Credit Union West · 1 day ago
Branch Manager I
Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 13th year in a row. The Branch Manager I will embody servant leadership, leading a team to meet sales and service objectives while fostering a positive workplace culture and ensuring operational soundness.
BankingCreditFinancial ServicesInsurance
Responsibilities
Hires, trains, directs and evaluates employee performance and behaviors to serve the member experience
Allocates resources to meet operations needs within the department
Provides leadership, coaching, and direction for their team members ensuring they have the support and development opportunities to become well-trained employees excelling in their roles
Ensures service standards and sales production objectives are achieved
Provides proactive, responsive, and engaged member and team member communication
Monitors employee performance and coaches effective loan application development, accuracy, follow up, and sales opportunities
Processes loan applications, funds loans, and opens new membership accounts as needed
Drive performance that leads to improved financial lives of our members
Makes talent development a priority for all branch team members and leads employees to achieve performance expectations
Operational duties may include but are not limited to: Teller operations, preparation of professional written employee documentation, de-escalation of member concerns, appraisal delivery, scheduling, timecard validation, training, and completion of designated reports
Actively completes quality control reviews, ensuring operational soundness of all areas of internal and regulatory compliance
Ensures adherence to established security protocols
Optimizes branch location by effectively leading business ecosystem partnerships
Involved in driving additional business to the credit union by direct involvement in community and business development activities
Submits business development referrals to marketing department
Performs other duties as assigned
Qualification
Required
Equivalent to a two-year college degree or completion of a specialized course of study at an accredited educational facility preferred
1-3 years of leadership experience in a financial institution or similar industry; or an equivalent combination of education and experience
Notary Commission, Signature Guarantee, and NMLS certification
Use of personal internet-enabled Smartphone for Branch operating applications
Live the mission, vision, and core values of the credit union
Able to communicate effectively and tactfully with employees and members both orally and in writing
Demonstrate critical thinking and being self-reliant to better analyze and solve problems
Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees
Exceptional leadership skills: ability to motivate, influence, and engage direct and indirect reports and peers with a significant level of diplomacy and trust
Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills
Energetic, forward-thinking, and creative in business solutions with high ethical standards and trustworthiness
Act as a change agent who can collaborate with diverse interests and adapt to internal, market or regulatory-driven changes
Strong mentoring, coaching experience to a team with diverse levels of expertise
Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom)
Thorough knowledge and understanding of organization's Employee Handbook and policies
Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
Benefits
Full-time employees receive 100% paid health, dental & vision insurance
Earn incentives up to 20%
401K plan with employer matching funds up to 5%
Profit Sharing
Tuition reimbursement
Gym membership reimbursement
Paid time off for holidays, vacation, and sick days
Credit Union West membership and discounts
Company
Credit Union West
Credit Union West is a financial cooperative that offers banking, insurance, investment and credit services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-08-14
Honolulu Star-Advertiser
2024-11-24
2023-12-25
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