Wellby Financial · 7 hours ago
Branch Manager
Katy, TX
Full-time
Onsite
Mid, Senior Level
3+ years expWellby Financial is a company that values passion and customer focus. The Branch Manager serves as the primary sales leader and business driver for their branch, responsible for achieving sales and operational performance goals while fostering a results-driven culture and leading a team to success.
Credit CardsFinanceFinancial ServicesLending
Responsibilities
Works purposefully and is driven to provide the best team member experience
Willingness and ability to exhibit Wellby Core Values every day
Actively create a culture of accountability, excellence, and results-driven collaboration
Lead the branch in achieving or exceeding sales goals, including checking accounts, new memberships, lending, real estate referrals and wealth management referrals
Develop and execute actionable strategies to meet or exceed the sales, services and operational goals. Ensure the team is aligned and equipped to achieve the desired results
Champion exceptional member service by ensuring team members engage members effectively and identify financial needs to deliver tailored solutions
Track and analyze branch performance metrics, identifying opportunities for growth and creating action plans to address underperformance
Drive member adoption of digital banking tools, including online banking, mobile applications, and eStatements, to improve efficiency and engagement
Ensure team members follow a relationship-building process, including engaging, discovering needs, recommending solutions, and following up with members
Conduct outbound calls and initiatives to deepen existing member relationships and attract new business
Identify and implement opportunities to improve operational processes, enhancing efficiency and member satisfaction
Conduct regular team meetings to align with goals, share best practices, address challenges ensuring that branch staff understand the goals and objectives to meet these goals
Identify training needs for team members, supporting their development through workshops, role-playing exercises, and training programs
Represent Wellby in the community by participating in events, building partnerships, and enhancing the organization’s local presence
Actively demonstrate best practices in sales, service, and operational excellence to inspire and guide team members
Develop and execute plans to drive branch growth, align with Wellby’s strategic priorities, and achieve budget goals
Collaborate and actively work with Financial Advisors, Real Estate Partners, and other key business partners to develop and execute strategies that drive branch growth and member engagement
Perform other duties as assigned
Cultivate a positive, inclusive, and high-performing branch culture where team members feel supported and motivated to succeed
Spend time actively coaching team members on the floor, observing members interactions and providing real time feedback and support
Conduct regular one-on-one coaching sessions to address performance gaps, develop skills, and reinforce strengths
Share regular performance feedback, including recognition for achievements and actionable plans for improvement
Hold team members accountable for meeting individual and branch goals
Ensure branch operations comply with all policies, procedures, security requirements, regulations, and ethical business practices
Manage operational aspects, including vault control, dual-control access, and approvals for increased authority limits
Recruit, hire, and train qualified candidates for branch roles, focusing on their long-term development and potential
Address and resolve conflicts promptly and professionally, ensuring consistency with Wellby’s standards and practices
Promote and uphold a culture where member needs are consistently prioritized, and service excellence is a branch standard
Qualification
Required
High School diploma or GED required
Minimum three (3) - five (5) years of banking and/or retail experience required
Teller, personal banking, escalation management, and vault management experience
Bondable
Preferred
Bachelor's degree in finance, business development or related field preferred
Minimum three (3) years of leadership experience in a credit union or bank preferred
Company
Wellby Financial
We were founded more than 60 years ago with the mission of supporting those who put the first person on the moon.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
M
Marty Pell
Chief Executive Officer
W
Wes Turner
Chief Technology Officer
Recent News
2023-06-09
Company data provided by crunchbase