Sr Manager, Branch

Colonial Group; Town of Sun Prairie (WI); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Landmark Credit Union in Sun Prairie, WI seeks a Branch Manager to lead branch operations across sales, service, and compliance while developing staff and delivering a best-in-class member experience.

The role emphasizes strong leadership, exceptional communication, and the ability to manage multiple priorities in a fast-paced financial setting. Bachelor's degree preferred with supervisory experience and NMLS readiness.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Minimum of two years supervisory experience in a financial environment.
• Prior management experience required.
• Demonstrated ability balancing multiple priorities and managing multiple projects.
• Excellent verbal and written communication skills.
• Ability to maintain confidentiality and exercise independent judgment.
• Must be able to obtain/maintain NMLS registration and credit insurance licensure.

Responsibilities

• Manages the branch staff including hiring, training, performance management and coaching and development.
• Ensures high quality, efficient, friendly, professional service while following policies.
• Develops monthly branch sales goals and coordinates marketing events.
• Monitors performance toward incentives and goals.
• Responsible for profitable operation within budget including cash control and accurate posting of transactions.
• Ensures security and compliance with BSA/OFAC regulations.
• Acts as a loan officer within approved limits.
• May attend training or meetings at HQ or off-site.
• Performs other duties as assigned.

Skills

Leadership

Customer service

Communication

Problem solving

Attention to detail

Independent judgment

NMLS licensing readiness

Education

High school diploma or equivalent

College degree preferred

Supervisory experience in financial environment

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.