Manager Branch

Socket.dev

Lafayette (CO)

On-site

USD 70,000 - 87,000

Full time

9 days ago

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Benefits offered by this job

Health insurance

Dental plans

401(k) match

Paid time off

Educational reimbursement

Parental leave

Job summary

Westerra Credit Union seeks a Branch Manager to lead a customer-focused, high-performing branch team in Colorado. You will coach staff, drive sales, and ensure exceptional member service while managing operations and security.

This role requires strong leadership, experience in financial services, and the ability to build community partnerships; NMLS and notary certifications may be pursued. On-site work with a robust benefits package.

Qualifications

6+ years in customer service, with at least 3 years in financial services.
3+ years in a leadership role or capacity.
2+ years of consumer lending experience or equivalent (preferred).
Internal candidates: 1+ year as ABM or similar role.

Responsibilities

Accountable for overall branch sales, service, and operational performance, driving the Westerra Experience.
Lead a high-performance culture by creating and executing branch and role-specific goals.
Drive staff engagement and retention; coach on service behaviors.
Develop partnerships with community entities and attend events for business development.
Ensure branch operations run efficiently: scheduling, security, cash handling, audits, and policy adherence.
Interview and onboard new hires; maintain knowledge of products and industry trends.

Skills

Customer service

Leadership

Sales-driven

Communication

Problem solving

Education

6+ years customer service in financial services

3+ years leadership experience

Tools

NMLS registration

Notary public certification

Job description

Role: BRANCH MANAGER

Why Westerra?

Here at Westerra Credit Union, every employee counts. Our teams are composed of high-performing individuals committed to being HONORABLE, INVENTIVE, and CURIOUS, which makes them GREAT! Our team members show up every day authentically being themselves and our diversity, equity, inclusion and belonging (DEIB) focus is a critical pillar of our organization. We want you to feel comfortable being YOU.

All of our team members are working towards the same purpose - to teach one another to prosper. We strive to be a modern financial community where we all truly belong, both in the eyes of our employees and the members that we serve. We can't wait to see how you will contribute to this purpose, positively and intentionally, by impacting our members’ lives through personal attention, financial education, community engagement and much more. This is true regardless of your role, as we are all member-facing. Founded by schoolteachers in 1934, we are a learning organization at our core and embed a growth mindset in our employees so that we all prosper!

What is the role?

The Branch Manager is a relationship-driven frontline leader, responsible for maintaining a positive, highly motivated, and well-trained branch that provides superior member service and promotes member financial success. This role is committed to upholding a strong and engaged culture, through effective coaching, leadership, proactive problem-solving, and networking. This leader has a passion for serving our membership, our communities, and delivering upon our Purpose, “We exist to teach one another to prosper.” They have the drive toward building a high performance and engaged culture, for creating member experiences worth bragging about, and for delivering results within the branch.

What will be expected of me?

Accountable for overall branch sales, service, and operational performance, while driving the Westerra Experience (WX), ensuring branch staff adoption of recent technologies (digital banking, MRM system, ITM’s, and other TBD technologies as needed)

Responsible for driving a high-performance culture, by helping to create and execute branch and role specific goals tied to the data insights, budget, and strategic objectives

Responsible for driving engagement and retention of staff

Develops partnerships with community entities; organizes and attends events for business development purposes

Actively observes staff interactions with Members, and coaches them on Member Service behaviors and recognizing opportunities to help the Member succeed financially

Ensures branch operations run efficiently by overseeing and monitoring scheduling, security, cash and vault management, expenses and general ledgers, equipment, adherence to policies and procedures, service quality, and audits

Interviews and selects candidates for the branch network and ensures a rich onboarding experience for new hires

Maintains knowledge of products and services, as well as industry trends, and educates members and employees on emerging technology and digital solutions such as mobile, online, ATM and other offerings

As needed, will assist members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution

Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations

Maintains high level of confidentiality

Provides input for department’s annual budget

Obtains NMLS (National Mortgage Licensing System) registration within 30 days of hire

Obtains and maintains notary public certification within six months of employment (if not already certified) to perform notarial acts such as verifying signatures, administering oaths, and certifying documents

Other duties as assigned

Will I have Direct Reports? Yes

What I’m bringing...

Experience/Education:

External Candidates:

6+ years’ experience working in customer service with at least 3 of those years in financial services

3+ years’ experience in a leadership role or in a demonstrated leadership capacity.

2+ years’ consumer lending experience or equivalent (preferred)

Internal Candidates:

1+ year serving as an ABM or similar role

Demonstrated skills and abilities listed

Skills and Abilities:

Ability to understand and respond to member needs, as well as consistently make recommendations to members on Westerra products that will fit their financial needs/goals/values

Ability to motivate and coach team members

Ability to drive sales through a consultative approach

Strong understanding of branch operations, processes, and procedures.

Can navigate with ease and efficiency through key Westerra Systems/Sites

Strong verbal and interpersonal communication

Detail oriented with strong organizational and time management skills

Accountable for multiple processes or programs

Routinely uses significant judgment on moderate to complex business problems

Advanced understanding of functional area and a competent understanding of the overall organization and competitive environment.

Able to influence timelines, expectations, and proactively negotiate across departments

Able to influence others outside of own job area regarding policies, practices, and procedures

What is the work environment like, and are there physical requirements for this role?

Mon-Fri: On location in the branch (Saturdays on rotation)

Occasionally: Off-site at business development or community events; may require weekend and/or evening shifts offset by branch schedule

Works primarily at standing/sitting desk

Ability to lift 25 pounds

Salary: in addition to the starting annual range $69,825 - $87,281, this role is also eligible for Westerra’s self-funding reward plan.This plan pays out a cash incentive annually if the company hits specific criteria tied to our financial goals and you will have a direct impact on the outcome of those results!

What are some of our benefit offerings?