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Branch Manager

Branch Manager

L.K. Jordan & AssociatesSugar Land, TX, US
2 days ago
Job type
  • Full-time
Job description

Branch Manager

Summary :

The Branch Manager oversees the daily operations of a financial services branch, ensuring exceptional customer service, operational efficiency, compliance, and profitability. This role provides hands-on leadership to staff, manages branch performance, and drives strategic initiatives that support the organization's goals and values.

Key Responsibilities :

Leadership & Staff Development

  • Recruit, train, and mentor branch employees, fostering a positive and high-performing work culture.
  • Conduct regular performance reviews and coaching sessions to ensure achievement of goals and compliance standards.
  • Lead weekly and monthly meetings to communicate updates, process improvements, and organizational priorities.

Branch Operations

  • Manage daily branch operations to ensure accuracy, security, and efficiency.
  • Oversee cash handling processes, including teller drawers, vaults, and ATMs.
  • Ensure adherence to company policies, legal requirements, and regulatory standards.
  • Maintain branch facilities, ensuring a professional, safe, and welcoming environment.
  • Financial Management & Compliance

  • Develop and implement strategies to achieve financial goals, drive revenue, and retain customers.
  • Manage branch budgets, ensuring alignment with organizational financial objectives.
  • Monitor accounts for accuracy, fraud prevention, and compliance with account maintenance procedures.
  • Coordinate internal audits and ensure timely completion of audit-related requirements.
  • Customer Experience

  • Model excellent service standards and ensure customers receive prompt, courteous, and knowledgeable support.
  • Act as a liaison for resolving customer issues and maintaining satisfaction.
  • Participate in community outreach and networking activities to strengthen local relationships and attract new business.
  • Professional Development

  • Attend internal and external training sessions to remain informed on best practices, technology, and compliance updates.
  • Share knowledge with team members to support continuous improvement and operational excellence.
  • Perform additional duties that support the organization's mission and values.
  • Qualifications : Must have credit union or banking experience.

  • Bachelor's degree in Business, Finance, Accounting, or related field preferred (or equivalent experience).
  • 5–8 years of professional experience, including prior supervisory or management responsibility.
  • Proven leadership, communication, and interpersonal skills.
  • Strong commitment to customer service, team collaboration, and operational integrity.
  • Excellent problem-solving and organizational abilities with the capacity to manage multiple priorities.
  • Familiarity with financial technology and process improvement strategies is a plus.
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    Branch Manager • Sugar Land, TX, US

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