What are the responsibilities and job description for the Assistant Branch Manager - Wallingford Branch position at Verity Credit Union?
Brief Description
Verity is hiring for a Assistant Branch Manager at our Wallingford branch. At Verity, we empower our member’s financial lives and create vibrant communities. Since 1933, Verity has been a local member-owned credit union. We are also the only financial institution in the Pacific Northwest that is a part of the Global Alliance for Banking on Values (GABV).
How You Can Make a Difference
The Assistant Branch Manager supports the daily operations of the branch, ensuring compliance with policies, procedures, and regulatory standards while maintaining a strong focus on member service and operational accuracy. This role actively coaches and develops staff, drives sales performance, and serves as a key leader in fostering a positive, mission-aligned team culture. The Assistant Branch Manager also exercises independent judgment to resolve issues, supports lending functions, and steps in for the Branch Manager as needed.
We know it is more than just a job…
Verity Has Continued To Maintain An Open And Positive Work Culture. We Make Sure People Come First! Some Ways We Help Employees Live Their Best Lives
Member Services & Sales
Education and Experience:
Verity is committed to reasonably accommodating the physical aspects of the position. The following are normally encountered in this job:
Your employment is “at will”, meaning you are free to resign at any time, for any reason, with or without notice. Verity Credit Union is also free to conclude the employment relationship with you at any time, for any reason, with or without notice.
No statement or promise by a credit union representative or board member may be interpreted as a change in the “at will” policy, nor would it constitute an employment or other contractual agreement.
Verity is hiring for a Assistant Branch Manager at our Wallingford branch. At Verity, we empower our member’s financial lives and create vibrant communities. Since 1933, Verity has been a local member-owned credit union. We are also the only financial institution in the Pacific Northwest that is a part of the Global Alliance for Banking on Values (GABV).
How You Can Make a Difference
The Assistant Branch Manager supports the daily operations of the branch, ensuring compliance with policies, procedures, and regulatory standards while maintaining a strong focus on member service and operational accuracy. This role actively coaches and develops staff, drives sales performance, and serves as a key leader in fostering a positive, mission-aligned team culture. The Assistant Branch Manager also exercises independent judgment to resolve issues, supports lending functions, and steps in for the Branch Manager as needed.
We know it is more than just a job…
Verity Has Continued To Maintain An Open And Positive Work Culture. We Make Sure People Come First! Some Ways We Help Employees Live Their Best Lives
- Base Pay: This position has a salary range of $28.97 (minimum) to $43.46 (maximum), with a midpoint of $36.21. Starting pay is offered based upon an applicant’s experience and education relevant to the position.
- Commission / Incentive Pay: Eligible for monthly and quarterly bonuses.
- Paid Time Off: All Verity employees receive 11 paid holidays per year, as well as paid time off (PTO is combined vacation and sick leave.) PTO starts accruing immediately at a rate of 15 days per year.
- Benefits: Both full and part-time employees (and their family) are eligible for medical, dental, vision, and basic life insurance, with a no cost option available for employee only coverage! Employees have the option to enroll in our 401k plan and receive an employer match up to 6%.
- Other Benefits: This position is eligible for annual cash bonuses up to 1% and a 1% profit-sharing bonus to 401k accounts based on company performance.
- Great Perks: Other Verity benefits include a wellness subsidy, a transportation reimbursement benefit and education reimbursement.
