{"id":1758947,"url":"https://alion.io/job/wellby-financial-assistant-branch-manager","title":"Assistant Branch Manager","company":{"id":2225766,"name":"Wellby Financial","domain":"wellbyfinancial.com","url":"https://alion.io/company/wellbyfinancial","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":95,"open_postings":16,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":73,"computed_at":"2026-11-14T05:58:10Z"}},"role":"Field & Service","role_family":"Field & Service","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Alvin, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":46000,"max_usd":81000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4938},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Microsoft Teams","optional":false}],"status":"live","first_seen_at":"2026-09-21T00:00:00Z","employer_posted_date":"2026-09-21","last_verified_at":"2026-11-14T16:56:58Z","board_verified":true,"closed_at":null,"days_open":54,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":54},"description":"It's fun to work in a company where people truly BELIEVE in what they're doing!\nWe're committed to bringing passion and customer focus to the business.\nPosition Summary\nThe Assistant Branch Manager plays a key role in supporting the efficient operation of a branch within the organization. They work closely with the Branch Manager to ensure that the branch meets its financial goals, provides exceptional customer service, and adheres to company policies and procedures. This position requires a combination of leadership, financial acumen, and customer service skills.\nPrinciple Duties and Responsibilities\nWillingness and ability to exhibit Wellby Core Values every day.\n\nWorks purposefully and is driven to provide the best team member experience.\n\nAssists manager in efforts to reach profit, performance, and customer service goals.\n\nOversees banking services, especially customer service, to ensure excellence; contacts or assists customers and prospective customers.\n\nReviews and manages staffing procedures, ensuring that staff assignments and responsibilities are reasonable.\n\nCoordinates communication to the branch staff.\n\nWorks to meet branch performance standards including operating loss control, bank secrecy, and compliance with policies and procedures.\n\nOversees and assists with the preparation of all branch reports for approval by manager.\n\nOversees branch operations in partnership with the branch manager.\n\nApplies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk (to a Member or Wellby).\n\nUnderstands and demonstrates that offering our members additional solutions is the highest level of service, by understanding our members’ needs and utilizing best fit solutions to meet those needs.\n\nOpens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals and follows up on business and leads.\n\nConsistently enlightens members on alternate digital options to manage their account.\n\nBranch Management\nFosters a positive and engaging work environment for team members.\n\nProvides coaching and insights that lead to an enduring organization, providing exceptional experiences and meeting operational goals by District, Branch and Team Member.\n\nShares regular coaching and performance feedback with tellers and personal bankers including both recognition and personal improvement plans.\n\nCoach team to attain individual and team goals. The Assistant Branch Manager’s performance is tied to the overall Branch goals, and that at least 90% of primary team members are meeting 90% or more of their performance goals.\n\nEnsure compliance with policies, procedures, security requirements, government regulations and ethical business practices.\n\nVault, dual-control access, increased approval authority limits.\n\nPlans and implements programs taking initiative to ensure Branch sales, growth and budget goals are achieved.\n\nProactive in conflict resolution, handling issues in a prompt, professional and consistent manner.\n\nPerforms other duties as assigned.\n\nKnowledge, Skills, and Abilities (KSA)\nKnowledge of Wellby’s organizational functions, and general operating policies and procedures.\n\nKnowledge of secretarial practices and procedures, business English, spelling, and punctuation.\n\nKnowledge of retail product philosophy, banking industry best practices and regulations\n\nKnowledge of all the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening.\n\nKnowledge of personal computer, utilizing Microsoft Office Suite.\n\nSkilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.\n\nAbility to analyze, develop, and implement metrics and process enhancements that ensure key performance indicators are aligned with desired outcomes.\n\nAbility to analyze member/prospect’s credit data and other financial information to provide product insights and considerations.\n\nAbility to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.\n\nAbility to influence and engage direct and indirect reports and peers.\n\nAbility to work effectively across organizational departments and functions to achieve strategic goals.\n\nAbility to work in a fast-paced team environment with exceptional customer service skills.\n\nAbility to communicate clearly and concisely, orally and in writing.\n\nAbility to motivate others and to work in a large cross-functional team dynamic.\n\nAbility to coordinate several concurrent activities simultaneously.\n\nSupervisory Responsibilities\nTeam member has supervisory responsibilities.\n\nComplexity & Scope of Work\nThe team member performs routine and generally related tasks without supervisory direction.\n\nTasks may occasionally have to be coordinated, integrated, and/or prioritized.\n\nThe team member’s work is reviewed periodically for accuracy, completion, and compliance with Wellby’s policies and procedures.\n\nThe team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.\n\nThe team member uses independent judgment in making decisions.\n\nCourses of action are determined by established procedures and/or the Branch Manager.\n\nPhysical Demands & Work Environment\nThe physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.\n\nTo perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management, members and other team members.\n\nThe ability to observe details at close range (within a few feet of the observer).\n\nMust be able to occasionally lift items weighing up to 25 pounds across office and load onto shelves for various needs.\n\nThe noise level in the work environment is usually moderate.\n\nWork involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.\n\nMinimum Qualifications\nHigh School Diploma or equivalent required.\n\nBachelor's degree in business, finance, or a related field (preferred).\n\nMinimum three (3) years of credit union or bank retail banking experience.\n\nMinimum one (1) year of leadership experience in a credit union or bank preferred.\n\nTeller, personal banking, escalation management, and vault management.\n\nBondable\n\nFor All Candidates\nThis is a Full-Time, Salary (exempt) role.\nWellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, contact Human Resources.\nWellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email  or call 281-226-1696 for assistance.\nDisclaimer\nThe statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. 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