[Hiring] Branch Manager @Credit Union of Colorado

Role Description

This role is responsible for directing and administering branch operations, ensuring compliance with established policies and procedures while overseeing the delivery of exceptional member service. The Branch Manager leads service, operational, and sales efforts through effective goal setting, communication, and supervision. This role fosters a culture of continuous improvement, accountability, and professional growth while ensuring a full range of financial services are offered to both current and prospective members. Additionally, the Branch Manager has management authority over all day-to-day functions, ensuring prompt, professional, and personalized service across the branch.

Essential Duties and Responsibilities

• Member Service & Problem Resolution
  • Builds and leads a team that delivers exceptional service with professionalism, empathy, and proactive follow-up to ensure member and employee needs are met.
  • Ensures timely and effective resolution of member inquiries and concerns, responding promptly to all communications.
  • Helps educate members on Credit Union services and policies, providing personalized financial guidance and product recommendations.
  • Assists with Member Advocates functions, including transaction and loan processing, new account openings, and account servicing.
  • Responsible for reviewing and responding to Member Loyalty surveys in a timely manner.
• Strategic Planning & Organizational Contribution
  • Provides management with regular updates on branch activities, progress toward objectives, and any significant challenges.
  • Reviews and monitors the work of branch personnel, identifying and implementing opportunities to enhance operational efficiency.
  • Promotes Branch business development and seeks to broaden member base.
  • Contributes to organizational initiatives by supporting projects and business plan objectives.
• Team Leadership & Development
  • Leads the interviewing, hiring, training, and development of Member Advocates.
  • Ensures employees are knowledgeable about Credit Union products, services, and policies.
  • Effectively cross-sells and coaches employees to offer Credit Union products and services to its members.
  • Leads change management efforts by guiding the team through new initiatives.
  • Tracks individual progress, conducts performance appraisals, and formulates corrective actions as needed.
  • Fosters a culture of open communication by managing difficult conversations and providing constructive feedback.
  • Conducts regular team meetings, offering progression plans and development opportunities.
• Operations & Compliance
  • Ensures Branch security and serves as the Security Officer for the branch.
  • Ensures that operations are conducted in accordance with established policies and legal requirements.
  • Directly supervises all branch personnel, ensuring high quality of work and efficiency of operations.
  • Tracks individual progress and conducts performance appraisals.
  • Approves all health and wellbeing leave, vacation, overtime, and timecards for each Branch employee.
  • Manages and oversees branch expenses and prepares the branch annual budget.
  • Ensures proper maintenance and general housekeeping of the building and work areas.
  • Responsible for compliance with various acts and regulations.
  • Performs additional duties and responsibilities as assigned.

Qualifications

• Ability to establish and maintain effective working relationships.
• Ability to apply interpersonal skills that develop member confidence and trust.
• Ability to operate related computer applications and business equipment.
• Ability to exercise good judgment and discretion in applying policies and procedures.
• Ability to turn ideas into action and quantifiable results.
• Ability to communicate and connect effectively.
• Ability to inspire trust and confidence from teams and peers.

Requirements

• Bachelor’s degree plus two years related leadership experience, or equivalent combination of education and experience.
• Demonstrated effective management and leadership skills.
• Direct reports include Branch Member Advocates and Assistant Branch Supervisor, if applicable.
• While performing the duties of this job, the employee is typically required to remain stationary for long periods.
• Employee needs to occasionally move about inside an office to access files and office machinery.
• Constantly operates a computer and other office equipment.
• Will need to position self to maintain computers, including under desks.
• Employee will travel to visit CU locations as needed.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Benefits

• Pay-for-performance compensation program including bonuses for all employees.
• Competitive benefits package.