Branch Manager

Branch Manager

It's fun to work in a company where people truly BELIEVE in what theyre doing!

Were committed to bringing passion and customer focus to the business.

Position Summary

The Branch Manager serves as the primary sales leader and business driver for their branch, directly responsible for achieving results through the growth and development of their team. This role focuses on meeting and exceeding sales, service, and operational performance goals while fostering a results-driven culture. The Branch Manager must actively lead by example, coach their team to success, and hold individuals accountable for their contributions to the branchs overall success. Additionally, the Branch Manager oversees daily branch operations to ensure efficiency and compliance while serving as a community ambassador to strengthen local relationships and drive business development.

Principle Duties and Responsibilities

Works purposefully and is driven to provide the best team member experience.

• Willingness and ability to exhibit Wellby Core Values every day.
• Actively create a culture of accountability, excellence, and results-driven collaboration.
• Lead the branch in achieving or exceeding sales goals, including checking accounts, new memberships, lending, real estate referrals, and wealth management referrals.
• Develop and execute actionable strategies to meet or exceed the sales, services, and operational goals. Ensure the team is aligned and equipped to achieve the desired results.
• Champion exceptional member service by ensuring team members engage members effectively and identify financial needs to deliver tailored solutions.
• Track and analyze branch performance metrics, identifying opportunities for growth and creating action plans to address underperformance.
• Drive member adoption of digital banking tools, including online banking, mobile applications, and eStatements, to improve efficiency and engagement.
• Ensure team members follow a relationship-building process, including engaging, discovering needs, recommending solutions, and following up with members.
• Conduct outbound calls and initiatives to deepen existing member relationships and attract new business.
• Identify and implement opportunities to improve operational processes, enhancing efficiency and member satisfaction.

Branch Management

Knowledge, Skills, and Abilities (KSA)

Knowledge of Wellbys organizational functions and general operating policies and procedures.

Supervisory Responsibilities

The team member has supervisory responsibilities.

Complexity & Scope of Work

Physical Demands & Work Environment

Minimum Qualifications

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity