Branch Manager

At Financial Plus Credit Union (FPCU) – 'The Place where it’s Possible,' we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it’s about fostering connections and making a positive impact. Join us in an environment that prioritizes wellness, encourages continuous learning, and opens doors to personal and professional growth.

About the role

Manages and influences the profitability of the assigned branch with a focus on building member relationships. Expands the sales culture, provides leadership, and directs branch staff activities to achieve sales goals. Utilizes a consultative sales approach, conducts on-site business visits, and ensures compliance with all policies and procedures while promoting high morale and team spirit.

Responsibilities

• Serves as a sales leader; communicates sales philosophy, conducts weekly sales meetings, and ensures the branch meets or exceeds sales goals.
• Reviews sales objectives with staff, monitors performance, coaches on quality and accuracy, and provides positive reinforcement and recognition.
• Oversees staff hiring, scheduling, training, and development; identifies corrective actions for substandard performance and works with HR on disciplinary actions, including discharge if warranted.
• Communicates frequently with staff through one-on-one sessions, meetings, and emails; addresses and resolves employee complaints and conflicts.
• Attends salary staff meetings, participates in discussions, and suggests improvements for branch effectiveness and efficiency.
• Ensures branch consumer loan applications and closings follow established policies and procedures.
• Works with the Marketing Department to gain visibility through community relations events.
• Participates in the implementation and testing of technological enhancements, including system upgrades and electronic delivery channels.
• Resolves high-level member inquiries and escalates complaints to the SVP of People & Retail Delivery if necessary.
• Supervises branch audits and recommends operational changes as needed.
• Ensures branch compliance with all regulations and security procedures, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls.
• Opens and closes the branch facility, participates in Saturday and holiday rotations, and monitors security devices.
• Coordinates maintenance for the building, grounds, furniture, fixtures, and equipment.
• Performs other duties as assigned.

Requirements

• Three to five years of progressive management experience in the financial industry with proven results.
• Bachelor’s degree in Sales, Marketing, Finance, or Business is a plus.
• Sales and service skills, along with planning, organizational, analytical, leadership, presentation, and problem-solving abilities.
• Strong attention to detail and accuracy.
• Ability to adhere to internal policies and external regulations set forth by the NCUA.
• Adaptability to change and commitment to service standards.
• Excellent written and oral communication skills.
• Proficiency in Microsoft Outlook, Word, and Excel.

Skills

• High level of trust, diplomacy, courtesy, and tact in interactions with staff, members, and external contacts.
• Ability to communicate effectively with the Board of Directors, members, vendors, auditors, attorneys, law enforcement, and business associations.
• Ability to work extended hours to achieve organizational or sales goals.
• Quick learner of core processing systems (e.g., Symitar) and general business software.
• Professional image and courteous communication with members and colleagues.
• Logical thinking and problem-solving skills, including data collection and analysis.

Certifications & Licenses

• Must be bondable.
• Internal annual compliance testing required.

Physical Demands & Work Environment

• Sedentary work; sitting most of the time with occasional exertion of 10+ pounds of force.
• Professional work environment with typically moderate noise levels.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a complete statement of all duties and responsibilities comprising this position.