Branch Leader I

Members First Credit Union•Grand Rapids, MI

6d•Onsite

About The Position

Members First Credit Union is seeking a Branch Leader I for our Kentwood Branch. This role is responsible for assisting Members First Credit Union in delivering on its mission, vision, and brand promise by embodying core values in all service interactions. The position focuses on leading branch teams to achieve performance expectations, ensuring compliance, managing budgets, and fostering a positive and productive work environment. The Branch Leader I will also counsel members on financial needs, promote products and services, and support operational excellence and team development.

Requirements

Minimum of one year of experience in management or supervisory capacity
Minimum of one year of previous banking and/or credit union experience
Three to five years similar or related experience
Minimum high school graduate or equivalent
Expert working knowledge of all credit union products and services
Skills in Microsoft 365
Demonstrated commitment to achieving organizational, departmental, and individual goals.
Strong organizational, time management, and attention to detail skills.
Proficiency with digital tools, core systems, and Microsoft 365.
Ability to lead inclusively and foster a collaborative, professional work environment.
Effective written and verbal communication skills.
Working knowledge of credit union products, services, policies, and procedures.
Knowledge of applicable state and federal regulations (including BSA, OFAC, Regulation CC/E, Truth in Savings and Lending).
Ability to adapt to change and support continuous improvement.
Willingness to work flexible hours, attend meetings, and travel as business needs require.
Commitment to inclusion, belonging, and member financial well-being.
Successfully obtain Certified Credit Union Financial Counselor (CCUFC) designation through America's Credit Unions within first year of service with M1.
Obtain State of Michigan Credit Producers License within six months of lending training.

Nice To Haves

Effectively apply and maintain financial counseling concepts, gained through America's Credit Unions' Financial Counseling Certification Program (FiCEP), to promote financial well-being.

Responsibilities

Exercise Loan Authority Level I upon board approval: up to $50,000 secured and $10,000 unsecured.
Lead branch teams to achieve productivity, efficiency, and performance expectations.
Provide monthly developmental development focused on performance, growth, and career development.
Develop, implement, and monitor individual development plans, goals, and training activities.
Ensure compliance with all applicable laws, regulations, policies, procedures, and work rules.
Oversee performance development, compensation recommendations, and progressive coaching.
Maintain branch appearance, safety, and equipment standards in partnership with Facilities and Marketing.
Maintain an in-branch presence, including standard business hours, Saturday coverage, and occasional evenings or travel as required.
Address and resolve member requests and complaints professionally and in a timely manner.
Counsel members on financial needs and recommend appropriate products and services.
Develop and manage branch budgets and review monthly variances.
Coordinate onboarding and orientation for new employees.
Promote cross-training and ensure staff knowledge of products, services, promotions, and initiatives.
Educate teams and members on all delivery channels, including digital and remote services.
Support change initiatives by guiding team members through system, process, or strategic transitions.
Conduct branch security training and ensure staff proficiency in assigned roles.
Obtain State of Michigan Credit Producers License within six months of lending training.
Partner with the Branch Operations Director and Human Resources on recruitment, onboarding, employee development, performance development, and compensation review.
Monitor industry and operational trends to support competitive products, services, and processes.
Investigate and resolve member issues related to fees, deposits, lending, and account servicing.
Serve as the subject matter expert for branch systems, software, and digital tools.
Monitor and manage Synapsys queues to ensure timely completion of member service tasks.
Identify and implement process improvements in collaboration with Branch Operations Specialists.
Ensure daily balancing of branch transactions and accountability for cash handling.
Lead monthly operational coaching focused on compliance, best practices, and member experience.
Review branch performance dashboards and share insights from Measures of Success meetings.
Communicate organizational goals and the Strategic Plan, connecting team performance to results.
Complete required compliance checklists, audits, cash controls, alarm reviews, and inventory controls.
Manage cash ordering, facilities coordination, and vendor requests.
Attend assigned leadership meetings, training sessions, and organizational events.
Support FiCEP certification planning, job shadowing, staff scheduling, and coverage.
Participate in community outreach and community development initiatives.
Serve as subject matter expert for new account processes, documentation, and regulatory requirements.
Provide direct support and backup for account openings, audits, and complex member inquiries.
Coach staff on best practices, quality standards, and compliance expectations.
Review account activity to ensure accuracy, fraud prevention, risk mitigation, and compliance.
Maintain advanced knowledge of lending products, policies, procedures, and compliance requirements.
Process and close loans, including complex lending scenarios, as needed.
Serve as a mentor and primary resource for lending-related matters.
Monitor loan quality, delinquency, and portfolio risk.
Educate members and staff on insurance and ancillary protection products.
Demonstrate proficiency with products, services, and needs-based selling practices.
Engage directly with members to identify needs and recommend appropriate solutions.
Model effective sales behaviors and coach staff.
Review sales performance metrics, provide feedback, and recognize achievements.
Respond to member inquiries in accordance with Communication Standards and service expectations.
Attend required education, training, and professional development activities.
Perform other duties as assigned to support branch operations and organizational needs.

