Branch Manager

Summary

Responsible for leading a branch team of 1 to 4 employees, providing coaching and guidance to ensure consistent, high-quality member service and achievement of credit union goals. Responsible for business development within a campus or retail-partner environment. Ensures the branch team adheres to established policies and procedures.

• Provides friendly, responsive service to all members; cultivates and maintains appropriate relationships with members and co-workers; models UT Federal Credit Union's Service Standards and encourages consistent adoption within the branch.
• Supports team performance by communicating expectations related to service quality, sales behaviors, and member experience; escalates performance issues as needed.
• Coaches team on effective referral and relationship‑building conversations to support branch‑level loan and deposit goals, as established by Retail Leadership.
• Generates new relationships through business development and outreach efforts, predominately within campus or retail‑partner environments. The focus is primarily consumer and small business relationships.
• Conducts regular one‑on‑one and team meetings to foster a positive and inclusive work environment and encourage personal accountability.
• Supports branch staffing and key human resource functions, including interviewing, scheduling, onboarding, performance reviews, disciplinary actions, and career development, in coordination with Retail Leadership.
• Demonstrates comprehensive knowledge of credit union products and services and related policies and procedures to effectively serve as an initial escalation point for member questions and service recovery.
• Ensures member transactions, account file maintenance, and documentation are completed accurately and in accordance with established policies and procedures.
• Assists with fraud awareness and operational risk mitigation by following internal controls and escalating concerns appropriately.
• Actively participates in member‑facing activities, including service interactions, new accounts, and loans.
• Maintains branch appearance, safety, and professionalism in alignment with credit union standards and partner location requirements.
• Participates in branch, department, and all‑staff meetings to maintain awareness of policies, procedures, and promotional campaigns.
• Engages in ongoing training and professional development to stay current on policies, procedures, and applicable regulations. Supports learning opportunities for branch team.

Manages branch employees. Is responsible for the overall direction, coordination, and evaluation of the branch. Carries out management responsibilities in accordance with the credit union's policies and applicable laws. Responsibilities include interviewing, staffing, training, planning and scheduling work, appraising performance; rewarding and disciplining employees, addressing complaints and resolving problems, and establishing sales goals.

Attain and maintain a level of membership satisfaction with credit union products and services that results in increased usage both in volume and frequency of use. Maintains functional procedures that ensure compliance with both federal and internal audit requirements for compliant operations.

• Maintains the highest standards of ethical behavior
• Maintains a positive attitude with employees and members, and remains flexible while focused on accepted practices, policy, productivity and effectiveness.
• Excellent management skills, with proven leadership ability and skills necessary to coach, mentor, and motivate employees.
• Promotes awareness of the credit union mission and brand statement to the credit union membership.
• Inspired, goal‑oriented and disciplined leader with a strong work ethic.
• Must possess a teachable spirit that is open to direct coaching and feedback.
• Abides by the Service Standards established by the credit union. Exudes excellent member and employee relations skills. Has a friendly, outgoing, assertive, confident, and enthusiastic personality.
• Strong knowledge of financial products and services.
• Re…