Job Description
Job Description
The Branch Manager is responsible for leading and overseeing the operations, service, member relationship development, and team members of an assigned branch location(s) in the delivery of a full range of financial services to current and prospective members. Depending on the credit union’s strategic priorities, the role may more strongly emphasize different areas such as member engagement, business growth, or operational excellence.
Location: Waterbury, VT with some travel to Williston, Montpelier, Berlin, and/or any of our branch locations.
Hours: Monday - Friday, 8:00 am - 5:00 pm with occasional Saturdays from 9:00 am - 1:00 pm worked in Williston, VT.
Major Duties and Responsibilities:
- Responsible for the overall success of the branch's daily operations. This role has oversight of the cash management, fraud mitigation, loss prevention, and applicable processes and procedures at the assigned location(s). Through resource optimization, this role ensures both efficient and effective operations. The branch manager directs, supervises, and supports team members with operational functions, resolves internal and external inquiries, and manages the branch budget.
- Responsible for deepening member relationships to drive revenue growth and reduce attrition. Success in this role requires holding team members accountable for effectively identifying and maximizing opportunities to promote products and services. It also requires executing promotional campaigns and product initiatives at the branch and community level, actively participating in member outreach, and achieving revenue growth goals.
- Accountable for member satisfaction at the assigned location(s). This requires ensuring exceptional service is provided to members when transacting and in need of account service. This includes but isn’t limited to aiding with debit and credit cards, fraud, basic digital banking support, and consumer lending. When necessary, the branch manager meets with/serves members, makes exception decisions, and handles escalated situations.
- Accountable for the operational oversight, effective workforce planning, and direct management of team members. Responsibilities include establishing clear performance expectations, delivering ongoing feedback, and supporting the professional development of each direct report through coaching and targeted growth opportunities. Fosters employee engagement to enhance departmental performance and ensures alignment of team efforts with organizational goals. Maintains compliance with the credit union’s policies and procedures. Demonstrates appropriate leadership by modeling integrity, setting a positive example, and cultivating a respectful, inclusive team environment.
- While primarily responsible for a physical branch location(s), the branch manager is a part of the larger Retail leadership team and works collaboratively to ensure the success of all EastRise locations. This could include project work, collaboration, branch resource sharing, and additional duties as assigned. The branch manager will spend time at different EastRise branch locations to meet business needs.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge and Skills:
- Five years to eight years of similar or related experience, including preparatory experience.
- Management and/or coaching experience strongly preferred.
- A college degree preferred.
- In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
- Effective communication skills to communicate with members and staff; Leadership, coaching, team building, and facilitation skills.
- Must be at least 18 years of age. Favorable Background, Credit, Criminal, Bondability, and Reference Checks required. (Motor Vehicle check dependent on position.) Travel to other branches or locations may be required depending on position. Member Service; Communication; Reliability/ Dependability & Trustworthiness. Effective problem-solving skills Solid attention to detail and accuracy skills Proficiency in operating computers, keyboard, standard office equipment Managing multiple priorities on time and with accuracy Superior customer service skills Ability to use sound judgement in decision making Effective problem- solving skills Solid attention to detail and accuracy skills Demonstrate empathy in speaking with others about sensitive or difficult situations Works well with a variety of personalities in a fast-paced environment.