Branch Manager -27th Ave

Educational Federal Credit Union; Miami (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Paid Holiday

Paid Vacation

401K with employer match

Medical/Dental/Vision Insurance

Tuition reimbursement

Job summary

Educational Federal Credit Union is seeking a Branch Manager in the Miami area to serve as the senior leadership representative at the assigned location. The role involves promoting Credit Union products to members and coordinating outreach in the local community.

The Manager will coach and evaluate staff, oversee branch operations, and drive strategies to deepen member relationships, meet goals, and ensure excellent service while maintaining compliance and risk controls.

Qualifications

• Leadership and staff development experience in financial services.
• Strong customer service and relationship-building focus.
• Ability to coach staff and conduct evaluations.

Responsibilities

• Motivates, coaches, and develops branch staff to provide outstanding service and advocacy to members.
• Maintains expert-level understanding of branch workflow and operational processes.
• Conducts daily huddles and monthly staff meetings to share updates and recognize achievements.
• Participates in external events with local schools and community partners.
• Formulates strategies with Branch Services leadership to optimize branch performance and expand membership.
• Oversees facility maintenance and vendor relations; ensures security and policy compliance.
• Represents the Credit Union at community functions and leadership forums.
• Creates annual branch business plan and presents performance updates to Senior Leadership.
• Role models servant leadership and upholds the mission of people helping people.
• Acts as escalation point for member issues and coordinates resolutions.
• Ensures staffing aligns with traffic patterns for efficient operations.
• Involved in hiring, advancement, mentoring, and disciplinary actions.
• Travel to branch locations to provide staffing support when needed.
• Ensures compliance with policy, internal controls, and BSA requirements.
• Performs other duties as assigned.

Skills

Leadership

Staff coaching

Member service

Community outreach

Education

Associate's degree or equivalent

Job description

The Branch Manager serves as the senior leadership representative of the assigned location while acting as a role model in the promotion of Credit Union products, services, and solutions to members within the branch and through targeted outreach within the local community.

Duties and Responsibilities:

• Motivates, coaches, and develops branch staff to provide outstanding service and advocacy to members, while consistently identifying opportunities to deepen relationships and strengthen member loyalty. Develops and delivers annual evaluations for branch staff.
• Maintains expert-level understanding of all aspects of branch workflow, including loan application processing, new account originations, cash vault management, branch compliance, and other operational processes. Assists with performing these functions as necessary.
• Conducts daily huddles and monthly meetings with branch staff to recognize staff achievements, provide product education, and share meaningful business updates.
• Participates in external networking and promotional events with local schools, colleges, and other community business partners.
• Collaborates with Branch Services leadership to formulate new strategies to optimize branch business and expand membership.
• Supervises and makes recommendations on facility‑related maintenance needs, including ATM, custodial, security, and other vendors as required.
• Serves as community liaison in representing the Credit Union at community functions and leadership forums.
• Creates annual branch business plan and presents periodic performance updates to Senior Leadership highlighting business trends and opportunities for competitive differentiation.
• Role models servant leadership at all time and inspires others to embrace the Credit Union mission of people helping people through personal conduct and performance.
• Serves as point of escalation for member issues/concerns within the branch. Coordinates resolution of member issues with other Credit Union departments. Demonstrates sound and appropriate judgment when making exceptions to policy/procedures for the benefit of the member.
• Ensures the branch is adequately staffed and that the branch schedule is reflective of traffic patterns resulting in an effective and efficient workflow which will provide an overall exceptional experience for all members.
• Responsible for hiring, advancement, mentoring and addressing disciplinary matters of staff. Recommends termination when necessary.
• Required to have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary.
• Ensures that the branch follow prescribed policy, operational, and security procedures in compliance with internal and external procedures, NCUA, and other regulations.
• Full compliance with BSA rules and regulations.
• Reviews OFAC matches within designated risk score and provides clearance to staff on false positive matches.
• Required to work on Saturdays.
• Perform other duties as assigned by management.

Requirements:

• Associate's degree or an equivalent combination of education and relevant experience.
• 7-10 years of financial services experience

BSA Statement: Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.

The following are some benefits offered to employees:

• Paid Holiday
• Paid Birthday
• Paid Sick and Personal Days
• Paid Vacation
• Retirement/401K with matching contributions
• Medical, Dental and Vision Insurance
• Life Insurance and Long Term Disability
• Tuition reimbursement for Undergraduate and Graduate courses
• Career opportunities

About Us:

As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.