Branch Manager I

Advia Credit Union; Beloit (WI); In loco; USD 70.000 - 84.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bilingual premium

Health insurance

Dental insurance

Vision insurance

401(k) match

Life insurance

Disability coverage

PTO & holidays

Parental leave after 1 year

Tuition reimbursement

Telemedicine

EAP

Wellness programs

Volunteer hours

Descrizione del lavoro

Advia Credit Union in Beloit, Wisconsin, is seeking a Branch Manager candidate to lead branch operations and deliver outstanding member service. The role emphasizes coaching the team, ensuring policy adherence, and driving growth through deposits and loans.

The position requires 3–5 years of related experience and a two-year college degree. A bilingual premium (Spanish) is offered, with extensive benefits and opportunities for advancement at Advia.

Competenze

• Three to five years of similar or related experience.
• Spanish language proficiency required; bilingual premium offered with proficiency testing.

Mansioni

• Coach and manage branch team to match products and services to members' needs.
• Oversee branch operations and service level adherence; handle escalations and member requests.
• Represent Advia in communities through educational, volunteer, and brand-building activities.
• Achieve branch production goals including loan growth and new account activity.

Formazione

Two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours

Descrizione del lavoro

Description

Employment Type:

Full-Time, On-site #LI-ONSITE

Entry Salary Range:

$70,146.43-$84,175.71 annually with an incentive opportunity based on branch performance.

Advia offers a bilingual premium for this role.

This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency.

Comprehensive Benefits Package

We're committed to supporting your well-being and work-life balance through a robust benefits offering:

Health & Wellness

• Medical, dental, and vision insurance to keep you and your family healthy.

Financial Peace of Mind

• 401(k) with company match, life insurance, and disability coverage.

Time Off

• Generous paid time off (PTO), holidays, and parental leave.

Professional Growth

• Learning and development programs, plus tuition reimbursement to support your career journey.

Additional Perks

• Free Telemedicine
• Employee Assistance Program (EAP)
• Wellness initiatives
• Paid Community Action Volunteer Hours

*Parental Leave and Tuition Reimbursement are available after 1 year of service.

What you should know about the role

The most essential function of this position is to assist the credit union members in experiencing the advantage. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. Branch Managers are responsible for leading the operational efforts of the branch. Ensures established policies and procedures are followed. Oversees prompt and professional execution of a full range of services to members and prospective members through training, development and supervision of branch team members.

What you should know about Advia

Advia is a fast-growing Credit Union that is positioned in the top 3% of credit unions across the United States. We serve almost 200,000 members with assets over $3 Billion. We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages. We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations. The work environment at Advia is fast-paced, performance based and fun infused. We certainly live by the saying "work hard, play hard." As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.

Major Duties and Responsibilities

• Displays proficiency in all Advia products and services and able to coach and manage efforts of the team to match products and services to a member's needs through referral activity. Delivers coaching and exhibits behaviors that grow the deposits and loan productions of the branch.
• Ensures proper operational functionality of the branch including maintaining adequate team coverage to meet the service level needs of the membership, resolving member's requests, questions, and escalations in a timely manner, and providing coverage to help members with loan and account opening as needed. Delivers quality adherence to all operational policies, procedures, and organizational guidelines.
• Represents and promotes Advia in our communities through a variety of educational, volunteer, and brand-building opportunities, which may include afterhours and/or weekends.
• Manages team to maximize productivity, efficiency, and the potential of the human assets of Advia, including monitoring performance, coaching, mentoring, training, assuring compliance with regulatory requirements and organizational mission, values, service standards, policies, and work guidelines. Appraise performance and provide recommendations for promotion, disciplinary action, and termination, as appropriate.
• Aids in regional community outreach and/or organizing volunteer events which may include afterhours and/or weekends.
• Achieves performance expectations at or above assigned branch production goals, including loan growth, new account acquisition, and overall relationship impact objectives.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising judgment, raising questions to management, and adhering to policy guidelines.

Requirements

Experience

Three years to five years of similar or related experience, including preparatory experience.

Education/Certification/Licenses

A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.