Branch Manager

Position Summary

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience.
• Establishes and maintains a positive relationship by creating an exceptional experience and making the member feel valued.
• Engage members as they enter the branch by welcoming and making them feel appreciated, including managing lobby traffic, checking members into the waiting queue, and scheduling/canceling appointments.
• Engage with Branch Partners and other lines of business to offer the most appropriate products.
• Identify changes in members’ financial situation and banking needs and recommend relevant solutions to enhance the member’s financial goals.
• Recommends and assists members with convenient technology solutions including but not limited to Online Banking, mobile applications, etc.
• Responsible for program-level activities that meet our team members’ needs and are aligned with our purpose.
• Collaborates with other branches and district managers to set reasonable sales and/or retail goals.
• Collaborates with district manager to set performance standards. Standards may be based on financial and operational goals and required compliance with internal, local, state, and federal policies, procedures, and regulations.
• Conducts regular staff meetings to ensure that goals and objectives are clearly communicated with branch staff; provides guidance and leadership to enable staff to meet these goals and objectives.
• Identifies training needs and opportunities for professional development.
• Maintains and develops positive relationships with existing and prospective members, demonstrating excellent customer service and setting an example for other staff.
• Participates in community activities to promote the organization and to build goodwill.
• Collaborate with Retail Experience leadership to propose training materials to executive leadership that will assist the Branch team members in successfully delivering business goals.
• Identify opportunities to improve operational effectiveness.  Deliver recommendations to executive leadership.
• Conduct outbound calls to members to gain a better understanding of their current and future financial needs.
• Lead the Branch to achieve or exceed business goals related to members’ satisfaction.
• Plans and implements programs taking initiative to ensure Branch sales, growth and budget goals are achieved.
• Performs other duties as assigned.

Branch Management

• Fosters a positive and engaging work environment for team members.
• Provides coaching and insights that lead to an enduring organization, providing exceptional experiences and meeting operational goals by District, Branch and Team Member.
• Shares regular coaching and performance feedback with tellers and personal bankers including both recognition and performance improvement plans.
• Coach team to attain individual and team goals. The Branch Manager’s performance is tied to the overall Branch goals, and at least 90% of primary team members are meeting 90% or more of their performance goals.
• Ensure compliance with policies, procedures, security requirements, government regulations and ethical business practices.
• Hires and trains qualified candidates for entry–level roles.
• Responsible for vault, dual-control access, approve increased authority limits.
• Proactive in conflict resolution, handling issues in a prompt, professional and consistent manner.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions, and general operating policies and procedures.
• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
• Knowledge of retail product philosophy, banking industry best practices and regulations.
• Knowledge in all the functions of a Branch, including Teller, Member Service, Loan Origination
• Knowledge of personal computer, utilizing Microsoft Office Suite.
• Skilled in having constructive conversations with leadership around performance, development, and helping to support business goals.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
• Ability to analyze, develop, and implement metrics and process enhancements that ensure key performance indicators are aligned with desired outcomes.
• Ability to analyze member/prospect’s credit data and other financial information to provide product insights and considerations.
• 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 coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

• The team member has supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
• The team member performs a number of routine and generally related tasks without supervisory direction.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
• Courses of action are determined by established procedures and/or the Director of Retail Experience District.
• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time.  Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings.  The team member must be able to exchange information, in person, in writing, and via telephone.  Some degree of stress results from contact with management and other team members.
• 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 25 pounds across office and load onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

• High School diploma required.
• Bachelor’s degree in finance, business development or related field preferred.
• Minimum five (5) credit union or bank retail banking 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 required.
• Bondable

For All Candidates

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, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need 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.