Branch Manager I

UT Federal Credit Union • Knoxville, TN

45d

About The Position

SUMMARY: Responsible for leading a branch team of 1 to 4 employees, providing coaching and guidance to ensure consistent, high-quality member service and achievement of credit union goals. Responsible for business development within a campus or retail-partner environment. Ensures the branch team adheres to established policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Provides friendly, responsive service to all members; cultivates and maintains appropriate relationships with members and co-workers; models UT Federal Credit Union's Service Standards and encourages consistent adoption within the branch. Supports team performance by communicating expectations related to service quality, sales behaviors, and member experience; escalates performance issues as needed. Coaches team on effective referral and relationship-building conversations to support branch-level loan and deposit goals, as established by Retail Leadership. Generates new relationships through business development and outreach efforts, predominately within campus or retail-partner environments. The focus is primarily consumer and small business relationships. Conducts regular one-on-one and team meetings to foster a positive and inclusive work environment and encourage personal accountability. Supports branch staffing and key human resource functions, including interviewing, scheduling, onboarding, performance reviews, disciplinary actions, and career development, in coordination with Retail Leadership. Demonstrates comprehensive knowledge of credit union products and services and related policies and procedures to effectively serve as an initial escalation point for member questions and service recovery. Ensures member transactions, account file maintenance, and documentation are completed accurately and in accordance with established policies and procedures. Assists with fraud awareness and operational risk mitigation by following internal controls and escalating concerns appropriately. Actively participates in member-facing activities, including service interactions, new accounts, and loans. Maintains branch appearance, safety, and professionalism in alignment with credit union standards and partner location requirements. Participates in branch, department, and all-staff meetings to maintain awareness of policies, procedures, and promotional campaigns. Engages in ongoing training and professional development to stay current on policies, procedures, and applicable regulations. Supports learning opportunities for branch team.

Requirements

• Maintains the highest standards of ethical behavior
• Maintains a positive attitude with employees and members, and remains flexible while focused on accepted practices, policy, productivity and effectiveness.
• Excellent management skills, with proven leadership ability and skills necessary to coach, mentor, and motivate employees.
• Promotes awareness of the credit union mission and brand statement to the credit union membership.
• Inspired, goal-oriented and disciplined leader with a strong work ethic.
• Must possess a teachable spirit that is open to direct coaching and feedback.
• Abides by the Service Standards established by the credit union.
• Exudes excellent member and employee relations skills.
• Has a friendly, outgoing, assertive, confident, and enthusiastic personality.
• Strong knowledge of financial products and services.
• Regular and predictable attendance.
• Excellent verbal and written communication skills to communicate professionally.
• Maintains a professional appearance in accordance with established dress code.
• Technological skills and knowledge, including computer proficiency.
• Excellent time management and established organizational skills leading to high accuracy rates in all areas.
• Must be able to effectively multi-task and prioritize.
• Bachelor's degree from a four‑year college or university in a related field; and at least three to five years related experience; or equivalent combination of education and experience.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, employees, members and the general public.
• Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of financial management.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations involved in service delivery functions and practices.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Ability to operate a personal computer, including a full working knowledge and ability to utilize the following software programs: Spreadsheet Word-processing Software that might be applicable from time to time to the service delivery function of the credit union.
• Familiarity with credit union accounting standards and credit union industry terminology.

Responsibilities

• Provides friendly, responsive service to all members; cultivates and maintains appropriate relationships with members and co-workers
• Supports team performance by communicating expectations related to service quality, sales behaviors, and member experience
• Coaches team on effective referral and relationship-building conversations to support branch-level loan and deposit goals
• Generates new relationships through business development and outreach efforts
• Conducts regular one-on-one and team meetings to foster a positive and inclusive work environment and encourage personal accountability
• Supports branch staffing and key human resource functions
• Demonstrates comprehensive knowledge of credit union products and services and related policies and procedures
• Ensures member transactions, account file maintenance, and documentation are completed accurately and in accordance with established policies and procedures
• Assists with fraud awareness and operational risk mitigation by following internal controls and escalating concerns appropriately
• Actively participates in member-facing activities, including service interactions, new accounts, and loans
• Maintains branch appearance, safety, and professionalism in alignment with credit union standards and partner location requirements
• Participates in branch, department, and all-staff meetings to maintain awareness of policies, procedures, and promotional campaigns
• Engages in ongoing training and professional development to stay current on policies, procedures, and applicable regulations
• Supports learning opportunities for branch team

What This Job Offers

• Job Type: Full-time
• Career Level: Manager