Branch Manager

Socket.dev; Superior (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

Socket.dev in Wisconsin is seeking a Branch Manager to direct operations of a designated Credit Union facility, ensuring alignment with growth plans. The role leads staff, drives sales, ensures regulatory compliance, and builds community relationships while maintaining performance and service standards.

The successful candidate will coach staff, hire, develop, and evaluate performance, manage budgets, and report to leadership with quarterly updates.

Qualifications

• Two-year college degree or equivalent training.
• Excellent written and verbal communication with confidentiality and tact.
• Ability to lead, motivate, and coach staff; strong teamwork and sales orientation.
• Proficient in using office technology and keyboarding skills.
• Demonstrated analytical skills and ability to operate standard PC programs.

Responsibilities

• Directs, develops, motivates, hires, and coaches branch staff.
• Ensures branch compliance with regulations and internal policies.
• Represent the branch in community networking and relationship-building.
• Prepare reports and participate in management meetings and trainings.
• Lead sales meetings and process member loan/deposit transactions promptly.

Skills

Leadership

Communication

Teamwork

Sales skills

Analytical skills

Keyboarding skills

Education

Two-year college degree

Tools

Office software

Job description

Role

To direct the operations of designated Credit Union facility, ensuring the branch meets organizational, financial, operational, service, and growth plans.

Essential Functions & Responsibilities

• Directs, develops, motivates, hires, and coaches branch personnel; responsible for the overall direction, coordination, and evaluation of staff and sustain a well trained and engaged staff
• Apply and evaluate policies and procedures set for the branch. Ensure that the branch is in compliance with credit union regulations and procedures, and federal and state laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
• Be the Credit Union representative in the community. This includes representing the branch in networking events, building relationships with members, suppliers, other financial institutions and the community at-large
• Maintains communications with leadership; prepares and submits activity reports; monitors branch activities to ensure compliance with policies and procedures; attends scheduled management meetings and trainings
• Selling Credit Union services and leading effective sales meetings while assisting, developing, and disbursing member’s loan requests and depository transactions in a timely manner
• Strong interpersonal skills
• Ability to work in a team environment as well as independently
• Ability to use office technology such as a computer, internet, email, and other office related software
• Ability to work in an office environment for at least 8 hours per day
• Performs other job related duties as assigned

Performance Measurements

• To maintain a well trained, cohesive and productive staff that is capable of meeting the organization’s future growth plans
• To meet or exceed annual budgeted operating plan for the branch
• To maintain/improve the financial stability of the branch
• To meet or exceed the branch growth plan
• To keep management informed regarding key operating issues affecting the branch
• To input observations and give feedback of the same to direct reports no less than 10 business days following each quarter
• Participate in the general management of the organization as a member of the management team
• Mus have in-depth understanding of and ability to interpret regulations affecting deposit/loan/accounting programs with the credit union

Knowledge & Skills

Experience Three years to five year of similar or related experience

Education (1) a two year college degree or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program or past work experience

Interpersonal Skills Excellent written and verbal communication skills with the ability to interact effectively with others inside and/or outside the organization for the purpose of business development, building relationships and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills Demonstrate ability to communicate effectively in person, on phone or written format

Be goal oriented/possess proven sales skills

Possess good analytical skills

Possess good keyboarding skills

Demonstrate ability to operate a variety of personal computer programs

Physical Requirements The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit; talk; or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch. Normal office working conditions. The noise level in the work environment is quiet to moderate.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.