Branch Manager
About The Position
The Branch Manager directs the operations of an assigned US Community Credit Union branch and is accountable for meeting organizational, financial, operational, service, and growth goals. The role promotes consistently excellent member service through leadership and example, monitors branch performance, and ensures activities comply with credit union policies, procedures, and regulatory requirements. The manager oversees branch personnel, including scheduling, training, coaching, performance evaluations, corrective action, and resource allocation. They build a positive, inclusive, collaborative environment and support employee development. The role also involves assisting members with financial requests and resolving issues within the manager’s authority, coordinating more complex matters with the Director of Retail Experience or other department managers, and educating members and employees about credit union products and services. The Branch Manager monitors member education campaigns and referrals, recommends operational improvements to the Director of Retail Experience, prepares standard reports, attends management meetings, and performs other related duties as assigned. The position is primarily office-based and involves routine movement and lifting.
Requirements
- Three to five years of similar or related experience.
- High school education or GED.
- Ability to motivate or influence others.
- Ability to foster sound relationships with outside entities and influence or sell ideas or services.
- A significant level of trust or diplomacy.
- Good communication skills and the ability to produce clear, concise, and correct written documentation.
- Excellent organizational skills.
- Proficiency in Microsoft Word and Excel.
- Ability to operate a 10-key calculator and computer keyboard.
Responsibilities
- Direct and oversee branch operations to align with organizational goals and objectives.
- Monitor branch performance against established targets and implement corrective actions when needed.
- Guide Financial Service Representatives in balancing daily transactions and examine branch activities for compliance with policies, procedures, and regulatory requirements.
- Engage branch staff to improve performance metrics and support organizational growth.
- Recommend operational and procedural improvements to the Director of Retail Experience.
- Ensure the branch operates safely, compliantly, and with a member-focused approach; take accountability for personal and branch staff performance.
- Demonstrate member service standards, support coworkers and peers, and help ensure a positive service experience.
- Motivate and supervise employees fairly and consistently, maintain morale, and foster an inclusive, team-oriented environment.
- Provide ongoing employee education and coaching about credit union products and services.
- Oversee branch personnel scheduling, training, coaching, and daily activities; conduct performance evaluations and administer corrective action when necessary.
- Allocate departmental resources to meet operational demands and review recommendations submitted by subordinates.
- Assist members with financial requests, including account opening and closing, consumer lending needs, product and service questions, record research, IRA inquiries, and problem resolution within the manager’s authority.
- Coordinate resolution of problems beyond the manager’s authority with the Director of Retail Experience or other department managers.
- Explain product and service features, benefits, and appropriate use; promote solutions aligned with member needs.
- Support member education campaigns and incentive programs, and ensure employees enter quality referrals with understandable notes in the member education system.
- Prepare and submit standard reports, attend scheduled management meetings, and monitor branch compliance with established policies and procedures.
- Complete unassigned tasks as needed, including opening and closing duties, cleaning, and other assigned work.
- Perform other related duties as assigned.
Benefits
- Competitive pay based on experience
- Performance incentives and bonus opportunities
- Career advancement and internal promotion opportunities
- Generous paid time off and paid holidays
- 401(k) with company matching
- 100% employer-paid health insurance for employees
- Vision and dental insurance options
- Company-paid life insurance equal to annual salary
- Company-paid short-term and long-term disability insurance
- Professional growth, leadership development, and ongoing learning opportunities
- Opportunities to participate in volunteer events, contests, recognition programs, and team gatherings
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
