BRANCH MANAGER

SANDIA AREA FEDERAL CREDIT UNION•Albuquerque, NM

18d

About The Position

The Branch Manager oversees the branch’s leadership, performance, and operations, reporting directly to the Regional Branch Manager. The role establishes a member-first service culture grounded in consultative conversations, financial education, and personalized banking solutions. The Branch Manager leads organizational initiatives at the branch level, ensures compliance with regulatory and policy requirements, and guides the team toward performance and service goals. Through coaching, mentorship, and accountability, this leader builds a collaborative, high-performing team focused on members’ financial well-being and operational excellence. The Branch Manager leads employees and manages staffing, budgets, resources, recruitment, onboarding, training, performance feedback, and development. The position oversees daily branch operations, service delivery, cash management, security, and compliance, while building member, business, and community relationships. The role also supports members and staff with financial products and complex account services, including loans, IRAs, trust and estate accounts, and wire transfers. The position requires an associate degree in a related field and three years of applicable experience, including at least two years in a supervisory or leadership role. Directly related experience may be considered as a substitution for the minimum education requirement. The role requires the ability to lift up to 20 pounds as needed and willingness to undergo background and credit checks as required by federal and state regulations.

Requirements

Associate degree in a related field required; directly related experience may be considered as a substitution.
Three years of applicable experience required, including at least two years in a supervisory or leadership role.
Experience supervising, mentoring, or leading staff and developing high-performing teams.
Demonstrated experience in financial consulting, sales, and business development.
Experience handling financial transactions and cash management in a branch setting.
Knowledge of credit union operations, policies, and industry regulations, including BSA and OFAC compliance.
Expertise in branch leadership, consultative service delivery, and financial institution operations.
Strong interpersonal, communication, and leadership skills, including the ability to set expectations, give feedback, inspire teams, and manage difficult situations with emotional intelligence.
Ability to align team efforts with organizational goals, analyze data and metrics, and drive performance and efficiency.
Strong time-management and organizational skills, including the ability to prioritize, oversee multiple functions, and adapt to operational demands.
Collaborative, team-oriented approach; ability to work independently, demonstrate attention to detail, and contribute to a positive work environment.
Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
Ability to resolve escalated member concerns while maintaining positive relationships and following compliance and service standards.
Thorough understanding of regulatory compliance, including BSA, OFAC, and risk management protocols.
Ability to analyze financial data, interpret credit reports, and recommend tailored banking solutions.
Ability to lead complex financial discussions involving IRAs, home equity loans, CD or savings-secured loans, and trust and estate accounts.
Experience leading branch process improvements and implementing operational efficiencies and service enhancements.
Operational oversight experience, including adherence to policies, security protocols, and daily operating practices.
Ability to use banking technologies, systems, and digital tools to improve operational efficiency and member service.
Ability to lift up to 20 pounds as needed.
Willingness to undergo background and credit checks as required by federal and state regulations.

Responsibilities

Model and uphold Sandia Area’s values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth.
Lead, coach, mentor, and develop employees, fostering a positive, collaborative, high-performing team aligned with organizational goals.
Oversee day-to-day branch operations, establish strategies, and monitor progress against departmental and organizational objectives.
Allocate personnel schedules, tasks, projects, budgets, and other resources to maximize effectiveness and control costs.
Set performance expectations, provide regular feedback and coaching, and conduct performance evaluations.
Recruit, interview, and hire employees; oversee onboarding, training, and continuing development.
Drive branch service, performance, and retention goals while maintaining integrity and trust.
Deliver exceptional service, follow established processes, and proactively identify member needs to support branch success.
Build and maintain relationships with members, businesses, and community partners to support growth and deepen relationships.
Lead consultative conversations and educate members about credit union products, including checking and savings accounts, credit cards, loans, IRAs, home equity, and CD or savings-secured loans.
Lead loan applications using credit bureau analysis and financial data to identify tailored solutions; support financial literacy efforts and new-member onboarding.
Oversee accurate, timely, and compliant processing of member transactions and support the handling of complex account services.
Ensure staff are trained to handle advanced transactions, including IRAs, home equity loans, CD or savings-secured loans, trust and estate accounts, and wire transfers.
Resolve transaction issues and member concerns promptly, and approve escalated transaction requests and exceptions while balancing risk and member satisfaction.
Manage branch cash operations, including cash balancing, cash orders, dual-control processes, and teller limits.
Develop staffing plans and schedules that provide effective coverage, balance workloads, and optimize service delivery.
Maintain a safe, secure, and compliant branch environment, including adherence to security protocols, business continuity plans, and emergency procedures.
Partner with internal stakeholders to improve workflows, integrate technology, and enhance processes and service.
Work with the Regional Branch Manager and other leaders to align branch operations with organizational goals.
Comply with applicable regulations, including BSA and OFAC, and safeguard confidential information and records.
Adapt to evolving responsibilities, meet deadlines and quality standards, and pursue continuous learning and professional development.