Branch Leader: Elevate Service, Growth & Compliance

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

Job summary

Achieva Credit Union in Florida seeks an Assistant Branch Manager to lead a diverse team, drive sales and service excellence, and ensure compliant daily operations. You will coach tellers and staff, manage schedules, and collaborate with the Branch Development Manager and Market President to execute strategic initiatives, while maintaining a member-first culture.

This in-person role may require occasional travel and flexible hours to support branches, events, or meetings.

Qualifications

• High school diploma or GED; additional education in finance or business is a plus.
• Proven experience in branch operations.
• Experience setting performance expectations and conducting regular reviews.

Responsibilities

• Lead and coach a diverse branch team to achieve sales and service goals.
• Collaborate with Branch Development Manager and Market President on strategies.
• Ensure compliance with policies and regulatory requirements.
• Oversee daily branch operations and risk management.
• Drive a member-first culture and identify cross-selling opportunities.

Skills

Team leadership

Customer service

Regulatory compliance

Operations management

Cross-selling

Communication skills

Problem solving

Financial products knowledge

Education

High school diploma or GED

Finance or business related education

Tools

Banking software

CRM systems

Microsoft Office

Data analysis tools

Job description

Achieva Credit Union in Florida seeks an Assistant Branch Manager to lead a diverse team, drive sales and service excellence, and ensure compliant daily operations. You will coach tellers and staff, manage schedules, and collaborate with the Branch Development Manager and Market President to execute strategic initiatives, while maintaining a member-first culture.

This in-person role may require occasional travel and flexible hours to support branches, events, or meetings.