Preferred Credit Union is seeking a dynamic leader to join our team as the Branch If you are passionate about leadership, member service, employee development, and branch performance, you may be the Branch Manager we are looking for! As Branch Manager, you will lead daily branch operations, support and develop staff, and help drive our mission of becoming our members preferred financial partner for their primary banking needs. This role requires strong leadership, clear communication, sound judgment, adaptability, and a service-focused mindset. The branch leader must be able to guide and motivate employees, communicate expectations and changes effectively, make thoughtful decisions in operational and member-service situations, adjust quickly to staffing or workflow challenges, and model a positive, professional approach that supports both employees and members. Responsibilities will include, but are not limited to:
- Assigning, directing, coordinating, reviewing work, managing schedules, approving timecards, and ensuring appropriate staffing coverage.
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- Oversee cash control, teller cash verification, compliance with credit union policies, procedures, regulations, and accounting standards, managing supplies, and interior and exterior maintenance.
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- Support employee performance and development through training, staff meetings, performance reviews, coaching documentation, and coordination with the training department.
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- Handle member complaints and service expectations while keeping leadership informed and requesting support from the COO or other managers when needed.
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- Drive branch growth and service promotion by training staff on credit union products, cross-selling, marketing objectives, loan and share growth, and recommending improvements to branch policies and procedures.
This role requires strong leadership, clear communication, sound judgment, adaptability, and a service-focused mindset. The branch leader must be able to guide and motivate employees, communicate expectations and changes effectively, make thoughtful decisions in operational and member-service situations, adjust quickly to staffing or workflow challenges, and model a positive, professional approach that supports both employees and members. The successful candidate will also possess the following qualifications:
- Minimum of five years of consumer lending experience.
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- 5 to 8 yrs in a leadership role in a CU or bank, preferred.
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- Bachelor's degree in finance, business administration, or a related field preferred.
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- Proven experience within a financial institution branch.
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- Strong knowledge of financial products, services, operations, and regulatory requirements.
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- Demonstrated ability to achieve sales and service targets, with a focus on member satisfaction and relationship building.
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