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Position Summary:
As a Branch Manager with Wellby you will be a trusted advisor within the communities we operate. You will lead and mentor a team of retail Solution Specialists and drive growth in core deposits and loans. As a leader within your community you will position Wellby to be a primary channel of commerce and assist our members with making the right financial choices for their financial goals.A Branch Manager leads a team of 12 – 16 team members on average.The leader in this role will partner closely with cross-functional stakeholders and leaders to ensure best-in-class member experiences.
Essential Duties and Responsibilities
Leadership
- Provide coaching and insights that lead to an enduring organization, providing exceptional experiences.
- Ensure team members understand how they contribute to the end-to-end member experience and financial success.
- Conduct quarterly professional development conversations with team members, discussing next quarter’s development goals.
- Champion change with the team and around the organization.
- Remove barriers between business units and collaborate cross-functionally.
Member Experience
- Collaborate with Retail Experience leadership to propose training materials to executive leadership that will assist the Branch team members in successfully delivering on business goals.
- Identify opportunities to improve operational effectiveness. Deliver recommendations to executive leadership.
Team Member Experience
- Ensure team members understand how to provide exceptional member experiences.
- Select team members for the Branch that align with low effort member experiences and continuously develop them to support our purpose.
- Benchmark team member performance with experience level and collaborate to support them in their professional development.
- Drive positive team member engagement through effective leadership practices.
Business Development
- Partner with the Business Development team and peer managers to develop local business development strategy.
- Participate in highly visible community events quarterly or more to increase Wellby’s visibility and enhance new and existing membership opportunities.
- Conduct outbound calls to members to gain a better understanding of their current and future financial needs.
Branch Success Metrics
- Lead the Branch to achieve or exceed business goals related to new members, deepening, member satisfaction, retention, quality, and availability.
- Achieve team member related business goals related to team member retention, engagement, and satisfaction.
- Drive team efficiencies through use of digital tools and resources.
- Ensure compliance with policies, procedures, security requirements, government regulations and ethical business practices.
- Performs other duties as assigned.
Qualifications and Experience:
- 2+ years credit union or bank retail banking experience
- 1+ years of leadership experience
- Some college hours of study
- Basic knowledge of retail product philosophy and regulations
- Proven member service, interpersonal and relationship building skills
- Ability to analyze member/prospect’s credit data and other financial information to provide product insights and considerations
- Thorough knowledge of retail product philosophy, policy, procedures, documentation, and systems preferred
- Teller experience preferred
- Personal banking experience preferred
- Escalation management experience preferred
- Vault management and supervisory experience preferred
- Small branch experience preferred
- Experience leading virtual/remote team members preferred
- Bachelor’s Degree in a Business-related field of study preferred
- Proven coaching/developing of high performing teams preferred
- Effective closing, deepening and referral skills preferred
- Willingness and ability to exhibit Wellby Core Values everyday.
Job Requirements:
- Must be able to stand or sit for prolonged periods.
- Must be able to remain in a stationary position 50% of the time.
- The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
- Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
- The ability to observe details at close range (within a few feet of the observer).
- Must be able to occasionally lift items weighing up to 50 pounds across office and load onto shelves for various needs.
For All Candidates:
This is a Full-Time, Salary role.
Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, click here for English / Spanish.
Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 800-940-0708 for assistance.
Disclaimer
The statements herein are intended to describe the general nature and level of work being performed by team members, and are not to be construed as an exhaustive list of responsibilities , duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.
