Meritrust Credit Union · 8 hours ago
Branch Manager - Bilingual/Spanish Preferred
Meritrust Credit Union is committed to representing and meeting the needs of its communities through a diverse workforce. The Branch Manager will oversee the operational efforts of the branch, manage staff, drive business development, and ensure excellent service delivery to members.
Banking
Responsibilities
Responsible for directing and administering the operational efforts of the branch
Manages additional staff to include but not limited to float staff, staff located at another branch, and/or student branch
Actively involved in business development and community events to drive business to the branch
Ensures established policies and procedures are followed
Oversees provision of a full range of services to members and prospective members
Ensures members are promptly and professionally served
Coaches, mentors, and develops staff for successful succession planning
Live our mission and corporate philosophy on a daily basis: Build Relationships and Add Value Everyday – B.R.A.V.E
Build member relationships that deliver value and demonstrate that we care
Responsible for directing and administering the operational efforts of the branch. Ensures established policies and procedures are followed. Oversees provision of a full range of services to members and prospective members. Ensures members are promptly and professionally served. Trains, directs, and supervises branch staff
Actively participates in business development events and community involvement to drive business into the branch. Drives sales behaviors to meet goals
Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including: hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate
Ensures branch personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall branch procedures. Actively participates in cross-training personnel and assures staff is kept abreast of all products and services. Conducts security training. Coaches, mentors and develops staff for successful succession planning
Acts as a Loan Officer, processing and approving customer loans within established policies and limits. Ensures that branch achieves assigned loan production goal
Ensures members' requests and questions are promptly resolved. Handles members' complaints. Ensures members are informed of Company services and policies. Counsels members regarding their financial needs and services requested
Troubleshoots and resolves internal and external inquiries. Responsible for quality control and compliance to include successfully passing internal and external audits
Ensures all branch transactions are balanced at the close of each day. Oversees individual accountability for the handling of cash and assists in resolving balancing problems
Act as back up to assist VP(s) of Retail when needed
Manages additional staff to include but limited to float staff, staff located at another branch or student branch
Prepare assigned month-end management reports which apprise executive management of the status of branch activities
Develop and implement annual department budget; review monthly to analyze variances and assure expenditures remain within limits
Primary Security Officer for the branch. Conducts required security meetings with staff to ensure compliance. Opens and closes the building in accordance with set hours and tests security equipment quarterly
Is responsible for maintaining office building, grounds, equipment and fixtures of the branch
Monitor closely industry trends in lending and deposit operations to feed research and development activities and assure that the company’s products, services and processes are remaining competitive. Manages and oversees expenses
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Qualification
Required
Bilingual in Spanish preferred
Experience in branch management or similar role
Strong leadership and team management skills
Ability to build relationships and deliver value to members
Experience in business development and community involvement
Knowledge of regulatory requirements and compliance
Ability to coach, mentor, and develop staff
Experience in loan processing and approval
Strong problem-solving and conflict resolution skills
Ability to prepare management reports and analyze budgets
Experience in maintaining security and compliance within a branch
Ability to monitor industry trends in lending and deposit operations
Benefits
Comprehensive medical insurance plan
Dental and vision insurance
Generous paid-time-off
12 paid holidays
401(k) plan
Wellness program
Tuition assistance
Employee loan discount
Employee Assistance Program (EAP)
Life and disability coverage
Company
Meritrust Credit Union
Meritrust Credit Union offers loans, insurance, financial education, digital banking, and other services.
Funding
Current Stage
Growth StageRecent News
2025-11-02
2025-11-01
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