Branch Growth & Service Leader

Achieva Credit Union; Fort Myers (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Achieva Credit Union in Fort Myers, FL, seeks an Assistant Branch Manager to lead branch performance by directing sales and service execution, ensuring operational excellence and compliance. The ABM will coach a diverse team, drive member engagement, and collaborate with the Branch Development Manager and Market President on strategic initiatives.

You will champion a member-first culture, coach staff on needs-based selling, and oversee daily operations to maintain high service standards.

Qualifications

• High school diploma or equivalent; additional finance education is a plus.
• Certified Financial Counselor designation required.
• Experience in branch operations is preferred.

Responsibilities

• Lead and coach a diverse branch team with clear expectations.
• Drive branch sales goals and cross-sell credit union products.
• Ensure compliance with policies and regulatory requirements.
• Oversee daily branch operations and service quality.
• Collaborate with Branch Development Manager and Market President on strategies.

Skills

Leadership

Regulatory compliance

Customer service

Cross-selling

Communication

Analytical thinking

Education

High school diploma

Certified Financial Counselor designation

Tools

Banking software

Microsoft Office

Job description

Achieva Credit Union in Fort Myers, FL, seeks an Assistant Branch Manager to lead branch performance by directing sales and service execution, ensuring operational excellence and compliance. The ABM will coach a diverse team, drive member engagement, and collaborate with the Branch Development Manager and Market President on strategic initiatives.

You will champion a member-first culture, coach staff on needs-based selling, and oversee daily operations to maintain high service standards.