Branch Manager

Wellby Financial•League City, TX

11d

About The Position

The Branch Manager serves as the primary sales leader and business driver for a branch, responsible for achieving results through team growth and development. The role leads the branch in meeting or exceeding sales, service, operational, and budget goals while fostering an accountable, inclusive, high-performing culture. The Branch Manager coaches team members, models excellent sales and service practices, ensures accountability, and oversees daily operations for efficiency and compliance. The position also represents Wellby in the community and develops local relationships and business opportunities. The Branch Manager develops strategies to grow the branch and improve member engagement, works with Financial Advisors, Real Estate Partners, and other business partners, and uses performance metrics to identify opportunities and address underperformance. The role supports member adoption of digital banking, oversees branch controls and security, and recruits, hires, trains, and develops qualified team members. This is a full-time, salaried, exempt position.

Requirements

Bachelor’s degree in finance, business development, or a related field.
At least five years of retail banking experience.
At least three years of leadership experience.
Demonstrated sales experience in a financial services, banking, or retail environment.
Bondable.
Knowledge of Wellby’s 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, regulations, and branch functions, including Teller, Member Service, and Loan Origination.
Proficiency with personal computers and Microsoft Office Suite products or related software.
Knowledge of digital banking tools and platforms, including online banking, mobile applications, and eStatements.
Knowledge of applicable local, state, and federal banking and financial regulations, including NCUA, FDIC, OFAC, FINRA, and anti-money-laundering laws.
Ability to lead sales-focused teams, use data insights to drive performance, and coach consultative selling, cross-selling, and relationship-building.
Ability to model and coach exceptional member service and provide actionable feedback and tailored coaching plans.
Ability to analyze performance metrics, identify trends, and create improvement plans.
Ability to communicate clearly and concisely, orally and in writing, and exchange accurate information in person, in writing, and by telephone.
Ability to influence and engage direct and indirect reports and peers, work across departments, and motivate others in a cross-functional team environment.
Ability to work effectively in a fast-paced team environment with exceptional customer service skills.
Ability to follow oral and written instructions, perform routine duties without close supervision, and maintain effective working relationships.
Ability to coordinate concurrent activities, adapt to change, make decisions, and exercise independent judgment.

Nice To Haves

Teller experience.
Personal banking experience.
Escalation management experience.
Vault management experience.

Responsibilities

Lead the branch in achieving or exceeding sales goals, including 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, ensuring the team is aligned and equipped to deliver results.
Champion exceptional member service by ensuring team members engage members, identify financial needs, and recommend 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 a 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 process improvements to enhance efficiency and member satisfaction.
Conduct regular team meetings to align staff with goals, share best practices, and address challenges.
Identify team training needs and support development through workshops, role-playing, and training programs.
Represent Wellby in the community by participating in events, building partnerships, and strengthening the organization’s local presence.
Model best practices in sales, service, and operational excellence.
Collaborate with Financial Advisors, Real Estate Partners, and other business partners to develop strategies that drive branch growth and member engagement.
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, provide performance feedback and recognition, and create 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.
Perform other duties as assigned.