Branch Manager II

Responsibilities

• Responsible for leadership and supervision of both direct and indirect financial center team members to achieve all key performance indicators.
• Leads performance management activities, directing the development of action plans and holding staff accountable to individual and team goals; actively participates in observations and coaches staff to meet the expectations of their role and deliver the highest quality of member service possible.
• Encourages and inspires team unity, commitment, and trust, creating a positive, engaged team who strives to do their best every day.
• Maintains and updates operating processes for efficient operation of the branch. Accountable for non-interest expense management within annual budget.
• Participates in strategic business planning, goal setting and budget process. Mindful of strategic initiatives when making decisions, possesses the knowledge and capability to lead and support areas of responsibility.
• Collaborates with cross-functional teams to build relationships and achieve production and service goals.
• Facilitates consistent communication, as well as department meetings, to disseminate vision, pertinent information and discuss operations methods and opportunities.
• Ensures that the facility is properly maintained, all equipment works properly and appearance meets WECU standards.
• May serve as Interim Director, District Manager in their absence or unforeseen vacancy.
• Engages members to understand their financial needs, recommend and bundle appropriate WECU products, and build long-term relationships by delivering value, meeting sales goals, and maintaining strong product knowledge.
• Delivers exceptional member service by providing clear, personalized financial guidance and effectively resolving concerns – making service decisions and adjustments as needed to ensure a positive experience, strong loyalty, and continued trust in WECU.
• Always understands and complies with branch security procedures.
• Exercises authority level and decision-making skills to employ sound judgment, maintaining knowledge of and adhering to all accuracy standards described in internal and external policies and procedures.
• Follows WECU’s policies and all applicable laws and regulations.

Qualifications

• High school diploma or general education degree (GED); plus, eight or more years’ related experience and/or training or equivalent combination of higher education and experience.
• Relevant experience in a credit union or other financial institution preferred.
• Excellent oral and written communication skills required.
• Skilled in software used in credit union such as Microsoft Word, Excel, Outlook, and DNA.
• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
• Bi-lingual Spanish a plus.
• Licensed Notary Public or able to acquire within six months in role.
• STAMP certified representative or able to acquire within six months in role.

About WECU

WECU is a not-for-profit financial cooperative where members are encouraged to save and borrow responsibly at fair and competitive rates. Headquartered in Bellingham, WA, WECU has over 160,000 members and over $3.0 billion in assets. It is WECU's mission to make a meaningful difference in the lives of our members. We strive to treat both members and staff with honesty and integrity and to be a socially responsible part of our community. WECU also endeavors to be an employer of choice. WECU policy prohibits discrimination based on race, color, religion, creed, sex, gender, sexual orientation, gender identity, marital status, age, national origin, or ancestry, physical or mental disability, veteran status, genetic characteristics or information, or any other consideration made unlawful by federal, state, or local laws. WECU participates in the federal E-Verify program to confirm the identity and employment authorization of all new hires.