Branch Manager II

Branch Manager II

In alignment with leadership, the Branch Manager II supports Horizon Credit Union's mission of providing relevant solutions combined with quality service to improve the financial and personal well-being of more people in more places. Your Path. Our Purpose. Leads performance, team engagement, member experience, member outreach, and community development across multiple branch locations. Oversees branch sales and operations while strengthening member relationships and expanding Horizon Credit Union's presence in our communities.

Coaches and develops all branch employees to achieve Credit Union goals, ensures operational effectiveness and service continuity, and fosters a high-quality sales and service culture aligned with Horizon's CORE Values. Ensures adherence to regulatory requirements and established Credit Union policies and procedures across all assigned locations.

Member Experience, Growth, Sales & Service

• Responsible for ensuring all staff across assigned branches use every member interaction to educate, deepen relationships, identify needs, and deliver relevant solutions. The Branch Manager II will be responsible for leading multiple branches or a branch of considerable assets and/or staffing levels.
• Demonstrates a strong commitment to deepening consumer and business member relationships through active sales, offering the benefits and features of products and services through membership.
• Promotes consistent service standards that build member loyalty and referral growth across assigned branches.
• Provides coaching to team members on creating an exceptional member experience that builds member loyalty and referrals.
• Reviews and manages internal and external member feedback and performs appropriate follow-up actions.
• Assists employees and members in resolving account and operational issues while promoting adoption of new and existing technology solutions and digital platforms that enhance self-service capabilities.
• Provides support for branch operations by performing duties of member service and loans as needed to meet workload demands, identifying loan and deposit opportunities.
• Monitors branch activity, including number of transactions, errors, loan and deposits volume, product sales, business partner referrals, new accounts.
• Represents HZCU professionally within the branch and community by maintaining a visible presence, engaging in outreach, and adhering to branding guidelines, social media standards, and approved apparel, all to strengthen brand recognition, generate new opportunities, and contribute to member, branch, and market growth goals.
• Lead branches to foster a high-performance, growth-driven culture through daily huddles, shared goals, coaching, and recognition of wins, with a focus on service quality, growth, and operational excellence.

Leadership Responsibilities

• Responsible for managing employees across assigned branches through coaching and development, building highly motivated, well-trained teams that deliver quality work, strong member relationships, and achievement of established sales goals, while conducting employee appraisals and addressing employee concerns as they arise.
• Carries out leadership responsibilities in accordance with Horizon Credit Union's policies and applicable laws.
• Acts as a resource by providing technical guidance and operational support to branch leaders and staff.
• Responsible for hiring and retaining quality talented employees.
• Ensure effective branch sales meetings and activities with emphasis on asking for the member's business and building member relationships.
• Reports on sales goals, successes, and referral progress to leadership while analyzing performance trends across branches and implementing strategies to drive growth, efficiency, and consistency.
• Proactively schedules and cross-trains adequately to ensure effective branch succession and efficient branch operations.
• Manages the security and safety of assigned branches by monitoring adherence to security policies and procedures, reinforcing security awareness, and ensuring employees receive ongoing training on security protocols and robbery response procedures.
• Upholds professional,…