Branch Leader - Perry Hall

APG Federal Credit Union•Perry Hall, MD

About The Position

The Branch Leader is responsible for leading, developing, and managing day-to-day operations at a full-service branch. The role oversees branch personnel and operations to support safety and security, production, profitability, market share, and member satisfaction. The branch’s work includes lending, membership growth, training, employee development, business development, and service and sales management. The Branch Leader provides general supervision of staff activities and ensures adherence to branch policies, procedures, and federal regulations. The role manages operational, physical, human capital, reputational, and business risks; safeguards members and their assets; and oversees branch settlements, cash management, records, reporting, and physical standards. It leads and develops branch personnel, coordinates work across teams of up to 15 direct reports, manages employee performance, and collaborates with branch leadership and Human Resources on employee relations. The Branch Leader also drives the member experience and sales, supports branch budgets and continuous improvement, and develops community and business relationships to promote membership growth. The position requires at least five years of financial institution experience in branch operations management, demonstrated success in a quality service-oriented banking environment, and a substantial lending background. A bachelor’s degree in a related field is required, though equivalent experience may be substituted. The listed annual compensation range is $74,000–$125,800, with offers based on experience and education.

Requirements

At least five years of financial institution experience in branch operations management.
Demonstrated success in a quality service-oriented banking environment, with a substantial lending background.
Bachelor’s degree in Business Administration, Management, Finance, or a related field; equivalent experience may be substituted.
Strong leadership, motivation, and managerial skills; professional demeanor; integrity and ethical standards.
Understanding and application of effective selling strategies and techniques.
Ability to work as a team player in a dynamic, all-hands-on-deck environment.
Strong organization, attention to detail, and ability to manage multiple tasks on tight deadlines.
Strong problem-solving, priority-setting, and decision-making skills.
Positive, resourceful, and flexible approach.
Familiarity with branch administrative procedures, business computer operations, and verification and documentation of financial transactions.
Supervisory, analytical, human relations, communication, and organization skills.
Ability to meet the stated physical demands, including frequently lifting or moving up to 25 pounds.

Nice To Haves

Community board or committee service is encouraged.

Responsibilities

Manage operational, physical, human capital, reputational, and business risks.
Exercise sound leadership and decision-making to mitigate risk, protect member assets, and ensure the security of the branch, personnel, members, and financial transactions.
Implement and ensure compliance with regulatory guidelines, policies, procedures, federal regulations, and dual-control requirements.
Oversee daily branch settlement, cash management, and the maintenance of branch records, reports, and statistics.
Delegate authority as appropriate to maintain efficient operations.
Maintain branch appearance standards and report building safety or maintenance concerns.
Evaluate work quality and ensure timely error resolution to promote risk mitigation and member satisfaction.
Plan and execute priorities to lead branch performance and create member loyalty through consultative interactions and wealth-building solutions.
Coordinate and lead the work of up to 15 direct reports providing account opening, business banking, product and service promotion, teller services, and loan interviews and closings.
Attract, onboard, coach, and develop branch team members to build a high-performing team and support employee experience.
Provide direction to the Assistant Branch Leader and assign and schedule personnel for efficient performance.
Manage employee performance through appraisals, feedback, development recommendations, discipline, and collaboration with Branch Operations leadership and Human Resources on employee relations matters.
Promote continuous learning for self and staff through available learning channels.
Identify causes of inadequate results and take corrective action.
Develop annual branch budgets with the Regional Branch Leader or AVP Branch Strategy & Operations and keep expenses within approved budgets.
Identify efficiencies, share ideas, and foster continuous improvement.
Communicate professionally with employees and members, including goals, operational changes, and updates.
Respond promptly to member service concerns and escalations and work toward resolution.
Lead and implement a branded sales process in support of the credit union’s mission of helping members build wealth.
Optimize service and sales practices through meetings, tracking, coaching, and follow-up; enforce ethical sales practices through inspections, observations, coaching, and staff meetings.
Grow branch profitability through member acquisition and loan and deposit growth.
Coach consultative selling, use available tools, and promote daily service and sales activities.
Coordinate branch efforts to achieve assigned monthly goals and coach staff through observation, training recommendations, and inspection of work.
Enforce position performance standards and oversee preparation and review of monthly standards tools with branch employees.
Promote APGFCU through community involvement and business associations; community board or committee service is encouraged.
Work with Business Development Directors to increase awareness of APGFCU and promote membership growth.
Participate in outreach activities, including local sponsored events and open enrollments, and support due diligence on business banking relationships.
Complete other related duties as assigned and applicable training and compliance requirements for federal regulations and APGFCU policies and procedures.