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About the Role
As an Assistant Branch Manager at our New Berlin branch, you’ll play a key role in supporting branch operations, developing team members, and helping our members achieve financial confidence. Summit Credit Union is committed to creating a welcoming environment where employees can learn, grow, and thrive, valuing collaboration, integrity, and service.
Responsibilities
- Support daily branch operations, guide team members, and help create an exceptional experience for every member.
- Lead, coach, and support branch staff.
- Assist with operational accuracy and daily workflows.
- Contribute to branch goals and service standards.
- Help members with more complex financial needs.
- Build relationships within the branch and local community.
Requirements
- Ability to obtain and maintain an NMLS number.
- Strong interpersonal and communication skills that reflect professionalism.
- Good judgment, adaptability, and the ability to solve daily challenges within guidelines.
- Active listening skills and a thoughtful approach to resolving complex situations.
- Ability to build rapport and communicate proactively with members and non-members.
- Strong attention to detail and consistent follow through.
- Basic proficiency with Microsoft Office.
- Solid math skills and the ability to learn more complex financial concepts.
- While performing the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers.
- The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds.
- Works in a typical administrative setting with climate control and appropriate lighting.
- Saturday hours required.
- Uses computer terminal/PC, calculator, printer/copiers, telephone.
Skills
- Leadership
- Communication
- Interpersonal skills
- Problem-solving
- Active listening
- Attention to detail
- Microsoft Office proficiency
- Math skills
Location
- New Berlin
Work Type
- Full-time
Experience Level
- Two or more years in retail or financial services
Education Level
- Associate degree or equivalent relevant experience
Benefits
- Excellent health insurance options
- 401(k) with employer match
- Generous paid time off
- Paid holidays
- Wellness-focused benefits
- Opportunities for professional growth and leadership development
About the Company
- At Summit, we’re committed to creating a welcoming environment where employees at every stage of their careers can learn, grow, and thrive.
- We value collaboration, integrity, and service, and we’re proud to invest in our employees through strong development opportunities and a people first culture.
- We take care of our people—because when our employees thrive, our members do too.
- A people-first culture that values inclusion, purpose, and impact.
- At Summit Credit Union, different makes us better.
- We embrace diversity and believe that inclusion is critical to our success as a credit union.
- Different makes us better.
- Employment decisions are made based on qualifications, merit, and business need.
Equal Opportunity
- At Summit Credit Union, different makes us better. We are proud to be an Equal Employment Opportunity employer and are committed to building a diverse, inclusive workplace where everyone belongs and can do their best work.
- At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.