Assistant Manager Financial Services - Estero

Teachers-Federal-Credit-Union; Estero (FL); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

401(k) company contribution

Dental & Vision premium paid

Tuition reimbursement for full-time

Annual discretionary bonus

Job summary

Teachers Federal Credit Union in Estero, FL seeks an Assistant Manager to support daily branch operations and grow member relationships. You will promote products, oversee staff in the manager’s absence, and drive efficiency and customer satisfaction.

The role requires a High School Diploma and 3+ years of branch banking experience, plus Word/Excel skills and notary eligibility within six months. This is a full-time on-site position offering a robust benefits package.

Qualifications

• High School Diploma required
• Minimum of three years branch banking experience required as an individual contributor
• Microsoft Word and Excel skills required
• Commissioned notary or ability to obtain notary commission within six months

Responsibilities

• Performs routine branch opening, closing, member service, and other operational tasks
• Assumes responsibility for supervision of the branch during the manager’s absence
• Coach staff to cross-sell and track sales goals, and provide training on sales techniques
• Help branch manager achieve financial, operational, and customer satisfaction goals
• Resolve member or operational issues
• Coordinate with other teams to promote products and represent the Credit Union at community events
• Support portfolio growth by identifying opportunities to deepen relationships
• Ensure members receive optimal service and monitor adherence to controls
• Utilize systems to access reports for branch performance and business decisions
• Ensure compliance with policies and procedures

Skills

Customer service

Team supervision

Sales coaching

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Notary commission

Job description

• Job Category Retail Banking
• Employee Type Regular Full Time
• Required Degree High school
• Manage Others Yes

Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.

Summary:

The Assistant Manager is responsible for assisting the branch manager in the daily operations of a retail Credit Union branch office that develops and grows member relationships, promotes products and services, and delivers efficient operations.

Education and/or Experience:

• High School Diploma required
• Minimum of three years branch banking experience required as an individual contributor
• Microsoft Word and Excel skills required
• Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required

Job Responsibilities:

• Performs routine branch opening, closing, member service, and other operational tasks and activities
• Assumes responsibility for the supervision of the branch office during the manager’s absence
• Coach staff to cross-sell and track achievement against sales goals, and provide training on sales techniques
• Helps branch manager in achieving financial, operational, and customer satisfaction goals for the branch
• Resolves member or operational issues
• Coordinates with other Credit Union teams to promote products and represents the Credit Union during community events
• Supports portfolio growth by helping to identify opportunities to deepen relationships and increase member acquisition
• Ensures members receive optimal service and monitor/adheres to operational controls
• Utilizes various systems to access financial, and production reports to assess branch performance and to make business decisions to promote profitability as well as the achievement of goals.
• Ensures compliance with Teachers policies and procedures
• Perform all duties inherent in the role of a supervisor
• Perform other duties as needed upon request by immediate supervisor

Benefits of Joining the Teachers Team:

We provide a competitive compensation and benefits package that includes, but is not limited to:

This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus

Paid time off for vacation, personal days, and holidays

401(k) company contribution

Teachers pays 100% of Dental & Vision premium

Tuition reimbursement is offered to full-time employees

Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.