Branch Manager - Community & Relationship Leader

Key Responsibilities

• Serve as the primary ambassador of the credit union within the community.
• Develop and maintain strong relationships with members, local businesses, community leaders, and strategic partners.
• Represent the credit union at community events, networking opportunities, and local business functions.
• Identify opportunities to deepen member relationships through personalized financial solutions and referrals.
• Generate business development opportunities that contribute to membership growth, deposit growth, and lending production.
• Build referral partnerships that enhance the credit union's visibility and reputation within the market.

Member Experience & Financial Solutions

• Create a culture focused on delivering exceptional member experiences and personalized financial guidance.
• Coach employees to uncover member needs and provide meaningful financial solutions.
• Resolve complex member concerns with professionalism, empathy, and sound judgment.
• Ensure members receive proactive financial education and support that helps them achieve their goals.
• Foster long-term member relationships that strengthen loyalty and engagement.

Leadership & Team Development

• Lead, coach, and inspire a high-performing team focused on service excellence and business growth.
• Establish clear expectations and accountability measures for branch performance.
• Conduct regular performance discussions, coaching sessions, and evaluations.
• Celebrate employee achievements while fostering a culture of collaboration, ownership, and continuous improvement.
• Develop future leaders within the organization through mentorship and professional development.

• Oversee daily branch operations, ensuring efficiency, accuracy, security, and compliance.
• Develop and execute branch growth strategies aligned with organizational objectives.
• Monitor branch performance metrics and implement action plans to achieve sales, service, and growth goals.
• Manage branch expenses and resources responsibly while maintaining operational excellence.
• Ensure compliance with all policies, procedures, regulatory requirements, and security standards.
• Identify operational challenges and implement solutions that improve efficiency and member service.

Requirements

• 5+ years of financial services or retail banking experience.
• 5+ years of leadership experience with demonstrated success coaching teams and achieving performance goals.
• Proven success in relationship management, business development, sales leadership, or community engagement.
• Strong understanding of consumer and business financial products and services.
• Exceptional communication, networking, and interpersonal skills.
• Demonstrated integrity, professionalism, and commitment to service excellence.