Branch Manager I

Branch Manager I

The Branch Manager's primary responsibilities are to effectively manage both branch operations and to lead their team in sales performance and service excellence.

General responsibilities include:

• Providing exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
• Maintaining expert knowledge of all credit union deposit products, loan products, and electronic delivery channels.
• Ensuring a positive member experience through lobby leadership, member needs assessment, and relationship building.
• Driving sales through service by developing a positive member experience and focusing on solutions that meet members' needs.
• Opening and servicing all types of WCU deposit and loan accounts.
• Encouraging and assisting members in resolving financial challenges and achieving goals.

Branch growth responsibilities include:

• Directing all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
• Developing and implementing strategies to attract new members and deepen relationships with existing members.
• Participating in community events and networking activities to promote the credit union and build relationships.
• Supporting and participating in external business development.
• Identifying and referring members to internal business partners for small business, investments, mortgages, consumer, and insurance services.

Tracking and reporting metrics include:

• Monitoring and analyzing branch performance metrics, including sales, service quality, and operational efficiency.
• Preparing and presenting regular performance reports to Management.
• Using data and metrics to identify areas for improvement and implementing corrective actions as needed.

Leadership responsibilities include:

• Motivating and leading the branch team to achieve growth, member satisfaction, and operational efficiency targets.
• Leading by example through accountability, reward, and recognition to drive outstanding performance.
• Recruiting, training, and managing staff, ensuring they have the necessary skills and knowledge.
• Conducting regular performance evaluations and providing constructive feedback.
• Fostering a positive, collaborative work environment, promoting teamwork and employee engagement.
• Coaching and developing team, providing opportunities for growth and delegating stretch assignments.

Branch operations include:

• Overseeing branch performance in member satisfaction, operations, scheduling, and branch opening/closing.
• Ensuring accuracy and security in cash handling, transaction processing, and end of day balancing.
• Maintaining comprehensive knowledge of WCU products, services, fees, and competitor offerings.
• Accurately processing all transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assisting with end of day balancing.
• Originating consumer loan applications, such as auto, personal, debt consolidation, etc.

Other duties include:

• May be asked to provide coverage in other WCU branches or departments.
• Adhering to all WCU policies and procedures.
• Participating in department and/or organizational projects as directed.
• Performing other tasks or functions as required, requested, necessary or prudent.
• Maintaining confidentiality of all member and credit union information and data.
• Regularly demonstrating behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program.

Qualifications include:

• Experience level: Typically, 1-3 years of branch management externally, or as an Assistant Branch Manager internally.
• Competencies: Foundation in leadership, operational familiarity, and introductory financial oversight.

About Workers Credit Union: Since 1914, Workers Credit Union has existed to improve the daily lives of our members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We have grown to over 2.6 billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!

Benefits include:

• Comprehensive medical, dental and vision plans
• Basic life and AD&D insurance, short-term disability and long-term disability
• 15+ days of paid time off (PTO) per year
• Up to 16 hours of volunteer time off (VTO) per year
• 11+ paid holidays
• 401(k) that includes a Safe Harbor Match of up to 4%
• Tuition Reimbursement Program
• Mental health resources including an Employee Assistance Program (EAP)
• Individualized learning and development programs

EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.