Program Overview The Branch Manager Trainee is a 12-month learning and development role designed to build the knowledge, skills, and leadership capability required to successfully manage a retail branch environment. Through hands‑on experience, guided practice, and structured exposure to branch operations, sales, service, and people leadership, you will gain a comprehensive understanding of branch management responsibilities. As the Branch Manager Trainee, you will actively participate in daily branch operations while developing proficiency in operational controls, member experience, sales execution, and team leadership. Under the direction of branch and regional leadership, you'll apply learned concepts in real‑world settings and progressively assumes greater responsibility as skills and readiness develop. This opportunity is intended for individuals who demonstrate strong learning agility, leadership potential, and the ability to apply feedback in a dynamic, member‑focused environment. Key Program Details Program Dates: July 2026 - June 2027 (12 months) Schedule: Full-time, days may vary Monday - Saturday Shift Times: Shifts may vary between 7:30am and 5:00pmTraining will require successful completion of NMLS registration Notary and medallion certification Internal certifications for lending and new accounts. What You'll Be Learning Leadership Learning & Team Support Learn and practice leadership fundamentals by supporting daily supervision of branch stuff to include coaching, training, and developing team members to meet performance and service expectations. Observe, assist with, and progressively apply coaching and performance feedback techniques.Participate in recruiting, onboarding, scheduling, and cross-training activities. Model professional behaviors and assist in creating a positive, high-accountability work environment focused on teamwork and service excellence Operational Training & Risk Awareness Learn and perform branch operational functions, including transactions, cash management, balancing, risk controls, and audit preparation. Gain working knowledge of internal controls, regulatory requirements, and risk management practices.Rotate through departments to strengthen teamwork and operational efficiency by learning end-to-end processes and improving cross-functional collaboration. Apply operational procedures accurately in daily processes and identify opportunities for reduction in operational errors and process improvement. Support adherence to company policies, branch safety and security practices and quality standards. Sales and Member Experience Development Provide consistent, high-quality member service in alignment with service standards. Learn to resolve routine member inquiries and assist with escalated service situations.Participate in branch sales activities, outbound calling efforts, and community engagement as assigned. Act as a Member Relationship Officer, opening accounts, processing and processing loans within established policies and limits. Develop the ability to analyze member needs and recommend appropriate products and services. Business Acumen & Performance Application Learn how branch performance is measured through key performance indicators, financial reports, and productivity metrics. Assist in tracking branch performance results and understanding how operational and service behaviors impact outcomes.Participate in developing branch initiatives, promotions, and improvements efforts to support business growth and efficiency. Apply critical thinking and problem-solving skills in day-to-day branch scenarios. Professional Development and Learning Accountability Actively engage in assigned learning activities, training sessions, and on the job development opportunities. Seek and apply feedback from coaches and leaders to support skill development.Demonstrate progress in knowledge, judgement, and leadership capability over time.
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Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees