Branch Manager

Wellby Financial•Alvin, TX

11d

About The Position

The Branch Manager is 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, and operational goals; promotes a results-driven culture; coaches and holds team members accountable; and oversees efficient, compliant daily operations. The Branch Manager also represents Wellby in the community, strengthens local relationships, and supports business development. This supervisory position oversees branch performance, member service, team development, operational controls, and compliance. It applies established procedures and organizational goals, with work reviewed periodically for accuracy, completion, and policy compliance. The role uses independent judgment, and courses of action are determined by established procedures and/or the Director of Retail Experience District. This is a full-time, salary (exempt) role. The work is performed in an office and branch environment and may include onsite and offsite meetings. The position frequently involves remaining stationary, along with sitting, standing, reaching, grasping, operating computers and office equipment, moving around the office, communicating in person, in writing, and by telephone, and occasionally lifting items up to 25 pounds. The work environment is usually moderately noisy and adequately cooled, heated, lighted, and ventilated.

Requirements

Bachelor’s degree in finance, business development, or a related field.
Minimum of five years of retail banking experience.
Minimum of three years of leadership experience.
Demonstrated sales experience in a financial services, banking, or retail environment.
Bondable.
Knowledge of Wellby organizational functions and general operating policies and procedures.
Knowledge of general office practices, business English, spelling, punctuation, and arithmetic.
Knowledge of retail product philosophy, banking industry best practices, and regulations.
Knowledge of branch functions, including Teller, Member Service, and Loan Origination.
Proficiency with personal computers and Microsoft Office Suite or related software.
Knowledge of digital banking tools and platforms, including online banking, mobile applications, and eStatements.
Knowledge of applicable local, state, and federal laws and regulations, including banking and financial regulations and requirements related to NCUA, FDIC, OFAC, FINRA, and anti-money laundering.
Skill in leading sales-focused teams, using data insights to drive performance, and coaching consultative selling, cross-selling, and relationship-building.
Skill in modeling and coaching exceptional member service behaviors.
Skill in providing actionable feedback and developing tailored coaching plans.
Skill in analyzing performance metrics and creating actionable improvement plans.
Ability to communicate information and ideas clearly and exchange accurate information.
Ability to influence and engage direct and indirect reports and peers.
Ability to work across departments and functions to achieve strategic goals.
Ability to work effectively in a fast-paced team environment and provide exceptional customer service.
Ability to communicate clearly and concisely, orally and in writing.
Ability to motivate others and work in a large cross-functional team dynamic.
Ability to follow oral and written instructions, perform routine duties without close supervision, and maintain effective working relationships.
Ability to coordinate several concurrent activities.
Ability to adapt quickly to changing conditions and make sound decisions using independent judgment.
Ability to remain stationary frequently, operate office equipment, move about the office, attend meetings, communicate in person, in writing, and by telephone, and occasionally lift up to 25 pounds.
Ability to observe details at close range.

Nice To Haves

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

Responsibilities

Lead the branch in achieving or exceeding sales goals for 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, aligning the team with Wellby’s strategic priorities.
Champion exceptional member service and ensure team members identify member needs and provide tailored solutions.
Track and analyze branch performance metrics, identify growth opportunities and underperformance, and create action plans.
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 strengthen 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 on goals, share best practices, and address challenges.
Identify training needs and support team development through workshops, role-playing, and training programs.
Represent Wellby in the community through events and partnerships and strengthen 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 on strategies to 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 develop plans to address performance gaps and improve skills.
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, focusing on long-term development and potential.
Resolve conflicts promptly and professionally in accordance with Wellby’s standards and practices.
Promote a culture that prioritizes member needs and service excellence.
Perform other duties as assigned.