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Wellby Financial · 1 day ago

Branch Manager

Katy, TX

Full-time

Onsite

Mid, Senior Level

3+ years exp

Wellby Financial is committed to bringing passion and customer focus to the business. The Branch Manager serves as the primary sales leader and business driver for their branch, responsible for achieving results through team growth and development while overseeing daily operations and fostering a results-driven culture.

Credit CardsFinanceFinancial ServicesLending

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

Cultivate a positive, inclusive, and high-performing branch culture where team members feel supported and motivated to succeed

Spend time actively coaching team members on the floor, observing members interactions and providing real time feedback and support

Conduct regular one-on-one coaching sessions to address performance gaps, develop skills, and reinforce strengths

Share regular performance feedback, including recognition for achievements and actionable plans for improvement

Hold team members accountable for meeting individual and branch goals

Ensure branch operations comply with all policies, procedures, security requirements, regulations, and ethical business practices

Manage operational aspects, including vault control, dual-control access, and approvals for increased authority limits

Recruit, hire, and train qualified candidates for branch roles, focusing on their long-term development and potential

Address and resolve conflicts promptly and professionally, ensuring consistency with Wellby’s standards and practices

Promote and uphold a culture where member needs are consistently prioritized, and service excellence is a branch standard

Qualification

Sales leadershipBranch operations managementCoachingDevelopmentPerformance metrics analysisDigital banking toolsBanking regulations knowledgeTeam collaborationCustomer service skillsCommunication skillsConflict resolutionTime management

Required

High School diploma or GED required

Minimum three (3) - five (5) years of banking and/or retail experience required

Teller, personal banking, escalation management, and vault management experience

Bondable

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