Branch Team Lead: Sales & Service Champion

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

Job summary

Socket.dev seeks a Branch Manager to lead and develop staff, ensure exceptional member service, and manage sales and operations within the branch. The role emphasizes supervision, training, and adherence to security and regulatory requirements.

The candidate will balance sales, operations, and leadership duties, maintaining a highly motivated team while achieving branch goals and maintaining quality control across processes.

Qualifications

• Oversee sales/service environment and promote a service-oriented culture.
• Knowledge of variety of financial products and services.
• Excellent member service and communication skills.
• Strong time management and organization.
• Professional appearance and attitude.
• Basic computer and typing skills.

Responsibilities

• Serve as primary manager on duty when the branch manager is absent.
• Maintain a sales and service environment aligned with company goals.
• Develop and lead branch staff with focus on service quality.
• Monitor branch sales, transactions, and loan volumes for profitability.
• Evaluate staff performance and provide coaching when needed.
• Ensure compliance with security, audits, and federal regulations.
• Schedule staff to optimize branch operations.
• Provide training on security, products, and procedures.
• Review documents and enforce quality control.
• Assist in budgeting and branch forecasting.
• Address member issues and resolve complex problems.

Skills

Sales/Service experience

Interpersonal skills

Oral communication

Time management

Organizational skills

Basic computer skills

Professional appearance

Education

High-school diploma or equivalent

Job description

Socket.dev seeks a Branch Manager to lead and develop staff, ensure exceptional member service, and manage sales and operations within the branch. The role emphasizes supervision, training, and adherence to security and regulatory requirements.

The candidate will balance sales, operations, and leadership duties, maintaining a highly motivated team while achieving branch goals and maintaining quality control across processes.