Branch Manager - Lafayette (New Branch)

Job Description

Job Description

Role: Branch Manager

Why Westerra? 

At Westerra Credit Union, we believe You Can Do Money . It is more than just a phrase. It is a mindset that shapes how we empower each other and our members to take control, grow, and thrive financially. Our culture is built on beliefs that guide how we show up every day. We focus on being member - obsessed, radically transparent, relentlessly collaborative, and always learning in motion. These are not just words. They are the heart of everything we do. Inspired by our vision to Out-Love Every Bank in Colorado, we bring genuine care and dedication to every member interaction. Our mission to teach, guide, and ignite members to own their financial future drives us to create meaningful, personal connections.

This mission comes alive through our MX Code, which encourages us to anticipate needs, listen deeply with both heart and head, find the best total solution, mark the moment, and truly own the impact we make. This is how we translate our strategy into experiences that matter. When you join Westerra, you become part of a vibrant community where innovation, openness, and collaboration are not just ideals; they are daily practices. Everyone is invited to bring their authentic selves, curiosity, and passion to the table. Together, we learn, grow, and thrive, committed to making a real difference for our members and one another. Because at Westerra, we do not just talk about money, we believe you can do money.

We’re excited to announce the opening of a brand-new credit union branch—an incredible opportunity to be part of something from the very beginning! Joining a new branch means helping shape its culture, build strong relationships with members, and make a meaningful impact in the community from day one. It’s an exciting chance to grow your career, collaborate with a new team, and play an important role in bringing our credit union’s mission to life in a new location. We’d love for you to be part of this exciting next chapter!

What is the role?

The Branch Manager is a relationship-driven frontline leader, responsible for maintaining a positive, highly motivated, and well-trained branch that provides superior member service and promotes member financial success. This role is committed to upholding a strong and engaged culture, through effective coaching, leadership, proactive problem-solving, and networking. This leader has a passion for serving our membership, our communities, and delivering upon our Purpose, “We exist to teach one another to prosper.” They have the drive toward building a high performance and engaged culture, for creating member experiences worth bragging about, and for delivering results within the branch.

 

What will be expected of me?

• Accountable for overall branch sales, service, and operational performance, while driving the Westerra Experience (WX), ensuring branch staff adoption of recent technologies (digital banking, MRM system, ITM’s, and other TBD technologies as needed)
• Responsible for driving a high-performance culture, by helping to create and execute branch and role specific goals tied to the data insights, budget, and strategic objectives
• Responsible for driving engagement and retention of staff
• Develops partnerships with community entities; organizes and attends events for business development purposes
• Actively observes staff interactions with Members, and coaches them on Member Service behaviors and recognizing opportunities to help the Member succeed financially
• Ensures branch operations run efficiently by overseeing and monitoring scheduling, security, cash and vault management, expenses and general ledgers, equipment, adherence to policies and procedures, service quality, and audits
• Interviews and selects candidates for the branch network and ensures a rich onboarding experience for new hires
• Maintains knowledge of products and services, as well as industry trends, and educates members and employees on emerging technology and digital solutions such as mobile, online, ATM and other offerings
• As needed, will assist members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution
• Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations
• Maintains high level of confidentiality
• Provides input for department’s annual budget
• Obtains NMLS (National Mortgage Licensing System) registration within 30 days of hire
• Obtains and maintains notary public certification within six months of employment (if not already certified) to perform notarial acts such as verifying signatures, administering oaths, and certifying documents
• Other duties as assigned

Will I have Direct Reports?  Yes

What am I bringing?


Experience/Education:

External Candidates:

• 6+ years’ experience working in customer service with at least 3 of those years in financial services
• 3+ years’ experience in a leadership role or in a demonstrated leadership capacity.
• 2+ years’ consumer lending experience or equivalent (preferred)

Internal Candidates:

• 1+ year serving as an ABM or similar role 
• Demonstrated skills and abilities listed

Skills and Abilities:

• Ability to understand and respond to member needs, as well as consistently make recommendations to members on Westerra products that will fit their financial needs/goals/values
• Ability to motivate and coach team members
• Ability to drive sales through a consultative approach
• Strong understanding of branch operations, processes, and procedures.
• Can navigate with ease and efficiency through key Westerra Systems/Sites
• Strong verbal and interpersonal communication
• Detail oriented with strong organizational and time management skills
• Accountable for multiple processes or programs 
• Routinely uses significant judgment on moderate to complex business problems
• Advanced understanding of functional area and a competent understanding of the overall organization and competitive environment.
• Able to influence timelines, expectations, and proactively negotiate across departments 
• Able to influence others outside of own job area regarding policies, practices, and procedures

What is the work environment like, and are there physical requirements for this role?

• Mon-Fri: On location in the branch (Saturdays on rotation)
• Occasionally: Off-site at business development or community events; may require weekend and/or evening shifts offset by branch schedule
• Works primarily at standing/sitting desk
• Ability to lift 25 pounds

Salary : in addition to the starting annual range of $69,825 - $87,281, this role is also eligible for annual bonus potential tied to Westerra’s financial performance.

What are some of our benefit offerings? 

• Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options
• Two dental plans through Delta Dental
• Basic life and AD&D insurance, short-term disability and long-term disability
• 20+ days of paid time off (PTO) per year
• 16 hours of volunteer time off (VTO) per year 
• 11+ paid holidays
• 401(k) that includes up to 6% match
• Up to 2% off the rate on a new Westerra mortgage, applicable to primary residence, second home, or investment property
• 2% off Auto/RV/Motorcycle Loans
• Up to $5250 per year for educational reimbursement
• 4 weeks of paid parental leave
• Mental health resources including an Employee Assistance Program (EAP)
• Individualized learning and development programs

Application window: please note, applications will be accepted until at least September 3, 2026.