Branch Manager - Highlands Ranch
About The Position
The Branch Manager leads all customer relationships delivered through the branch, including retail, small business relationships, and community business development. The role is responsible for branch profitability, financial results, operational effectiveness, productivity, and cost effectiveness. The manager leads and develops branch staff, supports sales and service activities, manages risk, and ensures compliance with applicable regulations and branch procedures. The position reports to the Regional Director and directly supervises Member Service Advocates 3, 4, and 5 and the Assistant Branch Manager; it indirectly oversees all branch positions. The role requires a bachelor's degree in Business or Finance, or equivalent work experience; at least three years of financial services experience; and at least one year of leadership experience. Loan experience is preferred. Work is in an office environment and may require movement to other branches or departments. Bellco Credit Union is a local not-for-profit organization. The position is expected to demonstrate Bellco's core values and Act Nice Behaviors, foster an inclusive workplace, protect confidential information, and comply with organizational policies and regulatory requirements. Exempt branch roles may earn quarterly bonuses for production and team goals.
Requirements
- Bachelor's degree in Business or Finance, or equivalent work experience.
- Minimum three years of financial services experience.
- Minimum one year of leadership experience; participation in the MIT program and experience with opening and closing duties are preferred.
- Strong interpersonal, sales, and relationship management skills.
- Strong written, verbal, and communication skills.
- Ability to provide leadership and handle multiple priorities under time constraints.
- Working knowledge of Microsoft Office desktop applications.
- Ability to comply with organizational policies, safety procedures, confidentiality requirements, and applicable regulations.
Nice To Haves
- Loan experience.
- MIT program experience.
- Experience with opening and closing duties.
Responsibilities
- Demonstrate Bellco’s Act Nice Behaviors and Core Values in interactions with members, prospective members, and personnel in other departments.
- Manage overall branch financial results, operations effectiveness, productivity, and cost effectiveness.
- Maintain knowledge of Bellco products and services and accurately complete transactions, loan applications, and account openings in Bellco systems.
- Conduct daily huddles and monthly one-on-ones with branch staff.
- Evaluate, develop, motivate, train, and coach branch personnel in sales and service activities; ensure staff have strong product and process knowledge.
- Recruit, hire, train, and address performance issues, partnering with the Regional Director and Human Resources as appropriate.
- Proactively mitigate organizational risk through sound leadership, communication, and guidance on branch decisions.
- Support company messages and initiatives, lead difficult team conversations, and advocate for change.
- Manage losses and other risk issues and keep financial losses within acceptable guidelines.
- Understand and implement applicable regulations; ensure adherence to branch operations, procedures, and compliance requirements.
- Maintain knowledge of lending processes, security and fraud procedures, and automated equipment; serve as a source of knowledge on operating procedures for branch staff.
- Analyze branch activities, workflow, and operations, and develop strategies to meet corporate goals.
- Recommend, develop, and implement policies and procedures.
- Assist in defining and developing strategies to set or meet organizational goals.
- Perform other related duties as assigned by management.
- Be available to work as scheduled and report to work on time; accept supervision and work well with others.
- Comply with organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
- Foster an inclusive workplace that values and leverages diversity and individual differences.
- Follow safe working practices and organizational safety policies and procedures.
- Comply with state, federal, and other regulatory requirements and maintain strict confidentiality of records and personally identifiable information.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) with company match
- Supplemental life insurance
- Paid vacation
- Paid sick days
- Paid holidays
- Quarterly bonuses for production and team goals for exempt branch roles
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What This Job Offers
Job Type
Full-time
Career Level
Manager
