Branch Manager Jobs

About The Position

Requirements

• High School Diploma or equivalent.
• Thorough knowledge of credit union services and products.
• Clear understanding of branch operations and functions.
• Knowledge of legal and regulatory requirements.
• At least 5 years of progressively responsible experience, including practical lending knowledge in a credit union, bank or other financial institution.
• A strong leader and team coach with proven management and supervisory experience.
• Brings integrity, sound judgment, and a genuine commitment to delivering an exceptional member experience.
• Highly organized and analytical, with strong communication, relationship-building, conflict resolution, and problem-solving skills.
• Demonstrates moderate Excel proficiency and the ability to use data analytics to monitor performance, identify trends, and support decision-making.
• Comfortable using relevant systems and business equipment, and confident in guiding, developing, and inspiring a high-performing team.

Nice To Haves

• Bachelors/associate’s degree in business, Finance, or related field preferred; equivalent work experience will be considered.
• Experience in business development, relationship building, and ethical sales is preferred.

Responsibilities

• Lead, coach, and motivate branch employees to deliver exceptional service and meet individual and team performance goals.
• Foster a collaborative, positive, and member-focused work environment where all team members are encouraged to develop to their highest potential through training and coaching.
• Conduct regular staff meetings, training sessions, 1:1 monthly coaching sessions, in-the-moment coaching, and performance evaluations.
• Support employee development by partnering with the training department to identify training needs and promoting internal career growth.
• Ensure that internal audit requirements are met and be able to work with the appropriate departments to resolve staff-related issues as well as member problems within established policies and guidelines.
• Perform community outreach to build ongoing relationships with our Member SEG’s and bring on new business.
• Help improve operations as part of the leadership team while supporting strategic goals.
• Be accountable for the overall performance and operational efficiencies of the branch and any other duties as required.
• Ensure members receive prompt, courteous, and accurate service for all financial needs.
• Promote credit union products and services that meet member needs, strengthen loyalty, and support overall growth objectives.
• Represent the credit union in the community through outreach, partnerships, and participation in local events.
• Identify opportunities to strengthen relationships with existing members and attract new ones.
• Oversee all branch operations, including cash handling, security, auditing, and balancing activities.
• Maintain compliance with all federal regulations (NCUA, BSA, OFAC, etc.) and internal policies.
• Ensure proper internal controls and adherence to credit union procedures.
• Resolve complex member issues and operational problems efficiently and professionally.
• Manage consumer and home loans, ensuring accuracy and compliance with policy guidelines.
• Monitor branch performance metrics including deposits, loans, member growth, and service quality.
• Prepare and analyze reports to track progress toward branch goals.
• Drive cross-offer results by modeling needs-based conversations and ensuring the team consistently identifies and refers to relevant products and services.

Benefits

• Competitive salaries
• training opportunities
• retirement plan 401(K) with employer contribution
• medical, dental, and vision insurance plans
• short-term and long-term disability
• life insurance
• paid holidays
• personal time off (PTO)
• flexible spending account
• employee assistance program
• financial Wellness counseling