Branch Operations Lead — Bonus Eligible

Suffolkcu; Eastport (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health plans

401(k) matching

Work-life balance

Community involvement

Job summary

Suffolk Credit Union in New York is seeking an Assistant Branch Manager to oversee daily branch operations and supervise staff, ensuring high-quality member service.

You will manage scheduling, training, and performance reviews, resolve escalated member issues, and support loan processing and account openings. The role includes cross-selling products, approvals for cash movements, and collaboration with HR on staffing while offering a competitive base salary plus bonus and strong benefits.

Qualifications

• High school diploma or equivalent.
• At least 1 year of supervisory experience in a financial institution; 3 years minimum supervisory experience overall.
• Notary license required or to be obtained within three months of hire.
• NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.

Responsibilities

• Oversee all branch employees through organizing, scheduling, coaching, counseling, appraising, and collaborating with HR and leadership on staffing decisions.
• Manage scheduling, time cards, and training for all branch staff to ensure efficient operations.
• Monitor branch performance to ensure goals are met and align with organizational standards.
• Assist employees with escalated problem resolution and directly service member needs.
• Cross-sell and provide information on credit union products to enhance member engagement.
• Approve new membership applications, open accounts for new and existing members, and review loan applications for completeness.
• Handle approvals for cash orders, wire transfers, fee reversals, and check or deposit holds.
• Assist members with obtaining and resolving issues related to debit/ATM cards.
• Process wire transfers while collecting necessary documentation and ensuring compliance.
• Collaborate with the Collections department to resolve collection issues and establish member payment solutions.
• Conduct outbound calls for sales opportunities, loan follow-up, and problem resolution.
• Ensure branch appearance aligns with credit union standards and manage correct placement of People Operations, Retail, and Marketing materials.

Skills

Interpersonal skills

Communication skills

Customer service

Team supervision

Math skills

Credit union products

Regulatory knowledge

Education

High school diploma

Notary license

NMLS Mortgage LO license

Job description

Suffolk Credit Union in New York is seeking an Assistant Branch Manager to oversee daily branch operations and supervise staff, ensuring high-quality member service.

You will manage scheduling, training, and performance reviews, resolve escalated member issues, and support loan processing and account openings. The role includes cross-selling products, approvals for cash movements, and collaboration with HR on staffing while offering a competitive base salary plus bonus and strong benefits.