Floating Branch Manager

WORKERS FEDERAL CREDIT UNION•Chelmsford, MA

1h•Onsite

About The Position

The Float Branch Manager Support role is a designated Branch Manager assignment responsible for providing temporary leadership, operational oversight, and performance support across multiple branches. This role ensures continuity of service, staffing stability, and consistent execution of Workers Credit Union standards during vacancies, leaves of absence, transitions, or periods of operational need. The Float Branch Manager Support acts with full Branch Manager authority while assigned to a host branch and is accountable for branch operations, team leadership, sales performance, service excellence, and compliance. This position will be based out of our Chelmsford Branch and floating to other close-by branches as needed.

Requirements

High School diploma or equivalent required.
Must be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file.
Provide changes to any individual information (such as an address or name change) as they occur directly into the NMLS system or to the Mortgage Department within 20 days of such change.
Minimum of 5-8 years of experience in retail banking, with at least 2 years in a supervisory or management role.
Strong leadership and team management skills.
Excellent communication and interpersonal skills.
Proven ability to develop and implement business development strategies.
Proficiency in tracking and analyzing performance metrics.
Knowledge of banking regulations and compliance requirements.
Strong problem-solving and decision-making abilities.
Effective verbal and written communication skills for interacting with members and colleagues.
High level of accuracy in handling cash transactions and maintaining financial records.
Strong organizational skills and the ability to manage multiple tasks efficiently in a fast-paced environment.
Proficiency in basic arithmetic and the ability to handle large volumes of cash accurately.
Capacity to work collaboratively with colleagues to achieve team goals and provide consistent service.
Ability to maintain strict confidentiality regarding member information and financial transactions.
Knowledge of procedures for handling deposits, withdrawals, transfers, and other financial transactions.
Awareness of security procedures for safeguarding cash and protecting against fraud and theft.
Proficiency in using banking software and technology platforms, including ATMs, cash counting machines, and point-of-sale systems.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Serve as acting Branch Manager at assigned branches during Branch Manager, Assistant Branch Manager, or key staff absences.
Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
Maintain expert knowledge of all credit union deposit products, loan products, and electronic delivery channels.
Ensure a positive member experience through lobby leadership, member needs assessment, and relationship building.
Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs.
Open and service all types of WCU deposit and loan accounts.
Encourage and assist members in resolving financial challenges and achieving goals.
Direct all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
Develop and implement strategies to attract new members and deepen relationships with existing members.
Participate in community events and networking activities to promote the credit union and build relationships.
Support and participate in external business development.
Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
Monitor and analyze branch performance metrics, including sales, service quality, and operational efficiency.
Prepare and present regular performance reports to Management.
Use data and metrics to identify areas for improvement and implement corrective actions as needed.
Motivate and lead the branch team to achieve growth, member satisfaction, and operational efficiency targets.
Lead by example through accountability, reward, and recognition to drive outstanding performance.
Recruit, train, and manage staff, ensuring they have the necessary skills and knowledge.
Conduct regular performance evaluations and provide constructive feedback.
Foster a positive, collaborative work environment, promoting teamwork and employee engagement.
Coach and develop team, provide opportunities for growth and delegate stretch assignments.
Oversee branch performance in member satisfaction, operations, scheduling, and branch opening/closing.
Ensure accuracy and security in cash handling, transaction processing, and end of day balancing.
Maintain comprehensive knowledge of WCU products, services, fees, and competitor offerings.
Accurately process all transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
Originate consumer loan applications, such as auto, personal, debt consolidation, etc.
May be asked to provide coverage in other WCU branches or departments.
Adhere to all WCU policies and procedures.
Participates in department and/or organizational projects as directed.
Performs other tasks or functions as required, requested, necessary or prudent.
Maintains confidentiality of all member and credit union information and data.
Regularly demonstrates behaviors as defined by the credit union’s Fundamentals, which are part of the Workers Way culture program.