relationships
  • Minimum 6 months' experience leading people or teams
  • Proven people management and development skills, adept at providing frequent and valuable performance feedback to develop and build employees to achieve department goals
  • Ability to use data and analytic information to gain insights and drive strategic direction
  • Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
  • Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
  • Familiarity with CRM software is preferred
  • Working knowledge of Microsoft Office Suite
  • Certification/License: N/A

Location: Downtown Bellevue Experience Center - Bellevue, WA 98004 (FULL TIME ON-SITE)

Target Compensation in Bellevue, WA: $80,168.40 to $88,550 annually + monthly incentive

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.

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