Branch Manager - Brodie

UFCU; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

UFCU in Austin seeks an experienced Branch Manager to lead the team, grow relationships and provide exceptional service to credit union members. The BM oversees daily branch operations and directs personnel to ensure compliant, efficient service under the Senior Retail Manager.

The role emphasizes coaching, process improvement, and delivering personal financial services through tellers, new accounts and loan closings in a fast-paced retail banking environment.

Qualifications

• High school diploma or equivalent required.
• Minimum two years of financial services or retail experience.
• Minimum two years of general management experience.
• Minimum three years selling products in a retail banking environment.

Responsibilities

• Coach frontline staff in promotion and sales of UFCU products to meet branch sales goals.
• Lead and maintain a positive, high‑performing team environment.
• Oversee staffing, training and employee relations at the branch.
• Ensure delivery of personal financial services via tellers, new accounts, loans, and e‑delivery.
• Adhere to UFCU policies and drive achievement of branch objectives.

Skills

Staff coaching

Customer service

Relationship building

Communication

Strategic thinking

Team leadership

Bilingual Spanish

Education

High school diploma

Bachelor’s degree preferred

Job description

Job Summary

As a member of UFCU’s Retail Leadership Team, and working under the supervision of the Senior Retail Manager, the Branch Manager (BM) will lead the team to grow relationships and provide exceptional service to credit union members. The Branch Manager performs the overall administrative supervision of all branch office activities including: coordinating and directing daily operations, and directing personnel activities to assure convenient and efficient operation of the staff and branch within the framework of federal and state laws, NCUA regulation and UFCU policies and procedures.

Job Summary

As a member of UFCU’s Retail Leadership Team, and working under the supervision of the Senior Retail Manager, the Branch Manager (BM) will lead the team to grow relationships and provide exceptional service to credit union members. The Branch Manager performs the overall administrative supervision of all branch office activities including: coordinating and directing daily operations, and directing personnel activities to assure convenient and efficient operation of the staff and branch within the framework of federal and state laws, NCUA regulation and UFCU policies and procedures.

About UFCU

Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.

In Pursuit Of Our Aspiration That UFCU Is Loved By Millions Of Members And Built To Thrive For Generations, We Are Guided By Our Values

Purposefully Member-Obsessed

We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success.

Possibilities Reimagined

We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavening Integrity

We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

Essential Functions

Employee Development:

• Effectively coaches frontline staff in the successful promotion and sales of assigned UFCU products and services to meet and exceed both personal and branch sales objectives.
• Utilizes leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive team.
• Promotes UFCU’s cultural values and contributes to the success of UFCU’s strategic vision and organizational and team goals. Monitors performance and, if necessary, corrects course to reach established goals.

Branch Management

• Use principles of continuing process improvement to streamline and enhance branch operations according to UFCU’s strategic initiatives.
• Responsible for managing the overall ongoing operations of the branch including the staffing, training and employee relations of all branch office employees.
• Responsible for the branch staff's delivery of personal financial services through the teller, new accounts, loan closing and electronic delivery systems located at the branch. Ensure quality service is provided by all branch employees.
• Hold staff accountable to goals, initiatives and UFCU’s policies and procedures.

Leadership & Development

• Continually seeks opportunities for personal and staff ongoing professional growth and learning.
• Uses effective staffing and talent management strategies to hire, develop, and grow future leaders; and ensures that team is empowered and professionally trained to achieve maximum productivity, quality of performance, job satisfaction and work-life balance.
• Performs other duties as assigned.
• Adhere to all company policies, procedures and business ethics codes.
• Complete required regulatory Training as assigned.
• Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

Knowledge/Skills/Abilities

• Ability to meet goals and deadlines.
• Excellent interpersonal, verbal and written communication skills required.
• Must demonstrate a passion for people and service, as well as a dedication to building relationships.
• Ability to work with members and staff tactfully and professionally, both in-person and via phone.
• Experience coaching and motivating staff
• Ability to think strategically as well as tactically while continually seeking sales, service and operations delivery efficiencies.
• Strong analytical and reporting skills.
• Bilingual in Spanish preferred.
• Must be bondable

Core Competencies

• Delivering Member Obsession
• Delivering Performance Excellence
• Delivering Innovation
• Delivering Empowered Leadership

Experience

Minimum Requirements

• High school diploma or equivalent required.
• Minimum two (2) years of financial services or retail experience.
• Minimum two (2) years of general management experience.
• Minimum three (3) years with demonstrated success selling products within a retail banking environment or financial services industry
• Must be bondable

Preferred Requirements

• Bachelor’s degree in related field preferred

Things You Need to Know Before You Apply

Physical Demands

The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Frequent

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
• The employee is frequently required to stand and walk.
• Employee will make extensive use of the telephone requiring the ability to effectively and accurately explain complex information.
• The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position may involve periodic stressful conditions.
• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
• Contact center position, requiring appropriate appearance in accordance to HR
• Frequent computer use at a workstation up to two hours at a time.
• The noise level in the work environment is usually moderate.

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