Branch Manager I - Kernersville

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates : Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The Branch Manager ensures that a team of individuals are focused on successfully executing the organization's mission of improving members' financial lives. The Branch Manager is accountable for overseeing the daily functions of their Branch, which includes managing staff, fostering a positive environment / culture, ensuring member satisfaction and following proper Branch operation requirements. The Branch Manager must have a hands-on leadership approach and be committed to the expansion and success of their Branch by implementing and consistently executing strategies that increase productivity and meet financial performance expectations.

Essential Functions and Responsibilities

• Generates new consumer and business development opportunities and drives all aspects of Branch performance, including expectations for outside business development and proactive outbound calling to the branch member base.
• Builds a high performing team through on-boarding, coaching and development of Branch team members.
• Develops and executes the Branch's plan to ensure achievement of goals and objectives. Including but not limited to member service scores, budget management, loan production, deposit production and new member growth.
• Coaches team to achieve individual production and service goals by engaging in meaningful financial conversations with members providing quality guidance to improve their financial health and aid them in achieving their financial goals.
• Coaches the Branch team to make qualified referrals to Truliant Financial Advisors, Truliant at Work, Mortgage Loan Officers, Business Services, Business Payment Solutions, and Associated Products and Services.
• Establishes and maintains the proper environment for their Branch to allow for smooth operation of their location. Managers must leverage leadership and communication skills, actively coach, develop, motivate and support employees so that they can provide superior service to each and every member.
• Sets clear objectives, behaviors, and actions for each employee which are communicated and coached to on a regular basis using the Vital Basics coaching model. Monitors progress and tracks results for each employee and provides coaching, training, or remediation as necessary.
• Ensures that all employees demonstrate consistent adherence to member service standards throughout every member-owner interaction, including problem resolution.
• Ensures that the Branch team, including themselves, complies with all policies, procedures, protocol and regulatory banking requirements.
• Independently performs all branch functions accurately and efficiently, as needed.
• Reviews processes for branch team members, including writing and delivering reviews for monthly scorecards, 90-day new hire reviews and annual reviews.
• Regularly observes member interactions providing team members with coaching and accountability to drive continuous improvements in execution.
• Conducts Stay Interviews and LEAD meetings according to prescribed timeline ensuring documentation is completed in Workday.
• Develops and creates relationships with internal and external partners / networking groups to achieve desired Branch production metrics
• Creates, develops and executes an annual business plan for the Branch. Adheres to the Branch budget by managing controllable operation expenses and overtime.
• Coordinates training classes, onboarding plans and departmental visitations for staff.
• Effectively handles and ensures resolution of all member escalations for assigned branch.
• Embodies Truliant's corporate identity in professionalism, spirit, mission, values, and ethics.

Other Duties and Responsibilities

Knowledge, Skills, and Abilities

Physical Requirements

Education and Background

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits :