Assistant Branch Manager

Full Time
1 week ago

An Assistant Branch Manager must provide outstanding service to all members and identify and find solutions for their financial needs in order to better their financial lives. The person in this role is responsible for branch growth and profitability through the expansion and organic growth of retail and commercial members and member relationships, through business development within the branch community. The Assistant Branch Manager has two direct reports, the New Account Representative and the Service Coordinator. In addition the position requires general coaching of branch personnel on advocacy, sales, and service techniques. This role requires filling in for the Branch Manager during any absence.


Connex has a right to transfer you to other locations to perform the same or other duties, if Connex believes such a transfer is in its best interest. This transfer may be temporary or permanent and you will be notified in advance if that is to occur, except for temporary, emergent transfers to cover due to shortage or other problem.

Essential Functions and Responsibilities: includes the following, and other duties may be assigned.


  1. Leadership and Coaching personnel:
  • Coaches’ sales and service skills to all branch team members on a regular basis. Works with other branch leaders to ensure sales & service coaching occurs consistently;
  • Develops sales & service leadership skills in Service Coordinators, Member Service Representatives, and New Account Representatives;
  • Assists Branch Manager in quality hiring for all branch positions
  • Provides regular additional training and coaching for New Account Representatives
  1. Assists Branch Manager in development of goal attainment strategy, analyzing results, making adjustments when goals are not met and celebrating when they are.
  2. Comfortable performing overrides, making exceptions, and decisions the acceptance of checks when necessary.
  3. Coordinates, and monitors workflow and productivity to ensure high levels of accuracy, quality and quantity are maintained.
  4. Drives branch reporting by working with the Branch Manager to compile individual branch results and combining results to measure the branch’s productivity.
  5. Works with Branch Manager to meet/exceed individual and branch goals on a monthly, quarterly, & annual basis
  6. Mentors New Account Representatives on the advocacy process and identifying opportunities for every member.
  7. Oversees the daily operation of the Branch, according to written Branch operations standards, including adherence to security procedures.
  8. Makes recommendations to the Branch Manager for changes and improvements in procedures concerning the branch in relation to overall operations.
  9. Assists with monthly audits in Branch Managers absence.
  10. Resolves member problems/responds to inquiries beyond the authority of other Branch personnel.
  11.  Ensures that the branches maintain and utilize all Marketing provided; makes sure all Marketing displayed is current and accurate.
  12.  Assists in maintaining adequate Member Service Staff through:
  • Training support
  • Filling vacancies promptly with qualified applicants
  1. Maintains knowledge of competitors’ rates and terms and other trends related to the credit union industry and drives that knowledge with the branch team.
  2. Makes appropriate recommendations to reward and recognize team performance utilizing MVA nominations, spot awards, and “you’re awesome” cards.


Business Development:

  1. Builds and maintains relationships with SEG groups and local businesses within the branch community to grow the business.
  2. Participates in the community to help grow awareness and brand recognition of the credit union.



  1. Procure and maintain active status of NMLS license;
  2. Interviews loan applicants, analyzes credit and financial information
  3. Accurately completes required loan forms and related documents necessary in the lending process;
  4. Assures quality control of loan check disbursements
  5. Pre-qualifies prospective mortgage and home equity candidates and co-ordinates 1st mortgage interviews with mortgage originator

Performance Measurements (if applicable):


Qualifications and Requirements:

  • College Degree or equivalent work experience
  • Minimum 1 year retail sales management or branch experience and heavy retail and commercial customer contact environment;
  • 1 years interviewing experience in consumer loans and related insurances.
  • 2 years of direct supervisory experience
  • Knowledge of federal and state laws and regulations governing consumer banking
  • Ability to manage multiple tasks simultaneously;
  • Excellent interpersonal skills;
  • Ability to analyze member problems and find beneficial solutions in a timely manner
  • Continued education through selected training courses
  • Provides coverage for other branches when needed
  • Windows, Microsoft Word & Excel skills
  • 40 + hours per week, Saturdays


2 Whitney Ave, New Haven, CT 06510