Branch Manager

Location: Chandler
Posted on: June 23, 2025

Job Description:

Summary/Objective Responsible for all aspects of day-to-day operations of the branch. This includes providing exceptional leadership, communication, team development, and member service. As the leader of the branch, it is important to initiate and coach staff towards strategic goals and ensure that they align with our FIRST Values. Maintain high standards and provide exceptional service to our members. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Leadership responsibility for all aspects of day-to-day branch operations. 2. Maintain communications between the branch and management by preparing daily, weekly, and monthly reports regarding branch operations and productivity. 3. Provide leadership, guidance and training while assisting with problem solving efforts, including but not limited to, assessing situations and making judgment calls, member related issues, member engagement/service experience, out of balance conditions, ensuring compliance with CU policy and all State/Federal regulations . 4. Coach staff to fulfill annual business plan goals. 5.Conduct monthly one-on-one coaching sessions with all team members, providing feedback to ensure they meet expectations, and are on target to meet assigned goals. 6. Maintain knowledge of the Credit Unions’ products and services to efficiently train and motivate staff to cultivate strong member relationships through cross sales. 7. Schedule, supervise, and motivate branch staff to maintain optimal member service satisfaction levels. 8. Represent and promote the Credit Union professionally and positively within the community (SEG visits, Chamber networking, community events). 9. Ensure oversight of audit procedures to maintain adherence with controls, and promptly notify the Director of Branch & Member Experience, Operations of any identified weaknesses. 10. Monitor branch activity, including number of transactions, loan volume, sales volume, & overall branch performance to ensure the team is maximizing opportunities to enhance member engagement with products & services. 11. Holds responsibility for quality assurance/compliance of all branch records including review of all new membership applications. Deviances from procedure will be documented and reviewed with staff. 12. Provide consistent communication, follow-up and follow-thru with team members, solutions teams and management. 13. Promotes process improvements that enable optimal member experiences (simple and easy to do business with). 14. Evaluate individual staff performance by preparing and presenting annual reviews and conducting/logging consistent coaching sessions. 15. Coordinate and communicate performance related matters timely in partnership with HR . 16. Uphold the security and safety of the branch, by analyzing security and safety policies and procedures. Notify staff of any changes. 17. Ability to handle confidential/sensitive information in a professional manner. 18. Formulate recommendations and provide feedback to management regarding operational policies and procedures. 19. Ensure compliance with all internal controls and established policies and procedures. 20. Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).

Keywords: , Drexel Heights , Branch Manager, Retail - All , Chandler, Arizona