Assistant Branch Manager

Mountain America Credit Union

. Assist in leading branch operations and personnel to ensure exceptional member service and branch goal achievement .

Posted 10/10/2026full-timeSpanish Fork • Utah • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and coaching abilities in branch operations, ensuring exceptional member service and compliance with financial regulations. Proficient in lending processes and team development, with a focus on achieving branch goals and enhancing employee performance.

Highest-signal resume keywords

Financial Industry ExperienceLending ExperienceLeadership SkillsMortgage Loan Originator QualificationMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

LendingLoan OriginationCash ManagementComplianceCredit Union PoliciesPerformance EvaluationSales ToolsOperations ManagementChange ManagementTeam Productivity Tracking

Soft Skills

CoachingConflict ResolutionCommunicationTeam DevelopmentDecision Making

Tools & Technologies

Member Value ReviewValue AnalyzerNew Account FrameworkSymitarMicrosoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Notary PublicMortgage Loan Originator under S.A.F.E. Act Registration

Industry Keywords

BSAOFACFACT ActGLBARegulation CCRegulation DDBranch OperationsEmployee DevelopmentCommunity DevelopmentFinancial Institution

About the role

Key responsibilities & impact

Assist in leading branch operations and personnel to ensure exceptional member service and branch goal achievement
Coach and develop branch team members on AAA skills, policies, procedures, philosophies, and branch functions
Drive accountability and support a culture of exceptional member service
Hold personalized 1:1s and create individual development plans with team members
Evaluate direct reports and assist with employee performance evaluations
Support change management, hiring, onboarding, development, and retention strategies
Resolve member and employee concerns and follow up promptly
Represent the credit union in the community and support community development
Assist with daily branch operations, including cash management and compliance
Use Member Value Review, Value Analyzer, and New Account Framework sales tools
Approve or deny loans and act as backup for branch manager loan exceptions
Track and measure team productivity, accuracy, sales, and service
Gain knowledge of credit union financials and apply policies to member needs
Assist with branch security and property maintenance
Ensure compliance with applicable regulations, including BSA, OFAC, FACT Act, GLBA, Regulation CC, and Regulation DD
Partner with internal business partners to serve members and develop staff
Ensure appropriate staffing and coverage for credit union products and services
Supervise, coordinate, and review assigned staff; estimate personnel needs and assign work
Recommend candidates, conduct performance evaluations and salary reviews, and apply company policy
Perform other duties as assigned

Requirements

What you’ll need

Must have 3+ years of financial industry experience, including 1+ years of lending experience
Two-year college degree or completion of a specialized course of study at a business or trade school or equivalent
Must meet all Branch Progression training expectations of all positions supervised
Notary Public or ability to obtain within first 90 days where possible
Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
Basic computer operating skills
Intermediate to advanced skills in Microsoft Office (Outlook, Word, Excel and PowerPoint)
Symitar experience preferred
Thorough knowledge of credit union policies and procedures
Related experience in operations, lending, loan origination, and sales in a financial institution
Ability to make sound decisions based on credit union policies
Ability to supervise, train, lead, and coach others
Strong leadership skills and proven track record of preparing and mentoring new leaders, including success handling difficult situations
Ability to talk, hear, sit, use hands to handle or feel, and reach with hands and arms consistently
Ability to stand, walk, kneel, and crouch occasionally
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Must be eligible to work as a Mortgage Loan Originator under S.A.F.E. Act Registration

Benefits

Comp & perks

Starting competitive hourly pay and can increase depending on experience
Performance reviews with opportunities to increase compensation
Excellent medical and dental benefits with minimal employee contribution (full time employees)
Paid time off, volunteer time off, and paid holidays
Matching 401K
Tuition assistance
Professional development