Branch Manager I

Advia Credit Union • Beloit, WI

22d • $70,146 - $84,176 • Onsite

About The Position

The Branch Manager I leads the branch’s operational efforts and ensures established policies and procedures are followed. The role oversees prompt, professional delivery of a full range of services to members and prospective members through training, development, and supervision of branch team members. The essential purpose of the position is to help members experience the credit union’s advantages by providing outstanding service and demonstrating its core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core.

The position is full-time and on-site. Advia offers a bilingual premium for employees who regularly use language skills to assist members; Spanish proficiency is specifically needed, and proficiency testing is required. The work environment is described as fast-paced, performance-based, and fun-infused. The role involves primarily sedentary work indoors in a climate-controlled shared work area with minimal noise, with occasional lifting and the ability to work extended hours when required or requested.

Requirements

• Three to five years of similar or related experience, including preparatory experience.
• A two-year college degree or completion of a specialized business or trade school course of study equivalent to approximately 64 credit hours.
• A significant level of trust, credibility, and diplomacy, including the ability to handle sensitive or highly confidential discussions.
• Ability to communicate in ways that motivate, influence, educate, or advise others on significant matters.
• Spanish language proficiency is specifically needed for the bilingual premium; proficiency testing is required.
• Ability to perform primarily sedentary work and occasionally lift up to 10 pounds.
• Ability to climb or descend stairs in an emergency.
• Ability to operate routine office equipment, including a telephone, copier, facsimile machine, and calculator.
• Ability to routinely work on a computer for an average of 6–8 hours per day when necessary.
• Ability to work extended hours when required or requested by management.
• Regular, reliable, and timely attendance.
• Ability to perform job functions independently or with limited supervision, and work effectively alone or as part of a team.
• Ability to read and carry out written instructions and follow oral instructions; speak clearly and convey information logically.
• Ability to deal calmly and professionally with diverse personalities and demonstrate discretion and high levels of customer service.
• Ability to remain composed under deadlines, accuracy and quality requirements, or a fast pace; handle multiple and changing priorities; and exercise discretion with confidential matters.

Responsibilities

• Demonstrate proficiency in Advia products and services and coach the team to match them to members’ needs through referrals.
• Coach and exhibit behaviors that grow branch deposits and loan production.
• Maintain branch operations, including adequate team coverage, timely resolution of member requests, questions, and escalations, and assistance with loan and account opening as needed.
• Ensure adherence to operational policies, procedures, organizational guidelines, and applicable regulatory requirements.
• Represent and promote Advia in the community through educational, volunteer, and brand-building opportunities, which may occur after hours or on weekends.
• Manage team productivity, efficiency, and development through performance monitoring, coaching, mentoring, and training.
• Ensure team compliance with regulatory requirements and Advia’s mission, values, service standards, policies, and work guidelines.
• Appraise employee performance and make recommendations regarding promotion, disciplinary action, and termination, as appropriate.
• Assist with regional community outreach and organize volunteer events, which may occur after hours or on weekends.
• Meet or exceed assigned branch production goals, including loan growth, new account acquisition, and overall relationship impact objectives.
• Comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control requirements.
• Exercise judgment, raise questions to management, and follow policy guidelines to minimize risk.

Benefits

• Medical, dental, and vision insurance.
• 401(k) with company match.
• Life insurance and disability coverage.
• Paid time off and holidays.
• Parental leave, available after one year of service.
• Learning and development programs.
• Tuition reimbursement, available after one year of service.
• Free telemedicine.
• Employee Assistance Program (EAP).
• Wellness initiatives.
• Paid community action volunteer hours.
• Incentive opportunity based on branch performance.
• Bilingual premium for qualifying employees who regularly use language skills to assist members.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree