Branch Manager 1, 2 or 3 - Moses Lake Branch (Bilingual-Spanish Preferred) at Numerica Credit Union
Moses Lake, Washington, United States -
Full Time


Start Date

Immediate

Expiry Date

04 May, 26

Salary

150028.0

Posted On

03 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Branch Operations Leadership, Sales Goal Achievement, Team Coaching, Member Experience, Operational Compliance, Cash Management, Risk Management, Relationship Advising, Business Development, Performance Analysis, Staff Supervision, Financial Acumen, Community Engagement, NMLS Certification, Notary Public

Industry

Financial Services

Description
Description We are looking to hire one person with skillsets that align with the Branch Manager 1, 2 or 3 position. Below is the Branch Manager 1 role responsibilities. Scroll further down to review the Branch Manager 2 and 3 job description.Applications accepted through February 9th, 2026 Department: Retail ExperienceReport To: AVP/VP, Retail ExperienceSalary Ranges:Branch Manager 1: 12, Exempt $76,460 annually - $114,712 annuallyBranch Manager 2: 13, Exempt $87,181 annually - $130,739 annuallyBranch Manager 3: 14, Exempt $100,012 annually - $150,028 annually Branch Manager 1 SUMMARY: 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. If assigned to Float Department: This position requires regular travel throughout assigned region(s) and branch locations. Reliable transportation is required. 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: Connect – Create meaningful relationships Ask – Be intentionally curious Resolve – Actively seek solutions Elevate – Never stop improving 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. 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. Branch Manager 2 SUMMARY: With the goal of enhancing lives, fulfilling dreams, and building communities, the Branch Manager II provides experienced leadership in the oversight of branch operations, sales strategy, and team performance. This is an intermediate leadership position responsible for managing larger or more complex branches with a focus on business growth, member experience, and operational excellence. The Branch Manager II demonstrates advanced proficiency in resource management, staff development, and performance analysis to drive results and align branch goals with organizational objectives. Branch Managers operate as small business owners of their locations—demonstrating financial acumen, efficient resource allocation, and a strong understanding of the business side of banking. They ensure the branch operates efficiently, delivers exceptional member experiences, and maintains compliance with policies, procedures, and regulations. If assigned to Float Department: This position requires regular travel throughout assigned region(s) and branch locations. Reliable transportation is required. ESSENTIAL DUTIES AND RESPONSIBILITIES include but not limited to 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 the branch team in achieving sales and service goals through consistent coaching, performance monitoring, and accountability. Develop and implement branch-level business and community development strategies to drive growth and deepen relationships. Analyze sales and member data to identify trends, set targets, and adjust strategies to improve performance outcomes. Promote and support the delivery of tailored financial solutions, ensuring member needs are met through appropriate products and services. Partner with internal departments such as Lending, Business Services, and Marketing to enhance branch visibility and results. Transactional: Oversee branch sales to ensure compliance, accuracy, and operational efficiency across all functions. Ensure adherence to audit standards, internal controls, and risk management protocols. Manage complex transactions, exceptions, and escalations in accordance with policy and regulatory guidelines. Maintain branch readiness through operational reviews, cash management oversight, and staffing optimization. Collaborate with Retail Operations, Risk, and Compliance to identify opportunities for process improvements and efficiency gains. Member Support: Drive the member experience by ensuring staff deliver consistent, high-quality service aligned with Numerica’s CARES Principles. Provide leadership in resolving escalated member issues and implementing corrective action when needed. Oversee business and consumer lending activities, ensuring accurate and timely processing within established guidelines. Engage directly with members to develop relationships, identify financial opportunities, and strengthen loyalty. Promote financial education within the branch and community, ensuring members understand solutions that support their financial goals. Relationships/Behavior: Lead and develop team members through consistent coaching, career development, and performance management. Collaborate across departments, including but not limited to Retail Operations, Lending, and HR—to ensure organizational alignment and operational success. Resource management expertise through effective scheduling, staffing, and workflow management to optimize branch operations. Engage in community partnerships and represent Numerica in local business and professional networks to increase visibility and growth opportunities. Model professionalism, accountability, and adherence to Numerica’s brand values and CARES Principles in all interactions. Effectively incorporates concepts of CARES Principles in daily behaviors and interactions: Connect – Create meaningful relationships Ask – Be intentionally curious Resolve – Actively seek solutions Elevate – Never stop improving 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. Manages staff performance through hiring, training, coaching, performance evaluations, and corrective action as needed. Builds team capability by identifying development needs and supporting employee growth. PERFORMANCE STANDARDS: Advanced sales and operational leadership capability within the branch environment. Meets or exceeds established goals for sales, service, and operational performance. Maintains strong audit results and compliance adherence across all operational processes. Develops staff competency, engagement, and readiness for future leadership roles. Shows measurable branch growth and profitability through effective resource and relationship management. EDUCATION and/or EXPERIENCE: Minimum Qualifications: High school diploma or equivalent (GED). Five or more years of financial services or retail banking experience. Three or more years of leadership or supervisory experience managing teams and achieving business results. Proven ability to manage branch operations, compliance, and performance metrics effectively. Preferred: Bachelor’s degree in Business, Finance, or related field. Experience managing larger branch operations or multi-location responsibilities. Strong understanding of lending, business banking, and financial performance management. 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 and 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 leadership, organizational, and analytical skills. Ability to coach and develop staff for performance improvement and career advancement. Proficient understanding of financial performance, budgeting, and branch profitability. Advanced problem-solving and decision-making skills with attention to detail and compliance. Proficiency in Microsoft Office Suite and core banking systems such as Symitar. 