Branch Manager
Listed on 2025-12-19
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Management
Operations Manager, Business Administration -
Finance & Banking
Business Administration
Join to apply for the Branch Manager role at Truity Credit Union
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This position provides exceptional member service through effective supervision of retail employees and day‑to‑day branch operations.
Essential Functions- Develop effective employees through training, coaching, evaluating, motivating, and goal‑setting.
- Oversee the daily operations of the office, addressing questions, coaching employees, ensuring compliance to standards, and guaranteeing the delivery of superior member service.
- Identify and establish goals in line with the strategic initiatives with emphasis on membership, deposit, and loan growth.
- Develop and carry out action steps for achieving branch goals.
- Propose capital budget items annually.
- Review and manage branch controlled expenses (i.e., overtime) to ensure they are within budget and cost‑effective.
- Maintain working vendor relationships for operation of the branch.
- Work with managers, business development officers and other personnel to identify and implement strategic initiatives that achieve branch growth, including product promotions, community partner relations, and community involvement.
- Foster and maintain effective relationships with local law enforcement.
- Prepare daily and monthly reports and conduct regular departmental meetings.
- Perform Member Service duties as needed to serve members.
- Assist Senior Management with special projects as needed.
- Participate in community events as a representative of the organization.
- Coordinate schedules to ensure that there is sufficient coverage at all times.
- Assist in the coordination of workflow with other departments (i.e., consumer lending, mortgage lending, Contact Center, business services, Credit Resolutions).
- Perform other duties and responsibilities as assigned.
- Creating and updating procedures.
- Knowledge of:
- Modern office equipment
- Credit Union operations, procedures, products, services, philosophies, practices, and systems
- Technology and various software programs
- Ability to:
- Speak with confidence and ability
- Strategic thinking and planning capability
- Develop, motivate, guide, and evaluate staff
- Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
- Self‑direct with the initiative and drive necessary to activate a project from conception through completion
- Organize and prioritize in order to meet deadlines
- Solve practical problems and deal with variables in situations
- Write reports and correspondence and to speak effectively before members and employees
- Maintain confidentiality and professionalism
- Skill in:
- Excellent communication and interpersonal skills to effectively work with members and co‑employees
- Strong attention to detail and analytical skills
- Interpersonal and human relations
- Making effective and timely decisions
- Effectively operate the various software applications required for branch operations
• Pursue opportunities for professional growth and development through training, education, and self‑study.
• Successfully complete all applicable compliance training and testing.
• Five to eight years of similar or related experience, including preparatory experience.
• A high school degree or equivalent.
Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds.
A normal range of hearing, vision, and speech are required to effectively work with co‑employees and members.
Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), and Anti‑Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non‑public information about our members and…
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