Branch Manager 1 - Downtown Branch

About the role

With the goal of enhancing lives, fulfilling dreams, and building communities, the Branch Manager I plays a key role in leading branch operations, sales, and team development. This position is designed as an entry-level leadership role within Retail Experience. The Branch Manager I is responsible for managing day-to-day operations of the branch, ensuring service excellence, and coaching employees to achieve performance goals. This role focuses on developing leadership capabilities, fostering team collaboration, and building foundational knowledge in operational management, member experience, and business development. Branch Managers operate as small business owners of their locations—understanding resource allocation, financial performance, and community engagement. They serve as relationship advisors for members, driving the experience delivered in the branch and aligning daily activities with Numerica’s mission and strategic goals.

Responsibilities

• Lead and support the branch team in achieving sales goals and delivering exceptional member experiences.
• Act as a relationship advisor, identifying member needs and recommending appropriate products and services.
• Coach team members on consultative sales techniques and relationship-building strategies.
• Develop and execute branch-level sales plans and community engagement strategies to increase member loyalty and growth.
• Analyze branch performance data to track progress and identify opportunities for improvement.
• Serve as the branch sales expert, ensuring compliance, accuracy, and efficiency in daily activities.
• Oversee cash management, audit readiness, and adherence to operational policies and procedures.
• Resolve escalated member issues, ensuring timely and effective resolution aligned with Numerica’s standards.
• Ensure branch systems, controls, and reporting are maintained accurately and within compliance guidelines.
• Partner with Retail Operations and other departments to maintain strong operational performance and consistency across the organization.
• Drive the member experience by ensuring all interactions align with Numerica’s CARES Principles and service standards.
• Actively engage with members and the community to build meaningful relationships and increase brand visibility.
• Ensure staff are equipped with the knowledge and tools to deliver accurate information and effective solutions to members.
• Provide guidance to team members in resolving complex member needs, including lending, deposits, and account servicing.
• Support initiatives that enhance member engagement and promote long-term relationships.
• Foster a positive, inclusive, and high-performing team culture through consistent coaching and feedback.
• Develop and mentor employees by identifying strengths, providing development opportunities, and setting clear performance expectations.
• Partner across departments such as Retail Operations, Lending, HR, and Risk to ensure operational alignment and collaboration.
• Strong resource management, balancing staffing, scheduling, and workload to meet member and business needs.
• Model Numerica’s values through professional behavior, consistent communication, and community involvement.
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions: Connect – Create meaningful relationships; Ask – Be intentionally curious; Resolve – Actively seek solutions; Elevate – Never stop improving; Strengthen – Be the difference.
• Supervises Assistant Branch Manager and up to 8 other teammates.
• Carries out supervisory responsibilities in accordance with organizational policies and applicable laws.
• Provides day-to-day supervision of staff, including onboarding, training, work assignment, and performance feedback.
• Supports a positive team environment through consistent coaching and timely issue resolution.
• Consistent leadership and operational management proficiency.
• Meets or exceeds branch sales, service, and operational performance goals.
• Provides effective coaching and development to team members with measurable results.
• Maintains operational compliance and high audit performance.
• Readiness for advanced leadership responsibilities through accountability, initiative, and results.

Requirements

• High school diploma or equivalent (GED).
• Four or more years of financial services or retail banking experience.
• One to two years of leadership, supervisory, or coaching preferred.
• Ability to manage operations, develop staff, and achieve goals.

Qualifications

• Preferred Associate or bachelor’s degree in Business