Branch Manager

Job Summary

The Branch Manager oversees all daily branch operations, staff leadership, service performance, and compliance functions. This role actively leads a team, ensures operational excellence, supports member service, and performs limited BSA/AML reporting tasks. The ideal candidate is a strong communicator, coach, and problem solver with credit union or banking experience.

• Oversee all daily branch functions, scheduling, and workflow.
• Ensure high-quality member service in every interaction.
• Maintain branch security, cash controls, and dual-control procedures.
• Resolve complex member concerns professionally and promptly.
• Monitor lobby experience, wait times, and service delivery standards.
• Supervise, coach, and develop branch employees (Member Advocates, Tellers, etc.).
• Build a positive, inclusive, and psychologically safe work environment.
• Lead team huddles, one-on-one meetings, and ongoing training.
• Participate in hiring, onboarding, and performance evaluations.
• Serve as the first line of defense for branch compliance.
• Assist with BSA/AML tasks (CTR reviews, SAR information gathering, large cash logs, etc.).
• Ensure all branch operations follow PECU policies and regulatory requirements.
• Verify CIP requirements and documentation for new accounts.
• Maintain audit readiness and address operational exceptions quickly.
• Coach staff on identifying member needs and recommending PECU products.
• Support goals for membership growth, deposit accounts, loans, and service quality.
• Participate in community outreach, SEG relationships, and local events.
• Monitor and manage branch cash levels, vault balancing, and teller differences.
• Approve fee adjustments, overrides, and daily operational requests.
• Escalate fraud concerns or operational risks immediately.
• Support lending by reviewing loan applications for accuracy and completeness.

• 3–5 years of banking or credit union experience required.
• Previous leadership or supervisory experience strongly preferred.
• Strong understanding of branch operations, member service, and deposit products.
• Basic knowledge of BSA/AML or willingness to complete required training.
• Excellent communication, coaching, and problem-solving skills.
• Ability to lead a team, manage multiple tasks, and maintain accuracy.
• Proficiency with banking systems, MS Office, and standard financial software.
• Professional branch setting with regular member interaction.
• Ability to lift up to 25 lbs (coin bags, supplies, etc.).
• Standard weekday hours with occasional flexibility.

• Member-focused, community-based credit union
• Supportive, team-oriented culture
• Opportunity to lead a branch and develop staff
• Meaningful impact on the financial well-being of our community

• 401(k)
• Health insurance
• Paid time off

• 401(k)
• Health insurance
• Paid time off

• Banking: 5 years (Preferred)

• Mid-Senior level

• Full-time

• Sales and Business Development