BRANCH MANAGER

SANDIA AREA FEDERAL CREDIT UNION•Albuquerque, NM

9d•Onsite

About The Position

At Sandia Area, every position plays a vital role in fulfilling our mission to deliver high-value banking and lending services that strengthen the financial well-being of our members and community. Each team member is expected to embody our core values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth, contributing to our vision of empowering lifelong achievement through better banking. While specific responsibilities vary by role, every position carries universal expectations aligned with its level of responsibility and authority across the organization. As a Manager at Sandia Area, you are responsible for leading your team to achieve departmental goals while ensuring alignment with the organization’s mission, vision, and values. Your role involves driving team performance, fostering professional development, and overseeing efficient operations that directly impact member satisfaction and organizational success. Through your leadership, you model accountability, collaboration, and a commitment to sustained growth and excellence. Reporting directly to the Regional Branch Manager, the Branch Manager is responsible for overseeing the overall leadership, performance, and operations of the branch. This role sets the standard for service excellence by creating a member-first culture grounded in consultative conversations, financial education, and personalized solutions. The Branch Manager leads the execution of key organizational initiatives at the branch level, ensures compliance with regulatory and policy requirements, and guides the team in achieving performance and service goals. Through effective coaching, mentorship, and accountability, this leader fosters a collaborative and high-performing team environment focused on empowering members’ financial well-being and delivering operational excellence..

Requirements

Expertise in branch leadership, consultative service delivery, and operational oversight with a requisite understanding of financial institution operations
Excellent interpersonal, communication, and leadership skills to convey goals, set expectations, provide feedback, and inspire and develop teams.
Exceptional leadership and team development skills, fostering a high-performance culture through coaching, mentorship, and employee engagement.
Strategic thinking to align team efforts with departmental and organizational goals.
Ability to analyze data and metrics to drive team performance and efficiency.
Exceptional time management and organizational skills, with the ability to prioritize objectives, oversee multiple functions, and adapt to operational demands.
Willingness to engage in difficult situations using outstanding interpersonal skills and emotional intelligence.
Passionate about teamwork and having a positive influence on others; ability to work independently and demonstrate attention to detail.
Proactive in seeking professional growth, embracing both formal and informal development opportunities, and demonstrating adaptability to new responsibilities.
Team-oriented with a strong collaborative mindset, actively supporting team members and contributing to a positive and high-performing environment.
Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Proven ability to resolve escalated member concerns, applying problem-solving expertise to maintain positive relationships while ensuring compliance with policies and service standards.
Thorough understanding of regulatory compliance, including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and risk management protocols, ensuring operational integrity.
Advanced financial acumen in analyzing financial data, interpreting credit reports, and providing tailored banking solutions that align with both member needs and branch growth objectives.
Ability to lead complex financial discussions, including IRAs, Home Equity Loans, CD/Savings Secured Loans, and Trust & Estate Accounts, while using a consultative, member-first approach to recommend financial solutions.
Proven ability to resolve escalated member concerns, applying problem-solving expertise to maintain positive relationships while ensuring compliance with policies and service standards.
Ability to lead complex financial discussions, including IRAs, Home Equity Loans, CD/Savings Secured Loans, and Trust & Estate Accounts, while using a consultative, member-first approach to recommend financial solutions.
Experience leading branch process improvements, identifying operational efficiencies, and implementing service enhancements to optimize member experience.
Operational oversight experience, ensuring branch-wide adherence to policies, security protocols, and best practices in daily operations.
Ability to leverage banking technologies, systems, and digital tools to drive operational efficiency and enhance member service..
Ability to lead complex financial discussions, including IRAs, Home Equity Loans, CD/Savings Secured Loans, and Trust & Estate Accounts, while using a consultative, member-first approach to recommend financial solutions.
Ability to perform essential functions, including the ability to lift up to twenty (20) lbs. As needed.
Associate's degree in related field required.
Directly related experience, in addition to minimum required experience, may be considered as a substitution.
Three (3) year(s) of applicable experience required with at least Two (2)year(s) in a supervisory or leadership role.
Proven experience in supervising, mentoring, or leading staff, with the ability to develop high-performing teams.
Demonstrated experience in financial consulting, sales, and business development.
Prior experience handling financial transactions and cash management in a branch setting.
Knowledge of credit union operations, policies, and industry regulations, including BSA and OFAC compliance.

