Branch Growth Leader: Sales, Service & Compliance

Desert-Financial-Credit-Union; Scottsdale (AZ); On-site; USD 90,000 - 110,000; Full time

Job summary

Desert Financial Credit Union in Scottsdale, AZ seeks a Branch Manager to lead performance, sales growth, and regulatory compliance. You will coach staff and build community relationships to enhance member financial wellness.

You will mentor the Assistant Branch Manager, drive accountability, oversee CRM usage, and ensure service standards while guiding a high-performing team toward branch goals and organizational values.

Qualifications

• High School Diploma or GED is required.
• Bachelor's degree is preferred.
• Equivalent combination of education and experience required.
• 4+ years of experience in Financial Services Sales and Service is required.
• 1+ years in a Leadership role is required.
• 1+ years cash handling experience preferred.
• Strong mathematical and logic skills are required.
• Excellent verbal and written communication skills are required.
• Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) is required.
• Registered and serve as a Notary Public is required.
• We are an EEO/AA employer; pre-employment substance abuse testing may apply.

Responsibilities

• Coach for Results: Develop all branch staff through targeted coaching to empower members with guidance, confidence, and solutions they need to thrive.
• Mentor Assistant Branch Manager: Prepare ABM for future branch management role.
• Drive Accountability: Foster a culture of accountability focused on member financial well-being throughout the branch.
• Manage Performance: Conduct performance reviews, address gaps promptly, and identify advancement opportunities.
• Lead Sales Performance: Drive overall branch sales revenue through personal example and team coaching using structured sales methodology.
• Enhance Member Engagement: Ensure consistent use of CRM systems to maximize member financial wellness opportunities and deepen relationships.
• Implement Service Standards: Enforce established member service standards while modeling exceptional relationship-building behaviors.
• Manage Escalations: Handle complex member issues with strategic focus on retention and satisfaction.
• Regulatory Compliance: Maintain strong operational knowledge and ensure adherence to all compliance requirements and audit standards.
• Train on Changes: Ensure timely team training on operational changes, new product delivery, and system updates by required deadlines.
• Monitor Financial Performance: Oversee branch performance metrics, analyze trends, and implement improvement strategies.
• Direct Daily Operations: Ensure smooth branch functioning including staffing, security, and technology system.
• Drive Business Development: Lead community engagement initiatives and establish local partnerships to generate new business opportunities.
• Represent Organization: Actively participate in community events and networking to strengthen organizational presence and reputation.
• Collaborate Cross-Functionally: Partner with other business lines to optimize member experience and support enterprise initiatives.
• Champion Organizational Culture: Reinforce mission, vision, and values while building strong community relationships.
• Perform other job-related duties as assigned.

Skills

Leadership

Customer Service

Communication

Problem Solving

Multi-tasking

Mathematical skills

Grit

De-escalation

Education

High School Diploma or GED

Bachelor's degree

Equivalent combination of education and experience

Job description

Desert Financial Credit Union in Scottsdale, AZ seeks a Branch Manager to lead performance, sales growth, and regulatory compliance. You will coach staff and build community relationships to enhance member financial wellness.

You will mentor the Assistant Branch Manager, drive accountability, oversee CRM usage, and ensure service standards while guiding a high-performing team toward branch goals and organizational values.