Branch Manager I University

001 Truliant Federal Credit Union; United States; On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

No-cost medical, dental, vision

401(k) with matching

Paid holidays and PTO

Tuition reimbursement

Teledoc

Job summary

001 Truliant Federal Credit Union is seeking a Branch Manager to lead daily branch operations, coach a team, and grow member relationships. You will balance hands-on leadership with strategic planning to deliver strong service and branch growth.

The role emphasizes coaching, community partnerships, and adherence to regulatory requirements. A Bachelor’s degree with NMLS and Notary are required, along with strong communication and financial services knowledge.

Qualifications

• Minimum of 3 years of related management experience.
• Experience leading, coaching, and mentoring employees to improve results.
• Bachelor’s degree or equivalent experience; NMLS registration and notary requirement.

Responsibilities

• Lead, coach, and develop branch team members to meet service, sales, referral, and operational expectations.
• Drive branch performance with plans for member service, loan/deposit growth, outbound calling, and budget management.
• Resolve escalations and strengthen relationships to align with policies and regulatory requirements.
• Collaborate with internal partners and local businesses to improve branch operations and community presence.

Skills

Leadership

Coaching

Relationship building

Communication

Excel/Word

Education

Bachelor’s degree or equivalent

NMLS registration (SAFE Act)

Notary appointment

Tools

Microsoft Word

Excel

Job description

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates

Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Why this role matters

At Truliant Federal Credit Union, our mission is to improve members’ financial lives, and our branches are where that mission comes to life every day. As a Branch Manager, you’ll lead the team that helps members feel welcomed, supported, and confident while also driving branch performance and growth. This is a great opportunity for someone who enjoys coaching people, building relationships in the community, and creating a branch experience that makes a meaningful difference for both members and team members.

What you’ll do

In this role, you’ll own daily branch leadership, team performance, member experience, and business development. You’ll balance hands‑on operations with coaching, planning, and partnership‑building so your team can deliver strong service, meet goals, and operate with integrity.

• Lead, coach, and develop branch team members so they can meet service, sales, referral, and operational expectations.
• Drive branch performance by creating and executing plans for member service, loan and deposit growth, outbound calling, business development, and budget management.
• Support excellent member experiences by resolving escalations, strengthening relationships, and ensuring branch practices align with policies, procedures, and regulatory requirements.
• Collaborate with internal partners, build connections with local businesses and community organizations, improve how the branch operates, and contribute to the overall success of Truliant’s member-focused culture.

What you bring

We’re looking for a branch leader who can combine people leadership, financial services knowledge, sound judgment, and a strong commitment to member service. You’ll be most successful here if you are comfortable coaching others, making thoughtful decisions, and staying engaged in both the day-to-day details and the bigger picture of branch growth. This role is a great fit if you have:

• Required Experience:
  • Minimum of 3 years of related management experience.
  • Experience leading, coaching, and mentoring employees to improve results.
  • Experience building community relationships and/or partnerships with local businesses or organizations.
• Required Skills:
  • Communicate clearly and professionally in English, both verbally and in writing.
  • Coach team members, resolve member concerns, manage conflict, and lead through change.
  • Apply an advanced understanding of credit union operations, financial products, services, delivery systems, policies, procedures, and regulatory banking requirements.
  • Recognize member relationship opportunities and guide conversations that support members’ financial goals.
  • Interpret financial statements, analyze information, solve problems, and make sound decisions in a goal-oriented branch environment.
  • Use Microsoft Word and Excel at an intermediate level or higher, stay organized, manage multiple priorities, and complete assignments with minimal supervision.
• Education/Certifications:
  • Bachelor’s degree or equivalent experience required.
  • National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 required.
  • Notary appointment required within 3 months of hire.
  • You should also be comfortable working in a branch environment that may include standing, walking, bending, stooping, sitting at a desk for long periods, using a computer, and occasionally lifting or moving up to 10 pounds.

What sets you apart

You don’t need to check every box, but here’s what will help you thrive in this role: Retail banking service, sales, and lending management experience. A track record of proactive business development, outbound calling, and growing member relationships. Experience creating branch business plans, managing controllable expenses, and supporting onboarding or development across more than one location.

What you’ll get

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our teammates make that happen daily. Through their diverse perspectives and backgrounds, our teammates come together to craft the best experience for every member wherever they are on their financial journey. Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.