Verve, a Credit Union · 18 hours ago
Branch Manager (51914)
Oshkosh, WI
Full-time
Onsite
Mid, Senior Level
5+ years expVerve, a Credit Union, is looking for a Branch Manager to lead all aspects of member responsibilities delivered through the branch while ensuring outstanding service. The role involves managing branch operations, achieving sales goals, and developing staff to foster a cohesive team environment.
BankingFinancial Services
Responsibilities
Responsible for overall Branch/Sales Contact Center financial results, operational effectiveness, productivity, and cost effectiveness
Schedule staff to meet member and credit union needs
Track daily, weekly, monthly, and annual sales and referral activity - actual vs. goals. Provide results to Area Operations Manager
Contribute to organization and branch goals and support current business priorities using strong sales/referral skills. Increase branch market by promoting relationship incentive programming service and sales
Maintain control over audit procedures to ensure compliance with controls. Identify and report weaknesses
Ensure the branch remains in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies
Monitor quality of service for members, ensuring team members are maximizing opportunities to sell products
Actively contribute to the success of the Credit Union by working positively with teammates and supporting achievement of organizational goals
Lead and supervise the branch team to achieve established goals as well as work with individual team members on individual goals
Build a cohesive and effective team by developing and training staff and creating a motivating environment
Evaluate (annual and semi-annual performance reviews), develop, motivate, and train branch personnel, coach team in sales and service activities
Ensure branch staff has strong product and services knowledge, as well as identify potential cross-selling opportunities
Lead performance management efforts to set clear expectations, provide appropriate training and resources, observe and document, coach and counsel, discipline and evaluate team member performance
Coach to modify staff performance by holding regular coaching sessions and documenting results
Serve as a mentor and role model for staff. Assist the individual team members in attaining their individual goals
Manage all delivery channels to members to ensure that organizational service levels are maintained or exceeded and that day-to-day retail center operations are completed correctly and within appropriate time lengths
Demonstrate advanced understanding of all financial products and services to efficiently train and motivate staff to cross-sell
Foster and maintain an atmosphere of solutions, innovation, and continuous improvement
Additional duties as assigned
Qualification
Required
Associates Degree (A.A.) or equivalent from a two-year college or technical school; plus at least three or more years of previous supervisory experience and two years' experience in financial services industry with primary focus in sales; or equivalent combination of education and experience required. Related work experience may substitute for education
Proficient computer skills including, but not limited to, Microsoft Office, Internet
Team-oriented, entrepreneurial attitude that looks at the branch as a stand-alone franchise while recognizing the need to work within organizational standards and guidelines to achieve the overall mission of the organization
Excellent communication and interpersonal skills to effectively serve all levels of the organization as well as members of the Credit Union
Conscientious, attention to detail, performs accurate work with respect for regulations and standards
Ability to work at a steady, even pace, and has a high aptitude for work that is mechanical or technical in nature
Dependable, consistent in handling structured routines
Possess a working knowledge of all relevant Banking Rules and Regulations
Benefits
Medical, dental and vision insurances
Supplemental insurances
Pre-tax and Roth 401(k) Safe Harbor options
Flexible spending accounts
Health Savings Account (HSA)
Paid time off (PTO)
Paid holidays, including birthday
Bereavement and pet leave
Basic Life/AD&D, short-term and long-term disability coverage at no cost
Voluntary Life/AD&D
Employee Assistance Program
Company
Verve, a Credit Union
People helping people is what credit unions were founded on, and it’s what we live and breathe at Verve.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kevin Ralofsky
President and CEO
Glen Stiteley
Chief Financial Officer
Recent News
Crains ChicagoBusiness
2025-10-27
Hollywood Reporter
2024-04-09
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