Branch Manager

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

PositionSummary

The Branch Manager serves as the primary sales leader and business driver for their branch, directly responsible forachievingresultsthroughthegrowthanddevelopmentoftheirteam.Thisrolefocusesonmeetingandexceedingsales, service, and operational performance goals while fostering a results-driven culture. The Branch Manager mustactivelyleadbyexample,coachtheirteamtosuccess,andholdindividualsaccountablefortheircontributionstothe branch’s overall success. Additionally, the Branch Manager oversees daily branch operations to ensure efficiency and compliance while serving as a community ambassador to strengthen local relationships and drive businessdevelopment.

Principle Duties and Responsibilities

• Works purposefully and is driven to provide the best team memberexperience.
• Willingness and ability to exhibit Wellby Core Values everyday.
• Actively create a culture of accountability, excellence, and results-drivencollaboration.
• Lead the branch in achieving or exceeding sales goals, including checking accounts, new memberships, lending, real estate referrals and wealth management referrals.
• Develop and execute actionable strategies to meet or exceed the sales, services and operational goals. Ensure the team is aligned and equipped to achieve the desired results.
• Champion exceptional member service by ensuring team members engage members effectively and identify financial needs to deliver tailored solutions.
• Track and analyze branch performance metrics, identifying opportunities for growth and creating action plans to address underperformance.
• Drive member adoption of digital banking tools, including online banking, mobile applications, and eStatements, to improve efficiency and engagement.
• Ensure team members follow a relationship-building process, including engaging, discovering needs, recommending solutions, and following up with members.
• Conduct outbound calls and initiatives to deepen existing member relationships and attract newbusiness.
• Identify and implement opportunities to improve operational processes, enhancing efficiency and member satisfaction.

• Conduct regular team meetings to align with goals, share best practices, address challenges ensuring that branch staff understand the goals and objectives to meet these goals.
• Identify training needs for team members, supporting their development through workshops, role-playing exercises, and training programs.
• Represent Wellby in the community by participating in events, building partnerships, and enhancingthe organization’s localpresence.
• Actively demonstrate best practices in sales, service, and operational excellence to inspire and guide team members.
• Develop and execute plans to drive branch growth, align with Wellby’s strategic priorities, andachieve budgetgoals.
• Collaborate and actively work with Financial Advisors, Real Estate Partners, and other key business partners to develop and execute strategies that drive branch growth and member engagement.
• Perform other duties asassigned.

BranchManagement

• Cultivate a positive, inclusive, and high-performing branch culture where team members feel supported and motivated to succeed.
• Spendtimeactivelycoachingteammembersonthefloor,observingmembersinteractionsandprovidingreal time feedback and support.
• Conduct regular one-on-one coaching sessions to address performance gaps, develop skills, and reinforce strengths.
• Share regular performance feedback, including recognition for achievements and actionable plans forimprovement.
• Hold team members accountable for meeting individual and branchgoals.
• Ensure branch operations comply with all policies, procedures, security requirements, regulations, and ethical business practices.
• Manage operational aspects, including vault control, dual-control access, and approvals for increased authority limits.
• Recruit, hire, and train qualified candidates for branch roles, focusing on their long-term development and potential.
• Address and resolve conflicts promptly and professionally, ensuring consistency with Wellby’sstandards andpractices.
• Promote and uphold a culture where member needs are consistently prioritized, and service excellence is a branch standard.

Knowledge, Skills, and Abilities(KSA)

• Knowledge of Wellby’s organizational functions and general operating policies andprocedures.
• Knowledge of general office practices and procedures, business English, spelling, punctuation, andarithmetic.
• Knowledge of retail product philosophy, banking industry best practices, andregulations.
• Knowledgeofall branchfunctions,includingTeller,MemberService, and LoanOrigination.
• Knowledge of personal computers and proficiency in utilizing Microsoft Office Suite products or relatedsoftware.
• Knowledge of digital banking tools and platforms to support member adoption and usage, including online banking, mobile applications, and eStatements.
• Knowledge of local, state, and federal laws and regulations, including banking, financial, or industry-specific regulations, including, but not limited to, National Credit Union Administration (NCUA), Federal Deposit Insurance Corporation (FDIC), Office of Foreign Access Control (OFAC), Federal Industry Regulatory Authority (FINRA, anti-money laundering laws, etc.
• Skilled inleading sales-focused teams,leveraging data insightsto developand execute strategiesthatdrive performance while coaching team members on consultative selling, cross-selling, and relationship-buildingtechniques.
• Skilledindemonstratingamember-firstmindsetbymodelingandcoachingexceptionalservicebehaviorsto support a high-performing team environment.
• Skilled in providing actionable feedback and creating tailored coaching plans to support individual development and team growth.
• Skilled in analyzing performance metrics to identify trends, assess progress, and create actionable improvement plans.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to influence and engage direct and indirect reports andpeers.
• Ability to work effectively across organizational departments and functions to achieve strategicgoals.
• Ability to work in a fast-paced team environment with exceptional customer serviceskills.
• Abilitytocommunicateclearlyandconcisely,orallyandinwriting.
• Ability to motivate others and to work in a large cross-functional teamdynamic.
• Abilitytoefficiently understandandfolloworalandwritteninstructions,performroutineduties withoutclosesupervision, and establish and maintain effective working relationships with other team members.
• Abilitytocoordinateseveral concurrentactivitiessimultaneously.
• Ability to adapt quickly to a changing environment and be a strong decision-maker.
• Ability to exercise independentjudgment.

SupervisoryResponsibilities

• The team member has supervisoryresponsibilities.

Complexity & Scope ofWork

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
• Theteam memberperforms routineandgenerallyrelatedtaskswithoutsupervisorydirection.
• Tasks may occasionally have to be coordinated, integrated, and/orprioritized.
• Courses of action are determined by established procedures and/or the Director of Retail ExperienceDistrict.
• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policy and procedures.
• The team members use independent judgment in makingdecisions.

Physical Demands & WorkEnvironment

• Thephysical demandsandworkenvironmentcharacteristicsdescribedhererepresentthosethat a teammember must meet to perform the essential functions of this position successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member must frequently remain stationary 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.
• The team members must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
• The team member must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
• The ability to observe details at close range (within a few feet of theobserver).
• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
• The noise level in the work environment is usuallymoderate.
• Work involves the typical risks and discomforts of the office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

MinimumQualifications

• High School diploma or GEDrequired.
• Bachelor’s degree infinance,business developmentorrelatedfield preferred.
• Minimum three (3) - five (5) years of banking and/or retail experiencerequired.
• Minimum three (3) years of leadership experience in a credit union or bankpreferred.
• Teller, personal banking, escalation management, and vault managementexperience.

• Bondable

For AllCandidates

This is aFull-Time, Salary (exempt)role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, please get in touch with Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need reasonable accommodation, please emailcareers@wellbyfinancial.com or call 281-226-1696 for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.