About The Position

We are looking to hire one person with skillsets that align with the Branch Manager 1, 2 or 3 position. Below is the Branch Manager 1 role responsibilities. Scroll further down to review the Branch Manager 2 and 3 job description. Applications accepted through February 9th, 2026

Requirements

  • Minimum: High school diploma or equivalent (GED).
  • Four or more years of financial services or retail banking experience.
  • One to two years of leadership, supervisory, or coaching preferred.
  • Ability to manage operations, develop staff, and achieve goals.
  • NMLS certification required (or must obtain within designated timeframe).
  • Notary Public license required (or must obtain within designated timeframe).
  • Excellent communication skills and ability to interact effectively with organization leaders, members and the community.
  • Ability to read, analyze and interpret legal documents, technical procedures and government regulations.
  • Ability to write clear, professional business correspondence and reports.
  • Ability to present information clearly and respond to questions from the team, members and the general public.
  • Able to present ideas clearly using respectful language, tone and body language.
  • The ability to motivate or influence others is a material part of this job, requiring diplomacy and trust.
  • Dependable and flexible with strong organization and time management skills is a must.
  • Strong interpersonal, communication, and leadership skills.
  • Ability to manage multiple priorities while maintaining accuracy and service quality.
  • Analytical skills for interpreting performance and financial data.
  • Proficient in Microsoft Office and core banking systems such as Symitar.
  • Ability to lift up to 25 lbs and sit or stand for extended periods.

Nice To Haves

  • Associate or bachelor’s degree in Business, Finance, or related field.
  • Experience managing a small branch or retail location.
  • Familiarity with business development, community engagement, or small business banking.
  • Bilingual - Spanish

Responsibilities

  • Lead and support the branch team in achieving sales goals and delivering exceptional member experiences.
  • Act as a relationship advisor, identifying member needs and recommending appropriate products and services.
  • Coach team members on consultative sales techniques and relationship-building strategies.
  • Develop and execute branch-level sales plans and community engagement strategies to increase member loyalty and growth.
  • Analyze branch performance data to track progress and identify opportunities for improvement.
  • Serve as the branch sales expert, ensuring compliance, accuracy, and efficiency in daily activities.
  • Oversee cash management, audit readiness, and adherence to operational policies and procedures.
  • Resolve escalated member issues, ensuring timely and effective resolution aligned with Numerica’s standards.
  • Ensure branch systems, controls, and reporting are maintained accurately and within compliance guidelines.
  • Partner with Retail Operations and other departments to maintain strong operational performance and consistency across the organization.
  • Drive the member experience by ensuring all interactions align with Numerica’s CARES Principles and service standards.
  • Actively engage with members and the community to build meaningful relationships and increase brand visibility.
  • Ensure staff are equipped with the knowledge and tools to deliver accurate information and effective solutions to members.
  • Provide guidance to team members in resolving complex member needs, including lending, deposits, and account servicing.
  • Support initiatives that enhance member engagement and promote long-term relationships.
  • Foster a positive, inclusive, and high-performing team culture through consistent coaching and feedback.
  • Develop and mentor employees by identifying strengths, providing development opportunities, and setting clear performance expectations.
  • Partner across departments such as Retail Operations, Lending, HR, and Risk to ensure operational alignment and collaboration.
  • Strong resource management, balancing staffing, scheduling, and workload to meet member and business needs.
  • Model Numerica’s values through professional behavior, consistent communication, and community involvement.
  • Effectively incorporates concepts of CARES Principles in daily behaviors and interactions: Connect – Create meaningful relationships Ask – Be intentionally curious Resolve – Actively seek solutions Elevate – Never stop improving Strengthen – Be the difference
  • Carries out supervisory responsibilities in accordance with organizational policies and applicable laws.
  • Provides day-to-day supervision of staff, including onboarding, training, work assignment, and performance feedback.
  • Supports a positive team environment through consistent coaching and timely issue resolution.
  • Consistent leadership and operational management proficiency.
  • Meets or exceeds branch sales, service, and operational performance goals.
  • Provides effective coaching and development to team members with measurable results.
  • Maintains operational compliance and high audit performance.
  • Readiness for advanced leadership responsibilities through accountability, initiative, and results.

Benefits

  • Numerica Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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