Branch Manager

Description

Successful client located in the Delaware County area seeks a Branch Manager with experience within banking, credit unions, and/or financial services. This Branch Manager will be responsible for leading branch operations, developing a high-performing team, and ensuring members receive exceptional service! This role oversees daily activities, operational controls, security, sales initiatives, and compliance while identifying opportunities to strengthen member relationships, increase product utilization, and support the organization’s overall growth. The ideal Branch Manager will possess strong sales and relationship-building skills and should have the ability to resolve complex member inquiries, manage escalated complaints, and maintain a high standard of customer service.

Major Job Functions

• Direct daily branch activities to ensure efficient workflows, consistent service delivery, and adherence to established policies and procedures

• Provide guidance on complex operational matters, encourage professional development, and establish clear expectations to support individual and team success.

• Oversee the member experience by ensuring transactions and service requests are handled professionally, efficiently, and accurately.

• Address escalated member concerns, resolve operational challenges, and implement appropriate solutions to maintain member satisfaction

• Maintain accountability for branch cash management, vault balancing, and the safeguarding of cash, negotiable instruments, traveler's checks, and other sensitive assets

• Monitor branch facilities and equipment, including ATMs, alarm systems, lighting, and other essential infrastructure, to ensure a safe and functional environment.

• Evaluate branch procedures and internal controls, recommend process improvements, and support ongoing quality assurance initiatives

• Oversee branch security practices and ensure compliance with established operational standards and risk management procedures.

• Track monthly performance metrics, incentive program results, and branch scorecard data to evaluate productivity and identify areas for improvement.

• Review scorecard exceptions involving loan and new account processing, Currency Transaction Reports (CTRs), and branch cash limits, ensuring discrepancies are investigated and corrected promptly.

• Ensure member documentation is properly scanned, organized, and maintained for both new account openings and existing member relationships.

• Promote credit union products and services through new member acquisition, relationship building, and cross-selling initiatives, referring members to Sun East Retirement & Investment Services (SERIS) when appropriate.

Requirements

The ideal Branch Manager will have a Bachelors degree in Business Administration or Marketing.

Other requirements for the Branch Manager role include and are not limited to:

• 5+ years of previous experience in banking, credit unions or financial services

• Prior supervisory or management experience

• Knowledge of consumer lending, new account openings, deposit products, and financial service offerings

• Experience managing cash controls, vault balancing, branch security, and operational risk procedures

• Familiarity with regulatory requirements, internal controls, and banking compliance procedures, including Currency Transaction Reports (CTRs)

For more information on this Branch Manager role and other full time accounting and finance opportunities, please contact us at 302.985.5189 and reference JO#00800-0013526753.

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