Branch Manager

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

About the role

The Branch Manager serves as the primary sales leader and business driver for their branch, directly responsible for achieving results through the growth and development of their team. This role focuses on meeting and exceeding sales, service, and operational performance goals while fostering a results-driven culture. The Branch Manager must actively lead by example, coach their team to success, and hold individuals accountable for their contributions to the branch’s overall success. Additionally, the Branch Manager oversees daily branch operations to ensure efficiency and compliance while serving as a community ambassador to strengthen local relationships and drive business development.

Responsibilities

• Works purposefully and is driven to provide the best team member experience.
• Exhibits Wellby Core Values every day.
• Actively creates a culture of accountability, excellence, and results-driven collaboration.
• Leads the branch in achieving or exceeding sales goals, including checking accounts, new memberships, lending, real estate referrals, and wealth management referrals.
• Develops and executes actionable strategies to meet or exceed sales, service, and operational goals. Ensures the team is aligned and equipped to achieve desired results.
• Champions exceptional member service by ensuring team members engage members effectively and identify financial needs to deliver tailored solutions.
• Tracks and analyzes branch performance metrics, identifying opportunities for growth and creating action plans to address underperformance.
• Drives member adoption of digital banking tools, including online banking, mobile applications, and eStatements, to improve efficiency and engagement.
• Ensures team members follow a relationship-building process, including engaging, discovering needs, recommending solutions, and following up with members.
• Conducts outbound calls and initiatives to deepen existing member relationships and attract new business.
• Identifies and implements opportunities to improve operational processes, enhancing efficiency and member satisfaction.
• Conducts regular team meetings to align with goals, share best practices, and address challenges.
• Identifies training needs for team members, supporting their development through workshops, role-playing exercises, and training programs.
• Represents Wellby in the community by participating in events, building partnerships, and enhancing the organization’s local presence.
• Actively demonstrates best practices in sales, service, and operational excellence to inspire and guide team members.
• Develops and executes plans to drive branch growth, align with Wellby’s strategic priorities, and achieve budget goals.
• Collaborates with Financial Advisors, Real Estate Partners, and other key business partners to develop and execute strategies that drive branch growth and member engagement.
• Performs other duties as assigned.

Branch Management

• Cultivates a positive, inclusive, and high-performing branch culture where team members feel supported and motivated to succeed.
• Spends time actively coaching team members on the floor, observing member interactions, and providing real-time feedback and support.
• Conducts regular one-on-one coaching sessions to address performance gaps, develop skills, and reinforce strengths.
• Shares regular performance feedback, including recognition for achievements and actionable plans for improvement.
• Holds team members accountable for meeting individual and branch goals.
• Ensures branch operations comply with all policies, procedures, security requirements, regulations, and ethical business practices.
• Manages operational aspects, including vault control, dual-control access, and approvals for increased authority limits.
• Recruits, hires, and trains qualified candidates for branch roles, focusing on their long-term development and potential.
• Addresses and resolves conflicts promptly and professionally, ensuring consistency with Wellby’s standards and practices.
• Promotes and upholds a culture where member needs are consistently prioritized, and service excellence is a branch standard.

Requirements

• Bachelor’s degree in finance, business development, or related field.
• Minimum five (5) years of retail banking experience.
• Minimum three (3) years of leadership experience.
• Demonstrated sales experience in a financial services, banking, or retail environment.
• Teller, personal banking, escalation management, and vault management experience recommended.
• Bondable.

Skills

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of general office practices and procedures, business English, spelling, punctuation, and arithmetic.
• Knowledge of retail product philosophy, banking industry best practices, and regulations.
• Knowledge of all branch functions, including Teller, Member Service, and Loan Origination.
• Proficiency in utilizing Microsoft Office Suite products or related software.
• Knowledge of digital banking tools and platforms to support member adoption and usage, including online banking, mobile applications, and eStatements.
• Knowledge of local, state, and federal laws and regulations, including banking, financial, or industry-specific regulations (e.g., NCUA, FDIC, OFAC, FINRA, anti-money laundering laws).
• Skilled in leading sales-focused teams, leveraging data insights to develop and execute strategies that drive performance while coaching team members on consultative selling, cross-selling, and relationship-building techniques.
• Skilled in demonstrating a member-first mindset by modeling and coaching exceptional service behaviors to support a high-performing team environment.
• Skilled in providing actionable feedback and creating tailored coaching plans to support individual development and team growth.
• Skilled in analyzing performance metrics to identify trends, assess progress, and create actionable improvement plans.
• Ability to communicate information and ideas clearly so others will understand.
• Ability to influence and engage direct and indirect reports and peers.
• Ability to work effectively across organizational departments and functions to achieve strategic goals.
• Ability to work in a fast-paced team environment with exceptional customer service skills.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to motivate others and work in a large cross-functional team dynamic.
• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
• Ability to coordinate several concurrent activities simultaneously.
• Ability to adapt quickly to a changing environment and be a strong decision-maker.
• Ability to exercise independent judgment.

Supervisory Responsibilities

The team member has supervisory responsibilities.

Complexity & Scope of Work

• The team member ensures policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
• Performs routine and generally related tasks without supervisory direction.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
• Courses of action are determined by established procedures and/or the Director of Retail Experience District.
• The team member’s work is reviewed periodically for accuracy, completion, and compliance with policy and procedures.
• Uses independent judgment in making decisions.

Physical Demands & Work Environment

• Frequently remains stationary 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.
• Must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
• Must be able to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts of an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Schedule

This is a full-time, salaried (exempt) role.