Branch Manager

Job Description

Job Description

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment.

Join the rest of our teammates and become eligible for a generous benefits package that we offer:

• Medical, Dental and Vision Insurance
• 401(k) Retirement savings program
• 401 (k) employer match
• Paid time off with accrual starting from day one.
• 11 Paid holidays off during the year!
• Tuition Reimbursement for College Degrees
• Employee Clothing Advance
• Fitness Reimbursement Program
• Employer paid Life Insurance
• Employee Assistance Program
• Employer paid Short- and Long-Term Disability Insurance
• Travel Assistance Program

This is what we would like you to do:

Responsible for directing and administering all sales, service, and operational expectations of a Branch. Responsible for quality delivery of products and services to members ensuring the member service objectives are met and/or exceeded utilizing a needs-based/consultative selling approach to build member trust and loyalty. Ensures that established policies and procedures are followed. Oversees provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served, receiving an excellent member experience with each interaction. Trains, directs, and supervises Branch staff. Develop each Branch employee to their highest potential by identifying their strengths and opportunities for improvement, appropriately coaching, training, correcting the employee’s performance, and identifying career path opportunities.

Primary Job Duties:

• Assumes responsibility for the effective and efficient performance of Branch operations.
• Supervises work scheduling and workflow of daily routine operations.
• Ensures that operations are conducted in accordance with established Credit Union policies, procedures, and guidelines. Ensures compliance with legal and regulatory requirements.
• Ensures Branch security. Opens and closes the building in accordance with set hours and tests security equipment monthly.
• Acts as a Loan Officer, processing member loans and understanding established consumer loan policies, lending regulations and underwriting guidelines.
• Supervises and assists with member services functions. Cross-sells Credit Union products and services.
• Implements changes to established policy and procedures within the Branch.
• Assumes responsibility for all assigned Branch sales, service, and community growth goals.
• Assumes responsibility for all assigned Branch sales, service, and community growth goals. Responsible for all loan, deposit, new account, membership, ancillary product, member service goals for the branch, and for the credit union.
• Ensures that branch staff are appropriately trained to cross-sell next best product through consultative sales approach based on member needs.
• Ensures sales staff have proficient knowledge with all targeted sales products including: consumer loans, ancillary loan products, credit cards, and other relationships that enhance our members’ financial well-being.
• Drives credit union business in the community and sources new SEG opportunities through community engagement activities, involvement in local organizations such as, but not limited to: Chamber of Commerce or other civic organizations, Local Retail Businesses, Schools, etc.
• Works individually with members as needed on various maintenance and member service issues and provides resolution at the branch level within their authority levels.
• Sets the example for staff by cross-selling credit union products and makes appropriate KFS referrals based on member needs.
• Ensures member service expectations are met or exceeded by reviewing all member survey responses, providing on the spot coaching, and as needed due to low service scores, or when our members’ service expectations are not fully met.
• Regularly provides member experience coaching and role play to ensure staff.
• Assumes responsibility for maintaining the proper cash controls.
• Effectively supervises Branch staff, ensuring optimal performance.
• Assumes responsibility for establishing and maintaining effective, professional business relations with members.
• Assumes responsibility for the effective administration of Branch functions.

Education/Certification:

• Bachelor’s Degree in Business or related field strongly preferred

Experience Required:

• Three to five years of related experience in a financial institution.
• Three to five years of demonstrated management experience.
• Demonstrated experience with coaching and developing a team toward results and meeting goals.
• Demonstrated experience within retail sales and relationship building environment

Required knowledge, skills and abilities:

• Knowledge of financial institution services and products.
• Understanding of related legal and regulatory requirements (Reg CC, Reg E, BSA, TISA, Reg Z, Reg B).
• Familiarity with Branch functions, policies, and procedures .
• Familiarity with Mortgage and Home Equity preferred
• Ability to influence and build strong relationships .
• Strong coaching and mentoring skills.
• Strong decision-making skills.
• Strong communication skills.
• Strong customer service skills.
• Proficient with Computers and Microsoft Office.
• Ability to operate related business equipment.
• Attention to detail.

To apply for this exciting opportunity, visit our careers page at

Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.