Branch Manager I

POSITION SUMMARY:

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.

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.
• 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.

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.