Branch Manager I

JOB FUNCTIONS

• Responsible for the daily management of branch operations and associates to ensure sales, growth, and profit objectives.
• Ensures adherence to operational procedures and regulations related to account and lending functions.
• Oversees facilities operations, security controls, audits, opening/closing procedures, balancing, and supply management.
• Responsible for hiring, terminations, performance reviews, coaching, and associate development.
• Provides ongoing coaching, sales training, and performance leadership to drive sales and service excellence.
• Develops and maintains a highly motivated, well‑trained staff committed to service and performance goals.
• Monitors sales and service behaviors to ensure sound business practices and exceptional member experience.
• Assists members with account and loan needs as necessary; ensures consistent quality and compliance standards.
• Maintains prescribed security controls and immediately reports irregularities to appropriate departments.
• Ensures confidentiality and compliance with credit union policies and government regulations.
• Performs quality control assessments on loan and account documentation and ensures timely correction of errors.
• Participates in credit union projects and assists with system testing as needed.
• Supports the growth of the branch through business development and community involvement.
• Represents the credit union in relationships with members, community organizations, and vendors.
• Leads and participates in required branch marketing outreach throughout the year, supporting credit union growth initiatives.
• Responsible for opening business accounts and ensuring an exceptional experience for business members.
• Drives new member growth for the branch and the credit union through targeted sales, outreach, and community engagement.
• Promotes digital banking solutions and leads efforts to increase member usage and adoption of digital tools.
• Supports the rollout, adoption, and staff training for new product and service offerings.
• Perform other tasks or special project work as assigned.

Qualifications

KNOWLEDGE

• Excellent knowledge of banking/credit union operations and sales leadership.
• Strong time management skills with the ability to organize and direct staff to meet member and business demands.
• Effective communication and interpersonal skills.
• Strong sense of ownership and accountability for branch success.
• Demonstrated leadership skills with the ability to motivate and develop teams.
• Passionate about helping people and aligned with credit union philosophy.
• High integrity and strong moral responsibility.
• Creative, analytical, and solution‑oriented problem solver.

QUALITIES

• Demonstrates a genuine passion for helping people and embodies the core values of the credit union movement.
• Exhibits unwavering integrity, strong moral responsibility, and sound judgment in all decisions.
• Serves as a creative, solution‑oriented, and results‑driven leader who inspires confidence and forward momentum.
• Applies strong analytical skills and asks thoughtful, discerning questions to drive clarity and improvement.
• Builds positive, respectful relationships at all levels, fostering a sense of team unity, collaboration, and shared purpose.
• Possesses strong leadership presence, with the ability to motivate, coach, and elevate others.
• Makes confident and well‑informed decisions in a timely manner.
• Actively contributes to a healthy, inclusive, and high‑performing branch culture where associates feel supported, valued, and aligned.
• Fully committed to the credit union’s #OneTeamOneMission shared convictions and serves as a cultural ambassador within the branch and the organization.

EDUCATION / EXPERIENCE

• Incumbent should possess five years of experience in a sales position and at least three years of supervisory experience. Experience in a financial institution is preferred. A college degree is desirable.
• Attendance of credit union industry seminars, workshops, webinars and conventions may be required.  Ongoing professional and personal development is expected.

PHYSICAL REQUIREMENTS

The position requires the following physical activities within varying environmental conditions:

• Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period.
• Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
• Occasional lifting, moving, or adjusting objects up to 30 pounds.
• Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
• Work will be in a commercially reasonable temperature-controlled environment.
• Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.