Branch Manager

US #1364 Federal Credit Union; Valparaiso (IN); On-site; USD 70,000 - 100,000; Full time

Job summary

US #1364 Federal Credit Union is seeking a Branch Manager to lead the branch's operations and growth, delivering exceptional member experiences while coaching a high-performing team. The role emphasizes financial literacy initiatives and active community engagement to expand reach and impact.

The ideal candidate will have 5–7 years in banking or credit unions, strong leadership, and experience in business development, sales, and customer service; proficiency in MS Office is required and

Qualifications

• Bachelor’s degree in business, management, or a related field (preferred).
• 5-7 years of experience in banking or credit unions.
• Supervisory or management experience preferred.
• Strong leadership and team-building skills with a focus on employee development.
• Proven experience in business development, sales, and financial services.
• Excellent communication and public speaking skills to represent the credit union professionally.

Responsibilities

• Generate new business within the branch market by growing deposit accounts, loans, and other services.
• Actively engage with the local community to increase brand awareness and attract new members, including financial literacy programs for underserved populations.
• Build and maintain relationships with members and community partners to drive growth and deepen existing relationships.
• Promote credit union products and services to meet members’ financial needs.

Skills

Leadership

Communication

Public Speaking

Team Building

MS Office

Financial Services Knowledge

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

The Branch Manager is responsible for the overall operations and growth of the branch, ensuring an exceptional member experience while driving business development. This role requires a strong leader who can inspire, coach, and develop a high-performing team, maintain operational efficiency, and expand the branch’s reach through financial literacy initiatives and community engagement.

Key Responsibilities

Branch Growth & Business Development

• Generate new business within the branch market by growing deposit accounts, loans, and other services.
• Actively engage with the local community to increase brand awareness and attract new members, including a focus on financial literacy programs and serving underserved populations.
• Build and maintain relationships with members and community partners to drive growth and deepen existing relationships.
• Promote credit union products and services to meet the financial needs of members.

Leadership & Employee Development

• Lead, coach, and develop branch staff to create a positive and high-performing work environment.
• Provide ongoing training and professional development to ensure employees are knowledgeable about products, services, and compliance requirements.
• Establish clear performance expectations, monitor progress, and provide regular feedback through coaching and evaluations.
• Foster a culture of teamwork, accountability, and exceptional member service.

Operational Excellence & Compliance

• Ensure the branch operates efficiently and in compliance with all policies, procedures, and regulatory requirements, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Assets Control.
• Oversee day-to-day branch functions, including cash handling, security, balancing vaults, and processing transactions.
• Ensure timely resolution of member inquiries, concerns, and disputes while maintaining high levels of satisfaction.
• Monitor industry trends and recommend improvements to processes, services, and member engagement strategies.
• Maintain appropriate staffing levels and oversee scheduling to ensure optimal branch operations.
• This role may need to perform the duties of their team if staffing issues are present.

Community Engagement & Financial Literacy

• Actively participate in community events, financial education initiatives, and outreach efforts to support financial well-being.
• Collaborate on programs and partnerships to expand financial literacy education, particularly for underserved communities.
• Represent the credit union at networking events, civic organizations, and business groups to strengthen community relationships.

Requirements

• Bachelor’s degree in business, management, or a related field (preferred).
• 5-7 years of experience in banking or credit unions.
• Previous supervisory or management experience (preferred).
• Strong leadership and team-building skills with a focus on employee development.
• Proven experience in business development, sales, and financial services.
• Excellent communication and public speaking skills to represent the credit union professionally.
• Strong problem-solving skills and ability to work in a fast-paced environment.
• Ability to manage multiple priorities while maintaining accuracy and timeliness.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

Additional Expectations

• Ability to travel between branches as needed.
• Flexibility to work additional hours based on operational needs.