Branch Manager

Peak Credit Union • Eugene, OR

2d • Onsite

About The Position

This position is responsible for driving sales performance, business development, and exceptional member experience within the branch all through the lens of growth. Owns branch-level production results for membership growth, loans, deposits, and referrals while ensuring operational excellence and regulatory compliance. Leads and coaches a high-performing sales team, actively participates in outbound business development efforts, and builds strong community and business relationships to expand the Credit Union’s presence and market share. Success in this role requires strong sales leadership, accountability, and the ability to consistently meet and exceed branch sales targets.

Requirements

• A minimum of five (5) years' experience in retail financial services.
• A minimum of three (3) years' experience leading teams with direct responsibility for sales performance and growth.
• Proven experience meeting or exceeding sales goals in a branch or financial services environment.

Nice To Haves

• Notary certification is preferred.

Responsibilities

• Drives overall branch sales performance, achieving goals for membership, loans, deposits, and product penetration.
• Develops and executes a strategic branch business and sales plan aligned with organizational growth priorities.
• Leads by example through direct participation in outbound calling, community engagement, and referral-generation activities.
• Builds and maintains relationships with local businesses and community partners to grow membership and lending opportunities.
• Champions consultative, needs-based selling to increase wallet share and deliver tailored financial solutions.
• Recruits, develops, and retains a high-performing, sales-driven team with a strong culture of accountability and continuous improvement.
• Conducts regular coaching focused on sales behaviors, outbound activity, pipeline management, and closing effectiveness.
• Monitors branch and individual performance using KPIs, dashboards, and scorecards; implement corrective actions when needed.
• Ensures exceptional member experience by balancing service quality, operational excellence, and sales performance.
• Maintains full compliance with credit union policies, operational controls, regulatory requirements, and BSA standards.
• Partners with cross-functional teams—including operations, lending, and marketing—to deliver consistent and seamless member experiences.
• Uses performance data, market insights, and financial results to adjust strategies, manage expenses, and ensure alignment with budget and growth targets.
• All other duties as assigned.

Benefits

• This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.
• Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD&D insurance.
• Employees are able to enroll in our 401k plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
• Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.
• All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed