Jobs · Business Development · Wisconsin

Branch Manager 1

Summit Credit Union · Middleton, WI · 1 mo ago
On-siteBusiness DevelopmentFull-time

About the role

As a Branch Manager at Summit Credit Union, you will lead a dedicated team in delivering a differentiated member experience, driving branch performance, developing talent, and strengthening relationships in the communities we serve.

Responsibilities

  • Lead the Branch Experience
  • Guide and direct the daily operations of the branch to ensure efficient, compliant, and high-quality service that delights members at every interaction.
  • Grow Member Relationships
  • Develop and monitor proactive tactics that deepen member relationships and contribute to branch growth and long-term success.
  • Coach & Develop Talent
  • Champion employee development by coaching, supporting, and engaging team members to achieve their goals today—while preparing for future careers at Summit.
  • Drive Performance & Results
  • Lead your team to effective sales outcomes and service excellence while aligning with branch goals and credit union expectations.
  • Ensure Operational Excellence
  • Maintain compliance with credit union policies, industry regulations, and operational standards—using sound judgment to resolve day-to-day and complex challenges.
  • Foster a Positive Team Culture
  • Create a work environment that encourages teamwork, critical thinking, learning, accountability, and fun.
  • Contribute Beyond Your Branch
  • Support the broader branch network by providing leadership, sharing subject matter expertise, and owning assigned network-level business processes or projects.

Requirements

  • Associate’s degree or equivalent relevant professional experience.
  • 3+ years of experience in a retail or financial services organization, including at least 1 year of management experience.
  • Ability to obtain and maintain a Nationwide Mortgage Licensing System (NMLS) number.
  • Strong interpersonal and communication skills with a professional, member-focused approach.
  • Solid understanding of financial principles, branch operations, and common financial products and services.
  • Proven ability to lead individuals and teams toward high performance and goal achievement.
  • Adaptability and sound judgment to solve unique and in-depth problems within established guidelines.
  • Active listening skills with a thoughtful, solutions-oriented mindset.
  • Able to build rapport and communicate proactively with members and non-members.
  • Strong attention to detail with consistent follow-up and follow-through.
  • Working knowledge of Microsoft Office Suite.
  • Basic math skills and the ability to understand more complex financial concepts.

Qualifications

  • Ability to obtain and maintain a Nationwide Mortgage Licensing System (NMLS) number.
  • Strong interpersonal and communication skills with a professional, member-focused approach.
  • Solid understanding of financial principles, branch operations, and common financial products and services.
  • Proven ability to lead individuals and teams toward high performance and goal achievement.
  • Adaptability and sound judgment to solve unique and in-depth problems within established guidelines.
  • Active listening skills with a thoughtful, solutions-oriented mindset.
  • Able to build rapport and communicate proactively with members and non-members.
  • Strong attention to detail with consistent follow-up and follow-through.
  • Working knowledge of Microsoft Office Suite.
  • Basic math skills and the ability to understand more complex financial concepts.

Skills

  • Leadership
  • Teamwork
  • Communication
  • Financial Management
  • Customer Service
  • Problem Solving
  • Adaptability
  • Attention to Detail

Benefits

  • Competitive health insurance options
  • 401(k) with employer match
  • Generous paid time off and paid holidays
  • Opportunities for professional growth and career development
  • A supportive, inclusive, people-first culture
  • Meaningful work that makes a real impact in our communities

Pay

Salary range: $65,000 - $85,000 annually.

Schedule

Full-time position with Saturday hours required.

Additional Information

Physical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk, and sit, and use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift, push, pull, and/or carry up to 40 pounds.

Environmental / Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting.

Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone.

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