Benefits

Loan Authority Level I upon board approval: up to $50,000 secured and $10,000 unsecured.
Monthly developmental development focused on performance, growth, and career development.
Development, implementation, and monitoring of individual development plans, goals, and training activities.
Overseeing performance development, compensation recommendations, and progressive coaching.
Maintaining branch appearance, safety, and equipment standards in partnership with Facilities and Marketing.
Addressing and resolving member requests and complaints professionally and in a timely manner.
Counseling members on financial needs and recommending appropriate products and services.
Developing and managing branch budgets and reviewing monthly variances.
Coordinating onboarding and orientation for new employees.
Promoting cross-training and ensuring staff knowledge of products, services, promotions, and initiatives.
Educating teams and members on all delivery channels, including digital and remote services.
Supporting change initiatives by guiding team members through system, process, or strategic transitions.
Conducting branch security training and ensuring staff proficiency in assigned roles.
Partnering with the Branch Operations Director and Human Resources on recruitment, onboarding, employee development, performance development, and compensation review.
Monitoring industry and operational trends to support competitive products, services, and processes.
Investigating and resolving member issues related to fees, deposits, lending, and account servicing.
Serving as the subject matter expert for branch systems, software, and digital tools.
Monitoring and managing Synapsys queues to ensure timely completion of member service tasks.
Identifying and implementing process improvements in collaboration with Branch Operations Specialists.
Ensuring daily balancing of branch transactions and accountability for cash handling.
Leading monthly operational coaching focused on compliance, best practices, and member experience.
Reviewing branch performance dashboards and sharing insights from Measures of Success meetings.
Communicating organizational goals and the Strategic Plan, connecting team performance to results.
Completing required compliance checklists, audits, cash controls, alarm reviews, and inventory controls.
Managing cash ordering, facilities coordination, and vendor requests.
Attending assigned leadership meetings, training sessions, and organizational events.
Supporting FiCEP certification planning, job shadowing, staff scheduling, and coverage.
Participating in community outreach and community development initiatives.
Serving as subject matter expert for new account processes, documentation, and regulatory requirements.
Providing direct support and backup for account openings, audits, and complex member inquiries.
Coaching staff on best practices, quality standards, and compliance expectations.
Reviewing account activity to ensure accuracy, fraud prevention, risk mitigation, and compliance.
Maintaining advanced knowledge of lending products, policies, procedures, and compliance requirements.
Processing and closing loans, including complex lending scenarios, as needed.
Serving as a mentor and primary resource for lending-related matters.
Monitoring loan quality, delinquency, and portfolio risk.
Educating members and staff on insurance and ancillary protection products.
Demonstrating proficiency with products, services, and needs-based selling practices.
Engaging directly with members to identify needs and recommend appropriate solutions.
Modeling effective sales behaviors and coaching staff.
Reviewing sales performance metrics, providing feedback, and recognizing achievements.
Responding to member inquiries in accordance with Communication Standards and service expectations.
Attending required education, training, and professional development activities.
Performing other duties as assigned to support branch operations and organizational needs.