Member Services & Sales
- Promote credit union services and actively cross-sell relevant products
- Build and maintain strong relationships with business and community partners
- Represent Verity at community events to increase visibility and engagement
- Coach and motivate employees to achieve monthly sales goals
- Educate staff on promotional campaigns, sales targets, and strategic objectives
- Enforce adherence to account policies, procedures, and security protocols
- Demonstrate thorough knowledge of proper robbery response procedures
- Conduct monthly, quarterly, semi-annual, and annual audits in coordination with Internal Audit
- Oversee ATM and cash vault operations, ensuring accuracy in general ledger accounts
- Perform cash handling duties and serve as back-up and vault teller as needed
- Step in for the Branch Manager when necessary to ensure smooth operations
- Communicate branch needs and employee concerns to leadership proactively
- Analyze team performance metrics and partner with the Branch Manager to meet service and production goals
- Maintain consistent presence during regular business hours
- Work flexible hours, including Saturdays and off-site meetings, as required
- Travel to attend meetings and participate in off-site training opportunities
- Lead by example through independent judgment, initiative, and progressive responsibility
- Organize and facilitate engaging branch meetings
- Prepare and deliver impactful employee performance reviews
- Recognize and celebrate employee contributions
- Deliver real-time coaching, feedback, and performance improvement plans
- Foster a positive team culture aligned with Verity’s Mission and Values
- Support employee development through ongoing performance management, training, and counseling
- Communicate clearly and confidently in both oral and written formats
- Navigate difficult conversations using diplomacy, tact, and empathy
- Connect effectively with a diverse range of members and staff
- Originate, process, and make informed credit decisions as a designated Lending Officer
- Complete other job-related tasks as assigned.
Education and Experience:
- Minimum of a High School diploma or equivalent required.
- Associate degree or higher in Business, Finance, or related field – preferred. (Equivalent combination of education and experience may be considered.)
- Minimum of 3 years of experience in a financial institution, preferably a credit union.
- Successful completion of Member Consultant II requirements, or equivalent experience in a member-facing financial services role.
- Demonstrated leadership potential through informal coaching, mentoring, training support, or leading initiatives, supervisory experience preferred.
- Strong understanding of state and federal financial industry regulations
- Must be bondable and able to obtain and maintain an NMLS license, Notary Public commission, and Medallion Signature Guarantee.
- Operational Excellence: Leads daily branch operations with precision, ensuring accuracy in cash handling, audits, and vault functions. Applies strong organizational skills and process knowledge to maintain seamless and efficient service delivery.
- Regulatory and Policy Compliance: Implements credit union policies, security protocols, and regulatory requirements with diligence and integrity. Upholds operational integrity by proactively identifying risks and applying established procedures.
- Member Experience & Relationship Building: Delivers personalized service by building strong relationships and responding to member needs with empathy and cultural awareness. Engages with the community to enhance satisfaction and strengthen trust in Verity.
- Sales Leadership: Drives sales performance by coaching staff, setting clear goals, and promoting product solutions aligned with member needs. Fosters a member-first sales culture rooted in service and strategic outcomes.
- Leadership and Team Development: Develops and motivates team members through consistent coaching, clear feedback, and values-based leadership. Builds a positive, inclusive work environment that encourages collaboration and accountability.
- Strategic Judgment and Problem Solving: Applies critical thinking and data analysis to solve complex issues and improve branch operations. Escalates concerns promptly and makes informed decisions that support both member and business needs.
- Communication: Communicates with clarity, respect, and professionalism in all interactions. Builds trust, resolves conflict diplomatically, and ensures consistent messaging across teams and member touchpoints.
- Adaptability and Accountability: Demonstrates integrity, self-discipline, and openness to feedback. Takes full ownership of responsibilities, upholding accountability through consistent and reliable performance. Adapts quickly to shifting priorities, staffing needs, and schedules with resilience, flexibility, and a positive, solution-oriented mindset.
- Financial and Lending Acumen: Executes lending procedures and credit decisions with accuracy. Applies foundational knowledge of financial products and risk guidelines, lending practices, risk assessment, and financial products along with accuracy in processing and decision-making to provide responsible credit solutions and uphold compliance standards.
Verity is committed to reasonably accommodating the physical aspects of the position. The following are normally encountered in this job:
- Effectively communicate with diverse staff, members, and vendors
- Ability to travel within a assigned market
- Ability to lift and carry 30 pounds
- Ability to visually recognize and verify funds for endorsements and negotiability
- Sitting or standing for long periods of time
- Working on computers for a long period of time in an office environment
- Must be able to work Saturday hours
- May be required to attend off-hours and off-site meetings.
Your employment is “at will”, meaning you are free to resign at any time, for any reason, with or without notice. Verity Credit Union is also free to conclude the employment relationship with you at any time, for any reason, with or without notice.
No statement or promise by a credit union representative or board member may be interpreted as a change in the “at will” policy, nor would it constitute an employment or other contractual agreement.
Salary : $29 - $36