Branch Manager I

MERITRUST CREDIT UNIONBoulder, CO
3h$78,068 - $97,585

About The Position

The Retail Manager plays a pivotal role in delivering exceptional member experiences, driving branch growth, and ensuring operational excellence. This leadership position is also responsible for cultivating strong member relationships and fostering a high-performance team culture.

Requirements

  • High School diploma or equivalent.
  • Knowledge of financial products and services offered by credit unions (e.g., checking accounts, loans, mortgages, etc.) preferred.
  • Accomplished sales performer, demonstrating ability to utilize sales and service skills to achieve goals and branch objectives.
  • Management experience necessary for success in the role along with a passion for developing associates and coaching performance.
  • Proficient with banking software systems (e.g., core banking systems, CRM tools) and financial reporting software.
  • Excellent verbal and written communication skills, with the ability to convey complex information clearly and effectively.
  • Ability to analyze performance, recognize knowledge/skill gaps and provide constructive feedback and coaching.

Responsibilities

  • Oversee all branch operations, ensuring alignment with organizational goals and service standards.
  • Proactively identifies and implements opportunities for process enhancements and cost-saving initiatives.
  • Demonstrates a strong commitment to employee development and success through supportive leadership.
  • Consistently monitors, coaches, and evaluates team members on transaction accuracy, service quality, and overall job performance.
  • Tracks and analyzes individual performance trends, creating targeted development plans to foster professional growth.
  • Exemplifies and reinforces the credit union’s education and referral practices through daily interactions.
  • Provides ongoing coaching to help team members exceed performance benchmarks and service expectations.
  • Observes member interactions, motivates staff, and ensures accountability to established service standards and goals.
  • Facilitates regular team huddles and meetings to align goals, share updates, and foster collaboration.
  • Takes initiative in identifying service challenges and implementing effective solutions to enhance the member experience.
  • Recognizes and celebrates individual and team achievements to promote a positive and motivating work environment.
  • Build and maintain strong relationships with internal departments and retail branch partners to support cross-functional collaboration.
  • Resolves escalated member concerns and provides supervisory approvals as needed.
  • Performs Member Consultant duties as required to support team operations and ensure service continuity.
  • Adapts quickly to changing priorities and effectively manages workflow throughout the day.
  • Maintains open and consistent communication with direct leadership through regular updates and status reports.
  • Delivers timely and insightful feedback, including performance reports and operational analysis.
  • Completes all required training, including the annual Meritrust compliance education and internal leadership courses.
  • Performs additional duties and special projects as assigned by leadership.

Benefits

  • Comprehensive medical insurance plan
  • Dental and vision insurance
  • Generous paid-time-off
  • 12 paid holidays
  • 401(k) plan
  • Wellness program
  • Tuition assistance
  • Employee loan discount
  • Employee Assistance Program (EAP)
  • Life and disability coverage
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service