Washburn Branch Growth Leader & Team Coach

Pacific Crest Federal Credit Union; Klamath Falls (OR); On-site; USD 52,000 - 77,000; Full time

Job summary

Sage Credit Union is seeking a values-driven Branch Manager for the Washburn branch in Klamath Falls, OR. This full-time role leads daily operations, drives member growth, and champions the credit union mission by developing a high-performing team that delivers exceptional service.

You will oversee deposit/loan growth, risk management, and compliance while fostering community relationships and delivering a superior member experience. Excellent leadership and communication are essential.

Qualifications

• 5-10 years of financial services or related experience preferred.
• A Bachelor’s degree or comparable professional training.
• Ability to train, motivate, and influence people as part of a team.

Responsibilities

• Drive branch financial performance, consumer/business deposit and loan growth; and member satisfaction through proactive and engaged leadership, performance management.
• Manage interaction with key influencers, and impactful community organizations, that you and/or others within Sage develop relationships with, or that Sage should actively support, and coordinate the development of these relationships and partnerships
• Own primary responsibility for outside Sales, Business Development and Relationship Management with both consumer and business members
• Lead each team member to achieve their fullest potential through consistent growth and development conversations and training
• Initiate member business/consumer relationships, coordinating with Business Services, Lending Services and Mortgage Services to promote deposit, and loan growth.
• Monitor branch production results for deposit account and loan growth. Continually reviews processes and work demands for maximum efficiency. Communicates with team members and appropriate departments on requests and changes
• Ensure branch Risk Management procedures and practices are current and are effectively ensuring compliance with AML, BSA, OFAC and all government regulations.
• Back up branch team when necessary to ensure members financial requests are completed in a satisfactory time frame
• Maintain a professional and courteous demeanor with all people, including fellow employees, members, management, staff, board members and outside vendors
• Cooperate with other department personnel to ensure a “team effort” for prompt and effective member service
• Maintain ongoing communication with supervisor, informing him/her of all pertinent problems, irregularities, new developments, changes, opportunities and other important information within area of responsibility
• Promote the credit union mission and maintain current knowledge of all Credit Unions products, services, policies and procedures
• Monitors branch security procedures and ensure appropriate steps are taken to ensure the safety of their team and members
• Ensures all information and transactions regarding Credit Union members are kept confidential
• Maintain the security of the work area and ensure that it presents an organized and neat appearance
• Participate in continuing education as approved by supervisor
• Report to work on time and as scheduled
• Attend department, management, project, and enterprise meetings and actively contribute
• Community Involvement with other not-for-profit service clubs and organizations

Skills

Leadership

Training

Analytical skills

Decision making

Written communication

Verbal communication

Computer skills

Education

Bachelor’s degree

Professional training

Job description

Sage Credit Union is seeking a values-driven Branch Manager for the Washburn branch in Klamath Falls, OR. This full-time role leads daily operations, drives member growth, and champions the credit union mission by developing a high-performing team that delivers exceptional service.

You will oversee deposit/loan growth, risk management, and compliance while fostering community relationships and delivering a superior member experience. Excellent leadership and communication are essential.