Branch Manager

2 weeks ago

Naples, United States CareerBuilder Full time

The Branch Manager

is at the forefront of ensuring operational excellence and compliance within the credit union. This position leads the branch team, focusing on hiring, performance management, and coaching to uphold the highest standards of service.
Position Duties & Responsibilities
Market Expansion

Conduct thorough market research to identify opportunities and trends in the new market.
Develop and implement strategic plans for market penetration and expansion.
Establish and nurture relationships with key stakeholders, local businesses, and community leaders.

Operational Excellence

Oversee and manage all aspects of daily branch operations to ensure efficiency and adherence to organizational standards.
Implement and uphold compliance with industry regulations, policies, and procedures.

Recruit, hire, and train branch staff, ensuring a high level of competency and professionalism.
Provide ongoing coaching and support to foster a positive and collaborative team environment.
Performance Management

Set clear performance expectations for branch staff and conduct regular performance reviews.
Develop strategies to enhance team productivity and individual performance.

Member Service

Foster a member-centric culture by promoting excellent customer service and satisfaction.
Address member inquiries, concerns, and issues in a timely and effective manner.

Sales and Cross-selling

Collaborate with the sales team to promote and achieve branch sales goals.
Identify opportunities for cross-selling credit union products and services.

Implement risk management strategies to safeguard the branch against operational and compliance risks.
Stay informed about industry trends and changes in regulations affecting branch operations.
Required Education
Associates degree in Management, Business Administration, or similar field required or equivalent combination of education and work experience.
Required Experience
Proven experience in branch operations, preferably in the financial industry.
Strong knowledge of regulatory compliance and risk management.
Leadership experience with a focus on hiring, coaching, and performance management.
Excellent interpersonal and communication skills.
Required Skills & Attributes
Operational Excellence - proven ability to oversee and manage daily branch operations with a focus on efficiency and compliance.
Leadership - strong leadership skills to recruit, train, and lead a high-performing branch team. Ability to inspire and motivate staff to achieve operational and service excellence.
Compliance Knowledge - in-depth understanding of regulatory compliance in the financial industry. Ability to implement and enforce policies and procedures to ensure compliance.
Performance Management - experience in setting performance expectations, conducting regular reviews, and developing strategies to enhance team productivity.
Customer Service Focus - commitment to fostering a member-centric culture with a strong emphasis on delivering excellent customer service. Ability to address member inquiries, concerns, and issues effectively.
Sales Acumen - collaboration with the sales team to promote and achieve branch sales goals. Identifying opportunities for cross-selling credit union products and services.
Risk Mitigation - proactive approach to identifying and mitigating operational and compliance risks. Stay informed about industry trends and changes in regulations affecting branch operations.
Communication Skills - excellent interpersonal and communication skills for effectively leading and collaborating with the branch team, members, and other stakeholders.
Problem-Solving - strong problem-solving skills to address operational challenges and implement effective solutions.
Adaptability - ability to adapt to changing industry dynamics, regulations, and organizational priorities.
Financial Industry Knowledge - a solid understanding of financial products and services offered by the credit union.
Team Collaboration - proven ability to work collaboratively with other departments and teams to achieve organizational goals.
Decision-Making - sound decision-making skills, especially in high-pressure situations, to ensure the smooth operation of the branch.
Analytical Skills - analytical mindset to assess branch performance, identify areas for improvement, and implement data-driven strategies.

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