Branch Manager

Position Summary

The Branch Manager serves as the primary sales leader and business driver for their branch, directly responsible for achieving results through the growth and development of their team. This role focuses on meeting and exceeding sales, service, and operational performance goals while fostering a results‑driven culture. The Branch Manager must actively lead by example, coach their team to success, and hold individuals accountable for their contributions to the branch’s overall success.

Additionally, the Branch Manager oversees daily branch operations to ensure efficiency and compliance while serving as a community ambassador to strengthen local relationships and drive business development.

• Works purposefully and is driven to provide the best team member experience.
• Willingness and ability to exhibit Wellby Core Values every day.
• Actively create a culture of accountability, excellence, and results‑driven collaboration.
• Lead the branch in achieving or exceeding sales goals, including checking accounts, new memberships, lending, real estate referrals and wealth management referrals.
• Develop and execute actionable strategies to meet or exceed the sales, services and operational goals. Ensure the team is aligned and equipped to achieve the desired results.
• Champion exceptional member service by ensuring team members engage members effectively and identify financial needs to deliver tailored solutions.
• Track and analyze branch performance metrics, identifying opportunities for growth and creating action plans to address underperformance.
• Drive member adoption of digital banking tools, including online banking, mobile applications, and eStatements, to improve efficiency and engagement.
• Ensure team members follow a relationship‑building process, including engaging, discovering needs, recommending solutions, and following up with members.
• Conduct outbound calls and initiatives to deepen existing member relationships and attract new business.
• Identify and implement opportunities to improve operational processes, enhancing efficiency and member satisfaction.
• Conduct regular team meetings to align with goals, share best practices, address challenges ensuring that branch staff understand the goals and objectives to meet these goals.
• Identify training needs for team members, supporting their development through workshops, role‑playing exercises, and training programs.
• Represent Wellby in the community by participating in events, building partnerships, and enhancing the organization’s local presence.
• Actively demonstrate best practices in sales, service, and operational excellence to inspire and guide team members.
• Develop and execute plans to drive branch growth, align with Wellby’s strategic priorities, and achieve budget goals.
• Collaborate and actively work with Financial Advisors, Real Estate Partners, and other key business partners to develop and execute strategies that drive branch growth and member engagement.
• Perform other duties as assigned.

• Cultivate a positive, inclusive, and high‑performing branch culture where team members feel supported and motivated to succeed.
• Spend time actively coaching team members on the floor, observing members interactions and providing real‑time feedback and support.
• Conduct regular one‑on‑one coaching sessions to address performance gaps, develop skills, and reinforce strengths.
• Share regular performance feedback, including recognition for achievements and actionable plans for improvement.
• Hold team members accountable for meeting individual and branch goals.
• Ensure branch operations comply with all policies, procedures, security requirements, regulations, and ethical business practices.
• Manage operational aspects, including vault control, dual‑control access, and approvals for increased authority limits.
• Recruit, hire, and train qualified candidates for branch roles, focusing on their long‑term development and potential.
• Address and resolve conflicts promptly and professionally, ensuring consistency with Wellby’s standards and practices.
• Promote and uphold a culture where member needs are consistently prioritized, and…