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About the Role
The Assistant Branch Manager collaborates with the Branch Manager in overseeing branch operations, ensuring alignment with corporate strategies and objectives while demonstrating effective leadership. This role assists with branch strategy creation to grow deposits through business development activities and cultivates relationships with business partners and the community to support new branch growth and brand awareness.
Responsibilities
- Collaborate with the Branch Manager to continuously utilize a consultative sales approach to build member relationships, identify sales opportunities and make referrals to business partners as necessary to grow the expansion market.
- Provide exceptional member experiences by cultivating relationships, offering solutions for member needs, and resolving issues effectively.
- Effectively communicate with members to discover financial needs, tailor products and services recommendations.
- Embrace and communicate a culture of change, agility, and innovation to drive technology and self-service options to enhance the omnichannel member experience.
- Build relationships and awareness within the community by representing FourLeaf.
- Partner with Specialists (FA, MLO, and Business RM) to connect members with experts for specialized financial needs and drive brand awareness and generate market growth.
- Partner with Chief Deposit Officer and VP of Retail to fully develop new small branch model market expansion implementation.
- Find opportunities to source, hire, train and develop new teammates as the branch reaches target growth.
- Effectively utilize all systems and applications to process the daily functions while maintaining efficiency, accuracy and remain in accordance with established policies and procedures.
- Manage branch controls and reconciliations to meet audit guidelines.
- Manage branch reports.
- Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position.
Requirements
- College Degree preferred or related work experience.
- 2+ years of financial or equivalent sales experience.
- 2+ years in the customer service industry.
- 2+ years of supervisory experience.
- Certifications: STAMP Medallion Guarantor within 6 months; Lending Product Certification within 6 to 12 months.
- Licenses: National Mortgage Licensing System within 3 months; Obtain Notary License within 6 months.
Skills
- Consultative sales approach
- Business development
- Relationship building
- Leadership
- Communication
- Sales
- Financial needs assessment
- Product and service recommendation
- Change management
- Agility
- Innovation
- Technology adoption
- Self-service options
- Omnichannel experience
- Community engagement
- Brand awareness
- Team development
- System utilization
- Efficiency
- Accuracy
- Policy and procedure adherence
- Branch controls
- Reconciliations
- Audit compliance
- Report management
- BSA/AML compliance
- OFAC compliance
Experience Level
- 2+ years of financial or equivalent sales experience
- 2+ years in the customer service industry
- 2+ years of supervisory experience
Education Level
- College Degree preferred or related work experience
Salary/Compensations
- $31.93 to $38.32 per hour
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Life insurance
- Disability insurance
- Voluntary benefit programs
- 401(k) plan with employer match
- Reimbursement programs
- Wellness programs
- Annual performance-based bonus
- Tuition reimbursement
- Fitness reimbursement
- Flexible work options
- Volunteer opportunities
- Executive “Water Cooler Chats”
- Clubs, sports, and social events
- Food truck days
About the Company
- FourLeaf's ultimate goal is to provide the best-in-class member and employee experience.
- FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years.
- Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey.
- We are proud to be an award-winning place to work!
- Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.
- As a credit union, our vision is to enrich the lives of our members, employees, and communities.
- Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.