Assistant Branch Manager 1 - South Hill Branch

Description

The Assistant Branch Manager 1 plays a key role in supporting branch operations, sales, and team development. This position is designed as an entry point into leadership within Retail Experience. The ABM 1 assists the Branch Manager in daily branch management, coaching, and service delivery. This position provides leadership to the branch team, ensuring operational excellence, member satisfaction, and adherence to Numerica’s standards of service and compliance. The ABM 1 contributes to the branch’s success by building strong member relationships, driving sales performance, and supporting the development of team members through consistent coaching and feedback. This individual partners across departments to ensure alignment between branch operations, organizational priorities, and exceptional member experience.

ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sales Focus:

• Support the Branch Manager in leading and developing a proactive sales culture within the branch.
• Coach team members to identify members’ needs and recommend appropriate products and services.
• Actively engage in sales activities including account openings, loan applications, and business development efforts.
• Meet or exceed individual and branch sales goals by deepening member relationships and identifying cross-sell opportunities.
• Strong product knowledge across consumer, business, and digital solutions, ensuring team confidence in delivering full-service support.

Transactional:

• Serve as an operational expert in all areas of branch transactions and daily balancing activities.
• Ensure branch operations comply with internal policies, procedures, and regulatory standards.
• Oversee daily branch balancing, cash control, and audit readiness.
• Act as a resource for resolving escalated transactional or service issues.
• Assist with staffing schedules, workflow, and delegation to maintain efficiency and service standards.

Member Support

• Provide guidance and advanced support to team members assisting members with complex needs.
• Ensure all member interactions reflect Numerica’s CARES Principles and service philosophy.
• Work with members on loan and deposit needs, including business accounts and HELOCs, ensuring quality and accuracy.
• Deliver operational and financial education to members to strengthen financial wellness and trust.
• Support branch initiatives that promote member engagement and retention.

Relationships/Behavior:

• Strong partnership and collaboration with business units including Operations, Retail Experience, and Risk to ensure branch readiness and compliance.
• Build strong relationships with team members, fostering a culture of collaboration, accountability, and growth.
• Coach and develop employees through regular feedback, performance discussions, and professional development plans.
• Act as a mentor and role model for team members by demonstrating strong leadership, professionalism, and a commitment to Numerica’s values.
• Represent Numerica in the community, supporting events, outreach, and business development activities.
• Ensure all communication and behavior aligns with Numerica’s brand of warmth, respect, and care.
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:?
• Connect – Create meaningful relationships
• Ask – Be intentionally curious
• Resolve – Actively seek solutions
• Elevate – Never stop improving
• Strengthen – Be the difference

SUPERVISORY RESPONSIBILITES:

• Manages subordinate employees in conjunction with Branch Manager direction.
• Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
• Responsibilities include interviewing, hiring, training, planning, assigning and directing work, appraising performance, rewarding and disciplining employees, addressing complaints and resolving problems.
• Fosters a Team environment and provides coaching and developmental opportunities.

PERFORMANCE STANDARDS:

• Developing leadership skills, operational knowledge, and coaching ability.
• Meets or exceeds assigned sales, service, and operational goals.
• Ensures branch operational accuracy, efficiency, and compliance with minimal supervision.
• Provides consistent and actionable feedback to develop team members’ skills and confidence.
• Exemplifies Numerica’s values, maintaining professionalism and a positive work environment.
• Shows readiness to assume greater responsibility through demonstrated growth and leadership behaviors.

EDUCATION and/or EXPERIENCE:

Minimum:

• High school diploma or equivalent (GED).
• Four or more years of experience in retail banking, credit union, or financial services.
• One to two years of leadership or supervisory experience preferred.
• Demonstrated ability to coach and develop team members toward achieving goals.
• Proficiency in Microsoft Office applications and core banking systems.

Preferred:

• Associate or bachelor’s degree in Business, Finance, or a related field.
• Prior experience in business development, lending, or leadership training.
• Understanding of operational risk management and compliance standards.

CERTIFICATES, LICENSES, REGISTRATIONS:

• NMLS certification required (or must obtain within designated timeframe).
• Notary Public license required (or must obtain within designated timeframe).

SKILLS and ABILITIES:

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions from groups of peers, managers, members, and the general public.
• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
• Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
• Work may involve motivating and influencing others.
• Outside centers of influence become important and fostering sound relationships with other entities, companies and/or individuals becomes necessary.
• Excellent communication and interpersonal skills with the ability to lead diverse teams.
• Advanced organizational skills with the ability to manage competing priorities effectively.
• Strong analytical ability to interpret data and make evidence-based decisions.
• Proficient in Microsoft Office Suite and core banking systems such as Symitar.
• Ability to lift up to 25 lbs. and sit or stand for extended periods.

Disclaimer: These job descriptions do not imply an employment contract, nor do they intend to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management’s request.

Requirements

Numerica Credit Union Benefits and Perks -

Learn more about our Benefits and Perks here- https://www.numericacu.com/globalassets/images/pdfs/employee-benefits-summary-numerica.pdf

Numerica Credit Union is an Equal Opportunity/Affirmative Action Employer

Numerica Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for purposes of participating in the application/hiring process with Numerica Credit Union. If you are unable or limited in your ability to use or access Numerica Credit Union’s career page at www.numericacu.com as a result of your disability, you can request reasonable accommodations by reaching out to your recruiter.