Branch Manager

Horizon Credit Union•Spokane Valley, WA
•$27 - $41

About The Position

The Branch Manager I leads the day-to-day performance of a single Horizon Credit Union branch, including team engagement, member experience, outreach, and community development. The role oversees branch sales and operations, strengthens member relationships, and helps expand the credit union’s presence in the community. The manager coaches and develops employees, supports operational effectiveness and service continuity, and fosters a high-quality sales and service culture aligned with Horizon’s CORE Values. The role also ensures compliance with regulatory requirements and credit union policies and procedures. The Branch Manager monitors branch results and performance trends, develops strategies to support growth and operational consistency, and represents Horizon professionally within the branch and community. The position includes hands-on support for member service and lending as needed, and may involve specialized branch duties such as Vault Custodian, Notary Public, or Medallion Signature Guarantee representative, with required certifications maintained. Successful performance calls for resilience, effective team building, sound and timely decisions, talent development, clear direction, accountability, and effective conflict management. The work takes place in a moderate-noise environment typical of a normal office. The role requires prolonged periods of sitting or standing and moving, as well as occasional lifting, pushing, pulling, and carrying up to 25 to 50 pounds and other physical activities. Reasonable accommodations are available to qualified individuals with disabilities unless they would cause undue hardship.

Requirements

  • At least three years of progressively responsible financial services experience, including lending, branch operations, sales, and member service.
  • Proficiency with core banking, lending, digital banking, and reporting platforms and Microsoft Office applications.
  • Ability to use data and technology to support branch performance and member service goals.
  • Demonstrated ability to lead, coach, and develop employees to achieve individual and organizational goals.
  • Thorough knowledge of risk management and a thorough understanding of the products and services offered.
  • Knowledge of the collection process and ability to detect fraudulent lending applications and practices.
  • General knowledge of mortgage products and ability to provide basic mortgage consultation.
  • Ability to manage priorities and workflow, maintain high standards, and adapt to shifting priorities.
  • Strong teamwork and professional, effective communication skills across channels.
  • Ability to calculate financial figures and amounts, including discounts, interest, commissions, and debt-to-income calculations.
  • Ability to solve practical problems in situations with limited standardization.
  • Willingness to participate in self-development opportunities.
  • Commitment to the credit union movement and not-for-profit model, protecting the credit union’s tax-exempt status and supporting branch net income.
  • Ability to converse, detect sound, identify objects, count, read, write, operate a computer, handle and feel objects, reach with hands and arms, and remain stationary, stand, or move for extended periods.
  • Occasionally able to lift, push, pull, and carry up to 25 to 50 pounds; stoop, kneel, crouch, crawl, climb, and maintain balance during these activities.
  • Sound reasoning and good judgment, with the ability to apply knowledge to work activities.

Nice To Haves

  • Bachelor’s degree in Business, Finance, or a related field.
  • Two years of supervisory or management experience.
  • An equivalent combination of education and experience may be considered.

Responsibilities

  • Lead day-to-day branch performance, team engagement, member experience, outreach, and community development.
  • Ensure staff use member interactions to educate members, deepen relationships, identify needs, and offer relevant products and services.
  • Promote consistent service standards and coach employees to deliver an exceptional member experience that builds loyalty and referrals.
  • Review member feedback and follow up as needed to improve service quality and member experience.
  • Assist employees and members with account and operational issues, promote digital platforms and self-service technology, and provide member service and lending support as needed.
  • Monitor branch performance metrics, including transactions, balancing, loan and deposit production, product sales, referrals, and new account growth.
  • Represent Horizon Credit Union professionally in the branch and community, participate in outreach, and follow branding, social media, and apparel guidelines.
  • Lead daily huddles and use shared goals, coaching, and recognition to foster a high-performance culture focused on service, growth, and operational excellence.
  • Manage, coach, develop, motivate, and retain branch employees; conduct appraisals and address employee concerns.
  • Provide technical guidance and operational assistance to staff, and hire and retain talented employees.
  • Lead branch sales meetings and activities focused on earning members’ business and building relationships.
  • Report sales goals, successes, and referral progress to leadership; analyze performance trends and implement strategies to improve growth, efficiency, and consistency.
  • Schedule and cross-train staff to support succession planning and efficient branch operations.
  • Manage branch security and safety, reinforce security procedures, and ensure ongoing employee training on security and robbery response.
  • Maintain a clean, organized, professional, and member-focused branch environment and uphold employee dress and appearance expectations.
  • Maintain compliance with financial regulations, internal policies, and operational procedures to support accuracy and mitigate risk.
  • Understand the Business Continuity Plan and direct staff on required duties during system interruptions.
  • Perform specialized branch support duties as assigned, potentially including Vault Custodian, Notary Public, or Medallion Signature Guarantee representative, while maintaining required certifications.
  • Perform other duties assigned to support the branch, credit union, and communities served.
  • Exemplify Horizon’s CORE Values, promote teamwork and collaboration, and provide members with high-quality service.

Benefits

  • Medical, dental, and vision insurance for full-time and reduced full-time employees and their families.
  • Telemedicine for part-time employees.
  • Paid group life and disability insurance.
  • Employee Assistance Program.
  • Tuition reimbursement program.
  • 401(k) retirement savings.
  • Employer 401(k) contributions and matching upon eligibility.
  • Discretionary annual incentive bonus based on eligibility criteria.
  • Paid time off, including 10 hours per month, prorated for reduced full-time and part-time employees.
  • Paid birthday holiday.
  • Two paid wellness days.
  • Up to 24 hours of paid volunteer time annually.
  • 11 paid holidays.
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