Branch Manager - Highlands Ranch

Bellco Credit Union•Highlands Ranch, CO

About The Position

The Branch Manager leads all aspects of customer relationships delivered through the branch, including retail, small business relationships, and community business development. The role is responsible for branch profitability and operations and reports to the Regional Director. The Branch Manager directly supervises Member Service Advocates 3, 4, and 5 and the Assistant Branch Manager, and indirectly oversees all branch positions. The role oversees branch financial results, operational effectiveness, productivity, and cost effectiveness. It develops branch personnel through coaching, training, regular huddles and one-on-ones, and performance management. The Branch Manager ensures staff understand Bellco products, services, and processes; maintains compliance and risk controls; and analyzes branch activity and workflows to support corporate goals. The position also works with the Regional Director and Human Resources, supports organizational initiatives, and contributes to policy and strategy development. The role involves an office environment and may require movement to other branches or departments. It requires a bachelor's degree in Business or Finance, or equivalent work experience, and at least three years of financial services experience. Leadership experience is also required; experience with the MIT program and opening and closing duties is preferred.

Requirements

Bachelor's degree in Business or Finance, or equivalent work experience.
At least 3 years of financial services experience.
At least 1 year of leadership experience.
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 practices, regulatory requirements, and confidentiality requirements.

Nice To Haves

Experience with the MIT program.
Experience with opening and closing duties.
Loan experience.

Responsibilities

Lead customer relationships across retail, small business, and community business development.
Manage branch profitability, financial results, operations effectiveness, productivity, and cost effectiveness.
Demonstrate Bellco’s Act Nice Behaviors and Core Values in interactions with members, prospective members, and colleagues.
Maintain knowledge of Bellco products and services and accurately complete transactions, loan applications, and account openings in Bellco systems.
Conduct daily staff huddles and monthly one-on-ones.
Evaluate, develop, motivate, train, and coach branch personnel in sales and service activities.
Ensure branch staff have strong product and process knowledge.
Recruit, hire, train, and address employee performance issues.
Mitigate risk through leadership, communication, and guidance on branch decisions; manage losses and other risk issues within acceptable guidelines.
Partner appropriately with the Regional Director and Human Resources, support company messages and initiatives, and lead difficult conversations and change.
Implement applicable regulations and ensure adherence to branch operations, procedures, and compliance requirements.
Maintain knowledge of lending processes, security and fraud procedures, and automated equipment functions.
Provide branch staff with guidance on credit union operating procedures.
Analyze branch activities, workflow, and operations and develop strategies to meet corporate goals.
Recommend and help develop and implement policies and procedures.
Assist in defining and developing strategies to set or meet organizational goals.
Perform other related duties assigned by management.
Be available as scheduled, 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, follow safety practices and policies, comply with regulatory requirements, and protect the confidentiality of records and personally identifiable information.