Branch Manager - Tempe

Desert-Financial-Credit-Union

Tempe (AZ)

On-site

USD 85,000 - 110,000

Full time

2 days ago
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Job summary

Desert Financial Credit Union in Tempe, AZ seeks a Branch Manager to lead a high-performing team, drive branch growth, and ensure regulatory compliance. You will steward member relationships, sales performance, and community outreach while developing future leaders.

The role emphasizes coaching, not only of staff but of the entire branch culture, and requires strong business acumen, customer service excellence, and a commitment to compliance and community presence.

Qualifications

  • High School Diploma or GED required.
  • Bachelor's degree preferred.
  • 4+ years of Financial Services Sales and Service experience required.
  • 1+ year in a Leadership role required.
  • 1+ year of cash handling experience preferred.
  • Demonstrated problem-solving and math skills required.
  • Strong verbal and written communication skills required.
  • Notary Public and NMLS registration required.

Responsibilities

  • Coach for results by developing branch staff.
  • Mentor Assistant Branch Manager for leadership readiness.
  • Drive accountability for member financial well-being.
  • Manage performance reviews and career advancement opportunities.
  • Lead overall branch sales through coaching and structured methodologies.
  • Enhance member engagement using CRM for relationships.
  • Enforce service standards and strong relationship-building.
  • Handle escalations with focus on retention and satisfaction.
  • Ensure regulatory compliance and audit readiness.
  • Train staff on operational changes and new products.

Skills

Leadership
Communication
Customer service
Multi-tasking
Problem-solving
Grit
Business acumen

Education

High School Diploma or GED
Bachelor's degree

Job description

The Branch Manager holds full accountabilities for all aspects of branch performance, including sales growth, operational excellence, regulatory compliance, and financial results. As the primary leader of all branch staff, the Branch Manager drives business development while developing high-performing teams through coaching, mentoring, and performance management. This role maintains ultimate accountability for member satisfaction, community relationships, and branch profitability while building organizational capability through leadership development. The Branch Manager enforces service standards, ensures regulatory compliance, and represents the organization within the local community through business development and outreach initiatives focused on enhancing member financial wellness. In partnership with the Assistant Branch Manager, this position creates a cohesive branch culture that aligns with the organizational mission and values while preparing emerging leaders for advancement opportunities.

What you will do here:

Coach for Results: Develop all branch staff through targeted coaching to empower members with guidance, confidence, and solutions they need to thrive

Mentor Assistant Branch Manager: Provide productive learning environment and development opportunities to prepare ABM for future branch management role

Drive Accountability: Foster a culture of accountability focused on member financial well-being throughout the branch

Manage Performance: Conduct performance reviews, address gaps promptly, and identify advancement opportunities

Lead Sales Performance: Drive overall branch sales revenue through personal example and team coaching using structured sales methodology

Enhance Member Engagement: Ensure consistent use of CRM systems to maximize member financial wellness opportunities and deepen relationships

Implement Service Standards: Enforce established member service standards while modeling exceptional relationship-building behaviors

Manage Escalations: Handle complex member issues with strategic focus on retention and satisfaction

Operations & Compliance

Ensure Regulatory Compliance: Maintain strong operational knowledge and ensure adherence to all compliance requirements and audit standards

Train on Changes: Ensure timely team training on operational changes, new product delivery, and system updates by required deadlines

Monitor Financial Performance: Oversee branch performance metrics, analyze trends, and implement improvement strategies

Direct Daily Operations: Ensure smooth branch functioning including staffing, security, and technology system

Business Development & Community Leadership

Drive Business Development: Lead community engagement initiatives and establish local partnerships to generate new business opportunities

Represent Organization: Actively participate in community events and networking to strengthen organizational presence and reputation

Collaborate Cross-Functionally: Partner with other business lines to optimize member experience and support enterprise initiatives

Champion Organizational Culture: Reinforce mission, vision, and values while building strong community relationship

Perform other job-related duties as assigned.

What you will need:

High School Diploma or GED required.

Bachelor's degree from an accredited University preferred.

Equivalent combination of education and experience required.

4+ years of experience in Financial Services Sales and Service required.

1+ years of experience in a Leadership role required.

1+ years Cash handling experience preferred.

Demonstrated process improvement and problem-solving skills required.

Strong Mathematical and logic skills required.

Demonstrated capability to multi-task with a smile required.

Excellent verbal and written communication skills required.

Strong business acumen required.

Advanced customer service skills with capability to de-escalate situations professionally required.

Grit; willing to do what is takes to get the job done right required.

Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required.

Registered and serve as a Notary Public required.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.

Qualifications
Education
Required

High School or better.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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