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InTouch Credit Union · 1 day ago

Senior Manager - Branch-TX

Plano, TX

Full-time

Onsite

Mid, Senior Level

$72K/yr - $76K/yr

7+ years exp

InTouch Credit Union is a not-for-profit community institution serving over 86,000 members across the United States and beyond. They are currently seeking a full-time Senior Branch Manager to lead their Branch Operations team, ensuring compliance and driving sales while providing training and support to branch staff.

BankingFinanceFinancial Services

Responsibilities

Actively lead the branch team and offer in-depth training to branch staff to help navigate the best ways to proactively engage with our members

Monitor all branch activities to ensure compliance with established Credit Union policies and procedures as well as regulatory requirements

Determine sales and business development needs; confer with SVP/Chief Branch Officer and coordinate with the Marketing department to address

Drive Credit Union Brand and Core Values through all interactions with employees, members, partners, vendors and community

Knowledge of all financial regulations including Federal Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Reg CC- Funds Availability, USA PATRIOT Act, etc

Knowledge of consumer deposit and loan products and services

Qualification

Branch managementFinancial industry experienceLeadership experienceConsultative financial servicesSalesBusiness developmentFinancial regulations knowledgeTrainingDevelopmentCustomer relationship managementCompliance monitoringMarketing coordination

Required

Seven (7) plus years' hands-on, active experience in financial industry branch management

Five (5) plus years of recent leadership experience in the financial industry

Proven success delivering consultative financial services, retail banking sales and establishing new clients, deepening existing client relationships and achieving sales and production goals

Required Availability: Monday–Friday, 8:15am–5:15pm with Rotating Saturdays, 8:45am–12:45pm. Number of Saturdays worked may increase based on business needs

Actively lead the branch team and offer in-depth training to branch staff to help navigate the best ways to proactively engage with our members

Monitor all branch activities to ensure compliance with established Credit Union policies and procedures as well as regulatory requirements

Determine sales and business development needs; confer with SVP/Chief Branch Officer and coordinate with the Marketing department to address

Drive Credit Union Brand and Core Values through all interactions with employees, members, partners, vendors and community

Knowledge of all financial regulations including Federal Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Reg CC- Funds Availability, USA PATRIOT Act, etc

Knowledge of consumer deposit and loan products and services

Preferred

Bachelor's degree in business, Finance, or a related field preferred or commensurate professional experience

Benefits

Eligible to participate in the ITCU Exempt Employee Incentive Program, which can pay up to 15% of the annual salary, prorated based on the date of hire.