Branch Manager 1 or 2 - Lewiston Branch

Numerica Credit Union•Lewiston, ID

4d•Onsite

About The Position

We are hiring one position at a level 1 or 2 depending on experience. The Branch Manager I is designed as an entry-level leadership role within Retail Experience, responsible for leading branch operations, sales, and team development. This role focuses on developing leadership capabilities, fostering team collaboration, and building foundational knowledge in operational management, member experience, and business development. Branch Managers operate as small business owners of their locations, understanding resource allocation, financial performance, and community engagement. They serve as relationship advisors for members, driving the experience delivered in the branch and aligning daily activities with Numerica’s mission and strategic goals. The Branch Manager II provides experienced leadership in the oversight of branch operations, sales strategy, and team performance. This is an intermediate leadership position responsible for managing larger or more complex branches with a focus on business growth, member experience, and operational excellence. The Branch Manager II demonstrates advanced proficiency in resource management, staff development, and performance analysis to drive results and align branch goals with organizational objectives. Branch Managers operate as small business owners of their locations, demonstrating financial acumen, efficient resource allocation, and a strong understanding of the business side of banking. They ensure the branch operates efficiently, delivers exceptional member experiences, and maintains compliance with policies, procedures, and regulations.

Requirements

Minimum: High school diploma or equivalent (GED).
Four or more years of financial services or retail banking experience (Branch Manager I).
Five or more years of financial services or retail banking experience (Branch Manager II).
One to two years of leadership, supervisory, or coaching preferred (Branch Manager I).
Three or more years of leadership or supervisory experience managing teams and achieving business results (Branch Manager II).
Ability to manage operations, develop staff, and achieve goals.
Proven ability to manage branch operations, compliance, and performance metrics effectively (Branch Manager II).
NMLS certification required (or must obtain within designated timeframe).
Notary Public license required (or must obtain within designated timeframe).
Excellent communication skills and ability to interact effectively with organization leaders, members and the community.
Ability to read, analyze and interpret legal documents, technical procedures and government regulations.
Ability to write clear, professional business correspondence and reports.
Ability to present information clearly and respond to questions from the team, members and the general public.
Able to present ideas clearly using respectful language, tone and body language.
The ability to motivate or influence others is a material part of this job, requiring diplomacy and trust.
Dependable and flexible with strong organization and time management skills is a must.
Strong interpersonal, communication, and leadership skills.
Ability to manage multiple priorities while maintaining accuracy and service quality.
Analytical skills for interpreting performance and financial data.
Proficient in Microsoft Office and core banking systems such as Symitar.
Ability to lift up to 25 lbs and sit or stand for extended periods.
Strong leadership, organizational, and analytical skills (Branch Manager II).
Ability to coach and develop staff for performance improvement and career advancement (Branch Manager II).
Proficient understanding of financial performance, budgeting, and branch profitability (Branch Manager II).
Advanced problem-solving and decision-making skills with attention to detail and compliance (Branch Manager II).

Nice To Haves

Associate or bachelor’s degree in Business, Finance, or related field (Branch Manager I).
Experience managing a small branch or retail location (Branch Manager I).
Familiarity with business development, community engagement, or small business banking (Branch Manager I).
Bachelor’s degree in Business, Finance, or related field (Branch Manager II).
Experience managing larger branch operations or multi-location responsibilities (Branch Manager II).
Strong understanding of lending, business banking, and financial performance management (Branch Manager II).

Responsibilities

Lead and support the branch team in achieving sales goals and delivering exceptional member experiences.
Act as a relationship advisor, identifying member needs and recommending appropriate products and services.
Coach team members on consultative sales techniques and relationship-building strategies.
Develop and execute branch-level sales plans and community engagement strategies to increase member loyalty and growth.
Analyze branch performance data to track progress and identify opportunities for improvement.
Serve as the branch sales expert, ensuring compliance, accuracy, and efficiency in daily activities.
Oversee cash management, audit readiness, and adherence to operational policies and procedures.
Resolve escalated member issues, ensuring timely and effective resolution aligned with Numerica’s standards.
Ensure branch systems, controls, and reporting are maintained accurately and within compliance guidelines.
Partner with Retail Operations and other departments to maintain strong operational performance and consistency across the organization.
Drive the member experience by ensuring all interactions align with Numerica’s CARES Principles and service standards.
Actively engage with members and the community to build meaningful relationships and increase brand visibility.
Ensure staff are equipped with the knowledge and tools to deliver accurate information and effective solutions to members.
Provide guidance to team members in resolving complex member needs, including lending, deposits, and account servicing.
Support initiatives that enhance member engagement and promote long-term relationships.
Foster a positive, inclusive, and high-performing team culture through consistent coaching and feedback.
Develop and mentor employees by identifying strengths, providing development opportunities, and setting clear performance expectations.
Partner across departments such as Retail Operations, Lending, HR, and Risk to ensure operational alignment and collaboration.
Strong resource management, balancing staffing, scheduling, and workload to meet member and business needs.
Model Numerica’s values through professional behavior, consistent communication, and community involvement.
Lead the branch team in achieving sales and service goals through consistent coaching, performance monitoring, and accountability.
Develop and implement branch-level business and community development strategies to drive growth and deepen relationships.
Analyze sales and member data to identify trends, set targets, and adjust strategies to improve performance outcomes.
Promote and support the delivery of tailored financial solutions, ensuring member needs are met through appropriate products and services.
Partner with internal departments such as Lending, Business Services, and Marketing to enhance branch visibility and results.
Oversee branch sales to ensure compliance, accuracy, and operational efficiency across all functions.
Ensure adherence to audit standards, internal controls, and risk management protocols.
Manage complex transactions, exceptions, and escalations in accordance with policy and regulatory guidelines.
Maintain branch readiness through operational reviews, cash management oversight, and staffing optimization.
Collaborate with Retail Operations, Risk, and Compliance to identify opportunities for process improvements and efficiency gains.
Provide leadership in resolving escalated member issues and implementing corrective action when needed.
Oversee business and consumer lending activities, ensuring accurate and timely processing within established guidelines.
Engage directly with members to develop relationships, identify financial opportunities, and strengthen loyalty.
Promote financial education within the branch and community, ensuring members understand solutions that support their financial goals.
Lead and develop team members through consistent coaching, career development, and performance management.
Collaborate across departments, including but not limited to Retail Operations, Lending, and HR—to ensure organizational alignment and operational success.
Resource management expertise through effective scheduling, staffing, and workflow management to optimize branch operations.
Engage in community partnerships and represent Numerica in local business and professional networks to increase visibility and growth opportunities.
Model professionalism, accountability, and adherence to Numerica’s brand values and CARES Principles in all interactions.