Jobs · Business Development · Wisconsin

Branch Manager

Summit Credit Union · Franklin, WI · 1 wk ago
On-siteBusiness DevelopmentFull-time

About the role

Lead, coach, and develop a high-performing team. Champion exceptional member service and personalized financial guidance. Oversee daily operations to ensure accuracy, safety, and efficiency. Drive branch performance through sales, service, and community engagement. Represent Summit at local events and strengthen community partnerships.

Responsibilities

  • Lead, coach, and develop a high-performing team.
  • Champion exceptional member service and personalized financial guidance.
  • Oversee daily operations to ensure accuracy, safety, and efficiency.
  • Drive branch performance through sales, service, and community engagement.
  • Represent Summit at local events and strengthen community partnerships.

Requirements

  • Associate degree or equivalent relevant professional experience.
  • 3+ years in retail or financial services, including at least 1 year of management experience.
  • Ability to obtain and maintain an NMLS number.
  • Strong interpersonal and communication skills with a professional presence.
  • Solid understanding of financial principles, branch operations, and common financial products and services.
  • Proven ability to lead individuals and teams toward high performance and organizational goals.
  • Sound judgment and adaptability in solving day-to-day, unique challenges.
  • Active listening skills and a thoughtful approach to resolving complex situations.
  • Ability to build rapport, communicate proactively, and foster strong member relationships.
  • High attention to detail, accuracy, and accountability in follow-up and follow-through.
  • Working knowledge of Microsoft Office Suite.
  • Basic math proficiency and the ability to understand more complex financial concepts.

Qualifications

  • Ability to obtain and maintain an NMLS number.
  • Strong interpersonal and communication skills with a professional presence.
  • Solid understanding of financial principles, branch operations, and common financial products and services.
  • Proven ability to lead individuals and teams toward high performance and organizational goals.
  • Sound judgment and adaptability in solving day-to-day, unique challenges.
  • Active listening skills and a thoughtful approach to resolving complex situations.
  • Ability to build rapport, communicate proactively, and foster strong member relationships.
  • High attention to detail, accuracy, and accountability in follow-up and follow-through.
  • Working knowledge of Microsoft Office Suite.
  • Basic math proficiency and the ability to understand more complex financial concepts.

Skills

  • Leadership
  • Team Management
  • Financial Services
  • Member Service
  • Branch Operations
  • Personalized Financial Guidance
  • Community Engagement

Benefits

  • Excellent health insurance options
  • 401(k) with employer match
  • Generous paid time off
  • Paid holidays
  • Wellness-focused benefits
  • Opportunities for professional growth and leadership development
  • A people-first culture that values inclusion, purpose, and impact

Pay

Competitive salary commensurate with experience.

Schedule

Saturday hours required.

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

EEO Statement

At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union.

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