Branch Manager

Essential Functions & Responsibilities

• Manage and lead an effective sales process while supporting excellent member service (35%).
• Open new accounts and submit loans for processing and decisioning; communicate disposition to member (25%).
• Monitor all office activity for compliance with applicable regulations and adherence to organizational policy and procedures regarding branch security, transactions, loans, errors, new accounts, and documents prepared by subordinate personnel (15%).
• Train new branch personnel; prepare work schedules; monitor performance and ensure that employees are meeting or exceeding goals (10%).
• Manage the branch in the absence of the Vice President Branch Manager (10%).
• Perform other job‑related duties as assigned (5%).

Performance Measurements

• Compliance with government and other regulations affecting the credit union industry, including OFAC and the Bank Secrecy Act.
• Meeting or exceeding performance expectations as described in the Essential Functions & Responsibilities.
• Refer to the Annual Performance Goal document for additional performance metrics.

Knowledge and Skills

• Experience: Three to five years of similar or related experience.
• Education: One of the following:
  • A two‑year college degree, or
  • Completion of a specialized certification or licensing, or
  • Completion of specialized training courses conducted by vendors, or
  • Job‑specific skills acquired through an apprenticeship program.
• Interpersonal Skills: Extensive personal contact with members; ability to motivate, influence, and train others; ability to foster relationships with external entities and sell ideas or services.
• Other Skills:
  • Proficiency with keyboard, computer, calculator, fax machine, copier, and telephone.
  • Ability to read and understand financial statements, contracts, applications, computer printouts, manuals, and related materials.
  • Competence in Microsoft Word and Excel.

Physical Requirements

The employee is regularly required to sit, use hands to operate controls, and talk or hear. Occasionally required to stand, walk, reach with hands and arms, and stoop or kneel. Must occasionally lift or move up to 10 pounds. Vision requirements include close vision and the ability to adjust focus. Reasonable accommodations may be made for individuals with disabilities.

Work Environment

Work is performed indoors in an office setting with normal exposure to safety and health hazards. The noise level is usually moderate. The role may periodically require travel to other, similar sites.

Schedule

Monday – Friday; some Saturdays. All team members are required to work one half‑day Saturday per month. Operational hours may vary by location.

Benefits

• Medical, Dental, Vision & Life Insurance
• 401(k) with company match
• Paid Time Off & Recognized Holidays
• Paid Parental Leave
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Discounts Program (Travel, Tickets, Food & Grocery, & more)
• Volunteer Hours
• Potential Signing Bonus for qualified candidates