Business Development Branch Manager

Business Development Branch Manager

We are seeking a dynamic and results-driven Business Development Branch Manager to lead branch operations, drive sales performance, and deliver exceptional member experiences. This is a 50% branch management and 50% business development role, requiring a leader who is equally comfortable managing a branch team and getting out into the market to build relationships, generate new business, and represent the organization in the community.

A successful candidate will both oversee daily branch operations, coach and develop staff, and ensure exceptional member experiences while also spending time being a visible community ambassador and active outside salesperson, building a strong pipeline through face-to-face relationship building, networking, business outreach, community involvement, and events such as ribbon cuttings and local business/community functions.

Key Responsibilities

• Lead, coach, and supervise branch staff to achieve sales and service goals
• Actively participate in sales and service activities, including outbound business development efforts
• Ensure optimal staffing through hiring, training, scheduling, and performance management
• Foster a strong sales culture using a consultative, needs-based approach
• Build and maintain relationships within the community and branch network
• Advise members on financial products and services that support their goals
• Prepare and close consumer loans, including HELOCs, while educating members on protection products
• Collaborate across teams to ensure seamless service and effective problem resolution
• Provide coverage and leadership support at other branch locations as needed
• Maintain branch security, operational integrity, and audit readiness
• Oversee opening/closing procedures and enforce security protocols
• Drive branch growth through coaching, training, and performance monitoring
• Handle escalated member concerns with professionalism and care
• Ensure compliance with all regulatory requirements, including BSA and SAFE Act standards

Qualifications

• Minimum of 5 years of experience in banking or credit union leadership, including strong out bound sales management
• Strong knowledge of financial products, services, and regulatory requirements
• Proven success in sales coaching and driving referral performance
• Demonstrated ability to lead retail branch operations, including compliance and security
• Excellent communication skills (verbal and written)
• Professional demeanor with a positive, role-model attitude
• Associate degree or equivalent combination of education and experience
• Strong coaching and mentoring skills with the ability to influence outcomes
• Sound decision-making skills and ability to exercise discretion when needed
• Ability to manage multiple priorities in a fast-paced environment
• Willingness to travel between branch locations as needed
• Ability to resolve member issues efficiently and effectively
• Must maintain an active NMLS registration in compliance with the SAFE Act

Credit Union Values

Exhibit and reflect the Credit Union’s Core Values of:

• People First
• Local Focus
• Always Learning
• Driven with Purpose
• Own Our Outcomes