What are the responsibilities and job description for the Branch Manager position at Gulf Winds Credit Union?
About Gulf Winds
Gulf Winds Credit Union offers innovative financial tools that give our members freedom to live life with their finances under control. Since our founding in 1954, we have grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000 members across Florida, Alabama, and Georgia. From daily banking needs to investment services, our members aren’t treated like an account number, but as part of the family.
Our Values
We are guided by our core values of Integrity, Care, Growth, and Innovation and are dedicated to our members, our community and each other.
Integrity
We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility.
Care
We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.
Growth
We set ambitious goals, provide personal development opportunities, and encourage results.
Innovation
We challenge the status quo to enhance the member’s experience and solve tomorrow’s challenges today.
Working at Gulf Winds
Working at Gulf Winds is not just a job, it’s a career. We’re hiring collaborative, motivated people who want to love what they do. We are forward-thinking and family oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect:
- Open and transparent communication with your leaders
- Consistent coaching and opportunities to improve performance.
- Collaborative and team-focused environments
- Short and long-term professional development
- Opportunity to participate in cross-functional projects.
With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.
Internal Application Deadline: 4/15/2025
Role:
This position is accountable for the operations of one or more branch locations. They are responsible for the growth and profitability of their assigned branch(es) through the expansion of member relationships, establishing and attaining sales and service goals while developing and maintaining a high quality sales and service culture. This position manages the daily sales and service activities of its assigned branch(es). In addition to salary, this position has an incentive program that gives the employee the opportunity to earn additional compensation.
Essential Functions & Responsibilities:
Responsible for managing all aspects of assigned branch(es): hires, reviews, schedules, provides performance reviews and monitors work. Handles escalated issues arising in assigned branches. Responsible for leading and coaching superior sales and service behaviors and activities by the entire team.
Develop and execute plans in order to meet branch service and sales goals. Monitors branch operating results relative to established objectives and ensures appropriate steps are taken to correct unsatisfactory conditions.
Meets or exceeds the established branch goals each month and ensures that direct reports achieve their individual goals. Management of cash requirements and cash security for branch operations. Responsible for optimal management of vault cash in assigned branches
Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions and similar groups.
Monitors department activities for compliance with established policy and regulations. Takes action to resolve any out-of-compliance issues.
Performs other job related duties as assigned.
Performance Measurements:
1. Maintain a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.
2. Meets or exceeds the established branch goals each month and ensures that direct reports achieve their individual goals.
3. Provide informed, professional and accurate service and support to all members and team members. Provide feedback to members and team members from member surveys and service events within the prescribed time based on the Service Guarantee.
4. Works with Regional VP to develop recommendations for improvements to personnel, facilities, products, pricing, policies, and processes.
5. Development of relationships with the community and coordinating branch participation in community activities.
6. Promotion of sales culture within the branch - use of relationship building tools.
7. Ensure recovery of all critical branch functions for business contingency within recovery times set by business constraints or disaster recovery plan.
8. Complies with all applicable rules, regulations and policies, including but not limited to BSA, OFAC and Physical Security.
Knowledge and Skills:
Experience: Three years to five years of similar or related experience.
Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: Ability to read, write, comprehend, and speak English clearly. Normally expected to work between 8:00 a.m. and 5:00 p.m., some nights and/or weekends required. Must adhere to safety rules and regulations.
Physical Requirements
Work Environment
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Gulf Winds is an Equal Opportunity Employer. Drug Free Workplace.