Branch Manager

peakcreditunion

Gig Harbor (WA)

On-site

USD 76,000 - 114,000

Full time

6 days ago
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Job summary

Peak Credit Union in Gig Harbor, WA is seeking an experienced Branch Manager to lead a high-performing sales-driven team and deliver exceptional member experiences. You will own branch production results across memberships, loans, deposits, and referrals, while ensuring regulatory compliance and operational excellence.

You will recruit and coach staff, develop local business partnerships, and drive outbound outreach and community engagement to grow market share.

Qualifications

  • Minimum five (5) years of experience in retail financial services.
  • Minimum three (3) years of experience leading teams with direct responsibility for sales performance and growth.
  • Proven experience meeting or exceeding sales goals in a branch or financial services environment.

Responsibilities

  • Drives overall branch sales performance, achieving goals for membership, loans, deposits, and product penetration.
  • Develops and executes a strategic branch business and sales plan aligned with organizational growth priorities.
  • Leads by example through direct participation in outbound calling, community engagement, and referral-generation activities.
  • Builds and maintains relationships with local businesses and community partners to grow membership and lending opportunities.
  • Champions consultative, needs-based selling to increase wallet share and deliver tailored financial solutions.
  • Recruits, develops, and retains a high-performing, sales-driven team with a strong culture of accountability and continuous improvement.
  • Conducts regular coaching focused on sales behaviors, outbound activity, pipeline management, and closing effectiveness.
  • Monitors branch and individual performance using KPIs, dashboards, and scorecards; implement corrective actions when needed.
  • Ensures exceptional member experience by balancing service quality, operational excellence, and sales performance.
  • Maintains full compliance with credit union policies, operational controls, regulatory requirements, and BSA standards.
  • Partners with cross-functional teams-including operations, lending, and marketing-to deliver consistent and seamless member experiences.
  • Uses performance data, market insights, and financial results to adjust strategies, manage expenses, and ensure budget and growth target alignment.

Skills

Sales leadership
Business development
Coaching
Relationship-building
Data-driven decisions
Communication

Education

High School

Job description

To maintain a strong connection with our members and local communities and better understand their unique needs , we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience !

Where You Will Work:

5119 Olympic Drive, Gig Harbor, WA 98335

Pay Range:

The target annual pay range for this position is $83,424 - $94,800. The full annual pay range is $$75,840.00 - $113,760.00

We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.

Purpose:

Responsible for driving sales performance, business development, and exceptional member experience within the branch all through the lens of growth. Owns branch-level production results for membership growth, loans, deposits, and referrals while ensuring operational excellence and regulatory compliance. Leads and coaches a high-performing sales team, actively participates in outbound business development efforts, and builds strong community and business relationships to expand the Credit Union's presence and market share. Success in this role requires strong sales leadership, accountability, and the ability to consistently meet and exceed branch sales targets.

Responsibilities:
  • Drives overall branch sales performance, achieving goals for membership, loans, deposits, and product penetration.
  • Develops and executes a strategic branch business and sales plan aligned with organizational growth priorities.
  • Leads by example through direct participation in outbound calling, community engagement, and referral-generation activities.
  • Builds and maintains relationships with local businesses and community partners to grow membership and lending opportunities.
  • Champions consultative, needs-based selling to increase wallet share and deliver tailored financial solutions.
  • Recruits, develops, and retains a high-performing, sales-driven team with a strong culture of accountability and continuous improvement.
  • Conducts regular coaching focused on sales behaviors, outbound activity, pipeline management, and closing effectiveness.
  • Monitors branch and individual performance using KPIs, dashboards, and scorecards; implement corrective actions when needed.
  • Ensures exceptional member experience by balancing service quality, operational excellence, and sales performance.
  • Maintains full compliance with credit union policies, operational controls, regulatory requirements, and BSA standards.
  • Partners with cross-functional teams-including operations, lending, and marketing-to deliver consistent and seamless member experiences.
  • Uses performance data, market insights, and financial results to adjust strategies, manage expenses, and ensure budget and growth target alignment.
  • All other duties as assigned.
Previous Experience:
  • A minimum of five (5) years of experience in retail financial services.
  • A minimum of three (3) years of experience leading teams with direct responsibility for sales performance and growth.
  • Proven experience meeting or exceeding sales goals in a branch or financial services environment.
Minimum Qualifications:
  • Education: High School
  • Field of Study: Not Applicable
  • Certifications: Not Applicable
  • Travel: Travel is required.
Preferred Qualifications:
  • Certifications: Notary certification
Knowledge, Skills, and Abilities:
  • Strong sales leadership and business development skills.
  • Ability to coach, motivate, and hold teams accountable for results.
  • Excellent communication, networking, and relationship-building skills.
  • Data-driven mindset with the ability to analyze performance trends and adjust strategy.
  • Ability to manage multiple priorities in a fast-paced, goal-oriented environment.
Position Structure:
  • Job Level : M2
  • Job Family : Banking
  • Manager : Yes
  • FLSA Status : Exempt
  • Job Function : Retail Branch Banking
Working Conditions:

Physical Sitting for extended periods of time when performing duties. Lifting and carrying up to 10 pounds. Occasional bending and/or reaching for supplies on ground level. Continuous use of hands in repetitive tasks such as simple grasping, twisting/turning of wrists. Finger dexterity to perform various clerical duties such as typing, writing and maintaining files. Continuous speaking and hearing

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