Branch Manager

Description

Naveo is a not-for-profit financial institution (with locations in Somerville and Cambridge) focused on serving our members as partners, guiding them towards their financial goals. We embrace their personalities, cultures, and ambitions, tailoring our services to fit their needs and creating a financial plan that matches up with their current and future goals. At Naveo, it’s your journey.

We are seeking a dynamic and experienced Branch Manager to lead our team and serve our members. The Branch Manager champions Naveo’s mission by providing excellence in member service, fostering strong relationships within the local community, and ensuring our branch is a household name in the neighborhoods we serve.

• Encourage and maintain a positive work environment by communicating in a manner consistent with professional standards to successfully work with members, teammates, management, and vendors.
• Effectively hire, train, coach, and motivate the branch team on an ongoing basis, setting performance goals and providing feedback and recognition.
• Motivate and mentor staff to achieve branch goals established by senior management, including but not limited to: increasing membership, opening and maintaining new and existing accounts, and assisting with consumer loan applications.
• Monitor branch activity and performance, including number of transactions, errors, loan volume, sales, new accounts, etc., to identify areas of growth and improvement.
• Develop and implement strategies to build and maintain relationships with members, increasing share of wallet and profitability.
• Follow-up with new members using prescribed onboarding practices to provide exceptional member service, resolve issues and complaints, and offer financial solutions that meet their needs and goals.
• Autonomously make appropriate and effective decisions and exercise sound judgement when necessary.
• Schedule and train staff, deliver performance reviews, and recommend salary changes.
• Independently process consumer loan applications and closings within prescribed limitations of lending authority and in accordance with policies and procedures.
• Stay up to date on industry trends and best practices, making recommendations to management when appropriate.
• Ensure the branch is in compliance with governmental and regulatory agencies and credit union laws, regulations, policies and procedures to protect the Credit Union and its members against criminal and fraudulent operations and unnecessary risk or exposure.
• Float between branches to support the business and scheduling needs of the Credit Union.
• Perform additional duties as assigned, essential to the operation of the branch.
• Responsible for ensuring regulatory compliance with all banking regulations within area of responsibility.

• Build and maintain strong relationships with the local community, representing the Credit Union at events, meetings, and organizations.
• Engage in community involvement activities, such as volunteering or partnering with local schools, nonprofits, or associations.
• Act as a brand ambassador, facilitate community outreach initiatives and strengthen community relationships by focusing on brand expansion and financial education and wellness.
• Have a passion for community involvement and social responsibility, and a willingness to participate in various activities that support and improve the social wellbeing of our members and neighbors.

• Bachelor s degree preferred, but not required.
• At least four (4) or more years of operations or credit union or financial institution experience preferred.
• NMLS license preferred.
• Socially confident individual who enjoys collaborating with others.
• Effective organizational and time management skills.
• Adjusts quickly to the change of business needs while prioritizing.
• Motivates team, working towards common goals.
• Champions a positive interdepartmental partnership
• Ability to read and interpret documents (safety rules, operating and maintenance instructions, and procedure manuals).
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups…