Branch Manager - McKinney (El Dorado)

Texans Credit Union•McKinney, TX

About The Position

The Branch Manager is responsible for managing all sales and operational functions within the branch and leading and developing branch staff to provide excellent service to members. The role oversees branch performance, staffing, sales, service, security, compliance, training, and community involvement. It also takes an active role in member transactions and lending, supports staff with complex problems and escalations, and ensures audit findings are addressed.

Requirements

High school diploma or equivalent.
Minimum 3–5 years of supervisory experience in a branch environment.
Minimum 3–5 years of sales or service experience in a retail and/or financial institution environment.
Ability to oversee and promote a sales and service environment.
Working knowledge of a variety of financial products and services.
Excellent member-service skills.
Exceptional interpersonal and oral communication skills.
Basic computer and typing skills.
Excellent time-management and organizational skills.
Professional and polished attitude and appearance.
Skill in guiding, motivating, and assessing team members, including recognizing strengths and opportunities for improvement.

Responsibilities

Embrace Texans CU’s core values of excellence, people, integrity, and collaboration.
Create and maintain a sales and service environment within the branch.
Maintain a motivated, well-trained staff and effective employee relations.
Monitor branch performance indicators to support sound business practices and high-quality member service.
Evaluate staff performance through coaching, observations, one-on-ones, and pipeline and lead management; document coaching and progress in electronic journals.
Apply and evaluate security and operational procedures, audit branch policies and procedures, and ensure compliance with federal laws, regulations, the Bank Secrecy Act, SLAs, and internal quality-control expectations.
Monitor branch activity, including transaction and loan volumes, service errors, sales, and new accounts.
Manage branch safety and security, monitor security procedures, and ensure staff are properly trained.
Provide ongoing staff training in security and robbery procedures, products and services, current procedures, and other necessary information.
Create monthly schedules that provide efficient branch coverage, using traffic patterns and sales volumes while monitoring time-off requests.
Participate in branch sales, including loan interviews and applications, loan processing and closing, opening accounts, and serving members.
Oversee timely monthly document audits, hold staff accountable, investigate audit findings, identify solutions, and inspect implementation.
Assist staff with complex problems and member escalations while developing their critical-thinking and problem-resolution skills.
Participate in community business-development activities, such as local chamber meetings and community events, to build relationships with local businesses and organizations.