Branch Manager II - Humble
About The Position
The Branch Manager II is responsible to the Market Director for maximizing sales and goal achievement, as well as managing the day-to-day operations of an assigned retail office. The role actively seeks out members of SEGs and community groups to generate loans and deposits. The position researches member inquiries to support increased sales, appropriate follow-up, and continued member satisfaction. It identifies opportunities to maximize members’ use of credit union services, ensures facilities are well maintained, travels as needed to promote credit union membership, and complies with credit union policies and procedures for branch operations and member transactions. The role requires leading and motivating a sales team, managing complex financial-services sales across multiple locations, and overseeing teller operations, cash management, teller staffing, and member service. The Branch Manager also coaches and mentors employees, provides timely performance feedback, uses technology to support sales management, trains others in retail-office operations and procedures, troubleshoots member service issues, and manages in-house and outsourced operations.
Requirements
- Bachelor’s degree or equivalent experience.
- Approximately three to five years of demonstrated progression in job-related experience.
- Knowledge of credit union operations, retail delivery services, and systems.
- Ability to lead and motivate a sales team toward organizational goals.
- Ability to coach, mentor, and provide timely performance feedback to employees.
- Ability to manage sales of complex financial services across multiple locations.
- Proficiency with ongoing technologies used to support sales and sales management.
- Willingness to travel as needed.
- Knowledge of retail-office operations technology and procedures, and ability to train others.
- Ability to troubleshoot member service issues involving credit union policies and procedures.
- Experience managing in-house and outsourced operations.
- Good credit history is required for consideration.
- Salary requirements must be included with the application; resumes must be accompanied by a Chartway Employment Application.
Responsibilities
- Research member inquiries to support increased sales, proper follow-up, and continued member satisfaction.
- Identify and maximize members’ use of credit union services.
- Ensure branch facilities are well kept and maintained.
- Travel as needed to promote credit union membership.
- Comply with credit union policies and procedures related to branch operations and member transactions.
- Lead and motivate the assigned sales team to achieve organizational goals.
- Coach and mentor assigned employees and provide timely performance feedback.
- Manage sales of complex financial services across multiple locations.
- Manage location operations, including teller operations, cash management, teller staffing, and member service.
- Train others in retail-office operations technology and procedures.
- Troubleshoot member concerns related to credit union services, policies, and procedures.
- Manage in-house and outsourced operations.
- Maximize the assigned retail office’s sales function, goal achievement, and day-to-day operations.
- Seek out members of SEGs and community groups to generate loans and deposits.
Benefits
- Competitive salary
- Comprehensive benefits package
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
