Sunward · 4 hours ago
Supervisor, Branch
Sunward is a credit union seeking a Supervisor for their branch operations. The role involves supervising member service and teller departments, ensuring a productive work environment, and fostering employee development while meeting established goals.
BankingFinancial ServicesNon Profit
Responsibilities
Liaise with HR and OD to recruit, onboard, develop, and retain high-quality staff
Oversees the daily workflow of the department
Provides constructive and timely one-on-ones and performance evaluations
Effectively coaches, mentors, motivates, and manages the staff to ensure delivery of communications to employees in a timely and accurate manner while maintaining the Credit Union’s high standard of quality
Ensures that the department fosters a productive, rewarding work environment that provides for the development of employees; meets all established goals and metrics; and operates within the Credit Union’s core values
Lead and coach to ensure consistent member-focused service in every interaction
Lead and support change initiatives, ensuring smooth transitions by fostering team buy-in, clear communication, and continuous guidance throughout the process
Ensure employees have the proper tools and resources to successfully perform the requirements of their job
Plan and schedule staff effectively to achieve quality service goals and staff development plans
Promote a safe, secure and functional environment for Credit Union members and employees
Ensure availability, security and privacy of cash and negotiable items to provide member service and protect Credit Union assets
Ensure that member and Credit Union information is treated with the utmost confidentiality and security to support the Credit Union’s core purpose of being 'our members’ trusted partner'
Uphold the Credit Union’s compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures
Report unusual or suspicious activity in writing to the Legal and Compliance Department
Recommend and implement department improvements for efficiency, branch consistency, and cost effectiveness
Manage branch-related risks, making sound decisions in a manner that provides maximum service value to members and minimal risk to the Credit Union
Provide training and ensure adherence to internal controls, procedures and security guidelines to minimize risk to the Credit Union and its employees
Plan and contribute to the budget process, recommend staff and department additions and focus on maintaining department expenses within the approved budget limits
Complete annual BSA and OFAC training
Performs other duties as assigned
Develop and maintain strong relationships with all Sunward stakeholders, exhibiting the Credit Union’s core values to enhance membership growth and loyalty
Collaborates with Retail Leaders to build a growth culture focused on exceeding the needs of our members, create and implement internal growth plans, track progress of activities
Assist with management of the overall member service and sales process within the branch by:
Providing service and sales coaching and feedback to employees
Actively listening to and assessing the needs of the member, explaining the features and benefits of targeted products and services, and offering targeted solutions to meet the member’s needs
Qualification
Required
Excellent interpersonal and negotiation skills
Excellent organizational skills and attention to detail
Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication
Strong organizational skills in managing multiple initiatives
Strong analytical and problem-solving skills
Minimum 4 years' combined experience in a financial institution, supervisory role, or related experience
Minimum bachelor's degree equivalent, or, more than 4 years' of related experience
Company
Sunward
Sunward, formerly known as Sandia Laboratory Federal Credit Union (SLFCU), is one of New Mexico’s largest credit unions, serving 170,000+ members and managing more than $4.1 billion in assets.
Funding
Current Stage
Late StageRecent News
2025-05-08
Sandia Laboratory Federal Credit Union
2025-04-10
GlobeNewswire
2024-12-29
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