Archived listing. The details below describe a past opening.
We're excited to announce the opening of a brand-new credit union branch–an incredible opportunity to be part of something from the very beginning! Joining a new branch means helping shape its culture, build strong relationships with members, and make a meaningful impact in the community from day one. It's an exciting chance to grow your career, collaborate with a new team, and play an important role in bringing our credit union's mission to life in a new location. We'd love for you to be part of this exciting new chapter!
What is the role? The Assistant Branch Manager is a relationship-driven frontline leader, responsible for partnering with the Branch Manager to maintain a positive, highly motivated, and well-trained branch that provides superior member service and promotes member financial success. This role is committed to upholding a strong and engaged culture, through effective coaching, leadership, proactive problem-solving, and networking. This leader has a passion for serving our membership, our communities, and delivering upon our purpose. They have the drive toward building a high performance and engaged culture, for creating member experiences worth bragging about, and for delivering results within the branch.
What will be expected of me?
- Integrates the Westerra Experience (WX) into the daily branch activities, focusing on building relationships, driving sales, and creating an exceptional experience for both members and employees
- Drives a high-performance culture, by helping to create and execute branch and role specific goals tied to data insights, budget, and strategic objectives
- Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels
- Responsible for driving engagement and retention of staff
- Actively observes staff interactions with Members, and coaches them on Member Service behaviors and recognizing opportunities to help the Member succeed financially
- Ensures branch operations run efficiently by overseeing and monitoring scheduling, security, cash and vault management, expenses and general ledgers, equipment, adherence to policies and procedures, service quality, and audits
- Maintains knowledge of products and services and educates members and employees on emerging technology and digital solutions such as mobile, online, ATM and other offerings
- As needed, will assist members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution
- Represents Westerra at business development & community events
- Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations
- Maintains knowledge of industry trends and ensures credit union compliance
- Maintains high-level of confidentiality
- Obtains NMLS (National Mortgage Licensing System) registration within 30 days of hire
- Obtains and maintains notary public certification within six months of employment (if not already certified) to perform notarial acts such as verifying signatures, administering oaths, and certifying documents
- Other duties as assigned
Will I have Direct Reports? No
What am I bringing?
Experience/Education:
External Candidates:
- 4+ years of relevant work experience
- 1 year retail branch experience within a financial institution
- 1 year supervisor experience preferred
- 1 year consumer lending experience preferred
Internal Candidates:
- 1+ year serving in an FSR or similar role
- Demonstrated skills and abilities listed
Skills and Abilities:
- Ability to understand and respond to member needs, as well as consistently make recommendations to members on Westerra products that will fit their financial needs/goals/values
- Ability to drive sales through a consultative approach
- Ability to coach and train team members
- Strong understanding of branch operations, processes, and procedures.
- Can navigate with ease and efficiency through key Westerra Systems/Sites
- Strong verbal and interpersonal communication
- Proven attention to detail with minimal mistakes
- Demonstration of problem-solving skills
- Accountable for completion of assigned processes or programs
- Acts autonomously on most decisions, but may require guidance on more complex judgments
- Advanced understanding of business line and a growing understanding of the overall organization and the competitive environment
- Able to influence timelines, expectations, and proactively negotiates with department
What is the work environment like, and are there physical requirements for this role?
- Mon-Fri: On location in the branch (Saturdays on rotation)
- Occasionally: Off-site at business development or community events; may require weekend and/or evening shifts offset by branch schedule
- Office environment
- Works primarily at a standing desk
- Ability to lift 25 pounds
Salary: in addition to the starting hourly rate of $26.76 - $33.45, this role is also eligible for annual bonus potential tied to Westerra’s financial performance.
What are some of our benefit offerings?
- Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options
- Two dental plans through Delta Dental
- Basic life and AD&D insurance, short-term disability and long-term disability
- 20+ days of paid time off (PTO) per year
- 16 hours of volunteer time off (VTO) per year
- 11+ paid holidays
- 401(k) that includes up to 6% match
- Up to 2% off the rate on a new Westerra mortgage, applicable to primary residence, second home, or investment property
- Up to $5250 per year for educational reimbursement
- 4 weeks of paid parental leave
- Mental health resources including an Employee Assistance Program (EAP)
- Individualized learning and development programs