Branch Manager I

About the role

Manages and leads the operations and business development of a Credit Union branch(es). Coaches direct reports on their performance and develops skills to consistently deliver an exceptional member experience and deepen member relationships.

Responsibilities

• Coaches and models consistent, exceptional member experience activities and behaviors.
• Develops and trains staff through observations, feedback, and coaching.
• Evaluates the work of team members and conducts performance appraisals.
• Achieves branch growth targets and objectives through proactive activities to build relationships with members and grow new memberships.
• Leads and fosters business relationships with sponsors and/or SEGs within the field of membership in partnership with business development.
• Works closely with the business development team and additional partners to host acquisition events, make presentations, and drive new business.
• Ensures branch(es) are compliant with all policies and procedures, while constantly managing risk.
• May assist members with financial transactions including working with cash and checks and submitting and assisting with consumer loan applications and other member needs and requests.
• Maintains complete confidentiality of member, employee, and Credit Union information.
• Ability to travel to event locations for growth opportunities.

Requirements

• 3-5 years of branch leadership or other related financial services experience.
• Bachelor’s degree from an accredited college or university strongly preferred.
• Equivalent combination of education and experience may substitute for stated qualifications.

Knowledge and Skills

• Demonstrated ability to build relationships, conduct outreach, and execute sales and marketing activities.
• Persuasive, effective communication skills; ability to present products and services clearly in person and via digital channels.
• Ability to plan and execute onsite events and member acquisition activities.
• Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• Excellent customer service skills; organized follow-up and time management.

Competencies

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Initiative and self-direction.
• Ability to effectively communicate and collaborate with people at all levels.
• Sound problem-solving and decision-making ability, including the ability to prioritize.
• Ability to understand and align with core competencies: Growth Mindset, Diversity & Inclusion, Communication, Change Ready, Leadership, Responsibility, Problem Solving, Tech & Data Savvy, CU Business Acumen.

Physical Demands

• Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required.
• May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
• Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

Benefits

• Bonus/incentives for all regular employees
• 401(k) with 8% company contribution
• Medical, dental, and vision insurance for employees and dependents paid at 80%
• PTO and paid sabbaticals
• Tuition reimbursement

Pay

Salary Range: $72,734.48 - $100,009.91

This position participates in the Branch Channel Incentive Plan. Incentives are paid quarterly and are based on branch-level sales performance, membership growth, and member experience metrics. Quarterly payouts include structured dollar-based awards tied to branch goal attainment and survey performance, with additional semi-annual growth components. Incentive earnings vary based on performance and are discretionary in accordance with plan terms.