Branch Manager (Project Management)

At Blue, we discover pathways to realize your possibilities! Our Branch Manager is responsible for leading, managing and directing branch activities to meet business objectives and growth plans. The Branch Manager is accountable for maximizing growth, revenues, and member satisfaction consistently across the footprint designing robust experience centers exceeding member expectations, and insuring compliance with all banking regulations. As a leader in our branch network, you will drive all facets of member development along with critical service objectives by motivating and developing your team while fully complying with banking regulations, policy and procedures. 

Major Duties and Responsibilities

• Direct management, development, and guidance of branch teams, whose primary responsibility is focused on member retention, developing member relationships through increased household services, and acquiring new relationships building a consultative environment. Educator, driver and leader of responsible growth strategies to support the member population. Leverages key metrics to design short-term business plans to improve productivity, revenue, and member experience. Curates and ensures a member experience consistent and supported by flexible policy and procedures, managing risk appropriately.
• Builds and retains a collaborative and cohesive environment, leading a motivated, high performing branch team, who are proficient and effective in activities. Conducts staff observations to support the credit union's objectives, and proactively provides effective feedback and coaching to enhance leadership growth and career pathing. Conducts performance reviews with abilities to diagnose performance gaps, help others identify the right solutions, and commitment to influencing performance behaviors in a positive way.
• Scheduling and allocation of resources appropriately to support a robust experience center within the branch. Develop member relationship strategies that drive individual production goals, including referral networks and relationships with internal partners, and external contacts. Ensures productive activities are aligned demonstrating value for the member. Create an environment through activity-based coaching and performance development to improve and encourage increased skill levels.
• Ensures that the branch is in compliance with credit union regulations and procedures, federal and state laws and regulations set forth by the National Credit Union Administration and other regulatory agencies. Ensures branch compliance with all security, safety, and emergency preparedness procedures. Ensures employees are current with training and can perform annual required training as needed. Takes appropriate steps to correct unsatisfactory conditions or violations. Identifies opportunities for enhancement of policies, process, and procedures to maximize cost, efficiencies and provide consistent quality service to members. Manages schedules effectively, including vacations, training, Saturday schedules and ensures there are adequate resources to support business objectives.
• Prepares monthly branch reports and completes projects and assignments within timelines. Attends scheduled management meetings and trainings.
• Holds frequent staff meetings and daily huddles to recognize employee achievements, discuss areas needing improvement, goal status, changes in procedures, new developments or services and to present general information.
• Occasionally approves and denies consumer loans for the branch within assigned underwriting authority in accordance with lending policies, procedures and guidelines. Identifies missed cross-selling opportunities and coaches staff on potential benefits to members.
• Performs Financial Specialist duties on an as needed basis, filling in for peak schedules or for any absence or shortage in the branch.
• Assists staff or members in researching and solving complex account problems in a timely manner with appropriate follow-up.
• Collaborates with the Business Development and the Community Relations team to help support credit union and community events, sponsorships, on-site select employee group functions, including membership drives, benefit fairs, and financial seminars.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Follows established company policies and procedures, including but not limited to: Sarbanes Oxley controls, Business Ethics and Standard of Conduct, Electronic Communications, Confidentiality and Privacy.

Knowledge and Skills

Experience

Five years to eight years of similar or related experience, including preparatory experience.

Education/Certifications/Licenses

A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Other Skills

Ability to exercise judgment, employ initiative, implement programs, and guide/lead others towards work goals. Demonstrated effective planning, organizational, and problem-solving skills. Demonstrated ability to communicate effectively, orally and in writing, and interpret complex oral and written instructions. Demonstrated skills in managing multiple priorities. Skill in resolving member problems and developing/maintaining community relations. Experience with member/customer service operations to include understanding of effective member service philosophy. PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet. Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.).

FULL TIME POSITION

Starting Range: $74,743.43 - $83,641.45

Full Range: $71,184.21 - $106,776.32

Applications will be accepted through 03/29/2025, unless we are needing to extend our search for the right candidate. We encourage you to submit your application as soon as possible for the best opportunity to be considered. We look forward to reviewing your application!

ADA Requirements

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. (full coin bags). Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

For more information about being a Blue employee please check out these links for a glimpse at the culture and opportunities we strive to provide for our employees:   

Employee Benefits  

Culture BluePrint   

Working at Blue Video  

At Blue Federal Credit Union, we don't just accept difference – we celebrate it!  We are committed to providing an inclusive and welcoming environment for all our staff and members. Blue FCU is proud to be an equal opportunity workplace. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to race, color, religion, sex (including pregnancy), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. All employment decisions are made based on qualifications, merit, and business need. 

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