Branch Manager I

About the role

The Branch Manager is responsible for overseeing the daily operations and overall performance of the assigned branch, ensuring a high level of service for current and potential Credit Union members. Reporting to the Regional Branch Manager, the Branch Manager leads the branch team to meet organizational goals while maintaining operational efficiency. This includes overseeing branch staff, ensuring adherence to policies and procedures, handling escalated member issues, and fostering a positive environment for both members and staff.

Responsibilities

• Lead daily branch operations, ensuring the delivery of consistent, high-quality service to members.
• Supervise, coach, and support branch staff, including assisting with hiring, training, and cross-training team members.
• Assist in developing and implementing branch goals, performance metrics, and improvement strategies.
• Provide ongoing leadership, guidance, and motivation to ensure staff members are engaged, productive, and aligned with organizational goals.
• Handle day-to-day administrative duties, including scheduling, reporting, and coordinating departmental projects.
• Open and close the branch as necessary, ensuring proper procedures and security protocols are followed.
• Serve as the primary point of contact for both members and staff, addressing inquiries and concerns efficiently and professionally.
• Oversee the resolution of complex member issues, providing solutions or directing concerns to the appropriate team member or department.
• Act as the primary liaison between the Credit Union and strategic alliance partners, business partners, and vendors.
• Establish and achieve monthly, quarterly, and annual branch goals, including service, sales, and operational objectives.
• Monitor branch financials, including deposits, withdrawals, loan applications, and other financial transactions, ensuring accuracy and efficiency.
• Analyze branch performance reports, identify opportunities for improvement, and implement strategies to enhance service delivery and branch profitability.
• Actively promote and cross-sell Credit Union products and services to members, identifying opportunities to meet their financial needs.

Requirements

• Required Education: High school diploma or equivalent required.
• Required Experience: Proven experience in banking, financial services, or customer service.
• Preferred Experience: At least 5 years of experience in banking or financial services, with a minimum of 2 years in a supervisory or management role.

Skills

• Ability to adhere to BayPort Credit Union’s Core Values