Branch Manager

Wellby Financial•Houston, TX

27d

About The Position

The Branch Manager is the branch’s primary sales leader and business driver, responsible for achieving results through team growth and development. The role leads the branch in meeting or exceeding sales, service, and operational performance goals while fostering a culture of accountability, excellence, and collaboration. The Branch Manager leads by example, coaches team members, holds them accountable, and oversees daily operations to ensure efficiency and compliance. The role also represents Wellby in the community, strengthening local relationships and supporting business development. The Branch Manager develops and executes strategies to grow the branch and meet budget goals, promotes exceptional member service, analyzes performance metrics, and supports adoption of digital banking tools. The position includes active floor coaching, regular one-on-one feedback, team meetings, staff development, recruiting, hiring, and training. The Branch Manager collaborates with Financial Advisors, Real Estate Partners, and other business partners, and ensures branch operations comply with applicable policies, procedures, security requirements, regulations, and ethical practices. This is a full-time, salaried, exempt role with supervisory responsibilities. The position requires a high school diploma or GED, three to five years of banking and/or retail experience, at least three years of leadership experience, demonstrated sales experience in a financial services, banking, or retail setting, and bondability. A bachelor’s degree in finance, business development, or a related field is preferred; teller, personal banking, escalation management, and vault management experience is recommended. The work is performed in an office/branch environment that is usually moderately noisy and adequately cooled, heated, lighted, and ventilated. The team member frequently remains stationary for 50% of the time and also sits, stands, reaches, grasps, operates computers and office equipment, moves about the office, and may attend onsite and offsite meetings. The role requires communication in person, in writing, and by telephone, close-range observation, and occasional lifting of items up to 25 pounds. Some stress may result from contact with management and other team members. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

Requirements

High school diploma or GED required.
Three to five years of banking and/or retail experience required.
At least three years of leadership experience required.
Demonstrated sales experience in financial services, banking, or retail required.
Must be bondable.
Knowledge of Wellby organizational functions and general operating policies and procedures.
Knowledge of office practices, business English, spelling, punctuation, and arithmetic.
Knowledge of retail product philosophy, banking industry best practices, and regulations.
Knowledge of branch functions, including teller services, member service, and loan origination.
Knowledge of personal computers and proficiency with Microsoft Office Suite or related software.
Knowledge of digital banking tools and platforms, including online banking, mobile applications, and eStatements.
Knowledge of applicable local, state, and federal laws and regulations, including banking and financial regulations and requirements related to NCUA, FDIC, OFAC, FINRA, and anti-money laundering.
Skill in leading sales-focused teams, using data insights to drive performance, and coaching consultative selling, cross-selling, and relationship-building.
Skill in modeling and coaching exceptional member service behaviors.
Skill in providing actionable feedback and creating tailored coaching plans.
Skill in analyzing performance metrics and creating improvement plans.
Ability to communicate information and ideas clearly and exchange accurate information.
Ability to influence and engage direct and indirect reports and peers.
Ability to work effectively across departments and functions to achieve strategic goals.
Ability to work effectively in a fast-paced team environment and provide exceptional customer service.
Ability to communicate clearly and concisely, orally and in writing.
Ability to motivate others and work in a large cross-functional team.
Ability to understand and follow oral and written instructions, perform routine duties without close supervision, and maintain effective working relationships.
Ability to coordinate several concurrent activities.
Ability to adapt quickly to change and make sound decisions.
Ability to exercise independent judgment.
Ability to frequently remain stationary, perform routine office movements and equipment operation, communicate in person, in writing, and by telephone, observe details at close range, and occasionally lift up to 25 pounds.

Nice To Haves

Bachelor’s degree in finance, business development, or a related field preferred.
Teller, personal banking, escalation management, and vault management experience recommended.

Responsibilities

Lead the branch in achieving or exceeding sales goals for checking accounts, new memberships, lending, real estate referrals, and wealth management referrals.
Develop and execute strategies to meet or exceed sales, service, operational, and budget goals, aligning the team with organizational priorities.
Champion exceptional member service by ensuring team members engage members, identify financial needs, and provide tailored solutions.
Track and analyze branch performance metrics, identify growth opportunities, and create action plans to address underperformance.
Drive member adoption of online banking, mobile applications, and eStatements.
Ensure team members follow the relationship-building process of engaging members, discovering needs, recommending solutions, and following up.
Conduct outbound calls and initiatives to deepen existing member relationships and attract new business.
Identify and implement operational improvements that enhance efficiency and member satisfaction.
Conduct regular team meetings to align staff with goals, share best practices, address challenges, and clarify objectives.
Identify team training needs and support development through workshops, role-playing, and training programs.
Represent Wellby in community events, build partnerships, and strengthen the organization’s local presence.
Demonstrate best practices in sales, service, and operational excellence to guide team members.
Collaborate with Financial Advisors, Real Estate Partners, and other business partners to develop and execute branch growth and member engagement strategies.
Cultivate a positive, inclusive, high-performing branch culture where team members feel supported and motivated.
Coach team members on the floor, observe member interactions, and provide real-time feedback and support.
Conduct regular one-on-one coaching sessions to address performance gaps, develop skills, and reinforce strengths.
Provide regular performance feedback, recognize achievements, and create actionable improvement plans.
Hold team members accountable for individual and branch goals.
Ensure branch operations comply with policies, procedures, security requirements, regulations, and ethical business practices.
Manage operational matters including vault control, dual-control access, and approvals for increased authority limits.
Recruit, hire, and train qualified candidates, supporting their long-term development and potential.
Address and resolve conflicts promptly and professionally in accordance with Wellby standards and practices.
Promote a culture that prioritizes member needs and service excellence.
Perform other duties as assigned.