Branch Manager

Peak Credit Union • Tumwater, WA

11d • Onsite

About The Position

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

• Education: High School
• Field of Study: Not Applicable
• Certifications: Not Applicable
• Travel: Travel is required.

Nice To Haves

• Certifications: Notary certification
• A minimum of five (5) years of experience in retail financial services.
• A minimum of three (3) years of 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.
• Strong sales leadership and business development skills.
• Ability to coach, motivate, and hold teams accountable for results.
• Excellent communication, networking, and relationship-building skills.
• Data-driven mindset with the ability to analyze performance trends and adjust strategy.
• Ability to manage multiple priorities in a fast-paced, goal-oriented environment.

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 budget and growth target alignment.
• All other duties as assigned.

Benefits

• medical, dental, vision and life insurance coverage.
• Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.
• Health Care FSA (HCFSA)
• Health Savings Account (HSA) with employer contributions
• Dependent Care FSA (DCFSA)
• Life and AD&D insurance.
• 401k plan.
• 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
• 11 paid holidays throughout the calendar year
• 1 floating holiday
• 16 hours of self-care time
• 16 hours of volunteer time.

What This Job Offers

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