Branch Manager - Ahwatukee Branch

Desert Financial Credit Union; Phoenix (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Desert Financial Credit Union in Phoenix seeks a branch leadership professional to coach and develop staff, drive sales, and deliver exceptional member service. The role emphasizes CRM-driven engagement, compliance, and community partnerships to strengthen the branch's financial wellbeing for members.

The position involves mentoring an Assistant Branch Manager, supervising performance, and ensuring smooth daily operations while upholding organizational standards and community presence.

Qualifications

• Requires High School Diploma or GED; Bachelor’s degree preferred or equivalent combination of education and experience.
• 4+ years of experience in Financial Services Sales and Service.
• 1+ years in a Leadership role.
• 1+ years cash handling experience preferred.
• Strong communication, problem-solving, and time management skills.
• Ability to be registered through NMLS and notary public.”

Responsibilities

• Coach for results by developing branch staff through targeted coaching to empower members with guidance and solutions.
• Mentor ABM to prepare for future branch management roles.
• Drive accountability and foster a culture focused on member financial wellbeing.
• Lead branch sales performance and enhance member engagement through CRM usage.
• Enforce service standards and manage complex member escalations to improve retention.
• Ensure regulatory compliance and timely training on operational changes.
• Monitor branch performance metrics and oversee daily operations.

Skills

Leadership

Coaching

Mentoring

Sales

Customer service

Communication

Problem-solving

Time management

De-escalation

Business acumen

Education

High School Diploma or GED

Bachelor's degree (preferred)

Equivalent combination of education and experience

Tools

CRM systems

Job description

What you will do here:

Team Leadership & Development

What you will do here:

Team Leadership & Development

• Coach for Results: Develop all branch staff through targeted coaching to empower members with guidance, confidence, and solutions they need to thrive
• Mentor Assistant Branch Manager: Provide productive learning environment and development opportunities to prepare ABM for future branch management role
• Drive Accountability: Foster a culture of accountability focused on member financial wellbeing throughout the branch
• Manage Performance: Conduct performance reviews, address gaps promptly, and identify advancement opportunities

Sales Leadership & Member Experience

• Lead Sales Performance: Drive overall branch sales revenue through personal example and team coaching using structured sales methodology
• Enhance Member Engagement: Ensure consistent use of CRM systems to maximize member financial wellness opportunities and deepen relationships
• Implement Service Standards: Enforce established member service standards while modeling exceptional relationship-building behaviors
• Manage Escalations: Handle complex member issues with strategic focus on retention and satisfaction

Operations & Compliance

• Ensure Regulatory Compliance: Maintain strong operational knowledge and ensure adherence to all compliance requirements and audit standards
• Train on Changes: Ensure timely team training on operational changes, new product delivery, and system updates by required deadlines
• Monitor Financial Performance: Oversee branch performance metrics, analyze trends, and implement improvement strategies
• Direct Daily Operations: Ensure smooth branch functioning including staffing, security, and technology system

Business Development & Community Leadership

• Drive Business Development: Lead community engagement initiatives and establish local partnerships to generate new business opportunities
• Represent Organization: Actively participate in community events and networking to strengthen organizational presence and reputation
• Collaborate Cross-Functionally: Partner with other business lines to optimize member experience and support enterprise initiatives
• Champion Organizational Culture: Reinforce mission, vision, and values while building strong community relationship
• Perform other job-related duties as assigned.

What you will need:

• High School Diploma or GED required.
• Bachelor's degree from an accredited University preferred.
• Equivalent Combination Of Education And Experience Required.
• 4+ years of experience in Financial Services Sales and Service required.
• 1+ years of experience in a Leadership role required.
• 1+ years Cash handling experience preferred.
• Demonstrated Process Improvement And Problem-solving Skills Required.
• Strong Mathematical and logic skills required.
• Excellent Time Management Skills Required.
• Demonstrated capability to multi-task with a smile required.
• Excellent Verbal And Written Communication Skills Required.
• Strong business acumen required.
• Advanced customer service skills with capability to de-escalate situations professionally required.
• Grit; willing to do what is takes to get the job done right required.
• Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required.
• Registered and serve as a Notary Public required.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.