Assistant Branch Manager

Job Details: Job Location: Heights Retail Center - Houston, TX, Salary Range: Undisclosed, Assistant Branch Manager

The Assistant Branch Manager is the working leader who keeps daily branch operations, staff coaching, service quality, compliance, and sales execution moving when the Branch Manager is focused on broader branch leadership or is unavailable.

Position Title Assistant Branch Manager – Full Time – Non-Exempt

Reports To Branch Manager

Document Type Summary job description, not meant to include every requirement for position

Position Summary

The Assistant Branch Manager supports the Branch Manager in the day-to-day operation of the branch. This role serves as a working leader who helps manage staff, delivers excellent customer or member service, ensures operational compliance, supports sales and service goals, and assumes responsibility for branch operations in the Branch Manager's absence.

Primary Responsibilities:

Area &  Typical Responsibilities:

Staff Leadership and Coaching Coach, train, and develop branch employees. Support performance discussions and evaluations, monitor productivity and service standards, help create schedules, assign daily work, and support hiring, onboarding, and development.

Branch Operations Assist with the management of daily branch operations. Ensure branch balancing, cash controls, security procedures, operational quality controls, audit readiness, and procedural consistency.

Sales and Business Development Help achieve branch loan, deposit, and membership or customer growth goals. Coach staff on referral and sales activity, build relationships with customers, members, and local businesses, and support community involvement.

Member and Customer Service Resolve escalated service issues, support account opening and maintenance activity, ensure high-quality service delivery, and assist customers or members with more complex financial service needs.

Compliance and Risk Management Support adherence to banking regulations and internal policies. Assist with audits, security controls, Bank Secrecy Act requirements, operational procedures, and branch risk management.

Acting Manager Coverage Serve as acting branch manager when the Branch Manager is unavailable, helping maintain continuity of service, staff direction, and operational oversight.

 
Qualifications: Typical Qualifications

Category Typical Requirement

Education High school diploma required in many institutions. Associate's or Bachelor's degree in Business, Finance, or a related field preferred.

Experience Two to five years of banking or credit union experience is common. Prior teller, banker, loan officer, or member service experience is helpful. Previous leadership or supervisory experience is preferred.

Certifications Notary Public, signature guarantee, lending authority, or similar certifications may be preferred or required depending on the institution and branch responsibilities.

Key Competencies

Leadership and coaching Service excellence Sales and relationship building

Operational knowledge Regulatory compliance Problem solving

Communication skills Team development Digital banking proficiency

Typical Direct Reports

Depending on branch size and structure, an Assistant Branch Manager may supervise or help supervise Tellers, Senior Tellers, Universal FSR I,II,III, or similar frontline branch roles.

How the Role Differs From a Branch Manager

Assistant Branch Manager Branch Manager

Executes branch plans Sets branch strategy

Directly coaches frontline staff Oversees overall branch performance

Manages daily operations Accountable for branch financial and business results

Acts as manager when needed Primary leader of the branch

Works heavily in service and operations Focuses more on leadership, business development, and market growth

Modern Assistant Branch Manager Emphasis

A strong modern Assistant Branch Manager is more than a backup supervisor. The role increasingly requires hands-on coaching, digital banking fluency, problem solving, operational discipline, and the ability to connect frontline execution to the branch’s broader growth and service goals.

ADA Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.