Sr Manager, Branch

Landmark Credit Union; Town of Sun Prairie (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Landmark Credit Union in Wisconsin seeks an experienced Branch Manager to oversee operations, staff, and member services at a high-traffic location. You will lead hiring, training, and performance management while ensuring compliance with policy and regulatory requirements.

You will drive branch sales, coach staff on products, maintain security controls, and manage budgets and cash posting. A strong background in financial services and NMLS licensure readiness is essential for this role.

Qualifications

• High school diploma or equivalent; college degree preferred.
• Minimum two years supervisory experience in a financial environment.
• Prior management experience required.
• Equivalent combination of education and experience considered.
• Proven experience managing a branch with high member interaction volume or multiple branches.
• Balancing multiple priorities with attention to detail in a high-volume setting.
• Excellent verbal and written communication, problem solving, and organizational skills.
• Ability to use independent judgment with confidentiality.
• NMLS registration or ability to attain, and licensure to sell credit insurance.

Responsibilities

• Manages branch staff including hiring, training, performance management and coaching.
• Ensures high quality, efficient, friendly service while following policies and procedures.
• Develops monthly branch sales goals and educates staff on products and services.
• Monitors staff performance toward goals and incentive programs.
• Responsible for branch profitability within budget, cash control and accurate posting of transactions.
• Ensures branch compliance with security procedures and BSA/OFAC guidelines.
• Acts as a loan officer within assigned approval limits.
• May attend trainings or meetings at headquarters or off-site locations.
• Performs other duties as assigned.

Skills

Supervisory experience

Financial environment

Communication skills

Problem solving

Attention to detail

Independent work

NMLS licensing

Education

High school diploma

College degree preferred

Job description

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

NATURE AND SCOPE

Reports to the Regional Manager, Branch Sales & Services. Oversees branch operations related to sales, service, security, and compliance. Develops new and improves current procedures that enhance the member experience for their branch. Responsible for the hiring, training and development, coaching, and performance management of all levels of their branch staff.

REQUIREMENTS

• 1. High school diploma or equivalent. College degree is preferred. Minimum of two years supervisory experience in a financial environment. Prior management experience required. Equivalent combination of education and experience will be considered.
• 2. Proven experience managing a branch with high member interaction volume or proven experience with managing multiple branches with a combined high member interaction volume.
• 3. Demonstrated experience balancing multiple priorities and managing a variety of projects in a high-volume work environment with strong attention to detail.
• 4. Excellent verbal and written communication skills, problem solving skills, organizational skills, and the ability to work independently.
• 5. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
• 6. Must have, or be able to attain, a National Mortgage Licensing System registration (NMLS#) and be licensed, or be able to attain licensure, to sell credit insurance.
• 7. Must have a thorough understanding of company policies and procedures as they relate to the position. Must understand and comply with all job-related state and federal laws and regulations.

PRINCIPAL ACCOUNTABILITIES

• 1. Manages the branch staff including hiring, training, performance management and coaching and development.
• 2. Ensures that members receive high quality, efficient, friendly and professional service while maintaining the policies and procedures of the organization.
• 3. Develops monthly branch sales goals, educates and coaches associates on products and services, and coordinates marketing events in the branch and surrounding community.
• 4. Monitors the performance of associates toward assigned goals of incentive systems and contests.
• 5. Responsible for the profitable operation of the branch within budget guidelines and set objectives including cash control, cash flow and accurate posting of all transactions.
• 6. Ensures branch is in compliance with security procedures and complies with BSA/OFAC regulations and guidelines.
• 7. Acts as a loan officer within assigned approval limits.
• 8. May be required to attend training and/or meetings at headquarters or an off-site location.
• 9. Performs other duties as assigned.