Description

The Branch Manager is responsible for the overall leadership, performance, and growth of the branch. This role drives sales and service excellence, operational integrity, community engagement, and team development. The Branch Manager ensures the branch meets financial goals while delivering an exceptional member experience aligned with the credit union’s mission and values.

Leadership & Team Development

Recruit, coach, develop, and retain high-performing team members
Foster a positive, member-focused culture
Conduct performance evaluations and provide ongoing feedback
Lead regular team meetings and training sessions
Ensure staff adherence to policies, procedures, and service standards

Sales & Business Development

Achieve branch sales, lending, and deposit growth goals
Develop and execute local business development strategies
Build relationships with members, businesses, and community organizations
Identify cross-selling opportunities to deepen member relationships
Monitor branch performance metrics and implement improvement strategies

Operations & Compliance

Oversee daily branch operations to ensure efficiency and accuracy
Maintain compliance with federal and state regulations, credit union policies, and audit standards
Manage branch security and risk mitigation procedures
Ensure proper cash handling and internal controls
Resolve complex member issues and escalations

Member Experience

Champion a high-quality member service environment
Address and resolve member concerns promptly and professionally
Promote financial wellness and education initiatives

Requirements

Education & Experience:

Bachelor’s degree in Business, Finance, or related field preferred (or equivalent experience)
3–5+ years of financial institution experience
2+ years of leadership or supervisory experience

Skills & Competencies:

Strong leadership and coaching skills
Proven sales and business development experience
Solid understanding of consumer lending and deposit products
Knowledge of banking/credit union regulations and compliance
Excellent communication and problem-solving skills
Ability to analyze performance metrics and drive results

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