Branch Manager

UNIFY Financial Credit Union – Branch Manager

UNIFY Financial Credit Union is one of the nation’s largest credit unions, known for innovation, financial soundness, and growth orientation. At UNIFY, team members work together to provide superior service to our members. #hiring.

Already a UNIFY Team Member? Apply with your UNIFY email to be tagged as an internal candidate.

Branch Manager – Role

As a UNIFY Branch Manager, you’ll help UNIFY’s credit union members safeguard their assets! You matter and are supported because your success is integral to the overall success of the team and the experience of our members.

• Manage your time to maintain new relationships within the branch and location
• Connect and maintain relationships with key influencers
• Develop additional business through memberships
• Fulfill all obligations of the designated branch
• Understand, acknowledge, and adapt to changes within the branch and organization
• Resolve member issues regarding existing financial products (checking, savings, credit cards, loans, etc.)
• Provide solutions based on training and available resources
• Give presentations to small and large groups
• Work within various platforms
• Flexibility to partner with SEG to attend and participate in events (onsite or off site)
• Build a team environment that is representative of UNIFY FCU and the SEG partnership

• Competitive pay $39.71
• Extensive job‑preparedness training
• A leadership team committed to you and your branch's success
• A culture of inclusivity, belonging, and fairness
• Health benefits, PTO, tuition reimbursement, 401(k), and health and wellness incentives
• Bilingual and weekend hourly pay differential, where applicable

• Compassion to engage the community and promote UNIFY FCU
• Passion for helping people and an empathetic ear to our teams’ and member’s needs
• Willingness to educate members on multiple requested topics
• Ability to build relationships with credit union members and teammates
• Keep open communication with team members, leadership, and key stakeholders
• Willingness to work at all branch levels
• Driven to make outbound follow-up calls to credit union members
  
  Ability to pivot in daily tasks, procedures, and workspace
• High school diploma or equivalent
• 5 years of related banking experience in a financial institution; credit union preferred

UNIFY Financial Credit Union is one of the nation’s largest credit unions, known for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. Our team works together to strive toward a common goal: providing superior service to our members. We encourage all team members to challenge themselves and their teammates to work smarter and be more successful.

• Supervises and performs functions as needed of branch staff, including teller, new accounts, and lending duties, within policies and procedures and security measures
• Ensures application of and compliance with established operating policies and procedures, reviewing updates with staff
• Assists in establishing branch goals and sales objectives, initiates actions to achieve the goals, ensures team members are trained and held accountable, monitors branch operating and sales results
• Solves issues within the branch related to member, team member, and operational issues
• Promotes excellent member and public relations by interacting with sponsor employer groups (SEGs), maintaining contacts, and developing relationships through prospecting and cross‑selling
• Establishes, facilitates, and maintains proactive communications with the Regional Branch Manager, other departments, and branches
• Attends scheduled management meetings
• Assists in formulation/execution of Credit Union policies, objectives, programs, and promotions
• Ensures satisfactory branch audits, including cash and negotiable items, security, and operational processes
• Oversees balancing activities, maintains control of vault combinations and alarm security codes, recommends changes as necessary
• Ensures branch facility, equipment, and software are up to date and ready to serve the membership; contacts appropriate parties for…