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.