Branch Manager

Description

Position Summary

The Branch Manager I is responsible for the overall management and success of the branch, ensuring efficient operations, strong financial performance, regulatory compliance, and exceptional member service. This role involves leading and developing a motivated, well-trained staff, fostering a positive work environment, and implementing strategies to drive branch growth and community impact. The Branch Manager I reports directly to the Branch Manager II for guidance, oversight, and performance alignment.

Essential Duties and Responsibilities

Leadership & Employee Management

• Adhere to the management code of conduct, setting a positive example for staff.
• Maintain a highly motivated and well-trained team, fostering strong employee relations.
• Monitor branch operations to ensure a professional and consistent approach to service.
• Evaluate job performance, ensuring quality work and exceptional member service.
• Take ownership of the branch schedule and staffing, ensuring adequate coverage to meet business needs and minimizing the use of rovers by utilizing branch staff when possible.
• Approve leave requests, time off, and employee timecards.
• Promptly address employee behavior that may impact staff morale and branch culture.
• Provide ongoing training and development to enhance team capabilities.
• Work with Human Resources to interview and select candidates that best meet team needs.
• Administer coaching, check-ins, and disciplinary actions as needed to develop staff.
• Provide support to other branches as directed by the Branch Manager II.

Operations & Compliance

• Apply and uphold branch policies and procedures as directed by the Branch Manager II.
• Ensure compliance with federal regulations, National Credit Union Administration (NCUA) requirements, and other regulatory agencies including Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) standards.
• Work with staff and auditors to maintain compliance with internal controls.
• Maintain compliance with the bargaining unit contract.
• Provide feedback to the Branch Manager II on operational improvements or concerns.

Performance Monitoring & Growth

• Monitor branch and employee activity, including transactions, loan volume, teller errors, sales performance, and new accounts.
• Monitor key products and sales to ensure sound business practices and high-quality service for members.
• Implement strategies to enhance branch growth and community impact in alignment with goals set by the Branch Manager II.
• Create and maintain a cross-selling culture, training employees to identify and act on sales opportunities.
• Assist staff and members in resolving complex account problems and elevate issues to the Branch Manager II when necessary.
• Review and analyze branch-level data points to support employee effectiveness.

Security & Risk Management

• Manage the safety and security of the branch and report facility issues according to procedures.

Community Engagement

• Represent the credit union at community events to strengthen relationships and promote growth.
• Promote the credit union’s products and services to local businesses.

Self-Development

• Become proficient in all aspects of branch duties to effectively manage employees and branch operations.
• Seek out training opportunities for further development, coordinating offsite training or webinars through Human Resources to avoid duplication of efforts.
• Participate in company committees as assigned.

Perform other duties as assigned or required .

Requirements

Core Competencies

Leadership & Team Development

• Inspire, motivate, and develop employees to achieve personal and branch goals.
• Promote a positive work environment and fosters collaboration and engagement.
• Provide clear guidance, coaching, and constructive feedback.

Operational & Regulatory Expertise

• Demonstrate knowledge of branch operations, internal controls, and credit union policies.
• Ensure compliance with federal and state regulations, NCUA requirements, and internal procedures.
• Apply strong problem-solving skills to address operational challenges.

Member Service & Relationship Management

• Delivers exceptional member service and resolve complex issues efficiently.
• Build strong relationships with members, colleagues, and the community.
• Promotes products and services in alignment with business goals.

Analytical & Performance Management

• Monitor and evaluate branch and employee performance metrics.
• Use data to identify trends, areas for improvement, and growth opportunities.
• Implement strategies to achieve branch goals and maximize performance.

Communication & Interpersonal Skills

• Communicate clearly and professionally with staff, members, and stakeholders.
• Effectively manage conflict and facilitate open dialogue.
• Encourage teamwork and cooperation across the branch and organization.

Security & Risk Awareness

• Maintain vigilance over branch security, safety procedures, and risk management practices.
• Promote adherence to policies and ensure staff are trained on security protocols.

Self-Development & Continuous Learning

• Seeks opportunities for professional growth and development.
• Demonstrates adaptability and willingness to learn new processes or technologies.
• Participate in company initiatives and contribute to organizational improvement.