Manager Retail Branch

Community Credit Union; Cedar Rapids (IA); On-site; USD 82,321 - 96,243; Full time

Job summary

GreenState Credit Union is seeking a Branch Leader to guide sales and service teams toward branch goals, while upholding the credit union’s mission and values. You will mentor staff, manage staffing, scheduling, and performance standards in a dynamic retail environment.

This role emphasizes business development, community involvement, and ensuring efficient operations. Strong leadership and relationship-building will be essential to meet deposits and loan targets and to represent the credit

Qualifications

• High energy with the ability to approach individuals and engage in a conversation to successfully win business and open accounts.
• Thorough knowledge of products and services; ensures appropriate application of the credit union’s policies and procedures.
• Ability to network/build relationships to grow business.
• Interpersonal skills to represent the credit union in a positive way, both internally and externally at all times.

Responsibilities

• Oversees and manages retail branch banking offices, including sales, service and operations, with regional staff oversight.
• Implements plans to achieve goals and reinforces policies in line with credit priorities.
• Coaches branches to achieve business development activities, outbound selling, and referrals.
• Develops and assigns annual branch performance targets for teams and individuals.
• Monitors branch activities and reports on key performance indicators.
• Manages scheduling, overtime, and HR related duties in coordination with HR.
• Promotes professional development and enforces compliance with policies and regulations.
• Engages with community groups to enhance the credit union's presence.

Skills

Leadership

Sales and service coaching

Branch banking operations

Staff supervision

Education

High school diploma

Tools

Computer literacy

Job description

Position Summary

Responsible for leading, directing, and mentoring sales and service teams to achieve branch outcomes. Leads business development goals and objections, staffing levels, schedule and performance standards. Embraces and works to achieve the mission and values of the organization. Performs other special projects and assignments as may be directed and delegated by the Director Retail Branches.

GREENSTATE CULTURE:

At GreenState,ourpurpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now andin the future—isdeeplyrooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment tolivingour values is what brings our mission to life.

Hours

Monday - Friday 8:30am-5:30pmSaturday 9:00am-12:00pm

Salary range for this position is $82,321.72 - $96,243.68 with a progressive benefit package.

Essential Duties and Responsibilities

Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:

• Oversees and manages retail branch banking offices, which include sales, service and operations. Includes managing branch staff with functions such as HR, audit, facilities, training and project assignments with the region.
• Implements plan (routines, tactics, strategies) to support achievement of goals and reinforces policies and procedures to comply with fundamental business and credit priorities of the credit union.
• Demonstrates teamwork in all interactions with co-workers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Participates in community and business functions/groups to ensure a positive image for the credit union within the designated marketplace.
• Responsible for efficient operations through continued assessment and improvements.
• Responsible for ensuring that all Credit Union policies, procedures are performed consistently with Board and management guidelines including office equipment and facilities upkeep.
• Monitors and reports as requested branch activities in key performance areas.
• Develops and recommends annual branch performance targets in both team and individual expectations.
• Coaches the branches to achieve business development activities including outside networking, in-branch selling, outbound phone selling skills and targeted branch correspondence. Coach to maximize these activities to branch loan and deposit goals as well as referrals to our branch partners (Mortgage, Commercial, Wealth Management and Insurance) and other services available to our membership.
• Create train/develop and coach a successful sales & service team by holding employees accountable for performance, rewards/recognition for achieving sales and service goals and retention for top talent.
• Conducts periodic sales and service performance with branch staff. Monitor branch activities and results to insure branch and employee success.
• Prepares and conducts performance evaluations, prepares documentation for retention in personnel files. Working with HR, recommends and implements disciplinary actions and appropriate staff counseling within the department as needed.
• Coordinates, tracks and monitors daily scheduling within those that report directly to this position including overtime, leave of absences, and prepares periodic tracking reports for the Human Resources department.
• Meets attendance standards to perform job functions including physical presence to provide team oversite, coordination of work, and ongoing feedback.
• Promotes the professional development of branch staff through individual and group training.
• Human Resources responsibilities for personnel supervised including hiring, termination, performance review, salary recommendation, and other personnel issues. Establishes performance goals and assesses annual performance branch staffing requirements.
• Plays a vital role in enriching the community by participating in community service organizations and /or credit union sponsored events on an annual basis. Works GreenState’s sponsored and other events on or off premise as scheduled.

Job Requirements/Expectations

• High school diploma or the equivalent (e.g. GED).
• Must have 7+ credit union or related experience; a minimum of two years supervisory experience with demonstrated leadership ability and team building skills preferred.
• High energy with the ability to approach individuals and engage in a conversation to successfully win business and open accounts.
• Thorough knowledge of products and services; ensures appropriate application of the credit union’s policies and procedures.
• Ability to network/build relationships to grow business.
• Interpersonal skills to represent the credit union in a positive way, both internally and externally at all times.
• Accuracy and attention to detail with proficiency in both oral and written communications.
• Ability to prioritize work assignments and organize work efficiently to meet established deadlines.
• Well-developed problem-solving skills and ability to develop conceptual alternatives.
• Ability to plan, organize, implement, and interpret the programs, goals, objectives, policies, projects, and procedures.
• Conflict resolution and/or mediation skills.
• Computer literacy/experience.
• Reports to work punctually, prepared for scheduled meetings and is an active participant.
• Ability, availability and willingness to work flexible hours to accomplish workload. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties.
• Must be bondable.
• Must be registered pursuant to requirements of the S.A.F.E. Act.
• Adheres to all state, federal and credit union regulations, policies, and guidelines.

Reporting Relationship

This position reports to the Director Retail Branches.

Supervisory Responsibilities

This position is responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID