Credit Union West · 14 hours ago
Branch Manager I - Credit Union
Credit Union West is recognized as a top workplace in Arizona, dedicated to improving employee satisfaction and experience. The Branch Manager I will lead the branch's operations, ensuring excellent member service, sales performance, and a positive workplace culture while fostering community prosperity.
BankingCreditFinancial ServicesInsurance
Responsibilities
Leading Talent– 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
Sales and Service– 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
Operations Management– 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
Business Development– 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
100% paid health, dental, vision, short- and long-term disability, and life insurance
Up to 20% incentive pay - up to 15% paid quarterly, up to 5% paid annually
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
Anniversary Day Off
Volunteer Time Off
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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