Manager Retail Branch

GreenState Credit Union•Des Moines, IA

12d

About The Position

The Manager Retail Branch leads, directs, and mentors sales and service teams to achieve branch outcomes. The role oversees retail branch banking offices, including sales, service, and operations, and is responsible for business development, staffing, scheduling, performance standards, and efficient branch operations. The manager implements strategies and routines to achieve goals, reinforces policies and procedures, and works to ensure compliance with credit union priorities and guidelines. The role develops branch performance targets and coaches staff in business development, sales, service, networking, outbound calling, and referrals to partner services. It also includes hiring and other human resources responsibilities for supervised personnel, performance evaluations, staff development, scheduling oversight, and addressing performance or disciplinary matters in coordination with HR. The manager represents the credit union in community and business activities and supports its mission, values, and commitment to members and the communities it serves. The salary range is $82,321.72–$96,243.68, with a monthly incentive opportunity and a progressive benefits package. The position reports to the Director Retail Branches and supervises others. It requires a non-traditional workweek, including extra hours and evening and/or weekend duties.

Requirements

High school diploma or equivalent, such as a GED.
At least 7 years of credit union or related experience.
Thorough knowledge of products and services and the ability to ensure appropriate application of credit union policies and procedures.
Ability to approach individuals, engage in conversation, and win business and open accounts.
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 oral and written communication proficiency.
Ability to prioritize 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 or experience.
Punctuality and preparedness for scheduled meetings, with active participation.
Ability, availability, and willingness to work flexible hours to accomplish the workload.
Availability for a non-traditional workweek, extra hours, and evening and/or weekend duties.
Must be bondable.
Must be registered pursuant to S.A.F.E. Act requirements.
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.

Responsibilities

Oversee and manage retail branch banking offices, including sales, service, and operations.
Manage branch staff and related functions, including HR, audits, facilities, training, and regional project assignments.
Implement routines, tactics, and strategies to support goals and reinforce policies and procedures.
Ensure consistent adherence to credit union policies, procedures, Board guidelines, and management guidelines.
Assess branch operations and identify improvements for efficiency.
Monitor and report branch activities in key performance areas.
Develop and recommend annual branch performance targets and individual and team expectations.
Coach branches on business development activities, including networking, in-branch sales, outbound phone sales, and targeted correspondence.
Coach staff to achieve loan and deposit goals and generate referrals to Mortgage, Commercial, Wealth Management, Insurance, and other services.
Train, develop, and coach sales and service employees; hold staff accountable and recognize achievement.
Conduct periodic sales and service performance reviews and monitor branch and employee results.
Prepare and conduct performance evaluations and maintain personnel documentation.
Work with HR to recommend and implement disciplinary actions and staff counseling as needed.
Coordinate and monitor scheduling for direct reports, including overtime and leaves of absence, and prepare tracking reports for HR.
Promote professional development through individual and group training.
Perform personnel responsibilities for supervised staff, including hiring, termination, performance reviews, salary recommendations, and other personnel matters.
Establish performance goals and assess annual branch staffing requirements.
Participate in community service organizations, credit union-sponsored events, and business functions to support the credit union's presence in the community.
Maintain confidentiality of member information and demonstrate teamwork.
Maintain attendance and physical presence to provide team oversight, work coordination, and ongoing feedback.
Perform other projects and assignments as directed by the Director Retail Branches.