Branch Manager

About the Role

The Branch Manager is responsible for leading and overseeing all operations of a financial branch to ensure exceptional service delivery and achievement of business goals. This role focuses on driving branch sales growth by cultivating a strong sales culture and implementing effective outbound calling strategies to engage both existing and prospective clients.

The Branch Manager will manage and develop a high-performing team, fostering collaboration and accountability to maximize productivity and customer satisfaction. A key aspect of the role involves managing the loan portfolio, including commercial loans, to ensure sound credit practices and portfolio growth aligned with the credit union’s objectives.

Ultimately, the Branch Manager will execute business strategies that enhance the branch’s market presence and profitability while maintaining compliance with regulatory standards across the United States.

Minimum Qualifications

Bachelor’s degree in Business Administration, Finance, or a related field. Minimum of 5 years of experience in branch management or a similar leadership role within a financial institution. Proven track record in sales management and developing a sales-driven culture. Experience managing commercial loan portfolios and understanding credit union operations.

Strong knowledge of regulatory requirements and compliance standards in the financial services industry.

Preferred Qualifications

Master’s degree in Business Administration or Finance. Professional certifications such as Certified Branch Manager (CBM) or similar. Experience working within a credit union environment. Demonstrated success in business-to-business sales and relationship management. Familiarity with advanced business strategy development and execution.

Responsibilities

Lead and motivate the branch team to achieve sales targets and deliver outstanding customer service. Develop and implement sales strategies that promote a strong sales culture and increase outbound calling effectiveness. Manage the commercial loan portfolio, ensuring credit quality and adherence to lending policies. Oversee daily branch operations, including compliance, risk management, and administrative functions.

Build and maintain strong business-to-business relationships to expand the branch’s commercial client base. Analyze branch performance metrics and develop action plans to improve business outcomes. Collaborate with senior management to align branch activities with overall business strategy. Recruit, train, and mentor staff to enhance team capabilities and career development.

Skills: The Branch Manager will utilize branch sales expertise and a strong sales culture mindset daily to inspire and lead the team toward meeting ambitious sales goals. Outbound calling skills are essential for proactively engaging clients and generating new business opportunities. Effective team management skills enable the Branch Manager to develop staff capabilities, foster collaboration, and maintain high morale.

Knowledge of commercial loans and credit union operations is critical for managing the loan portfolio prudently and ensuring compliance with lending policies. Business-to-business and business strategy skills are applied to build strategic partnerships and align branch initiatives with broader organizational objectives, driving sustainable growth.