Branch Manager - Willow Creek jobs in United States
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Desert Financial Credit Union ยท 1 day ago

Branch Manager - Willow Creek

Desert Financial Credit Union is seeking a Branch Manager to oversee all aspects of branch performance, including sales growth and operational excellence. The role involves leading branch staff, driving business development, and ensuring member satisfaction while maintaining regulatory compliance.

BankingFinance

Responsibilities

Develop all branch staff through targeted coaching to empower members with guidance, confidence, and solutions they need to thrive
Provide productive learning environment and development opportunities to prepare ABM for future branch management role
Foster a culture of accountability focused on member financial well-being throughout the branch
Conduct performance reviews, address gaps promptly, and identify advancement opportunities
Drive overall branch sales revenue through personal example and team coaching using structured sales methodology
Ensure consistent use of CRM systems to maximize member financial wellness opportunities and deepen relationships
Enforce established member service standards while modeling exceptional relationship-building behaviors
Handle complex member issues with strategic focus on retention and satisfaction
Maintain strong operational knowledge and ensure adherence to all compliance requirements and audit standards
Ensure timely team training on operational changes, new product delivery, and system updates by required deadlines
Oversee branch performance metrics, analyze trends, and implement improvement strategies
Ensure smooth branch functioning including staffing, security, and technology system
Lead community engagement initiatives and establish local partnerships to generate new business opportunities
Actively participate in community events and networking to strengthen organizational presence and reputation
Partner with other business lines to optimize member experience and support enterprise initiatives
Reinforce mission, vision, and values while building strong community relationship
Perform other job-related duties as assigned

Qualification

Financial Services SalesRegulatory ComplianceLeadership ExperienceProcess ImprovementCustomer Service SkillsMathematical SkillsMulti-taskingBusiness AcumenGritNotary PublicNMLS RegistrationTime ManagementVerbal CommunicationWritten Communication

Required

High School Diploma or GED
Equivalent Combination Of Education And Experience Required
4+ years of experience in Financial Services Sales and Service
1+ years of experience in a Leadership role
Demonstrated Process Improvement And Problem-solving Skills
Strong Mathematical and logic skills
Excellent Time Management Skills
Demonstrated capability to multi-task with a smile
Excellent Verbal And Written Communication Skills
Strong business acumen
Advanced customer service skills with capability to de-escalate situations professionally
Grit; willing to do what is takes to get the job done right
Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS)
Registered and serve as a Notary Public

Preferred

Bachelor's degree from an accredited University
1+ years Cash handling experience

Company

Desert Financial Credit Union

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Desert Financial Credit Union is a credit union that offers financial solutions to members.

Funding

Current Stage
Late Stage

Leadership Team

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Jeff Meshey
President and CEO
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Jack Biggs, CFA
Senior Vice President / Chief Financial Officer
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Company data provided by crunchbase