Branch Manager I
About The Position
The Branch Manager I is responsible for the daily management of branch operations and associates to meet sales, growth, and profit objectives. The role ensures compliance with operational procedures and regulations for account and lending functions and oversees facilities, security controls, audits, opening and closing procedures, balancing, and supply management. The manager hires and develops associates, conducts performance reviews and coaching, and provides sales training and performance leadership to support service excellence. The role monitors sales and service behaviors, assists members with account and loan needs, and ensures quality, confidentiality, and compliance with credit union policies and government regulations. It also performs quality control assessments of loan and account documentation and ensures errors are corrected promptly. The position supports branch growth through business development, community involvement, marketing outreach, business account openings, targeted sales, and member engagement. It promotes digital banking adoption and supports the rollout of new products and services, including staff training. The manager may participate in credit union projects and system testing and perform other assigned tasks or special project work.
Requirements
- Five years of experience in a sales position.
- At least three years of supervisory experience.
- Excellent knowledge of banking or credit union operations and sales leadership.
- Strong time-management skills and the ability to organize and direct staff to meet member and business demands.
- Effective communication and interpersonal skills.
- Strong ownership and accountability for branch success.
- Demonstrated ability to lead, motivate, coach, and develop teams.
- High integrity, strong moral responsibility, and sound judgment.
- Creative, analytical, solution-oriented, and results-driven problem-solving ability.
- Ability to build positive, respectful relationships and foster collaboration and team unity.
- Ability to make confident, well-informed decisions in a timely manner.
- Commitment to a healthy, inclusive, high-performing branch culture and the credit union’s shared convictions.
- Ongoing professional and personal development is expected.
- Attendance at credit union industry seminars, workshops, webinars, and conventions may be required.
Nice To Haves
- Experience in a financial institution is preferred.
- A college degree is desirable.
Responsibilities
- Manage daily branch operations and associates to achieve sales, growth, and profit objectives.
- Ensure adherence to operational procedures and regulations related to account and lending functions.
- Oversee facilities operations, security controls, audits, opening and closing procedures, balancing, and supply management.
- Hire and terminate associates, conduct performance reviews, coach employees, and support associate development.
- Provide ongoing coaching, sales training, and performance leadership to drive sales and service excellence.
- Develop and maintain a motivated, well-trained staff committed to service and performance goals.
- Monitor sales and service behaviors to ensure sound business practices and an exceptional member experience.
- Assist members with account and loan needs as necessary while ensuring consistent quality and compliance standards.
- Maintain security controls and promptly report irregularities to appropriate departments.
- Ensure confidentiality and compliance with credit union policies and government regulations.
- Assess loan and account documentation for quality and ensure errors are corrected promptly.
- Participate in credit union projects and assist with system testing as needed.
- Support branch growth through business development and community involvement.
- Represent the credit union in relationships with members, community organizations, and vendors.
- Lead and participate in required branch marketing outreach throughout the year.
- Open business accounts and provide an exceptional experience for business members.
- Drive new member growth through targeted sales, outreach, and community engagement.
- Promote digital banking solutions and increase member use and adoption of digital tools.
- Support the rollout and adoption of new products and services and train staff on them.
- Perform other tasks or special project work as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
