Branch Manager I

CapEd Credit UnionCaldwell, ID
Onsite

About The Position

The Branch Manager I promotes member financial well-being through ensuring the branch team provides the ultimate member experience by monitoring the day-to-day operations of the department and guiding the team. This position collaborates with the Retail Team and the AVP of Retail Services on strategies for innovative products, services, and efficiencies to best meet the Credit Union's mission and business objectives.

Requirements

  • One to three years of similar or related experience to include supervisory experience.
  • Position requires excellent written and verbal communication and interpersonal skills.
  • Must have experience at an intermediate skill level using computers and MS Office software.
  • A two-year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program.
  • Using appropriate methods and a flexible interpersonal style to help build a cohesive team; facilitating the completion of team goals.
  • Providing timely guidance and feedback to help others strengthen specific knowledge/skill areas needed to accomplish a task or solve a problem.
  • Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
  • Identifying and understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriated solutions; taking action that is consistent with available facts, constraints, and probable consequences.
  • Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects or clients.
  • Maintaining effectiveness when experiencing major changes in work tasks or the work environment; adjusting effectively to work within new work structures, processes, requirements, or cultures.
  • Identifying opportunities and taking action to build strategic relationships between ones area and other areas, teams, departments, units, or organizations to help achieve business goals.
  • Encouraging others to seek opportunities for different and innovative approaches to addressing problems and opportunities; facilitating the implementation and acceptance of change within the workplace.
  • Maintaining stable performance under pressure or opposition (such as time pressure or job ambiguity); handling stress in a manner that is acceptable to others and to the organization.
  • Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
  • Regularly required to sit and/or remain in a stationary position; use hands to finger, handle, operate, input or feel; reach with hands and arms in any direction; talk, communicate, converse, exchange information and hear; balance, kneel, walk and stand, occasionally moving and traversing; and will frequently use a computer and/or phone.
  • Repetitive motions, making substantial movements of the wrists, hands, and/or fingers.
  • Ability to wear personal protective gear correctly.
  • Sedentary work: exerting up to 10 to 25 pounds of force occasionally and/or a negligible amount of force frequently or consistently to lift, carry, push, pull or otherwise move objects, including the human body.
  • Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.

Responsibilities

  • Oversees the day-to-day operations of the branch location, monitoring daily functions and ensuring staff are making appropriate decisions and operating within established credit union policies, procedures and applicable regulations.
  • Oversees department training of current and new employees to ensure they are confident in job functions. Arranges needed training to overcome knowledge gaps and coordinates cross-department training.
  • Coaches and motivates team members to achieve department goals and objectives including sales, service, production, and efficiency goals.
  • Collaborates with multiple departments to prepare, review and submit standard reports, monitor performance errors, and review process and service efficiencies.
  • Communicates company information and collaborative efforts with staff.
  • Represents the branch as appropriate in its relationships with members, schools/groups, community events, suppliers, and other financial institutions.
  • Prospects and on-boards new consumer and business memberships.
  • Responsible for hiring, assessing performance, coaching and developing employees in adherence to HR policies and employment law.
  • Ensures appropriate staffing and adherence to policy.
  • Identifies gaps, makes recommendations, and collaborates with the AVP of Retail Services on procedures, techniques, and standards to implement new and/or improved ideas with the purpose of increasing effectiveness, service levels, and productivity of the department
  • Contributes to efficient Credit Union operations by performing other job-related duties as assigned.
  • Maintains knowledge of all Credit Union products, services, and promotions.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service