Branch Manager-Lebanon Branch

Central Willamette Credit Union; Lebanon (OR); Vor Ort; USD 80.000 - 120.000; Vollzeit

Benefits dieser Stelle

3 weeks vacation

10 paid holidays

5 paid sick days

Medical, dental, and vision insurance

401(k) with CWCU match

Incentive program based on goals

Zusammenfassung

Central Willamette Credit Union seeks a Branch Manager to lead a dynamic team, drive a high-performance culture, and deliver exceptional member experiences at our Oregon branch. You will coach staff, set clear goals, and align branch strategy with CWCU's objectives.

The role emphasizes developing people, managing responsibilities, and fostering community connections while ensuring regulatory compliance and efficient operations.

Qualifikationen

• Bachelor's degree or equivalent experience in business or sales management.
• 2+ years of progressive management experience in a financial organization.
• Strong leadership with coaching and development focus.
• Proven ability to drive results and manage priorities.

Aufgaben

• Inspire, motivate, and empower staff to deliver exceptional service and performance.
• Provide clear objectives, coaching, and growth opportunities.
• Build and execute branch strategies using data and market insight.
• Maintain compliance and drive operational excellence.
• Lead a proactive sales culture and deepen member relationships.
• Represent CWCU at community events and build local partnerships.
• Prepare performance reports and support organizational goals.

Kenntnisse

Leadership

Coaching

Critical thinking

Decision making

Organization

Communication

Adaptability

Customer focus

Ausbildung

Bachelor's degree in business administration or related field

2+ years of management experience in financial services

Tools

Financial systems/PC software

Jobbeschreibung

Respect. Integrity. Ethics. Compassion. Humor.

At Central Willamette Credit Union, our five core values aren’t just words on a wall—they guide how we show up for each other and our members every day.

Our purpose is simple (and powerful): build local loyalty, connect to community, and make life easier for the people we serve.

If you’re the kind of leader who loves developing people, embraces change, thinks strategically, and can keep things light with a well-timed laugh—this role may be for you.

Why this role matters

As a member of the Leadership Team, the Branch Manager provides the insights, ideas, and expert perspective needed to support our strategic direction and business plan objectives. You’ll lead a branch culture where employees feel motivated, empowered, and accountable—and where they truly understand they’re the key to our success.

Under the general direction of the Director of Retail, you’ll supervise, coach, and inspire the sales and referral team, while driving performance and creating an exceptional member experience.

What You’ll Love About Working Here (Benefits)

This role offers a comprehensive benefits package that includes:

• 3 weeks’ vacation in the first year; 4 weeks the second year
• 10 paid holidays each year
• 5 paid sick days annually
• Medical, dental, and vision insurance effective the 1st of the month following your hire date
• Semi-annual incentive: 3.5% (7% yearly) of annual salary based on achievement of strategic organizational goals
• 401(k) eligibility after 6 months, with CWCU matching:
• Dollar-for-dollar up to the first 3%, and
• 50% of the next 2% of gross salary

Essential Functions & Responsibilities

Leadership and Culture (20%)

• Inspire, motivate, and empower staff to achieve exceptional service and performance goals—modeling CWCU’s values (integrity, respect, compassion, humor).
• Role-model accountability, integrity, and professionalism; address issues directly and provide timely, actionable feedback.
• Foster open communication and a collaborative team culture that values diverse perspectives.

Coaching and Development (20%)

• Provide clear objectives, actionable coaching, and growth opportunities.
• Conduct regular performance evaluations focused on development and continuous improvement.
• Recognize wins and address performance gaps effectively and respectfully.

Strategic Execution and Critical Thinking (15%)

• Build and execute strategies to meet/exceed branch goals using data and market insight.
• Solve complex challenges with sustainable, data-driven solutions.
• Set clear measures, monitor progress, and communicate results.

  Operational Excellence (15%)

  • Maintain high standards for organization, compliance, and regulatory adherence.
  • Resolve member concerns with patience, professionalism, and strong judgment.
  • Improve workflows and efficiency to make work easier and service smoother.

  Sales and Member Engagement (20%)

  • Lead a proactive sales culture that deepens member relationships.
  • Drive the branch to exceed sales/service goals; monitor performance and recommend improvements.
  • Build strong relationships with members, internal partners, and community connections.

  Community Engagement (5%)

  • Represent CWCU at community events; build goodwill and strengthen local partnerships.
  • Support and participate in credit union-sponsored community initiatives.

  Administrative and Reporting (5%)

  • Prepare performance reports and identify process improvements using tools consistently.
  • Attend training and ensure compliance with internal/external policies; seek and accept feedback.
  • Perform additional duties as assigned in support of organizational goals and values.
  Qualifications
  • Strong critical thinking, decision-making, and problem-solving skills
  • Excellent organization and ability to manage competing priorities
  • Proven leadership with a focus on coaching, accountability, and development
  • Professional presence with management, staff, and external contacts
  • Goal-oriented with a desire to exceed expectations
  • Growth mindset; adaptable to evolving member and organizational needs
  • Valid driver’s license and auto insurance required
  • Ability to flex schedule to meet member needs
  • Must be bondable

  Technical and Regulatory Knowledge

  • Proficiency in financial products, services, and sales
  • Comfort using systems/PC/software to manage branch operations
  • Working knowledge of applicable State/Federal regulations for consumer lending and savings

  Education/Experience Requirements

  • Bachelor’s degree in business administration or related field or equivalent work experience in business or sales management
  • 2+ years of progressively responsible management experience within a financial organization

  Physical Requirements

  • Ability to work branch hours including Saturdays
  • Full-time hours required; additional hours as needed to meet goals/projects
  • Ability to sit/stand near a computer for extended periods
  • Vision abilities: close, distance, peripheral, depth perception, and focus adjustment

  If you meet the qualifications and you’re excited to build a high-performing team rooted in Respect, Integrity, Ethics, Compassion, and Humor, we’d love to hear from you.