What are the responsibilities and job description for the Assistant Branch People Leader position at Community Financial?
Who We Are:
At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products.
We’ve been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve.
About the role:
Every day, the assistant branch people leader guides consultants in creating extraordinary, digitally-forward member experiences while ensuring the branch operates with excellence. This role combines direct people leadership and operational accountability, walking with members and teammates through both light and dark moments and bringing care and connection all the way through the final mile.
The assistant branch people leader is accountable for the growth, coaching, and performance of consultants, ensuring their daily work reflects the credit union’s values and purpose. By managing branch routines, reinforcing expectations, and modeling consultative practices, the assistant branch people leader creates an environment where consultants thrive and members feel supported. Partnering closely with the branch people leader, the assistant branch people leader provides day-to-day leadership while preparing to step in as acting lead when needed, helping the branch deliver on the credit union’s purpose of creating joy and igniting Michiganders’ impossible dreams .
This position has a starting annual rate of $59,500 , but your offer amount may be increased with relevant work experience and transferable skills.
A Day in the life of an Assistant Branch People Leader can look like:
Guide and develop Consultants.
Provide direction, feedback, and mentorship, ensuring consultants grow in confidence and skill while consistently delivering extraordinary member experiences.
Walk alongside members in both light and dark moments.
Support members directly in meaningful conversations, modeling consultative practices so consultants can learn and replicate extraordinary care.
Champion operational excellence.
Oversee daily branch routines including opening/closing, cash controls, dual control, vault/ATM procedures, audit readiness, and overall branch preparedness.
Guide the digitally-forward experience.
Ensure consultants are confident in supporting members with digital tools, and step in to assist with complex or high-impact digital needs.
Drive performance and accountability.
Monitor dashboards and reports, set clear expectations for consultants, and connect daily work to branch goals and member impact. Guide the team in meeting and exceeding business, financial, and experience goals.
What you bring to the table:
High school diploma or equivalent.
3 years of progressive experience in a retail or service environment and/or related experience.
Experience and a passion for leadership, performance management, and team member development.
Experience with face-to-face customer service, digital engagement and basic sales/referrals.
Proven ability leading people through change and driving innovation by building a circle of safety.
Strong planning, organizational and time management skills.
Responsive and empathetic to requests and needs of others.
Excellent interpersonal and communication skills.
Ability to effectively problem solve and resolve conflict.
Ability to build trust and maintain confidentiality of sensitive and proprietary information.
Proficiency using Microsoft Office Suite.
You might also have:
4 years of progressive experience in a retail or service environment and/or related experience.
We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity.
As a team member of Community Financial, you’ll enjoy:
Comprehensive medical, dental, and vision plans
Generous paid time off package for all full-time team members
Up to 12-weeks paid paternity/maternity leave
Lifestyle Accounts to help with your personal wellbeing
Family Health Benefits
Paid time off to observe all Federal Holidays
Flexible work options depending on position
A generous 401k match
Numerous employee engagement activities
Community Resource Groups
Paid time off for occasions such as volunteering, caregiving, and family events
Contact/application information:
If this description appeals to you, please submit an application! A member of orsa credit union's talent acquisition team will be in contact with you shortly!
Equal Employment Opportunity Policy:
orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.
Disclaimer:
This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.
Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products.
We’ve been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve.
About the role:
Every day, the assistant branch people leader guides consultants in creating extraordinary, digitally-forward member experiences while ensuring the branch operates with excellence. This role combines direct people leadership and operational accountability, walking with members and teammates through both light and dark moments and bringing care and connection all the way through the final mile.
The assistant branch people leader is accountable for the growth, coaching, and performance of consultants, ensuring their daily work reflects the credit union’s values and purpose. By managing branch routines, reinforcing expectations, and modeling consultative practices, the assistant branch people leader creates an environment where consultants thrive and members feel supported. Partnering closely with the branch people leader, the assistant branch people leader provides day-to-day leadership while preparing to step in as acting lead when needed, helping the branch deliver on the credit union’s purpose of creating joy and igniting Michiganders’ impossible dreams .
This position has a starting annual rate of $59,500 , but your offer amount may be increased with relevant work experience and transferable skills.
A Day in the life of an Assistant Branch People Leader can look like:
Guide and develop Consultants.
Provide direction, feedback, and mentorship, ensuring consultants grow in confidence and skill while consistently delivering extraordinary member experiences.
Walk alongside members in both light and dark moments.
Support members directly in meaningful conversations, modeling consultative practices so consultants can learn and replicate extraordinary care.
Champion operational excellence.
Oversee daily branch routines including opening/closing, cash controls, dual control, vault/ATM procedures, audit readiness, and overall branch preparedness.
Guide the digitally-forward experience.
Ensure consultants are confident in supporting members with digital tools, and step in to assist with complex or high-impact digital needs.
Drive performance and accountability.
Monitor dashboards and reports, set clear expectations for consultants, and connect daily work to branch goals and member impact. Guide the team in meeting and exceeding business, financial, and experience goals.
What you bring to the table:
High school diploma or equivalent.
3 years of progressive experience in a retail or service environment and/or related experience.
Experience and a passion for leadership, performance management, and team member development.
Experience with face-to-face customer service, digital engagement and basic sales/referrals.
Proven ability leading people through change and driving innovation by building a circle of safety.
Strong planning, organizational and time management skills.
Responsive and empathetic to requests and needs of others.
Excellent interpersonal and communication skills.
Ability to effectively problem solve and resolve conflict.
Ability to build trust and maintain confidentiality of sensitive and proprietary information.
Proficiency using Microsoft Office Suite.
You might also have:
4 years of progressive experience in a retail or service environment and/or related experience.
We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity.
As a team member of Community Financial, you’ll enjoy:
Comprehensive medical, dental, and vision plans
Generous paid time off package for all full-time team members
Up to 12-weeks paid paternity/maternity leave
Lifestyle Accounts to help with your personal wellbeing
Family Health Benefits
Paid time off to observe all Federal Holidays
Flexible work options depending on position
A generous 401k match
Numerous employee engagement activities
Community Resource Groups
Paid time off for occasions such as volunteering, caregiving, and family events
Contact/application information:
If this description appeals to you, please submit an application! A member of orsa credit union's talent acquisition team will be in contact with you shortly!
Equal Employment Opportunity Policy:
orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.
Disclaimer:
This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.
Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
Salary : $59,500