Branch Manager 1 - Downtown Branch

Description Branch Manager 1
Location: Downtown Branch Department: Retail Experience Report To: AVP/VP, Retail Experience Salary Ranges: Exempt $76,460 annually - $114,712 annually

With the goal of enhancing lives, fulfilling dreams, and building communities, the Branch Manager I plays a key role in leading branch operations, sales, and team development. This position is designed as an entry-level leadership role within Retail Experience. The Branch Manager I is responsible for managing day-to-day operations of the branch, ensuring service excellence, and coaching employees to achieve performance goals. This role focuses on developing leadership capabilities, fostering team collaboration, and building foundational knowledge in operational management, member experience, and business development.

Branch Managers operate as small business owners of their locations—understanding resource allocation, financial performance, and community engagement. They serve as relationship advisors for members, driving the experience delivered in the branch and aligning daily activities with Numerica’s mission and strategic goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sales Focus:

• Lead and support the branch team in achieving sales goals and delivering exceptional member experiences.
• Act as a relationship advisor, identifying member needs and recommending appropriate products and services.
• Coach team members on consultative sales techniques and relationship-building strategies.
• Develop and execute branch-level sales plans and community engagement strategies to increase member loyalty and growth.
• Analyze branch performance data to track progress and identify opportunities for improvement.

Transactional:

• Serve as the branch sales expert, ensuring compliance, accuracy, and efficiency in daily activities.
• Oversee cash management, audit readiness, and adherence to operational policies and procedures.
• Resolve escalated member issues, ensuring timely and effective resolution aligned with Numerica’s standards.
• Ensure branch systems, controls, and reporting are maintained accurately and within compliance guidelines.
• Partner with Retail Operations and other departments to maintain strong operational performance and consistency across the organization.

Member Support:

• Drive the member experience by ensuring all interactions align with Numerica’s CARES Principles and service standards.
• Actively engage with members and the community to build meaningful relationships and increase brand visibility.
• Ensure staff are equipped with the knowledge and tools to deliver accurate information and effective solutions to members.
• Provide guidance to team members in resolving complex member needs, including lending, deposits, and account servicing.
• Support initiatives that enhance member engagement and promote long-term relationships.

Relationships/Behavior:

• Foster a positive, inclusive, and high-performing team culture through consistent coaching and feedback.
• Develop and mentor employees by identifying strengths, providing development opportunities, and setting clear performance expectations.
• Partner across departments such as Retail Operations, Lending, HR, and Risk to ensure operational alignment and collaboration.
• Strong resource management, balancing staffing, scheduling, and workload to meet member and business needs.
• Model Numerica’s values through professional behavior, consistent communication, and community involvement.
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:

1. Connect – Create meaningful relationships
2. Ask – Be intentionally curious
3. Resolve – Actively seek solutions
4. Elevate – Never stop improving
5. Strengthen – Be the difference

SUPERVISORY RESPONSIBILITIES:

• Supervises Assistant Branch Manager and up to 8 other teammates.
• Carries out supervisory responsibilities in accordance with organizational policies and applicable laws.
• Provides day-to-day supervision of staff, including onboarding, training, work assignment, and performance feedback.
• Supports a positive team environment through consistent coaching and timely issue resolution.

PERFORMANCE STANDARDS:

• Consistent leadership and operational management proficiency.
• Meets or exceeds branch sales, service, and operational performance goals.
• Provides effective coaching and development to team members with measurable results.
• Maintains operational compliance and high audit performance.
• Readiness for advanced leadership responsibilities through accountability, initiative, and results.

EDUCATION and/or EXPERIENCE:

Minimum:

• High school diploma or equivalent (GED).
• Four or more years of financial services or retail banking experience.
• One to two years of leadership, supervisory, or coaching preferred.
• Ability to manage operations, develop staff, and achieve goals.

Preferred:

• Associate or bachelor’s degree in Business, Finance, or related field.
• Experience managing a small branch or retail location.
• Familiarity with business development, community engagement, or small business banking.
• Familiarity with retail banking sales structures and how to hold team accountable to behaviors and performance withing the structures.
• Bilingual - Spanish

CERTIFICATES, LICENSES, REGISTRATIONS:

• NMLS certification required (or must obtain within designated timeframe).
• Notary Public license required (or must obtain within designated timeframe).

SKILLS and ABILITIES:

• Excellent communication skills and ability to interact effectively with organization leaders, members and the community.
• Ability to read, analyze and interpret legal documents, technical procedures and government regulations.
• Ability to write clear, professional business correspondence and reports.
• Ability to present information clearly and respond to questions from the team, members and the general public.
• Able to present ideas clearly using respectful language, tone and body language.
• The ability to motivate or influence others is a material part of this job, requiring diplomacy and trust.
• Dependable and flexible with strong organization and time management skills is a must.
• Strong interpersonal, communication, and leadership skills.
• Ability to manage multiple priorities while maintaining accuracy and service quality.
• Analytical skills for interpreting performance and financial data.
• Proficient in Microsoft Office and core banking systems such as Symitar.
• Ability to lift up to 25 lbs and sit or stand for extended periods.

Disclaimer: The job description does not imply an employment contract, nor is it intended to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management’s request.

Requirements

Numerica Credit Union is an Equal Opportunity/Affirmative Action Employer

Numerica Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for purposes of participating in the application/hiring process with Numerica Credit Union. If you are unable or limited in your ability to use or access Numerica Credit Union’s career page at as a result of your disability, you can request reasonable accommodations by reaching out to your recruiter.

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