Branch Manager

Key Responsibilities

• Own and drive production results, including consumer lending, deposits, business services, and referral performance.
• Establish and monitor sales goals, pipelines, and performance metrics to ensure achievement of financial targets.
• Analyze branch performance data and implement action plans to improve productivity, revenue growth, and member outcomes.
• Ensure effective execution of Credit Union initiatives, campaigns, and product promotions at the branch level.
• Work closely with internal partners such as Mortgage, Marketing, Business, and Investments to drive production and work together to promote KeyPoint in the community.

Business Development & Community Involvement

• Actively develop and maintain relationships with local businesses, community organizations, and partners to generate new member and business opportunities.
• Represent the Credit Union at community events, onsite employer locations, and networking opportunities, including evenings and weekends as needed.
• Identify and pursue local growth opportunities aligned with organizational strategy.
• Promote brand awareness and advocacy through consistent community presence and engagement.
• Actively participate in Chamber events and join local chambers as a member.

Sales Leadership & Member Experience

• Work closely with Assistant Manager to oversee the overall operations of the branch, holding them accountable in your absence while in the community.
• Strong product knowledge and credit union offerings inclusive of consumer and business products and services.
• Foster a sales-driven, member-focused culture that emphasizes consultative conversations and needs-based solutions.
• Cook and mentor staff to strengthen sales skills, referral behaviors, and service excellence.
• Maintain a strong focus on Net Promoter Score (NPS) and member satisfaction, driving continuous improvement in service delivery.

People Leadership & Talent Development

• Recruit, train, develop, and retain high-performing branch staff.
• Provide ongoing coaching, performance feedback, and development planning.
• Ensure appropriate staffing levels, scheduling, and coverage to meet business needs.
• Hold employees accountable for performance, compliance, and service standards.

Operational, Audit & Risk Management

• Ensure branch operations comply with all policies, procedures, and regulatory requirements.
• Maintain strong internal controls, audit readiness, and risk management practices.
• Oversee cash management, dual control, security procedures, and physical branch standards.
• Address operational issues promptly and partner with internal teams to resolve escalations.