Assistant Branch Manager - Plano

Texans Credit Union; Plano (TX); On-site; USD 60,000 - 75,000; Full time

Job summary

Texans Credit Union in the Dallas metro area is seeking an Assistant Branch Manager to support the Branch Manager in leading daily operations and sales efforts. This role focuses on delivering excellent member service, guiding staff, and maintaining a compliant, efficient branch environment.

The position requires 2–3 years of supervisory experience in a branch or retail/financial setting and strong knowledge of financial products. A high-school diploma or equivalent is required.

Qualifications

• Ability to oversee and promote a sales/service environment in a branch setting.
• Working knowledge of a variety of financial products and services.
• Excellent member service skills and strong interpersonal abilities.
• Strong oral communication and professional presentation.
• Basic computer and typing skills; proficient time management and organization.

Responsibilities

• Assist Branch Manager in managing all sales and operational functions within the branch.
• Lead and develop branch staff to provide excellent service to members in transactions, loans and accounts.
• Serve as primary manager on duty in the absence of a branch manager.
• Monitor branch activity, customer service, and sales performance to ensure profitability and strong service quality.
• Provide coaching and counseling to employees; evaluate performance and enforce quality standards.
• Ensure compliance with security, audit policies, and applicable laws and regulations.
• Schedule staff to balance sales/service, operations, and leadership responsibilities.

Skills

Sales/Service experience

Interpersonal skills

Oral communication

Time management

Organizational skills

Computer skills

Typing skills

Professional appearance

Financial products knowledge

Education

High-school diploma or equivalent

Job description

Description

You’ve built your leadership foundation. Now take it to the next level. Grow your experience, inspire a team, and make an impact as our next ABM.

We’re Texans Credit Union. We are a $2.4 billion financial institution making our members’ financial dreams come true for 70 years. We are member-owned and operated in the Dallas metro area and are looking for people to join our team who love a challenge and enjoy helping others to truly make a difference.

Position Purpose and Objectives

Assist Branch Manager in managing all sales and operational functions within the branch. Lead and develop branch staff with the goal of providing excellent service to members in transactions, loans and accounts.

Major Duties and Essential Functions

• Primary manager on duty in the absence of a branch manager.
• Assist in creating and maintaining a sales and service environment within the branch.
• Maintain a highly motivated, well-trained staff who consistently offer excellent service to all members. Maintain effective employee relations within the branch.
• Monitor key products and sales within branch to ensure profitable and sound business practice as well as the highest quality of service for the members.
• Assist in evaluating job performance of branch staff to ensure quality of work and service to the membership. Issue coaching/counseling as needed.
• Apply and evaluate security and audit policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations.
• Assist in monitoring branch activity including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts. Track volume and issue reports as required by management.
• Ensure branch staff receives on-going training on security and robbery procedures, products/services, current procedures, and all other necessary information.
• Schedule adequate staff to ensure efficient branch operation. Utilize traffic pattern reports and sales volumes to determine true need.
• Ensure your time is spent between sales/service, operations and leadership.
• Ensure documents are properly reviewed and signed prior to leaving the branch. Maintain minimal quality control errors and hold staff accountable to the same.
• Assist staff members in solving complex problems or member issues.
• Assist in recommending, implementing and supervising the branch budget.
• Remain compliant with all financial laws and regulations including Bank Secrecy Act (BSA) as they apply to the duties of the position.

Positions directly supervised:

All branch personnel

Requirements

Specific knowledge, skills, and abilities required for this position:

Ability to oversee and promote a sales/service environment; working knowledge of a variety of financial products and services; excellent member service skills; exceptional interpersonal and oral communication skills; basic computer and typing skills; excellent time management and organizational skills; professional and polished in both attitude and appearance

Education:

High-school diploma or equivalent

Experience:

Minimum 2-3 years supervisory experience in a branch environment

Minimum 2-3 years Sales/Service experience in a Retail and/or Financial Institution environment