Manager Retail Branch II
About The Position
The Manager Retail Branch II is responsible for the overall leadership and performance of their home branch. This role is accountable for achieving sales and service goals, delivering outstanding member experiences, ensuring operational excellence, and fostering team members’ professional development through coaching and mentoring. The manager establishes a service-focused culture, builds effective partnerships within BECU and the local community, and drives membership, balance, and line-of-business growth for a mixed client base with varied needs. A level II Branch Manager leads a small- to medium-sized team, typically with fewer than 12 team members. The role includes ensuring the team meets sales and member experience goals; coaching, mentoring, and training employees; managing branch service levels and reviewing reports; supporting brand awareness and the BECU value proposition in the community; setting sales and service expectations; assisting the District Director with the branch’s annual budget; building relationships with staff, members, business partners, and retailer or property management; hiring and training talent; and ensuring compliance with policies, procedures, Credit Union regulations, and SAFE Act requirements. SAFE Act compliance requires annual registration as a Mortgage Loan Originator (MLO). The position offers opportunities to contribute to members’ financial well-being and BECU’s community presence, develop experience in sales strategy, member service, financial management, and compliance, and influence branch goals, budgets, and service strategies.
Requirements
- Bachelor’s degree or equivalent related experience.
- At least three years of leadership experience.
- At least four years of experience in a sales, retail, or banking environment.
Nice To Haves
- Experience leading a team of at least four direct reports.
- Financial institution experience.
- Relationship development and marketing skills, including the ability to motivate and train staff in these areas.
- Training, mentoring, and sales skills.
- Ability to exercise confidentiality and discretionary judgment.
- Leadership and negotiation skills.
- Math skills with a high degree of accuracy.
Responsibilities
- Lead the overall performance of the home branch and deliver operational excellence.
- Ensure team accountability for sales and member experience goals.
- Coach, mentor, and train employees to support performance, skill-building, and career goals.
- Manage branch service-level adherence, review and analyze reports, and set service expectations.
- Support brand awareness and promote the BECU value proposition to create opportunities in local communities.
- Set sales and service excellence expectations with team members.
- Assist the District Director in managing the branch’s annual budget and keep expenses within approved levels.
- Develop and maintain effective working relationships with staff, members, business partners, and retailer or property management.
- Ensure team members comply with policies, procedures, and Credit Union regulations.
- Partner with Recruiting to hire talent to meet district and branch staffing needs.
- Comply with SAFE Act legislation, including annual registration as a Mortgage Loan Originator (MLO).
Benefits
- 401(k) company match up to 3%.
- 4% annual contribution to the employee’s 401(k) by BECU.
- Medical, dental, and vision coverage, including family contributions.
- PTO program and exchange program.
- Tuition reimbursement program.
- BECU Cares volunteer time off and donation match.
- Performance-based compensation incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
