Manager Retail Branch

Position Summary

Responsible for leading, directing, and mentoring sales and service teams to achieve branch outcomes. Leads business development goals and objectives, staffing levels, schedule, and performance standards. Embraces and works to achieve the mission and values of the organization. Performs other special projects and assignments as may be directed and delegated by the Director Retail Branches.

At Green State, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.

Monday - Friday 8:15 am to 5:15 pm. Rotating Saturdays 8:45 am to 12:15 pm.

Salary range for this position is $82,321.72 - $96,243.68 with a progressive benefit package.

• Oversees and manages retail branch banking offices, which include sales, service and operations. Includes managing branch staff with functions such as HR, audit, facilities, training and project assignments with the region.
• Implements plan (routines, tactics, strategies) to support achievement of goals and reinforces policies and procedures to comply with fundamental business and credit priorities of the credit union.
• Demonstrates teamwork in all interactions with co-workers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Participates in community and business functions/groups to ensure a positive image for the credit union within the designated marketplace.
• Responsible for efficient operations through continued assessment and improvements.
• Responsible for ensuring that all Credit Union policies, procedures are performed consistently with Board and management guidelines including office equipment and facilities upkeep.
• Monitors and reports as requested branch activities in key performance areas.
• Develops and recommends annual branch performance targets in both team and individual expectations.
• Coaches the branches to achieve business development activities including outside networking, in‑branch selling, outbound phone selling skills and targeted branch correspondence. Coaches to maximize these activities to branch loan and deposit goals as well as referrals to our branch partners (Mortgage, Commercial, Wealth Management and Insurance) and other services available to our membership.
• Creates, trains/develops and coaches a successful sales & service team by holding employees accountable for performance, rewarding/recognizing achievement of sales and service goals and retaining top talent.
• Conducts periodic sales and service performance reviews with branch staff. Monitors branch activities and results to ensure branch and employee success.
• Prepares and conducts performance evaluations, prepares documentation for retention in personnel files. Working with HR, recommends and implements disciplinary actions and appropriate staff counseling within the department as needed.
• Co‑ordinates, tracks and monitors daily scheduling within those that report directly to this position including overtime, leave of absences, and prepares periodic tracking reports for the Human Resources department.
• Meets attendance standards to perform job functions including physical presence to provide team oversight, coordination of work, and ongoing feedback.
• Promotes the professional development of branch staff through individual and group training.
• Human Resources responsibilities for personnel supervised including hiring, termination, performance review, salary recommendation, and other personnel issues. Establishes performance goals and assesses annual performance branch staffing requirements.
• Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events on an…