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 Branch Manager 3SUMMARY: With the goal of enhancing lives, fulfilling dreams, and building communities, the Branch Manager III is an expert-level leadership position responsible for driving strategic execution, operational excellence, and leadership influence across the Retail Experience division. This position manages a large or complex branch and provides leadership guidance beyond their location by mentoring peers, representing Retail Experience in cross-departmental initiatives, and supporting enterprise projects. The Branch Manager III serves as a change agent, driving adoption of new initiatives, fostering team development, and supporting organizational transformation. They demonstrate advanced financial and business acumen, understanding profitability, budgeting, and overall branch performance management. This role ensures alignment between strategic goals and frontline delivery while contributing to succession planning, process improvement, and operational leadership across the Retail network. The Branch Manager III operates and leads complex branch environments with higher transaction volumes, increased production demands, and larger or more diverse teams compared to peers, ensuring operational excellence, workflow efficiency, and consistent service delivery in high-capacity settings. If assigned to Float Department: This position requires regular travel throughout assigned region(s) and branch locations. Reliable transportation is required. ESSENTIAL DUTIES AND RESPONSIBILITIES include but not limited to 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 and Relationship Development Focus: Lead strategic branch and regional initiatives that drive business growth, member acquisition, and retention. Analyze market conditions, competitive data, and member insights to develop actionable growth strategies and business plans. Oversee and guide sales execution across multiple locations or a high-volume branch to ensure consistent performance and delivery of results. Serve as a mentor and advisor to Branch Managers and Assistant Branch Managers to strengthen sales effectiveness and relationship management skills. Establish and maintain partnerships with local businesses and community organizations to enhance Numerica’s visibility and expand the member base. Operational and Technical Expertise: Oversee operational and sales performance and ensure consistent adherence to audit, compliance, and regulatory standards across multiple areas of responsibility. Serve as a process improvement lead for Retail Experience, identifying opportunities to streamline operations, reduce risk, and enhance efficiency. Provide operational guidance and support to Branch Managers to ensure consistency in execution and adherence to corporate standards. Represent Retail Experience on enterprise-level projects, ensuring the voice of branch operations and member experience is incorporated into solutions. Advanced financial understanding by managing budgets, analyzing branch profitability, and driving operational decisions that optimize performance. Leadership and Mentoring: Lead, coach, and mentor other Branch Managers and leadership staff to strengthen overall performance and talent readiness within the Retail network. Develop and execute succession plans, identifying and preparing high-potential employees for advancement. Act as a leadership resource and role model, demonstrating decision-making based on data, integrity, and business impact. Serve as a project lead or participant in strategic initiatives impacting Retail Experience and broader credit union goals. Drive cultural alignment and team engagement through consistent communication, accountability, and support of Numerica’s leadership standards. Lead peers through organizational changes by fostering understanding, collaboration, and consistent follow-through. Member Support and Financial Education: Ensure branches deliver exceptional member service with a focus on financial education and relationship building. Provide oversight for complex member interactions and lending activities, including business and high-value consumer relationships. Analyze member feedback and data to identify opportunities for improved service and member engagement. Implement strategies that promote financial literacy, long-term relationship growth, and enhanced member experience. Ensure all member-facing activities are performed in compliance with policies, procedures, and applicable regulations. Relationships/Behavior: Act as a representative of Retail Experience in cross-functional project teams and organizational planning initiatives. Develop and maintain collaborative partnerships across Lending, Operations, Risk, and other departments to achieve shared goals. Model strong business management, focusing on financial performance, member outcomes, and operational consistency. Promote Numerica’s culture, values, and leadership expectations through consistent communication and professional conduct. Serve as a trusted advisor and resource for peers, providing leadership influence and support across the organization. Effectively incorporates concepts of CARES Principles in daily behaviors and interactions: Connect – Create meaningful relationships Ask – Be intentionally curious Resolve – Actively seek solutions Elevate – Never stop improving 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. Leads and develops teams through strategic staffing, performance management, succession planning, and employee engagement. Provides advanced coaching, mentors other leaders, and addresses complex employee relations matters. PERFORMANCE STANDARDS: Expert-level knowledge of retail operations, sales management, and financial performance. Achieves or exceeds goals for profitability, growth, and member satisfaction within assigned scope of responsibility. Serves as a mentor and subject matter expert for peers and emerging leaders. Leads projects or process improvements with measurable organizational impact. Maintains exceptional compliance, audit, and risk management results across all managed areas. Leadership influence beyond direct reports through collaboration and strategic contribution. EDUCATION and/or EXPERIENCE: Minimum: High school diploma or equivalent (GED). Six or more years of financial services or retail banking experience. Four or more years of leadership experience, including responsibility for branch or multi-location management. Proven success in driving business growth, managing performance, and leading operational execution. Preferred: Bachelor’s degree in Business, Finance, or related field. Experience leading organizational initiatives or participating in enterprise-level projects. Advanced knowledge of business banking, financial analysis, and strategic leadership practices. 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 and 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. Advanced financial, analytical, and business acumen with the ability to interpret data and make strategic decisions. Strong leadership and change management skills with the ability to influence outcomes across teams and departments. Expert communication and interpersonal skills for collaboration across all levels of the organization. Proficient in Microsoft Office Suite 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. 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 www.numericacu.com as a result of your disability, you can request reasonable accommodations by reaching out to your recruiter. Numerica Credit Union Benefits and Perks - Learn more about our Benefits and Perks here- https://www.numericacu.com/globalassets/images/pdfs/employee-benefits-summary-numerica.pdf
Responsibilities
Branch Managers lead branch operations, sales, and team development, acting as small business owners responsible for resource allocation, financial performance, and member experience alignment with the organization's mission. Essential duties include leading sales efforts, ensuring transactional compliance and accuracy, resolving escalated member issues, and fostering a positive, high-performing team culture through coaching and mentorship.
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