Branch Manager

Peak Credit Union; Tumwater (WA); On-site; USD 84,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental and Vision insurance

401k plan

Paid holidays and time off

Life and AD&D insurance

Job summary

Peak Credit Union in Tumwater, WA seeks a Branch Sales Leader to drive membership growth, loans, deposits, and referrals while ensuring compliance and exceptional member experiences. You will coach a sales-driven team and lead outbound business development efforts within the branch.

The role requires strong sales leadership, accountability, and the ability to meet and exceed branch sales targets, with focus on local community relationships and regulatory adherence.

Qualifications

• Education: High School or equivalent.
• Travel is required.
• Five or more years of experience in retail financial services.
• Three or more years of experience leading teams with direct sales responsibility.

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 outbound calling, community engagement, and referral-generation activities.

Skills

Sales leadership

Business development

Coaching

Communication

Data analysis

Education

High School

Tools

Microsoft Office

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:

• 5735 Littlerock Rd SW,Tumwater, WA 98512

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.

Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

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.

Minimum Qualifications:

• Education: High School
• Field of Study: Not Applicable
• Certifications: Not Applicable
• Travel: Travel is required.

Preferred Qualifications:

• Certifications: Notary certification

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.

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 for interaction with staff and vendors. Continuous clarity of vision at 20 inches or less for normal processing of work.

Mental Continuous alertness, precision, and concentration to provide accuracy of work. Frequent performance of basic numeric calculations, as well as writing, reading, comparing and analyzing. Frequent use of judgment, reasoning and patience in executing multiple projects concurrently. Continuous problem solving. Continuous initiative in performing duties with little or no direct supervision.

Environmental Duties performed in an office or branch setting. Uses job specific software (including Microsoft Office products) and security equipment as needed to perform role. May have to work long hours and/or irregular hours such as evenings and weekends. Travel to attend meetings and training sessions is required and may occur before or after regularly scheduled hours.

Total Rewards:

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.

• Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD&D insurance.
• Employees are able to enroll in our 401k plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
• Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States.

Peak Credit Union is an Affirmitive Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [e-mail].

If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail [e-mail]. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.

When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Union's recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union's privacy practices comply with all applicable state and federal laws.

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