Manager I - Branch

About the role

USALLIANCE Financial is seeking a Branch Manager to lead the delivery of exceptional member and employee experiences. The ideal candidate will have a genuine love of helping others, a sense of urgency, and a passion for community and business outreach.

Responsibilities

• Demonstrates a strong commitment to deepening member relationships through active sales, offering the benefits and features of products and services through membership.
• Coach team to provide sales and service excellence; set sales and performance goals to align with branch and organizational goals, provide supportive training and timely review of progress.
• Maintain expert level USALLIANCE product/service knowledge, quickly communicating new products/service offerings to team to ensure member needs are met with the best solutions and the team is confident in their conversations.
• Conduct business outreach/participate in branch network events to explore new business opportunities and to enhance existing partnerships.
• Be a community ambassador of USALLIANCE by participating in local charitable events.
• Manage the security and safety of the branch, analyze and monitor security and safety policies and procedures on an ongoing basis.
• Maintain thorough knowledge of operations procedures, all applicable regulatory compliance, and USALLIANCE policies and procedures.
• Create and monitor branch budget adherence and ensure profitability by focusing on goal achievement.
• Communicate any exceptions of operational, employee or branch issues to senior management.
• Maintain Vendor Management database, ensuring documents and contracts are up to date.
• Answer questions and solve problems for members by monitoring and responding to branch questions to maintain optimal branch performance in service quality, accuracy, efficiency, and risk management, utilizing new and existing technologies to support in-line to online focus.
• Aid existing and potential members by providing exceptional service and information in a pleasant, professional, and efficient manner via in-person, inbound & outbound calls, electronic communications (email, fax, web chat).
• Handle all member escalations in a timely manner.
• Ensure CRM tool is being utilized appropriately and consistently.
• Obtain Notary within first year in position. Obtain Medallion Signature Guarantor Certification within 6 months in position.
• Practice Servant Leadership at all times.
• Travel to all branch locations as needed for support, coverage, training and other business needs.
• Lead team to ensure assigned sales & strategic goals remain a top priority.
• Demonstrate expert level knowledge of Credit Union products & services, policies and procedures during member and employee interactions through all communication platforms, including direct contact and both in and outbound calls.
• Maintain a highly engaged and well-trained branch team, maintaining effective employee relations.
• Manage, motivate, and lead branch staff using observations, action plans, development plans, and monthly 1:1.
• Note employee accomplishments and performance issues on timelines.
• Complete employee performance evaluations on time.
• Support hiring efforts of qualified applicants.
• Approve and monitor timecards including PTO, overtime.
• Schedule staff to ensure sufficient coverage and minimal OT.
• Responsible for regular and predictable attendance including punctuality.

Requirements

• High school diploma or equivalent required; bachelor’s degree strongly preferred.
• 5 years of financial service industry experience with a minimum of 3 years in a supervisory or management role.
• Proven leadership abilities.
• Strong sales background.
• Aptitude to comprehend numbers & calculations.
• Bilingual (English/Spanish) is a plus.

Qualifications

• High school diploma or equivalent required; bachelor’s degree strongly preferred.
• 5 years of financial service industry experience with a minimum of 3 years in a supervisory or management role.
• Proven leadership abilities.
• Strong sales background.
• Aptitude to comprehend numbers & calculations.
• Bilingual (English/Spanish) is a plus.

Skills

• Excellent communication skills.
• Customer service orientation.
• Attention to detail.
• Collaboration, communication, and project management skills.
• Expert level knowledge of Credit Union products & services, policies and procedures.
• Ability to manage multiple priorities.
• Positive “can do” attitude and high energy level.

Benefits

• Competitive salary and benefits package including 401K with 6% match.
• Paid Time Off, Wellness Time & Paid Federal holidays.
• Opportunities for professional development and career growth with exposure to mentorship from the executive team.
• A collaborative and inclusive work environment.
• A High Performance Culture that specializes in training to sharpen and expand skills brought to USALLIANCE.

Pay

The base salary range for this position is $73,979.75 - $77,150.00, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus.

Schedule

Regular and predictable attendance including punctuality is required.

Equal Opportunity Employer

USALLIANCE Federal Credit Union is an Equal Opportunity Employer. This job description is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This job description may be modified at any time, for any reason, at the sole discretion of management. At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the job description before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States. It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability. In the spirit of pay transparency, we are excited to share the base salary range for this position is $73,979.75 - $77,150.00, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package. All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.