Kalsee Credit Union is a mission-focused credit union dedicated to building relationships and cultivating financial wellness, empowering people to focus on what matters. Our Senior Branch Manager is responsible for overseeing the operations of assigned branches, including training, developing, and mentoring of Assistant Branch Managers, driving branch productivity, and ensuring the efficient and effective management of day-to-day activities. The Senior Branch Manager will also collaborate cross-departmentally throughout the credit union on various projects to support our mission and strategic initiatives.

1) Coaching and Development:

• Train, mentor, and develop Assistant Branch Managers in their roles, providing guidance and leadership.
• Develop stratification programs to develop Assistant Branch Managers into Branch Management roles, enhancing their skills of operational management, coaching, and leadership.
• Conduct regular performance evaluations and provide constructive coaching feedback to the team.

2) Branch Management activities:

• Oversee the daily operations of assigned branches to ensure exceptional member service and high levels of employee engagement.
• Implement strategies to improve branch productivity and profitability, member satisfaction, and operational efficiency.
• Monitor branch performance, analyze key performance indicators, and take action to meet or exceed set standards.

3) Project Support:

• Collaborate with other credit union departments and senior management to assist in various projects, such as product launches, process improvements, or system enhancements.
• Lead the credit union’s Continuous Improvement Team (CIT) which drives new ideas and independent thought from Kalsee team members.
• Provide input and expertise to help the credit union achieve its strategic goals and initiatives.

4) Team Leadership:

• Foster a positive and inclusive work environment, promoting teamwork and employee engagement.
• Lead by example, setting high standards of professionalism and service for the branch staff.

5) Compliance and Risk Management:

• Ensure that branch operations adhere to all applicable laws, regulations, and internal policies.
• Mitigate risks by proactively identifying potential issues and implementing corrective actions as needed.
• Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations. Participate in annual training as required by the BSA/OFAC Compliance Officer.

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1. High School Diploma or equivalent required
2. Bachelor’s degree in related field preferred
3. 3 years of financial industry experience required
4. 2 years of leadership experience required
5. 2 years of coaching and development experience preferred.
6. Must be able to learn and apply a variety of software applications.
7. High degree of accuracy and attention to detail.
8. Prior experience in a retail service environment to include cash handling and member service preferred.