Branch Manager

The Branch Manager is responsible for quality member experiences within their designated branch. They oversee day to day operations in their branch including hiring and retention strategy, employee development, lending and product sales coaching, member growth and expense control. The Branch Manager is dedicated to working with the entire management team to create and sustain a culture that is filled with people who are Focused, Engaged, Trustworthy, Humbly Confident and driven to Achieve. The Branch Manager works collaboratively to assure that our team is optimally engaged and fulfilled in their work and, as a result, the member experience is superior, and goals are achieved.

Essential Job Functions

• Lead, Manage and Accountability: Committed to leading and managing in a way that creates an environment in which accountable employees thrive and non-accountable people choose to leave. Effectively uses people analyzer to find right people, right seats.
• Team Collaboration: Collaborate with the District Manager in all discussions relevant to the American 1 culture, branch operation processes and overall member experience. Participates in executing strategy for credit union’s short- and long-term goals and objectives and communicates such goals and objectives to their team.
• Focus on Purpose/Mission: Focused on credit union purpose and mission statement of creating financial wellness in our community through everyday banking.
• Accountability Measurement and Coaching: Conducts regular observation and monitors accountability to sales program and works on improvement coaching plans for the branch team. Monitors branch benchmark goals for membership, lending and product growth and coaches for success and reports to District Manager.
• Employee Recruitment and Retention: Ensures that their branch is staffed with team members that are engaged and fulfilled in their work, properly trained and receiving regular feedback on performance.
• Diversity, Equity, and Inclusion: Committed to building and supporting a culture that is inclusive for all.
• Branch Expense Control: Committed to controlling branch expenses through appropriate staffing and minimal turnover, member fee refunds, operational expenses, branch closings and more. Oversees branch scheduling to ensure appropriate coverage at peak times.
• Core Process, Policy and Procedure Review and Recommendations: Responsible for following and coaching to all core processes, policies, and procedures. Assures team is following all processes, policies, and procedures, including policies and procedures for customer identification and all BSA requirements
• Community Advocate: Serves as a representative of the credit union and is actively visible in the community in which the branch is located. Works with Community Partnerships to develop partnerships with local dealerships, companies and schools.

Competencies Required

• People Focused and Strong Communication: Empathetically seek understanding of what members and employees require and expect and use available resources, policies, and opportunities in their best interest without compromising institutional core values and core focus.
• Achiever, Initiative and Goal Driven: The employee drives for results and success, is committed to their job, sets high standards of performance, pursues aggressive goals, and works hard to achieve them, displays a high level of effort and commitment to work, and takes ownership. Apply new ways of thinking; create new ideas. Plans work and carries out tasks without detailed instructions; makes constructive suggestions; prepares for problems or opportunities in advance; undertakes additional responsibilities; responds to situations as they arise with minimal supervision; creates novel solutions to problems.
• Focused, Decision Making and Problem Solving : Has a strong sense of urgency about proactively solving problems and getting work done; gain support by collaborating effectively for ideas, proposals, projects and solutions, take initiative; make and/or facilitate decisions considering impact on others and/or the credit union; reach sound decisions and exercises good judgment based on balanced consideration of facts, priorities, and alternatives; make decisions in agreed upon time frame; take initiative to identify and resolve problems; demonstrate ability to examine existing problems/issues in new ways.
• Leadership, Management and Accountability: Demonstrate institutional responsibility, administrative skill, as well as a commitment to a vision for public service; ability to achieve positive outcomes by encouraging, supporting, coaching, developing and mentoring others. Committed to leading the company by strategically thinking about the business and managing effectively by working in the business.
• Trustworthy, Reliability and Confidentiality: Personally responsible; completes work in a timely, consistent manner; works hours necessary to complete assigned work; is regularly present and punctual; arrives prepared for work; is committed to doing the best job possible; keeps commitments. Able to keep all information obtained confidential including member, employee, and credit union information. Ensures core process, policies and procedures are followed.

Key Accountability Items:

• Lead, Manage, Accountability
• Branch hiring, coaching and evaluations
• Compliance of credit union policies and processes, sales, and service metrics
• Branch Scorecard Results
• Expense Management

Requirements:

• A minimum education of high school diploma or GED.
• Bachelor’s degree preferred
• 2 years previous management experience required

The Ideal Candidate:

• Excellent verbal and written communication skills
• Working knowledge of PC applications such as Microsoft Office
• Ability to work independently or as a collaborative member of a team
• Ability to direct other team members and coach others
• Knowledge of credit union products, services, policies, core processes and procedures
• Ability to provide supervisory leadership of professional- and intermediate-level staff
• Demonstrated member-focused strategy skills
• Demonstrated skill in gathering, reporting, and summarizing trends in data
• Ability to express oneself clearly and articulately both orally and in writing
• Ability to make decisions and take initiative in problem resolution
• Ability to exercise tact and responsibility with handling confidential information

NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.