Branch Manager - Clanton

Socket.dev; Clanton (AL); On-site; USD 55,000 - 75,000; Full time

Job summary

Socket.dev is seeking a Branch Leader to direct the operations of a small Credit Union facility in Alabama. You will oversee lending decisions with authority up to $10,000 unsecured and $50,000 secured, manage branch staff, and drive growth while maintaining compliance and service standards.

You will build community partnerships, review performance, report to the main office, and ensure operations meet budgeted goals. Experience in lending and people management is essential.

Qualifications

• Experience: 1–3 years in similar or related roles.
• Education: a two-year college degree or completion of a specialized course of study at a business/trade school or equivalent training.
• Interpersonal skills: requires trust, diplomacy, and strong relationship-building.
• Physical: light lifting is required.

Responsibilities

• Underwrites consumer loans up to policy limits and approves subordinate decisions; originates and closes real estate loans.
• Hires, trains, coaches, and monitors branch staff; manages resources to meet department needs.
• Maintains communications with main office; submits standard reports and attends management meetings.
• Develops and maintains community and school partnerships; coordinates branch participation in activities.
• Monitors product knowledge and ensures compliance with Credit Union policies and procedures.
• Conducts or coordinates weekly sales and service review meetings with staff.

Skills

Branch management

People coaching

Customer service

Sales coaching

Education

Two-year college degree

Trade school certificate

In-house training program

Job description

Role: To direct the operations of a small-sized Credit Union facility, ensuring the branch meets organizational, financial, operational, service, and growth plans. This position should have lending authority of at least $10,000 unsecured and $50,000 secured.

Essential Functions & Responsibilities:

• Underwrites consumer loans up to the amount assigned per Credit Union policy; reviews and approves underwriting decisions of subordinate personnel. Originates & closes real estate loans.
• Hires, reviews, schedules, trains, coaches, supports, counsels, motivates, and monitors the work of branch personnel; conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates.
• Maintains communications with main office; prepares and submits standard reports; attends scheduled management meetings.
• Develop and maintain business partner relationships with the community and area schools by calling on potential BPs and coordinating branch participation in community activities.
• Serves as a source of product knowledge and monitors all branch activities to ensure they are in compliance with established Credit Union policies and procedures.
• Conducts or coordinates weekly meetings with the branch staff to review sales objectives, procedural issues, and member service expectations.
• Performs other job-related duties as assigned.

Performance Measurements:

1. Maintain a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.
2. Provide informed, professional, and accurate service and support to all members and associates.
3. Maintain or exceed annual budgeted branch operating and growth plan while maintaining or improving the financial stability of the branch.
4. Effectively evaluate the efficiency of the branch and develop specific recommendations for improvements to personnel, facilities, products, pricing, policies, and processes.
5. Meet or exceed the established branch goals each month and ensure direct reports achieve their individual goals.
6. Promote a sales culture within the branch by example. Coach and develop employees to identify cross-sale opportunities.
7. Ensure recovery of all critical branch functions for business contingency within recovery times set by business constraints or disaster recovery plan.
8. Note observations of employees’ performance. Give and receive feedback from employees on an ongoing basis.
9. Effective cross-training throughout the branch.
10. May serve on various committees such as Roadblock, Risk Assessment, IT Steering Committee, or as a resource for other committees or departments.

Knowledge and Skills:

Experience: One year to three years of similar or related experience.

Education: (1) A two-year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Physical Requirements: Light lifting required.