Branch Manager

Allegius Federal Credit Union; Burns Harbor (IN); On-site; USD 52,000 - 75,000; Full time

Job summary

Allegius Federal Credit Union is seeking a Branch Manager I to oversee the overall branch operations, staff leadership, and customer service excellence. This role reports to the Branch Manager II and focuses on growth, compliance, and community impact.

You will manage staffing, training, and performance, while ensuring adherence to regulatory standards and internal controls. The position emphasizes a strong member service culture and cross-functional collaboration across branches.

Qualifications

• Demonstrated leadership and staff development capabilities.
• Strong understanding of branch operations and internal controls.
• Proficient in maintaining regulatory compliance with NCUA/AML standards.

Responsibilities

• Lead and develop a motivated, well-trained branch staff.
• Oversee daily branch operations and service quality.
• Monitor performance metrics and drive branch growth.
• Represent the credit union at community events and promote products.
• Ensure compliance with federal/state regulations and internal policies.

Skills

Leadership

Team development

Regulatory compliance

Member service

Analytical

Communication

Job description

Description

Position Summary

The Branch Manager I is responsible for the overall management and success of the branch, ensuring efficient operations, strong financial performance, regulatory compliance, and exceptional member service. This role involves leading and developing a motivated, well-trained staff, fostering a positive work environment, and implementing strategies to drive branch growth and community impact. The Branch Manager I reports directly to the Branch Manager II for guidance, oversight, and performance alignment.

Essential Duties and Responsibilities

Leadership & Employee Management

• Adhere to the management code of conduct, setting a positive example for staff.
• Maintain a highly motivated and well-trained team, fostering strong employee relations.
• Monitor branch operations to ensure a professional and consistent approach to service.
• Evaluate job performance, ensuring quality work and exceptional member service.
• Take ownership of the branch schedule and staffing, ensuring adequate coverage to meet business needs and minimizing the use of rovers by utilizing branch staff when possible.
• Approve leave requests, time off, and employee timecards.
• Promptly address employee behavior that may impact staff morale and branch culture.
• Provide ongoing training and development to enhance team capabilities.
• Work with Human Resources to interview and select candidates that best meet team needs.
• Administer coaching, check-ins, and disciplinary actions as needed to develop staff.
• Provide support to other branches as directed by the Branch Manager II.

Operations & Compliance

• Apply and uphold branch policies and procedures as directed by the Branch Manager II.
• Ensure compliance with federal regulations, National Credit Union Administration (NCUA) requirements, and other regulatory agencies including Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) standards.
• Work with staff and auditors to maintain compliance with internal controls.
• Maintain compliance with the bargaining unit contract.
• Provide feedback to the Branch Manager II on operational improvements or concerns.

Performance Monitoring & Growth

• Monitor branch and employee activity, including transactions, loan volume, teller errors, sales performance, and new accounts.
• Monitor key products and sales to ensure sound business practices and high-quality service for members.
• Implement strategies to enhance branch growth and community impact in alignment with goals set by the Branch Manager II.
• Create and maintain a cross-selling culture, training employees to identify and act on sales opportunities.
• Assist staff and members in resolving complex account problems and elevate issues to the Branch Manager II when necessary.
• Review and analyze branch-level data points to support employee effectiveness.

Security & Risk Management

• Manage the safety and security of the branch and report facility issues according to procedures.

Community Engagement

• Represent the credit union at community events to strengthen relationships and promote growth.
• Promote the credit union’s products and services to local businesses.

Self-Development

• Become proficient in all aspects of branch duties to effectively manage employees and branch operations.
• Seek out training opportunities for further development, coordinating offsite training or webinars through Human Resources to avoid duplication of efforts.
• Participate in company committees as assigned.

Perform other duties as assigned or required.

Requirements

Core Competencies

Leadership & Team Development

• Inspire, motivate, and develop employees to achieve personal and branch goals.
• Promote a positive work environment and fosters collaboration and engagement.
• Provide clear guidance, coaching, and constructive feedback.

Operational & Regulatory Expertise

• Demonstrate knowledge of branch operations, internal controls, and credit union policies.
• Ensure compliance with federal and state regulations, NCUA requirements, and internal procedures.
• Apply strong problem-solving skills to address operational challenges.

Member Service & Relationship Management

• Delivers exceptional member service and resolve complex issues efficiently.
• Build strong relationships with members, colleagues, and the community.
• Promotes products and services in alignment with business goals.

Analytical & Performance Management

• Monitor and evaluate branch and employee performance metrics.
• Use data to identify trends, areas for improvement, and growth opportunities.
• Implement strategies to achieve branch goals and maximize performance.

Communication & Interpersonal Skills

• Communicate clearly and professionally with staff, members, and stakeholders.
• Effectively manage conflict and facilitate open dialogue.
• Encourage teamwork and cooperation across the branch and organization.

Security & Risk Awareness

• Maintain vigilance over branch security, safety procedures, and risk management practices.
• Promote adherence to policies and ensure staff are trained on security protocols.

Self-Development & Continuous Learning

• Seeks opportunities for professional growth and development.
• Demonstrates adaptability and willingness to learn new processes or technologies.
• Participate in company initiatives and contribute to organizational improvement.