Branch Manager

Apply for the Branch Manager role at Capital Credit Union

The Branch Manager plays a crucial role in upholding the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by overseeing and optimizing the day‑to‑day operations of a specific branch or location within the credit union. This position requires a strong combination of leadership, strategic thinking, and operational expertise to ensure the branch runs efficiently, achieves its goals, and provides exceptional customer service.

The Branch Manager is a role model in serving with HEART and in how the staff delivers HEART to the members and co‑workers. Responsible for branch building functionality and appearance, including safety and security.

• Operational Leadership
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  Lead and manage all aspects of the branch's operations, including staffing, workflow management, and resource allocation. Develop and implement operational strategies, policies, and procedures to enhance efficiency and productivity. Monitor and improve operational processes to ensure high‑quality service delivery and adherence to company standards. Take responsibility for overall branch functionality and appearance, including safety and security. Work with the Facilities Department to ensure safety and security at the branch, as needed.
• Team Management
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  Recruit, train, and develop a high‑performing team; provide ongoing coaching and performance feedback. Set clear expectations for staff and create a collaborative and motivated work environment. Manage staff schedules, workload distribution, and ensure adequate coverage to meet operational demands. Perform supervisory responsibilities such as discipline, performance appraisals, salary recommendations, and approving timecards.
• Member Experience
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  Ensure excellent service is consistently provided by the branch team. Address member inquiries, concerns, and complaints promptly and professionally. Implement initiatives to enhance the member experience and loyalty.
• Maintain working knowledge of branch positions (not including Mortgage Lender) and perform responsibilities as needed. Act as a resource for employees and managers by walking around, observing staff, coaching in the moment, and conducting monthly performance coaching with employees. Require Notary Public and Signature Guarantee certification, and continuing education as renewals occur.
• Financial Management
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  Monitor and manage branch budgets, expenses, and revenue targets. Analyze financial data and identify opportunities to increase profitability and control costs. Collaborate with finance teams to ensure accurate reporting and adherence to financial guidelines.
• Performance Analysis
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  Analyze key performance indicators (KPIs) related to branch operations such as sales, member satisfaction, and efficiency metrics. Identify trends, issues, and opportunities for improvement and develop action plans accordingly.
• Compliance and Risk Management
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  Ensure compliance with all company policies, industry regulations, and legal requirements. Mitigate risks by implementing appropriate control measures and maintaining a safe and secure environment.
• Communication and Collaboration
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  Foster effective communication within the branch and across other departments. Hold regular coaching sessions and weekly/monthly team meetings. Collaborate with other branch managers and senior leadership to share best practices and achieve organizational goals. Attend and actively participate in Credit Union meetings and programs. Encourage participation by branch staff in Credit Union-sponsored activities and events.
• Process Improvement
  :
  Continuously identify process bottlenecks and areas for improvement, then implement streamlined solutions. Stay updated on industry trends and innovative practices to drive operational excellence.

• High School Diploma or equivalent. Associate or Bachelor’s Degree in Business or related field preferred.
• Three+ years previous experience in a financial and/or leadership position preferred with a high level of knowledge of…