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We’re committed to bringing passion and customer focus to the business.

POSITION SUMMARY

The Branch Manager serves as the primary sales leader and business driver for their branch, directly responsible for achieving results through the growth and development of their team. This role focuses on meeting and exceeding sales, service, and operational performance goals while fostering a results-driven culture. The Branch Manager must actively lead by example, coach their team to success, and hold individuals accountable for their contributions to the branch’s overall success. Additionally, the Branch Manager oversees daily branch operations to ensure efficiency and compliance while serving as a community ambassador to strengthen local relationships and drive business development.

KNOWLEDGE, SKILLS, AND ABILITIES (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of general office practices and procedures, business English, spelling, punctuation, and arithmetic.
• Knowledge of retail product philosophy, banking industry best practices, and regulations.
• Knowledge of all branch functions, including Teller, Member Service, and Loan Origination.
• Knowledge of personal computers and proficiency in utilizing Microsoft Office Suite products or related software.
• Knowledge of digital banking tools and platforms to support member adoption and usage, including online banking, mobile applications, and eStatements.
• Knowledge of local, state, and federal laws and regulations, including banking, financial, or industry-specific regulations, including, but not limited to, National Credit Union Administration (NCUA), Federal Deposit Insurance Corporation (FDIC), Office of Foreign Access Control (OFAC), Federal Industry Regulatory Authority (FINRA, anti-money laundering laws, etc.
• Skilled in leading sales-focused teams, leveraging data insights to develop and execute strategies that drive performance while coaching team members on consultative selling, cross-selling, and relationship-building techniques.
• Skilled in demonstrating a member-first mindset by modeling and coaching exceptional service behaviors to support a high-performing team environment.
• Skilled in providing actionable feedback and creating tailored coaching plans to support individual development and team growth.
• Skilled in analyzing performance metrics to identify trends, assess progress, and create actionable improvement plans.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to influence and engage direct and indirect reports and peers.
• Ability to work effectively across organizational departments and functions to achieve strategic goals.
• Ability to work in a fast-paced team environment with exceptional customer service skills.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to motivate others and to work in a large cross-functional team dynamic.
• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
• Ability to coordinate several concurrent activities simultaneously.
• Ability to adapt quickly to a changing environment and be a strong decision-maker.
• Ability to exercise independent judgment.

MINIMUM QUALIFICATIONS

• High School diploma or GED required.
• Bachelor’s degree in finance, business development or related field preferred.
• Minimum three (3) - five (5) years of banking and/or retail experience required.
• Minimum three (3) years of leadership experience in a credit union or bank preferred.
• Teller, personal banking, escalation management, and vault management experience.
• Bondable

PRINCIPLE DUTIES AND RESPONSIBILITIES

• Works purposefully and is driven to provide the best team member experience.
• Willingness and ability to exhibit Wellby Core Values every day.
• Actively create a culture of accountability, excellence, and results-driven collaboration.
• Lead the branch in achieving or exceeding sales goals, including checking accounts, new memberships, lending, real estate referrals and wealth management referrals.
• Develop and execute actionable strategies to meet or exceed the sales, services and operational goals. Ensure the team is aligned and equipped to achieve the desired results.
• Champion exceptional member service by ensuring team members engage members effectively and identify financial needs to deliver tailored solutions.
• Track and analyze branch performance metrics, identifying opportunities for growth and creating action plans to address underperformance.
• Drive member adoption of digital banking tools, including online banking, mobile applications, and eStatements, to improve efficiency and engagement.
• Ensure team members follow a relationship-building process, including engaging, discovering needs, recommending solutions, and following up with members.
• Conduct outbound calls and initiatives to deepen existing member relationships and attract new business.
• Identify and implement opportunities to improve operational processes, enhancing efficiency and member satisfaction.
• Conduct regular team meetings to align with goals, share best practices, address challenges ensuring that branch staff understand the goals and objectives to meet these goals.
• Identify training needs for team members, supporting their development through workshops, role-playing exercises, and training programs.
• Represent Wellby in the community by participating in events, building partnerships, and enhancing the organization’s local presence.
• Actively demonstrate best practices in sales, service, and operational excellence to inspire and guide team members.
• Develop and execute plans to drive branch growth, align with Wellby’s strategic priorities, and achieve budget goals.
• Collaborate and actively work with Financial Advisors, Real Estate Partners, and other key business partners to develop and execute strategies that drive branch growth and member engagement.
• Perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES

• The team member has supervisory responsibilities.