Branch Manager

Positions Supervised

Assistant Manager (when applicable), Senior Personal Service Counselor, Personal Service Counselor

Exempt

The Branch Manager leads the overall performance and day-to-day operations of the branch, with accountability for member experience, Team Member development, sales results, operational soundness, and risk management. This role sets clear expectations, develops Team Members, and ensures the branch operates safely, efficiently, and in alignment with Credit Union policies and regulatory requirements. The Branch Manager represents Together Credit Union in the community and brings our Core Values to life through a member-focused, Team Member-centered approach.

• Leads the branch team to achieve or exceed branch performance goals by setting clear expectations and maintaining high standards of member service
• Evaluates branch performance, identifies trends or challenges, and adjusts strategies to improve results and profitability
• Oversees daily branch operations to ensure a safe, secure, and well-run environment aligned with Credit Union policies and regulatory requirements
• Coaches, develops, and supports Team Members to strengthen performance, build confidence, and meet individual and branch goals
• Partners with People Operations in the selection, hiring, onboarding, and development of branch Team Members
• Leads and reinforces effective, needs-based conversations with members to ensure products and services align with member goals
• Collaborates with cross-functional partners to support member growth, promotions, and branch initiatives
• Represents the Credit Union in the community by participating in events and building relationships that support brand awareness and local engagement
• Manages branch scheduling, reporting, audits, and required meetings to support operational consistency and risk awareness
• Develops and manages the branch budget, monitoring expenses and addressing variances as needed
• Maintains a working understanding of branch roles and steps into support frontline needs during high-volume or staffing situations
• Upholds all applicable laws and regulations and proactively supports practices that protect the Credit Union from fraud and loss

An equivalent combination of education, training, and experience will be considered.

• High school diploma or equivalent
• 5+ years of experience in a service-oriented environment (financial services, retail, hospitality, call center, or similar)
• 1+ year of direct leadership experience (supervisory) or 2+ years of indirect leadership experience

• 2+ years of direct leadership (supervisory) or 3+ years of indirect leadership experience

A representation of the knowledge, skills, and abilities necessary to perform this job competently.

• Ability to lead and influence others through clear expectations, coaching, accountability, and sound judgment
• Strong interpersonal and communication skills, with the ability to build trust and work effectively with Team Members, members, and business partners
• Ability to balance competing priorities while maintaining focus on service quality, results, and risk awareness
• Ability to analyze information, identify trends or concerns, and independently resolve issues using sound judgment
• Adaptability and resilience when navigating change, ambiguity, or shifting business needs
• Professional presence and emotional intelligence when handling sensitive situations, feedback conversations, or performance concerns
• Ability to influence outcomes through effective sales conversations, including identifying needs and making appropriate product or service recommendations
• Proficiency with common business technology and systems, such as Microsoft Office, used to support communication, reporting, and daily operations

• Onsite work environment; requires regular use of online tools, systems, and collaboration platforms
• Frequent interaction with members and Team Members in a fast-paced service-oriented setting
• Occasional travel to…