Branch Manager 1 or 2 - Lewiston Branch

Numerica Credit Union; Lewiston (ID); On-site; USD 77,000 - 115,000; Full time

Job summary

Numerica Credit Union is seeking a Branch Manager I to lead branch operations, drive sales, and coach a small team in the Retail Experience department. This entry-level leadership role focuses on delivering service excellence, developing staff, and building community relationships to support Numerica's mission.

The Branch Manager I manages day-to-day branch activities, ensuring accurate transactions, strong member experiences, and compliance with policies.

Qualifications

• Entry-level leadership role in Retail Experience.
• Ability to supervise staff and provide coaching.
• Strong focus on service excellence and member experience.

Responsibilities

• Lead branch team to achieve sales goals and deliver exceptional member experiences.
• Oversee cash management, audit readiness, and adherence to policies.
• Coach staff on consultative sales and relationship-building techniques.
• Develop branch-level sales plans and community engagement strategies.
• Mentor employees with clear performance expectations and feedback.
• Foster a positive, high-performing team culture aligned with CARES Principles.

Job description

Branch Manager 1

Department: Retail Experience

Salary: Exempt, Range 12 - $76,640 - $114,712

Report To: AVP/VP Retail Experience

SUMMARY

With the goal of enhancing lives, fulfilling dreams, and building communities, the Branch Manager I plays a key role in leading branch operations, sales, and team development. This position is designed as an entry-level leadership role within Retail Experience. The Branch Manager I is responsible for managing day-to-day operations of the branch, ensuring service excellence, and coaching employees to achieve performance goals. This role focuses on developing leadership capabilities, fostering team collaboration, and building foundational knowledge in operational management, member experience, and business development.

Branch Managers operate as small business owners of their locations-understanding resource allocation, financial performance, and community engagement. They serve as relationship advisors for members, driving the experience delivered in the branch and aligning daily activities with Numerica's mission and strategic goals.

If assigned to Float Department: This position requires regular travel throughout assigned region(s) and branch locations. Reliable transportation is required.

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following. Other duties may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sales Focus

• Lead and support the branch team in achieving sales goals and delivering exceptional member experiences.
• Act as a relationship advisor, identifying member needs and recommending appropriate products and services.
• Coach team members on consultative sales techniques and relationship-building strategies.
• Develop and execute branch-level sales plans and community engagement strategies to increase member loyalty and growth.
• Analyze branch performance data to track progress and identify opportunities for improvement.

Transactional

• Serve as the branch sales expert, ensuring compliance, accuracy, and efficiency in daily activities.
• Oversee cash management, audit readiness, and adherence to operational policies and procedures.
• Resolve escalated member issues, ensuring timely and effective resolution aligned with Numerica's standards.
• Ensure branch systems, controls, and reporting are maintained accurately and within compliance guidelines.
• Partner with Retail Operations and other departments to maintain strong operational performance and consistency across the organization.

Member Support

• Drive the member experience by ensuring all interactions align with Numerica's CARES Principles and service standards.
• Actively engage with members and the community to build meaningful relationships and increase brand visibility.
• Ensure staff are equipped with the knowledge and tools to deliver accurate information and effective solutions to members.
• Provide guidance to team members in resolving complex member needs, including lending, deposits, and account servicing.
• Support initiatives that enhance member engagement and promote long-term relationships.

Relationships/Behavior

• Foster a positive, inclusive, and high-performing team culture through consistent coaching and feedback.
• Develop and mentor employees by identifying strengths, providing development opportunities, and setting clear performance expectations.
• Partner across departments such as Retail Operations, Lending, HR, and Risk to ensure operational alignment and collaboration.
• Strong resource management, balancing staffing, scheduling, and workload to meet member and business needs.
• Model Numerica's values through professional behavior, consistent communication, and community involvement.
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:
• Connect -Create meaningful relationships
• Ask - Be intentionally curious
• Resolve - Actively seek solutions
• Elevate - Never stop improving
• Strengthen - Be the difference

SUPERVISORY RESPONSIBILITIES

• Supervises Assistant Branch Manager and up to 8 other teammates.
• Carries out supervisory responsibilities in accordance with organizational policies and applicable laws.
• Provides day-to-day supervision of staff, including onboarding, training, work assignment, and performance feedback.
• Supports a positive team environment through consistent coaching and timely issue resolution.

PERFORMANCE STANDARDS

• Consistent leadership and operational management proficiency.
• Meets or exceeds branch sales, service, and operational performance goals.
• Provides effective coaching and development to team members with measurable results.
• Maintains operational compliance and high