Branch Manager

Position Summary

The Branch Manager serves as the primary sales leader and business driver for their branch, directly responsible for achievingresultsthroughthegrowthanddevelopmentoftheirteam.Thisrolefocusesonmeetingandexceeding sales, service, and operational performance goals while fostering a results-driven culture. The Branch Manager must activelyleadbyexample,coachtheirteamtosuccess,andholdindividualsaccountablefortheircontributionsto the branch’s overall success. Additionally, the Branch Manager oversees daily branch operations to ensure efficiency and compliance while serving as a community ambassador to strengthen local relationships and drive business development.

Principle Duties and Responsibilities

• Works purposefully and is driven to provide the best team member experience.
• Willingness and ability to exhibit Wellby Core Values every day.
• Actively create a culture of accountability, excellence, and results-driven collaboration.
• Lead the branch in achieving or exceeding sales goals, including checking accounts, new memberships, lending, real estate referrals and wealth management referrals.
• Develop and execute actionable strategies to meet or exceed the sales, services and operational goals. Ensure the team is aligned and equipped to achieve the desired results.
• Champion exceptional member service by ensuring team members engage members effectively and identify financial needs to deliver tailored solutions.
• Track and analyze branch performance metrics, identifying opportunities for growth and creating action plans to address underperformance.
• Drive member adoption of digital banking tools, including online banking, mobile applications, and eStatements, to improve efficiency and engagement.
• Ensure team members follow a relationship-building process, including engaging, discovering needs, recommending solutions, and following up with members.
• Conduct outbound calls and initiatives to deepen existing member relationships and attract new business.
• Identify and implement opportunities to improve operational processes, enhancing efficiency and member satisfaction.

• Conduct regular team meetings to align with goals, share best practices, address challenges ensuring that branch staff understand the goals and objectives to meet these goals.
• Identify training needs for team members, supporting their development through workshops, role-playing exercises, and training programs.
• Represent Wellby in the community by participating in events, building partnerships, and enhancing the organization’s local presence.
• Actively demonstrate best practices in sales, service, and operational excellence to inspire and guide team members.
• Develop and execute plans to drive branch growth, align with Wellby’s strategic priorities, and achieve budget goals.
• Collaborate and actively work with Financial Advisors, Real Estate Partners, and other key business partners to develop and execute strategies that drive branch growth and member engagement.
• Perform other duties as assigned.

BranchManagement

• Cultivate a positive, inclusive, and high-performing branch culture where team members feel supported and motivated to succeed.
• Spendtimeactivelycoachingteammembersonthefloor,observingmembersinteractionsandproviding real time feedback and support.
• Conduct regular one-on-one coaching sessions to address performance gaps, develop skills, and reinforce strengths.
• Share regular performance feedback, including recognition for achievements and actionable plans for improvement.
• Hold team members accountable for meeting individual and branch goals.
• Ensure branch operations comply with all policies, procedures, security requirements, regulations, and ethical business practices.
• Manage operational aspects, including vault control, dual-control access, and approvals for increased authority limits.
• Recruit, hire, and train qualified candidates for branch roles, focusing on their long-term development and potential.
• Address and resolve conflicts promptly and professionally, ensuring consistency with Wellby’s standards and practices.
• Promote and uphold a culture where member needs are consistently prioritized, and service excellence is a branch standard.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of general office practices and procedures, business English, spelling, punctuation, and arithmetic.
• Knowledge of retail product philosophy, banking industry best practices, and regulations.
• Knowledgeofall branchfunctions,includingTeller,MemberService, and LoanOrigination.
• Knowledge of personal computers and proficiency in utilizing Microsoft Office Suite products or related software.
• Knowledge of digital banking tools and platforms to support member adoption and usage, including online banking, mobile applications, and eStatements.
• Knowledge of local, state, and federal laws and regulations, including banking, financial, or industry-specific regulations, including, but not limited to, National Credit Union Administration (NCUA), Federal Deposit Insurance Corporation (FDIC), Office of Foreign Access Control (OFAC), Federal Industry Regulatory Authority (FINRA, anti-money laundering laws, etc.
• Skilled inleading sales-focused teams,leveraging data insightsto developand execute strategiesthatdrive performance while coaching team members on consultative selling, cross-selling, and relationship-building techniques.
• Skilledindemonstratingamember-firstmindsetbymodelingandcoachingexceptionalservicebehaviors to support a high-performing team environment.
• Skilled in providing actionable feedback and creating tailored coaching plans to support individual development and team growth.
• Skilled in analyzing performance metrics to identify trends, assess progress, and create actionable improvement plans.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to influence and engage direct and indirect reports and peers.
• Ability to work effectively across organizational departments and functions to achieve strategic goals.
• Ability to work in a fast-paced team environment with exceptional customer service skills.
• Abilitytocommunicateclearlyandconcisely,orallyandinwriting.
• Ability to motivate others and to work in a large cross-functional team dynamic.
• Abilitytoefficiently understandandfolloworalandwritteninstructions,performroutineduties withoutclose supervision, and establish and maintain effective working relationships with other team members.
• Abilitytocoordinateseveral concurrentactivitiessimultaneously.
• Ability to adapt quickly to a changing environment and be a strong decision-maker.
• Ability to exercise independent judgment.

SupervisoryResponsibilities

• The team member has supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
• Theteam memberperforms routineandgenerallyrelatedtaskswithoutsupervisorydirection.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
• Courses of action are determined by established procedures and/or the Director of Retail Experience District.
• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policy and procedures.
• The team members use independent judgment in making decisions.

Physical Demands & Work Environment

• Thephysical demandsandworkenvironmentcharacteristicsdescribedhererepresentthosethat a team member must meet to perform the essential functions of this position successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member must frequently remain stationary 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.
• The team members must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
• The team member must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts of the office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

MinimumQualifications

• High School diploma or GED required.
• Bachelor’s degree infinance,business developmentorrelatedfield preferred.
• Minimum three (3) - five (5) years of banking and/or retail experience required.
• Minimum three (3) years of leadership experience in a credit union or bank preferred.