Branch Manager I

Advia Credit Union • Beloit, WI

21d • Onsite

About The Position

The Branch Manager leads the branch’s operational efforts and ensures established policies and procedures are followed. The role oversees the prompt, professional delivery of services to members and prospective members by training, developing, supervising, and coaching branch team members. The manager helps members experience the credit union’s advantages by demonstrating its core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core.

The manager is responsible for branch service and operational functionality, team coverage, member requests and escalations, product and service referrals, and achieving branch production goals. The role also represents Advia in community education, volunteering, and brand-building activities, which may take place after hours or on weekends. It requires compliance with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and Office of Foreign Assets Control requirements.

This is a full-time, on-site position. The role is based in a fast-paced, performance-based work environment. Spanish proficiency is specifically needed for the bilingual premium, and proficiency testing is required. The position requires three to five years of similar or related experience and a two-year college degree or equivalent specialized study of approximately 64 credit hours.

Requirements

• Three to five years of similar or related experience, including preparatory experience.
• A two-year college degree or completion of a specialized business or trade school course of study equivalent to approximately 64 credit hours.
• A significant level of trust, credibility, and diplomacy, including the ability to handle sensitive or highly confidential discussions.
• Ability to motivate, influence, educate, or advise others on significant matters.
• Ability to perform job functions independently or with limited supervision and work effectively individually or as part of a team.
• Ability to read and carry out written instructions and follow oral instructions.
• Ability to speak clearly and deliver information in a logical, understandable sequence.
• Ability to deal calmly and professionally with diverse personalities and demonstrate discretion and strong customer service.
• Ability to maintain composure under deadlines, accuracy and quality requirements, and a fast-paced workload.
• Ability to handle multiple, simultaneous, and changing priorities and confidential matters.
• Ability to work extended hours when required or requested by management.
• Regular, reliable, and timely attendance.
• Ability to operate routine office equipment, including a telephone, copier, facsimile machine, and calculator.
• Ability to routinely work on a computer for an average of 6–8 hours per day when necessary.
• Ability to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 pounds.
• Ability to climb and descend stairs in an emergency.
• Spanish proficiency is specifically needed for the bilingual premium; proficiency testing is required.

Responsibilities

• Demonstrate proficiency in Advia products and services and coach the team to match products and services to members’ needs through referrals.
• Coach team members and exhibit behaviors that grow branch deposits and loan production.
• Maintain branch operational functionality, including adequate team coverage to meet member service needs.
• Resolve member requests, questions, and escalations in a timely manner, and provide coverage for loan and account opening as needed.
• Ensure adherence to operational policies, procedures, and organizational guidelines.
• Represent and promote Advia in the community through educational, volunteer, and brand-building opportunities, which may occur after hours or on weekends.
• Manage team productivity, efficiency, and employee development through performance monitoring, coaching, mentoring, and training.
• Ensure compliance with regulatory requirements, organizational mission and values, service standards, policies, and work guidelines.
• Appraise performance and recommend promotion, disciplinary action, or termination as appropriate.
• Support regional community outreach and organize volunteer events, which may occur after hours or on weekends.
• Meet or exceed branch production goals for loan growth, new account acquisition, and overall relationship impact.
• Comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control requirements.
• Follow risk-minimizing policies and procedures, exercise judgment, and raise questions to management when needed.

Benefits

• Medical, dental, and vision insurance.
• 401(k) with company match.
• Life insurance and disability coverage.
• Paid time off and holidays.
• Parental leave, available after one year of service.
• Learning and development programs.
• Tuition reimbursement, available after one year of service.
• Free telemedicine.
• Employee Assistance Program (EAP).
• Wellness initiatives.
• Paid community action volunteer hours.
• Incentive opportunity based on branch performance.
• Bilingual premium for employees who regularly use language skills to assist members; proficiency testing is required.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree