Branch Sales & Relationship Manager

The Branch Sales & Relationship Manager is responsible for leading all aspects of branch operations, sales, and relationship development to achieve organizational goals around deposits, loans, new membership, checking account penetration and fee revenue. This role blends day-to-day branch oversight with a strong emphasis on outside business calling, community relationship building, and driving the member experience. The ideal candidate is an energetic leader who thrives in both a performance-driven and service-centric environment.

KEY RESPONSIBILITIES Sales & Business Development

• Drive sales performance in deposit growth, consumer loans, checking accounts, new member growth and all ancillary products.
• Develop and implement outbound calling strategies to acquire and deepen consumer and business relationships.
• Identify partnership opportunities with local businesses and community organizations to expand brand visibility and member acquisition.
• Collaborate with key partners including Marketing, Indirect Lending, consumer Lending, Regional Management and the Business Development Team to drive sales and generate business opportunities for the branch.
• Monitor and coach team members to meet branch and individual sales goals.

Community & Relationship Management

• Actively represent the credit union in local community events, chambers of commerce, and nonprofit organizations.
• Build and maintain relationships with community leaders, local businesses, and centers of influence.
• Promote the credit union's mission of financial empowerment and community engagement.

Branch Operations & Leadership

• Lead and manage daily branch operations ensuring compliance with all credit union policies, procedures, and regulatory requirements.
• Handle complex member concerns and escalations with professionalism and resolution-focused strategies.
• Maintain appropriate staffing levels and ensure all team members are trained in sales, service, and operational standards.
• Foster a high-performing, positive team environment focused on growth and member satisfaction.

Performance Management & Reporting

• Track, analyze, and report on key performance metrics related to sales, member acquisition, deposit growth, and loan production.
• Develop action plans and lead sales huddles to ensure branch and individual performance alignment.
• Collaborate with the regional or senior management team to execute market strategies and community outreach plans.

Compliance & Risk Management

• Ensure branch complies with applicable regulations, audit standards, security protocols, and internal policies.
• Conduct periodic reviews and audits to identify risks, correct deficiencies, and strengthen compliance practices.
• Serve as a point of escalation for complex member issues or operational challenges, providing guidance and resolution.

QUALIFICATIONS & EXPERIENCE Technology

• Employees are required to use the Microsoft Authenticator app on their personal cell phone to securely authenticate Outlook and other company systems; the app does not access personal data that exists on the mobile device.

Education

• High School Diploma or GED required
• Associate's degree preferred

Experience

• 3+ years of experience in financial services or banking with proven sales leadership; credit union experience preferred.
• Prior experience managing a branch or financial center preferred.
• Demonstrated success in outside business development or community outreach.
• Strong interpersonal, coaching, and team leadership skills.
• Solid understanding of deposit products, consumer lending, and ancillary services.
• Excellent time management, organization, and communication abilities.
• Proficiency in Microsoft Office and core banking systems.

Key Performance Indicators (KPIs)

• Deposit and loan growth targets
• New member acquisition
• Checking account penetration
• Fee income (courtesy pay, interchange, ancillary services)
• Outbound business calls and appointment tracking
• Member satisfaction and branch service scores

Skills & Competencies

• Strong knowledge of consumer lending, regulatory requirements, and loan processing.
• Proven ability to drive sales, business development, and operational efficiencies while maintaining high member service standards.
• Excellent leadership, coaching, and team-building skills.
• Business development and community engagement experience
• Strong problem-solving and decision-making abilities to effectively address member concerns and operational challenges.
• Familiarity with credit union products, services, and compliance regulations.
• Experience with DNA core systems…