Branch Manager

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business. Position Summary The Branch Manager serves as the primary sales leader and business driver for their branch, directly responsible for achieving

results

through

the

growth

and

development

of

their

team.

This

• role
• focuses
• on
• meeting
• and
• exceeding sales, service, and operational performance goals while fostering a results-driven culture. The Branch Manager must actively
• lead
• by
• example,
• coach
• their
• team
• to
• success,
• and
• hold
• individuals
• accountable
• for
• their
• contributions

to
the branch’s overall success. Additionally, the Branch Manager oversees daily branch operations to ensure efficiency and compliance while serving as a community ambassador to strengthen local relationships and drive business
development.
Principle Duties and
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.
Branch

Management 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.
Knowledge, Skills, and Abilities
(KSA)
Knowledge of Wellby’s organizational functions and general operating policies and
procedures.
Knowledge of general office practices and procedures, business English, spelling, punctuation, and
arithmetic.
Knowledge of retail product philosophy, banking industry best practices, and
regulations.
Knowledge

of

all branch

functions,

including

Teller,

Member

Service, and Loan

Origination.
Knowledge of personal computers and proficiency in utilizing Microsoft Office Suite products or related
software.
Knowledge of digital banking tools and platforms to support member adoption and usage, including online banking, mobile applications, and eStatements.
Knowledge of local, state, and federal laws and regulations, including banking, financial, or industry-specific regulations, including, but not limited to, National Credit Union Administration (NCUA), Federal Deposit Insurance Corporation (FDIC), Office of Foreign Access Control (OFAC), Federal Industry Regulatory Authority (FINRA, anti-money laundering laws, etc.
Skilled in

leading sales-focused teams,

leveraging data insights

to develop

and execute strategies

that

drive performance while coaching team members on consultative selling, cross-selling, and relationship-building
techniques.
Skilled

in

demonstrating

a

member-first

mindset

by

modeling

and

coaching

exceptional

service

behaviors
to support a high-performing team environment.
Skilled in providing actionable feedback and creating tailored coaching plans to support individual development and team growth.
Skilled in analyzing performance metrics to identify trends, assess progress, and create actionable improvement plans.
Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to influence and engage direct and indirect reports and
peers.
Ability to work effectively across organizational departments and functions to achieve strategic
goals.
Ability to work in a fast-paced team environment with exceptional customer service
skills.
Ability

to

communicate

clearly

and

concisely,

orally

and

in

writing.
Ability to motivate others and to work in a large cross-functional team
dynamic.
Ability

to

efficiently understand

and

follow

oral

and

written

instructions,

perform

routine

duties without

close supervision, and establish and maintain effective working relationships with other team members. Ability

to

coordinate

several concurrent

activities

simultaneously.
Ability to adapt quickly to a changing environment and be a strong decision-
maker.
Ability to exercise independent
judgment.
Supervisory

Responsibilities The team member has supervisory responsibilities. Complexity & Scope of Work The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards. The

team member

performs routine

and

generally

related

tasks

without

supervisory

direction.
Tasks may occasionally have to be coordinated, integrated, and/or
prioritized.
Courses of action are determined by established procedures and/or the Director of Retail Experience
District.
The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policy and procedures.
The team members use independent judgment in making
decisions.
Physical Demands & Work
Environment
The

physical demands

and

work

environ