Branch Manager - Mauldin

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community guide our interactions with members. Purpose of the Job The Branch Manager ensures that a team of individuals is focused on successfully executing the organization’s mission of improving members’ financial lives. The Branch Manager is accountable for overseeing the daily functions of their Branch, managing staff, fostering a positive environment, ensuring member satisfaction and following proper Branch operation requirements. Essential Functions and Responsibilities Generate new consumer and business development opportunities and drive all aspects of Branch performance, including expectations for outside business development and proactive outbound calling to the branch member base. Build a high‑performing team through onboarding, coaching, and development of Branch team members. Develop and execute the Branch’s plan to ensure achievement of goals and objectives, including member service scores, budget management, loan production, deposit production, and new member growth. Coach team to achieve individual production and service goals by engaging in meaningful financial conversations with members and providing quality guidance. Facilitate qualified referrals to Truliant Financial Advisors, Truliant at Work, Mortgage Loan Officers, and other associated products and services. Ensure a smooth operation of the Branch by establishing and maintaining the proper environment and adhering to all policies, procedures, and regulatory banking requirements. Lead coaching sessions using the Vital Basics model, monitor progress, track results, and provide coaching, training, or remediation as necessary. Conduct member interaction observations, stay interviews, and LEAD meetings, documenting outcomes in Workday. Develop and execute an annual business plan, manage branch budget, and control operation expenses and overtime. Coordinate training classes, onboarding plans, and departmental visitations for staff. Handle and resolve all member escalations efficiently and professionally. Build and maintain relationships with internal and external partners and community organizations. Assist in onboarding new team members for other locations within the Region as needed. Serve as a first‑level contact for all member escalations and support loan processing. Other Duties and Responsibilities Make decisions within authority that balance member needs with the credit union’s interests. Assist with additional tasks and projects assigned by leadership. Knowledge, Skills, and Abilities Excellent verbal and written communication skills in English. Superior interpersonal skills, including conflict resolution, change management, and the ability to work with diverse personalities. Advanced understanding of credit union operations, financial products, services, and delivery systems. Ability to recognize and respond to member relationship opportunities. Proven record of coaching and mentoring employees to improved results. Analytical, problem‑solving, and decision‑making abilities. Commitment to operational integrity, policies, procedures, and regulatory banking requirements. Strong community involvement and partnership building experience. Adaptability to work Branch hours, including weekends and some evenings. Advanced PC skills with intermediate knowledge of Microsoft Excel and Word. Ability to work well under pressure in a goal‑oriented environment. Strong complaint resolution skills and ability to coach others. Detail‑oriented, well organized, and capable of multitasking. Competence to work in a general office environment with minimal supervision. Physical Requirements Standing, walking, bending, and stooping required. Ability to sit at a desk for long periods of time and use a computer. Ability to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds. Education and Background Bachelor’s degree or equivalent experience required. Minimum 3 years of related management experience required; retail banking service, sales, and lending management experience highly preferred. National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 required. Notary appointment within 3 months required. Benefits No‑cost employee medical, dental, vision, and prescription coverage. Paid holidays and paid time off. 401(k) plan with contribution matching. Paid community involvement volunteer hours. Paid group life insurance. Teammate loan discounts. Tuition reimbursement. Short and long‑term disability insurance. Health & Wellness program. Teledoc (physician video conferencing). Onsite fitness facilities or health club reimbursement. Employee Assistance Program (EAP). Medical and dependent care flexible spending accounts. #J-18808-Ljbffr