Position Summary

The Branch Manager — SGC leads the day-to-day operations, sales performance, member experience, and team development of the CUTX SGC branch. The role builds and develops a high-performing team that consistently meets or exceeds sales and service goals defined by CUTX's strategic plan and core values, manages branch financial and operational performance, ensures the security and maintenance of the physical facility, and represents CUTX in the local community. The Branch Manager partners with Business Development, Lending, and other support functions to grow membership, deepen relationships, and deliver a consistent, member-centric experience while operating within CUTX policy, regulatory requirements, and AI governance expectations.

Key Responsibilities

Branch Leadership & Team Development

• Develop each team member through ongoing coaching, training, and feedback to meet or exceed sales and service standards.
• Meet regularly with each team member to review performance and hold team members accountable to sales and service goals established by leadership.
• Conduct annual performance evaluations and ongoing performance conversations.
• Lead sales training meetings and team huddles for branch employees.
• Administer corrective action when necessary, up to and including termination, to hold team members accountable for performance and behavior.
• Identify exceptional talent through CUTX's hiring process and make recommendations for advancement, promotion, or other internal opportunities.
• Motivate fellow staff to meet or exceed established goals and foster a culture of teamwork, positivity, and accountability.

Sales, Service & Member Experience

• Own responsibility for meeting or exceeding branch sales and service goals, including loan production, deposit growth, and member satisfaction.
• Receive and respond to member feedback, resolving escalated member issues with professionalism and discretion.
• Deliver an exceptional, member-centric experience and model CUTX service standards for the team.
• Serve as Notary Public and perform Signature Guarantee as needed.
• Work closely with Business Development to identify and pursue growth opportunities within the Sherman/Grayson County community.

Branch Operations & Financial Management

• Plan, coordinate, and manage all credit union services and activities of the branch.
• Assign and delegate daily work assignments to all branch team members.
• Review and evaluate reports of branch activities, including staffing, loans, deposits, overdrafts, charge-offs, and audits, to meet credit union performance objectives.
• Leverage management tools and reports to analyze, identify, and strategically address trends.
• Manage branch expenses within an approved budget and authorize the payment of branch bills.

Facility Security & Physical Premises

• Accept responsibility for the overall security of the branch, including keys, combinations, documents, records, and negotiable items.
• Oversee the daily maintenance, well-being, and security of the physical facility.
• Ensure opening, closing, and dual-control procedures are consistently followed.

Risk, Compliance & Documentation

• Perform job duties within CUTX bylaws, regulations, Board of Directors policies, established internal and external service standards, and work procedures.
• Ensure branch compliance with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control, and USA PATRIOT Act requirements as they apply to branch operations.
• Maintain audit-ready records of branch transactions, cash handling, and member interactions; promptly remediate audit and exam findings.
• Identify and escalate suspicious activity, potential fraud, and member-harm concerns through appropriate channels.

Enterprise Partnership & Communication

• Demonstrate enthusiastic support of the CUTX corporate mission, core values, and long-term objectives.
• Promote strategic initiatives and objectives throughout the credit union to help meet established goals.
• Enhance organization-wide communication between the branch and support departments.
• Seek to understand and appreciate different perspectives and employee feedback from other departments.
• Perform other duties as required to maintain credit union services and operations.

Performance Outcomes & KPIs

Outcome

Primary KPI

Reporting Cadence

Target