Branch Manager 1

Summit Credit Union•Middleton, WI

23d

About The Position

At Summit Credit Union, people helping people isn’t just something we say—it’s who we are. As co-creators of our workplace culture and our members’ experience, every Summit employee brings our vision, purpose, and values to life through their decisions and actions. As a Branch Manager, you’ll lead a dedicated team in delivering a differentiating member experience while driving branch performance, developing talent, and strengthening relationships in the communities we serve. If you’re a people-first leader who enjoys coaching others, building strong teams, and making managing money easier (and more fun) for members—this could be your next step.

Requirements

Associate’s degree or equivalent relevant professional experience.
3+ years of experience in a retail or financial services organization, including at least 1 year of management experience.
Ability to obtain and maintain a Nationwide Mortgage Licensing System (NMLS) number.
Strong interpersonal and communication skills with a professional, member-focused approach.
Solid understanding of financial principles, branch operations, and common financial products and services.
Proven ability to lead individuals and teams toward high performance and goal achievement.
Adaptability and sound judgment to solve unique and in-depth problems within established guidelines.
Active listening skills with a thoughtful, solutions-oriented mindset.
Ability to build rapport and communicate proactively with members and non-members.
Strong attention to detail with consistent follow-up and follow-through.
Working knowledge of Microsoft Office Suite.
Basic math skills and the ability to understand more complex financial concepts.

Responsibilities

Lead the Branch Experience
Guide and direct the daily operations of the branch to ensure efficient, compliant, and high-quality service that delights members at every interaction.
Grow Member Relationships
Develop and monitor proactive tactics that deepen member relationships and contribute to branch growth and long-term success.
Coach & Develop Talent
Champion employee development by coaching, supporting, and engaging team members to achieve their goals today—while preparing for future careers at Summit.
Drive Performance & Results
Lead your team to effective sales outcomes and service excellence while aligning with branch goals and credit union expectations.
Ensure Operational Excellence
Maintain compliance with credit union policies, industry regulations, and operational standards—using sound judgment to resolve day-to-day and complex challenges.
Foster a Positive Team Culture
Create a work environment that encourages teamwork, critical thinking, learning, accountability, and fun.
Contribute Beyond Your Branch
Support the broader branch network by providing leadership, sharing subject matter expertise, and owning assigned network-level business processes or projects.