OUR LEADERSHIP PHILOSOPHY
At Lighthouse Credit Union, we believe all individuals, regardless of position level, are considered leaders. By providing a framework that balances clarity with adaptability, our Leadership Competencies aim to foster a culture of continuous growth and agile leadership. Lighthouse Credit Union is committed to embracing change, nurturing leadership talent, and ensuring our performance management practices are aligned with our vision of fostering a resilient and forward-thinking organization. As such, we all hold ourselves accountable to the following:
LEADERSHIP COMPETENCIES
Demonstrates Interpersonal Awareness & Skills
A cornerstone of our collaborative work environment, this competency emphasizes effective communication, relationship building and teamwork. It also supports creating a positive work environment that values individual contributions and fosters teamwork. As a managing leader, you will guide your team in effective communication strategies, foster strong interdepartmental relationships and model collaboration.
Embraces Change & Learning
This competency focuses on adaptability, personal development and the advocacy and embracing of progressive change. You will be challenged to explore continuous learning opportunities to achieve excellence and foster a culture of growth and innovation. As a managing leader, you will build buy-in for change among team members, support their development and effectively manage team dynamics to achieve business results. You will also champion the benefits of change and encourage innovation and the generation of new ideas.
Utilizes Critical & Creative Thinking
Underlining the importance of innovative problem solving, challenging the status quo and strategic thinking, this competency is vital for driving excellence and leadership. This competency challenges to take initiative beyond one’s immediate responsibilities. As a managing leader, you will effectively problem-solve through creative methods, lead changes with optimism and motivate the team by setting clear expectations and recognizing performance.
Takes Personal Ownership
This competency focuses on taking responsibility for performance goals, proactive collaboration and accountability. It highlights the significance of each team member taking ownership of their role and contributions while demonstrating leadership qualities regardless of their position. As a managing leader, you will build and maintain collaborative relationships across the organization, seek constructive feedback and ideas for improvement and hold the team accountable for business impact while supporting their development.
POSITION SUMMARY
The Assistant Branch Manager plays a key leadership role in driving branch growth and performance, with a primary focus on sales execution, relationship development, and building a strong pipeline of opportunities. This role works closely with the Branch Manager to translate strategic goals into daily execution, ensuring staff are equipped, engaged, and accountable for delivering results aligned with the Credit Union’s mission, vision, and values. The Assistant Branch Manager is responsible for coaching and developing staff to deepen member relationships, and drive sustainable growth, while maintaining strong operational discipline and compliance standards. This role actively leads sales behaviors, manages pipeline performance, and ensures consistent execution of the branch’s sales and service strategy. This position serves as manager-on-duty in the absence of the Branch Manager and plays a critical role in fostering a culture of accountability, performance, and member-focused growth.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES
Sales & Revenue Leadership (Primary Focus)
- Drives consistent achievement of branch growth goals, including deposits, loans, and product penetration.
- Leads daily execution of the branch sales strategy, translating business objectives into actionable team priorities.
- Coaches and develop employees in consultative selling, financial needs discovery, and relationship expansion.
- Maintains disciplined pipeline management, ensuring opportunities are identified, tracked, advanced, and closed.
- Uses performance data and KPIs to diagnose trends, identify gaps, and implement targeted coaching plans.
- Champions proactive outreach, referrals, and community engagement to grow market presence and member acquisition.
- Partners with lending, wealth, and internal specialists to maximize referral conversion and revenue capture.
Branch Operations, Compliance & Risk
- Supports daily branch operations, ensuring adherence to policies, procedures, and regulatory requirements.
- Monitors operational performance including transaction accuracy, error rates, and audit results.
- Promotes strong compliance with BSA/AML, security procedures, and fraud prevention practices.
- Identifies operational risks and support implementation of corrective actions.
- Assists with resolution of complex transactions and operational issues.
Member Experience
- Sets the expectation for a high-performance, member-first culture that delivers long-term relationship value.
- Reinforces behaviors that balance sales and service, ensuring positive member outcomes.
- Monitors member feedback and identify opportunities to improve satisfaction and engagement.
- Supports timely resolution of escalated member concerns.
- Resolves escalated member issues with professionalism and confidence.
- Uses feedback and insights to improve service delivery and engagement.
Team Leadership & Development
- Provides ongoing coaching and feedback to drive strong sales performance and professional development.
- Reinforces expectations related to sales, service, and operational execution.
- Supports onboarding and training new employees with a focus on accelerating time to proficiency.
- Fosters a culture of accountability, collaboration and performance.
Collaboration & Communication
- Partners with the Branch Manager and internal stakeholders to support growth initiatives and organizational priorities.
- Communicates performance expectations, results and key initiatives to staff.
- Participates in meetings, reporting and administrative responsibilities as required.
JOB SPECIFICATIONS
- Develop strategic leadership skills through exposure to business planning, performance management, and talent development.
- Model executive presence, sound judgment, and accountability in decision-making and team leadership.
- Support hiring, onboarding, and accelerating time-to-performance for new branch talent.
- Build a strong performance culture grounded in ownership, transparency, and results
- Proven ability to drive sales performance and coach staff on consultative selling and relationship development.
- Promotes culture of member-focused sales and service excellence.
- Balances growth with strong operational discipline and risk management.
- Skilled in using data and metrics to manage pipelines, improve conversion, and achieve growth goals.
- Working knowledge of Microsoft Office productions.
- Frequent interactions with members and public.
EDUCATION, TRAINING & EXPERIENCE
- Associates degree or equivalent experience required.
- Three or more years of experience in a member/customer service role or financial services environment.
- Two or more years of leadership, supervisory, or coaching experience.
- Experience in a financial institution or service-focused sales environment strongly preferred
- Previous experience supporting branch operations, compliance, or sales performance is beneficial.
WORK ARRANGEMENT:
The working arrangement for this position is fully onsite. No alternative working arrangement is available.
Retail Benefits That Work for You
We know life doesn’t pause when you’re at work — and your benefits shouldn’t either. At Lighthouse Credit Union, we offer real support for real life, with perks that help you stay healthy, grow your future, and take care of what matters most.
Financial Relief & Support
- Student Loan & Tuition Assistance – Whether you're paying off debt or going back to school, we help lighten the load.
- Employee Loan Discounts – Get access to lower rates on personal loans, just for being part of the team.
- Weekly Paychecks – Because waiting two weeks shouldn’t be the norm.
- 401(k) with Employer Match & Profit Sharing – We invest in your future with generous contributions and immediate vesting.
Health & Wellness
- Comprehensive Medical, Dental & Vision Plans – Coverage that starts quickly and fits your needs.
- HSA/FSA Options – Save pre-tax dollars for everyday health expenses.
- Discounted Pet Insurance – Because furry family members deserve care too.
- Employee Assistance Program (EAP) – Free, confidential support for life’s challenges — available 24/7.
Time Off That Respects Your Life
- Lighthouse Leave Program – Paid time off for major life moments, from welcoming a child to caring for a loved one.
- Volunteer Time Off (VTO) – Give back to your community with paid time to serve.
- PTO + Paid Federal Holidays – Rest, recharge, and celebrate without worry.
- Balanced Schedule – All branches close by 5pm and on Sundays — no late nights or unpredictable shifts.
Culture & Connection
- Retail Sales Incentive Program – Earn more when you help members thrive.
- Engagement Groups – Join communities like Pride at Work, Women in Leadership, Book Club, and more.
- Ongoing Training & Career Growth – We invest in your development from day one.
- Annual Summit & Team Outings – Celebrate wins and connect with coworkers across the organization.
LIGHTHOUSE CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER
