Member-First Branch Leader: Sales & Service Excellence

Achieva Credit Union; Estero (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Achieva Credit Union is seeking an Assistant Branch Manager to lead a diverse branch team, optimize service delivery and drive sales performance. You will coach tellers, interns, and consultants, align goals with regulatory requirements, and partner with leadership to implement strategic initiatives.

The role demands strong leadership, excellent communication, and a member-first mindset with a focus on risk management and operational excellence.

Qualifications

• High school diploma or equivalent required; finance/business coursework a plus.
• Proven experience in branch operations and delivering compliant, efficient service.
• Experience setting performance expectations and developing strategies to boost productivity.

Responsibilities

• Lead and coach branch staff to meet service and sales targets.
• Ensure operational excellence and regulatory compliance across daily activities.
• Collaborate with Branch Development Manager and Market President on strategic initiatives.
• Represent the branch with professionalism and uphold ethical standards.

Skills

Leadership

Regulatory compliance

Staff motivation

Cross-selling

Customer service

Analytical mindset

Communication skills

Team collaboration

Problem solving

Education

High school diploma or equivalent

Finance/business coursework

Tools

Banking software

MS Office Suite

Computer systems

Job description

Achieva Credit Union is seeking an Assistant Branch Manager to lead a diverse branch team, optimize service delivery and drive sales performance. You will coach tellers, interns, and consultants, align goals with regulatory requirements, and partner with leadership to implement strategic initiatives.

The role demands strong leadership, excellent communication, and a member-first mindset with a focus on risk management and operational excellence.