Branch Manager ; or II

Overview

If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you. Come be part of something amazing where your contributions truly matter. If you have a passion for helping people achieve their financial goals, we are looking for you! Come be part of a thriving team!

As a Branch Manager I or II
, this position offers a unique opportunity to enhance leadership skills while being mentored by an experienced Branch Manager. The role plays a pivotal part in driving the success of the branch by ensuring exceptional member experiences, leading innovative business development initiatives, and managing day‑to‑day operational activities. The Branch Manager I collaborates closely with the Branch Manager to set and achieve ambitious branch goals.

This is a results‑driven position responsible for providing leadership for all aspects of a retail branch’s success in preparation for advancing to a branch manager role.

• Builds exceptional knowledge of the Credit Union products and services to advise and advocate for members, understand their needs, and provide solutions.
• Assumes responsibility for the effective and efficient performance of branch sales and service operations.
• Ensures a high level of member satisfaction through the delivery of excellent service and execution of the daily operations of the Credit Union’s Member Experience protocols according to established standards.
• Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products, including new accounts, consumer and real estate loans, and identifies additional cross‑sell opportunities.
• Provides leadership in optimizing operational excellence, including workforce management, loan quality, cash management, and branch audits to enhance the member experience.
• Assists the Branch Manager in developing and reviewing the budget to drive branch profitability.
• Ensures branch security protocols are followed. Opens and closes the branch in accordance with set hours and tests security equipment.
• Under the supervision of the Branch Manager support efforts with hiring, training, and coaching of all staff members, resulting in effective resource allocation and a motivated staff committed to continuous improvement and strong teamwork.
• Proactively seeks new business relationships, including a network of business owners, consumer prospects, finance professionals and community leaders.
• Develop strategies with Logix business partners and marketing to help expand segment and market share and drive branch profitability.
• Partners with a collaborative mindset to meet member needs by introducing them to Logix business partners.
• Represents the assigned retail branch offices and Credit Union in all community activities. Promotes the Credit Union’s brand identity and goodwill within the communities that it serves.
• Adhere to credit union policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
• Acquires and applies skills in preparation for advancement to a branch manager position.
• Must consistently report to work on time, as scheduled.

• Bachelor’s Degree (4 years) Preferred

• A minimum of 3 years.

• Must have prior experience as in the financial services industry. Previous sales management experience, specifically banker or loan officer a plus.

• Superior customer service skills, excellent oral & written communication skills.
• Thorough knowledge of products, services, insurance of accounts, account vesting’s, consumer loan products and related requirements, credit union documents, reports, policies and procedures, real estate lending principles and practices.
• Comprehensive understanding of the factors influencing branch profitability, including revenue generation, cost management, and operational efficiency.
• Ability to prioritize and execute tasks efficiently, maintaining high productivity under pressure.
• Must obtain the following licenses within 6 months of entering the position:
  Notary…