Manager Retail Branch

GreenState Credit Union•Des Moines, IA
•$82,322 - $96,244

About The Position

The Manager Retail Branch leads, directs, and mentors sales and service teams to achieve branch outcomes. The role leads business development goals, staffing, scheduling, and performance standards while supporting the mission and values of GreenState Credit Union. The manager oversees retail branch banking offices and their sales, service, and operational functions, and may perform other projects and assignments as directed by the Director Retail Branches. The position is responsible for implementing plans and routines to achieve goals, ensuring consistent application of policies and procedures, monitoring branch performance, and improving operational efficiency. It develops branch targets, coaches staff on business development and sales activities, and builds an effective sales and service team through accountability, recognition, training, and professional development. The manager also carries out human resources responsibilities for supervised personnel, coordinates scheduling, and represents the credit union in community and business activities. GreenState describes its purpose as creating lasting value for members, communities, and employees, and emphasizes an engaging, diverse, and inclusive workplace. The stated salary range is $82,321.72–$96,243.68, with a monthly incentive opportunity and a progressive benefits package.

Requirements

  • High school diploma or equivalent, such as a GED.
  • Seven or more years of credit union or related experience.
  • High energy and ability to approach individuals, engage in conversation, win business, and open accounts.
  • Thorough knowledge of products and services and ability to ensure appropriate application of credit union policies and procedures.
  • Ability to network and build relationships to grow business.
  • Interpersonal skills to represent the credit union positively internally and externally.
  • Accuracy and attention to detail, with proficiency in oral and written communications.
  • Ability to prioritize assignments and organize work efficiently to meet deadlines.
  • Well-developed problem-solving skills and ability to develop conceptual alternatives.
  • Ability to plan, organize, implement, and interpret programs, goals, objectives, policies, projects, and procedures.
  • Conflict resolution and/or mediation skills.
  • Computer literacy and experience.
  • Punctuality and preparedness for scheduled meetings, with active participation.
  • Ability, availability, and willingness to work flexible hours, including a non-traditional workweek and extra evening and/or weekend hours.
  • Must be bondable.
  • Must be registered pursuant to requirements of the S.A.F.E. Act.
  • Must adhere to state, federal, and credit union regulations, policies, and guidelines.

Nice To Haves

  • At least two years of supervisory experience with demonstrated leadership ability and team-building skills is preferred.

Responsibilities

  • Oversee and manage retail branch banking offices, including sales, service, operations, and staff functions involving HR, audit, facilities, training, and regional projects.
  • Implement routines, tactics, and strategies to support branch goals and reinforce policies and procedures aligned with the credit union’s business and credit priorities.
  • Demonstrate teamwork in interactions with coworkers and in completing duties.
  • Protect the confidentiality of member information.
  • Participate in community and business functions or groups to promote a positive image of the credit union in the designated marketplace.
  • Assess branch operations and implement improvements to promote efficiency.
  • Ensure credit union policies and procedures are followed consistently with Board and management guidelines, including upkeep of office equipment and facilities.
  • Monitor and report branch activities in key performance areas as requested.
  • Develop and recommend annual branch performance targets for teams and individuals.
  • Coach branches on business development, including outside networking, in-branch and outbound phone selling, and targeted correspondence, to support loan and deposit goals and referrals to branch partners and other services.
  • Create, train, develop, and coach a successful sales and service team; hold employees accountable, recognize achievement, and support retention of top talent.
  • Conduct periodic sales and service performance reviews with branch staff and monitor branch and employee results.
  • Prepare and conduct performance evaluations and maintain personnel documentation; work with HR on disciplinary actions and staff counseling as needed.
  • Coordinate and monitor daily scheduling for direct reports, including overtime and leaves of absence, and prepare tracking reports for HR.
  • Maintain attendance and physical presence to provide team oversight, work coordination, and ongoing feedback.
  • Promote staff professional development through individual and group training.
  • Perform personnel responsibilities, including hiring, termination, performance reviews, salary recommendations, and other personnel matters; establish performance goals and assess annual branch staffing needs.
  • Participate annually in community service organizations and/or credit union-sponsored events, including scheduled events on or off the premises.

Benefits

  • Monthly incentive opportunity
  • Progressive benefits package
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