Skip to Content


1996 Assistant Branch Manager - Durham, NC

The Organization:

Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided $8.5 billion in financing to 159,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. The Self-Help family of nonprofit organizations includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending. Through its credit union network, Self-Help serves over 150,000 people in North Carolina, California, Chicago, Florida and South Carolina. Learn more at, and



Position Description:

Self-Help is looking for an Assistant Branch Manager to join our team in Durham.  The Assistant Branch Manager (ABM) supervises and coordinates activities of all branch staff (MSR, CLO, MSS, or others) and reports to the Area Branch Manager.  The ABM oversees, coaches and trains all branch staff in promoting products and services, member transactions, balancing daily settlements, and meeting member needs.  They assist the BM in conveying a feeling of trust, service, security and satisfaction to members and staff.


The ABM is responsible for overseeing the teller function, ATM balancing, night depository processing, cash shipment, and member service duties. They must also have a keen familiarity with credit union products and services.  The ABM is responsible for all branch operations and performs all functions according to the policies & guidelines of the credit union in a friendly, helpful manner. 

Essential Responsibilities:


In addition to having mastered the responsibilities of the Member Service Supervisor (MSS), the ABM is also responsible for the following duties and responsibilities:

  • In the absence of a MSS, ensures workstations are organized and equipped for the start of the business day.
  • Prioritize daily, weekly, and monthly calendars ensuring that the branch is properly staffed and that everyone’s time is maximized to serve the members.
  • Provide guidance to branch staff, as appropriate, with more difficult transactions.
  • Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service.
  • Assist with overseeing branch office operations to ensure that policies, procedures and regulations are being followed (e.g. Bank Secrecy Act and Anti Money Laundering).
  • Approve overrides on cash withdrawals and other transactions based on authorization limits.
  • Conduct surprise cash drawer audits.
  • Conduct staff meetings, including training and/or providing regulatory or processes updates.Models great customer service for staff.
  • Responds to inquiries from audit staff as needed.
  • Oversee the physical facilities and equipment of the branch.
  • Responsible for on-the-job training of all new branch staff including consumer loan officers.
  • Assist with developing branch level production goals and plans to achieve them.
  • Participate with Area Branch Manager in developing personal performance goals of all staff members.
  • Participate and/or lead performance and accountability sessions with branch staff in conjunction with the Area Branch Manager.
  • Assume a lead role in the coaching of staff members in relationship-building with members.
  • Actively participate, along with the Area Branch Manager, in hiring, Catalytic Coaching, and performance management and development of branch staff.
  • May be responsible for managing the lending function of the branch; conducting loan interview; processing, approving and/or closing loans/ensuring adherence to sound credit practices and administration policies.
  • Prequalify loan applicants by examining borrower information and documentation such as credit reports and financial documents; assess credit-worthiness, determine adequacy of income, credit and collateral and calculate repayment risk. Determine the maximum purchase price/loan amount base on the customer’s financial circumstances and needs.
  • ABMs may assist with providing members mortgage loan information, gathering initial documentation, and pre-qualifying mortgage loans prior to referring to a mortgage loan officer for origination.In some cases, the ABM may also be trained and responsible in the origination of mortgage loans.
  • Resolve member account-related problems and ensure positive public relations.
  • Explain services to potential account members to generate additional business for the credit union.
  • Actively support business development activities including attending in person, or staffing properly so that staff may attend.
  • Perform other duties and projects as assigned.

Minimum Qualifications:

  • Associate degree or equivalent relevant experience.
  • Four years’ banking or retail experience including experience in developing and/or supervising branch staff.
  • Ability to obtain NMLS in certain markets.
  • Preference for working in organizations that place priority on teamwork and collaboration
  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Demonstrated ability to communicate effectively – both verbally and in writing.
  • Working knowledge of computer software systems including Microsoft Office (Excel, Word, and Outlook) and ability to be trained and efficiently operate credit union systems and proprietary software. Experience with New Solutions is a plus.
  • Keen attention to detail, ability to effectively organize and prioritize work.
  • Analytical and problem solving skills.
  • Ability to use keyboard and data entry skills. Strong interpersonal/ people management skills.
  • May be required to travel to cover other branches.
  • Bilingual fluency may be required.
  • Ability to work flexible work hours including evenings and weekends.


Desired Qualifications:


  • Bachelor’s degree preferred.
  • Prior lending experience preferred.


Physical Requirements:


Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.  Must be able to occasionally lift and exert force of up to 40 pounds.




Competitive nonprofit salary, based on experience, plus a generous benefits package.




To apply, send resume and cover letter, describing why you are a fit for this position, to Please include the position title as the subject.  Application must be received by October 14, 2019 to ensure consideration.  Applications received after this date may or may not be considered, depending on the applicant pool.  The position will remain posted until filled.

Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.