Community-Driven Branch Leader

Summit Credit Union; Beaver Dam (WI); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid time off

Paid holidays

Professional growth opportunities

People-first culture

Job summary

Summit Credit Union in Beaver Dam, WI, seeks a Branch Manager to lead a high-performing team and strengthen member relationships. You will oversee daily operations, drive sales and service, and represent the credit union at community events.

The role emphasizes purposeful leadership, community impact, and operational excellence. The ideal candidate has an Associate degree or equivalent experience, 3+ years in retail or financial services with management, and the ability to obtain an NMLS number.

Qualifications

• Associate degree or equivalent relevant professional experience.
• 3+ years in retail or financial services, including at least 1 year of management experience.
• Ability to obtain and maintain an NMLS number.
• Strong interpersonal and communication skills with a professional presence.
• Solid understanding of financial principles, branch operations, and common financial products and services.
• Proven ability to lead individuals and teams toward high performance and organizational goals.
• Sound judgment and adaptability in solving day-to-day challenges.
• Active listening skills and a thoughtful approach to resolving complex situations.
• Ability to build rapport, communicate proactively, and foster strong member relationships.
• High attention to detail, accuracy, and accountability in follow-up and follow-through.
• Working knowledge of Microsoft Office Suite.
• Basic math proficiency and the ability to understand more complex financial concepts.

Responsibilities

• Lead, coach, and develop a high-performing team.
• Champion exceptional member service and personalized financial guidance.
• Oversee daily operations to ensure accuracy, safety, and efficiency.
• Drive branch performance through sales, service, and community engagement.
• Represent Summit at local events and strengthen community partnerships.

Skills

Team leadership

Member service

Communication

Detail orientation

Office proficiency

Financial principles

Relationship building

Adaptability

Education

Associate degree

Tools

Microsoft Office Suite

Job description

Summit Credit Union in Beaver Dam, WI, seeks a Branch Manager to lead a high-performing team and strengthen member relationships. You will oversee daily operations, drive sales and service, and represent the credit union at community events.

The role emphasizes purposeful leadership, community impact, and operational excellence. The ideal candidate has an Associate degree or equivalent experience, 3+ years in retail or financial services with management, and the ability to obtain an NMLS number.