Branch Manager

America First Credit Union • Tucson, AZ

20d

About The Position

The Branch Manager oversees the administration, development, and operations of an assigned credit union branch. The role implements policies, procedures, and training to support efficient operations and achievement of established goals, while managing budgets, expenses, business performance, staffing, and profitability. The Branch Manager directs and appraises branch staff, holds direct reports accountable, and promotes a strong sales and service culture.

The position oversees delivery of a full range of services to members and prospective members, ensuring prompt, professional service and compliance with credit union policies and legal and regulatory requirements. It maintains communication with the Market Manager and Division V.P., develops business and community relationships, and may perform branch functions such as loan officer, teller, notary, or Medallion Signature Guarantee services as needed. Local and intrastate travel may be required on a flexible schedule.

Requirements

• High school diploma or equivalent.
• At least 3 to 4 years of related experience in a financial institution, including a minimum of 2 years of supervisory experience.
• Understanding of the credit union's field of membership, services, and products.
• Understanding of applicable legal and regulatory requirements.
• Ability to complete teller functions, open new accounts, and process loans.
• Understanding of statements and posted entries.
• Experience leading and managing in diverse and complex environments and managing multiple priorities independently or as part of a team.
• Experience training and developing staff.
• Ability to develop and maintain community and business relationships.
• Ability to respond to requests involving complex financial information or data.
• Excellent organizational, planning, and time-management skills; initiative and sound judgment.
• Strong interpersonal, leadership, supervisory, verbal communication, and written communication skills; ability to interact diplomatically and tactfully with staff, management, vendors, and members.
• Ability to maintain effective workflow, attention to detail, professional appearance, and work ethic.
• Ability to operate related computer applications and business equipment.
• Meet Branch Progression training expectations for supervised positions, including trainings such as New Manager Training and Preferred Way of Selling.
• Notary Public qualification where required and eligible under current state law.
• Medallion Certification where required.
• Qualify annually under the S.A.F.E. Act (NMLS).
• Ability and means to travel locally and intrastate on a flexible schedule as needed.

Nice To Haves

• College degree in business administration or a related field.

Responsibilities

• Establish and maintain professional business relationships with members, resolve requests and complaints promptly, explain credit union services and policies, and support high service standards.
• Train, direct, supervise, and develop branch staff; set goals, conduct meetings and one-on-ones, complete performance appraisals, address performance issues, and support employee recognition and career development.
• Ensure branch operations comply with credit union policies and legal and regulatory requirements, including security, audit, cash-control, risk-assessment, and safety procedures.
• Monitor branch budgets, expenses, business performance, metrics, and profitability; pursue cost-saving measures and report progress or significant issues to management.
• Coordinate staffing, scheduling, workflow, payroll time records, leave, supplies, equipment, and operational documentation; perform branch duties as needed.
• Promote and deliver credit union products and services in accordance with established standards and procedures, and support member service functions.
• Develop business and community relationships, promote the credit union, attend business events, and attract and maintain relationships with current and prospective businesses.
• Perform notary and Medallion Signature Guarantee services when needed and as permitted by applicable laws and regulations.
• Stay informed about developments in credit union policies, laws, and regulations; travel locally and intrastate as needed; perform other assigned duties.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED