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Description

**Valley Credit Union** is seeking a dynamic and results-driven **Branch Manager** to lead one of our branch locations. This role is responsible for the overall direction, performance, and growth of the branch, with a strong focus on leadership, member relationships, loan growth, and operational excellence.

The ideal candidate will provide clear direction, coaching, and motivation to team members to achieve sales and service goals. They will actively engage with current and prospective members to grow branch deposits and loan portfolios, while maintaining a strong working knowledge of lending policies and products.

This role requires a proactive leader who can identify and improve operational processes, drive branch performance, and ensure consistency in procedures. The Branch Manager will be responsible for branch security, facility maintenance, and representing the Credit Union in the community.

A successful candidate will have a passion for service, strong communication skills, and the ability to foster a high-performance culture rooted in teamwork, accountability, and professional development. This position includes active participation in business development efforts and loan officer duties to support consumer and mortgage lending.

Position Summary

The Branch Manager oversees all branch operations, providing direction for growth of their small to mid-size branch to achieve the overall objectives of the Credit Union. This position is responsible for ensuring compliance with all applicable regulations and Credit Union policies and procedures. The Branch Manager I oversees member services, and ensures a safe, productive work environment for the staff. This position demonstrates strong support in Management’s decisions and the Credit Union’s strategic goals.

Requirements

ESSENTIAL DUTIES

Responsible and accountable for the overall direction and growth of their branch by providing leadership, direction and coaching to achieve goals with an emphasis on sales and service.

Develop relationships with members and potential members in order to continually grow the branch operation in shares and loans.

Maintain a working knowledge of lending policies, guidelines and loan products in order to aggressively pursue loans and cross sell other loan products.

Inspect, improve processes, operations and technical challenges and continue to drive prime performance on branch goals.

Monitor loan growth and develop strategies to increase branch loan numbers. Coordinate recommendations for loan limits and approval levels for staff.

Improve and streamline consistency in branch operations and procedures for efficiency.

Build and maintain member relations and take ownership of problems until they are resolved to the member’s satisfaction, including making the determination as to when it is necessary to involve other resources.

Implement and maintain branch security measures, periodic reviews of cash levels, security procedures, and regular inspections of branch facility; alarms, vault, security codes, keys, safety and making sure equipment works.

Identify areas of employees’ strengths and ways for the employees to improve. Demonstrate effective communication in addressing issues.

Strive and maintain a high-performance sales and service culture that builds long-term profitable member relationships.

Assist in establishing branch and individual sales goals and participate in Credit Union incentives and business development.

Perform loan officer duties, when needed, to increase branch and overall loan volume in consumer and mortgage loans.

Ensure branch building and equipment are properly maintained.

Act as a role model for co-workers in professional conduct and diligent work ethic. Demonstrate good teamwork skills when working in conjunction with co-workers and members.

Represent the Credit Union in business development and civic/community activities in a positive, professional manner to generate visibility, contacts, and relationships for the Credit Union.

Perform any additional duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

Ability to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.

Knowledge of word processing, spreadsheet, email software and use of the Internet. Must be proficient in Microsoft Office programs including Word and Excel.

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to calculate interest, commissions, discounts, proportions, and percentages and to compute rate, ratio and percent.

Ability to demonstrate high levels of accuracy and attention to detail.

Strong relationship management skills, well developed analytical and problem solving skills, strong sales skills, negotiating and influencing skills, excellent communication and presentation skills.

Ability to deal calmly and professionally with diverse personalities and cultures at various levels within and outside of the organization.

Ability to communicate with others inside and/or outside the organization, generally regarding routine matters for the purpose of giving and obtaining information, as well as advising or referring.

Ability to establish priorities, set goals and meet deadlines in an accurate and efficient manner. Ability to effectively handle multiple, simultaneous, and changing priorities.

Ability to exercise courtesy, tact, and diplomacy. Ability to demonstrate highest levels of customer service and discretion when dealing with the public.

Ability to exercise the highest level of discretion (internally and externally) with confidential matters.

Summary

RESPONSIBILITIES & EXPECTATIONS

Demonstrate and consistently follow Valley's Cultural Beliefs:

+ Own It – accountable for work / achieving goals

+ Know It – knowledgeable of products and services to help members

+ Find a Way to Say YES – focus on what we can do

+ Come Together – work well with others / share knowledge

+ Community Servers – positive ambassador

+ Relationship Matters – develop and maintain positive relationships.

Know and understand the mission and vision of the Credit Union. Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct, and dress.

Maintain a professional image when working with members and coworkers.

Maintain current knowledge of all rules and regulations and perform at all times in compliance with laws and regulations relating to the position and Credit Union.

Develop a thorough knowledge of Valley’s products and services in order to explain and promote them to members and nonmembers based on their needs.

Maintain absolute integrity and high sense of ethical behavior, both on and off the job.

Serve as a representative of the Credit Union by participating in community and civic functions and professional organizations.

SERVICE STANDARDS

Create a positive and personal experience at each touch point.

+ Greet all members with a genuine smile.

+ Provide my member with fast and efficient service.

+ Be professional in all aspects of my service.

+ Ask my member what else I can do for them.

+ Stand up to greet my member and walk them into my office if applicable.

+ Shake my members hand, when appropriate.

+ Thank my member by name and walk them to the door, when appropriate.

Be knowledgeable so that I may provide solutions for members that exceed their expectations.

+ Learn our product and services so that I can educate our members.

+ Listen to the member and suggest products that would most benefit them.

Be a positive co-worker.

+ Help my co-workers whenever I can.

+ Be positive and provide encouragement.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

SUPERVISORY RESPONSIBILITIES

Directly supervises Branch staff. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, training and coaching employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Develop and set performance goals for the department. Ensure that the staff understand the goals and objectives and provides the necessary information, tools, coaching and training to achieve those goals and objectives.

EDUCATION and/or EXPERIENCE

Associate degree (AA) or equivalent from two-year college or technical school; minimum three years related experience and/or training, and/or equivalent combination of education and experience.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit and/or stand; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Able to routinely perform work on computer for an average of 6-8 hours per day, as necessary.