Responsibilities

Lead by example, reinforce, and consistently uphold Sandia Area’s Values: Service, Sustainability, Efficiency, Trust, Stewardship, and Growth.
Provide leadership, coaching, and mentorship to employees, fostering a positive and high-performing team environment while ensuring alignment with organizational goals and priorities.
Responsible for day-to-day operations, establishing strategies, and monitoring progress to ensure alignment with departmental and organizational objectives.
Optimize resource allocation, including personnel schedules, tasks, projects}, budget, and resources, to maximize effectiveness while controlling costs.
Monitor performance expectations, provide regular feedback and coaching, and conduct performance evaluations to ensure goal achievement, member satisfaction, and regulatory compliance.
Responsible for the recruitment, interviewing, and hiring process, ensuring candidates align with the credit union’s mission, values, and service culture.
Responsible for onboarding, training, and continuous development of employees to support professional growth and high team engagement.
Drive branch performance goals by supporting team members in meeting service, performance goals, and retention objectives while maintaining a high standard of integrity and trust.
Oversee all aspects of daily branch operations, ensuring alignment with credit union goals, policies, and procedures
Monitor performance expectations, providing feedback and coaching to ensure goal achievement, member satisfaction, and regulatory compliance.
Meets or exceeds individual performance goals by delivering exceptional service, following established processes, and proactively identifying member needs to support branch success.
Lead by example in building and maintaining strong member relationships, engaging in consultative conversations to uncover financial needs and opportunities while coaching and supporting staff in delivering exceptional member service.
Demonstrate and reinforce a consultative approach by educating and advising members on credit union products, including checking and savings accounts, credit cards, loans, IRAs, Home Equity, and CD/Savings Secured Loans, ensuring alignment with their financial goals while mentoring staff to do the same.
Set the standard for member guidance by leading the loan application process, utilizing credit bureau analysis and financial data to identify tailored solutions that support financial growth, while fostering financial literacy initiatives and ensuring seamless new member onboarding through staff training and support.
Cultivate and maintain strong relationships with members, businesses, and community partners to drive growth, deepen relationships, and enhance the branch’s impact
Lead financial wellness efforts by championing literacy initiatives and fostering a culture of continuous learning among staff.
Oversee and support the efficient processing of member transactions, ensuring accuracy, timeliness, and compliance with policies and procedures.
Ensure staff is properly trained to handle advanced financial transactions, such as IRAs, Home Equity Loans, and CD/Savings Secured Loans, while maintaining regulatory compliance.
Identify and resolve transaction issues and member concerns promptly and professionally, ensuring a seamless and supportive experience.
Support complex account services and ensure staff are trained and equipped to handle trust/estate accounts, wire transfers, and specialized loans.
Approve escalated transaction requests and exceptions, balancing risk with member satisfaction and sound judgment.
Manage daily branch operations, ensuring efficiency, security, and a high standard of service.
Monitor and oversee branch cash management, including cash balancing, cash orders, dual control processes, and teller limits to ensure operational integrity.
Develop staffing plans and schedules to ensure effective coverage, balanced workloads, and optimized service delivery.
Maintain a safe and compliant branch environment, ensuring adherence to security protocols, business continuity planning, and emergency procedures.
Partner with internal stakeholders to drive operational excellence through workflow optimization, technology integration, and process improvements.
Work closely with the Regional Branch Manager and other leaders to align branch operations with organizational goals, driving long-term growth and sustainability.
Demonstrate a strong commitment to upholding the organization’s mission, vision, and values in all interactions and responsibilities.
Represent the credit union with professionalism, integrity, and ethical conduct at all times.
Maintain a thorough understanding and strict adherence to credit union regulations, compliance requirements, policies, procedures, and operational guidelines.
Consistently meet deadlines as assigned while ensuring accuracy, efficiency, and adherence to quality standards.
Foster a positive and supportive environment for both members and employees, ensuring interactions align with the credit union’s mission and service philosophy.
Adhere to all regulatory and compliance policies, upholding the highest standards of security, confidentiality, and ethical financial practices in all interactions.
Maintain the confidentiality and security of information, records, and sensitive data, in compliance with credit union policies and regulatory requirements.
Adapt to evolving responsibilities, taking on additional duties as assigned to support the success of the organization.
Demonstrate a commitment to continuous learning, professional development, and staying informed on industry trends and best practices.
Willing to undergo background and credit checks as required by federal and state regulations.
Understand and comply with all policies, procedures, and legal guidelines, including adherence to the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and other applicable financial regulations.