Branch Manager

The Branch Manager is responsible for overseeing the daily operations and overall performance of the assigned branch, ensuring a high level of service for current and potential Credit Union members. Reporting to the Regional Branch Manager, the Branch Manager leads the branch team to meet organizational goals while maintaining operational efficiency. This includes overseeing branch staff, ensuring adherence to policies and procedures, handling escalated member issues, and fostering a positive environment for both members and staff. The Branch Manager also fosters relationships with local businesses and partners while ensuring the branch operates securely and efficiently. The Branch Manager also acts as a liaison between the Credit Union and strategic partners, ensuring all branch activities align with the Credit Union's values and objectives.

ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES

• Lead daily branch operations, ensuring the delivery of consistent, high-quality service to members.
• Supervise, coach, and support branch staff, including assisting with hiring, training, and cross-training team members.
• Assist in developing and implementing branch goals, performance metrics, and improvement strategies.
• Provide ongoing leadership, guidance, and motivation to ensure staff members are engaged, productive, and aligned with organizational goals.
• Handle day-to-day administrative duties, including scheduling, reporting, and coordinating departmental projects.
• Open and close the branch as necessary, ensuring proper procedures and security protocols are followed.
• Serve as the primary point of contact for both members and staff, addressing inquiries and concerns efficiently and professionally.
• Oversee the resolution of complex member issues, providing solutions or directing concerns to the appropriate team member or department.
• Ensure that all members receive timely, accurate, and friendly service to enhance their overall experience with the Credit Union.
• Provide information to prospective members on membership eligibility, account types, loan products, and Credit Union services.
• Act as the primary liaison between the Credit Union and strategic alliance partners, business partners, and vendors.
• Establish and achieve monthly, quarterly, and annual branch goals, including service, sales, and operational objectives.
• Monitor branch financials, including deposits, withdrawals, loan applications, and other financial transactions, ensuring accuracy and efficiency.
• Analyze branch performance reports, identify opportunities for improvement, and implement strategies to enhance service delivery and branch profitability.
• Actively promote and cross-sell Credit Union products and services to members, identifying opportunities to meet their financial needs.
• Monitor and evaluate staff performance in meeting sales goals, providing guidance and feedback to ensure continuous improvement.
• Facilitate the opening of new accounts and assist members in selecting appropriate account options based on their financial needs.
• Proactively identify opportunities for upselling and cross-selling to support the financial goals of the Credit Union and its members.
• Support the development of branch staff by providing training, feedback, and recognition to foster growth and professional development.
• Conduct performance evaluations and provide corrective action when necessary to maintain a high-performing team.
• Ensure that all branch operations comply with Credit Union policies, regulatory requirements, and security procedures.
• Conduct regular audits and maintain oversight of branch cash and other assets to prevent losses.
• Address and resolve any security or compliance-related issues that arise.
• Perform any other duties as assigned by the Regional Branch Manager to ensure the branch’s success and continued growth.

QUALIFICATIONS AND REQUIREMENTS:

Required Education: High school diploma or equivalent required. 

Required Experience: Proven experience in banking, financial services, or customer service.

Preferred Experience: At least 5 years of experience in banking or financial services, with a minimum of 2 years in a supervisory or management role.

Skills and Abilities:

• Ability to adhere to BayPort Credit Union’s Core Values:  Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.
• Strong leadership, communication, and interpersonal skills with the ability to motivate and develop teams.
• In-depth knowledge of financial products, services, and regulations.
• Proven track record of achieving sales and service goals, with a focus on enhancing the member experience.
• Strong problem-solving and decision-making abilities, with a keen eye for detail.
• Proficiency in using financial software, Microsoft Office Suite, and other relevant tools.
• Ability to handle complex member issues with professionalism and tact.

This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.