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Branch Manager (Hazel)
SAFE Credit UnionFair Oaks, United Statesfull_timeVerifiedPosted 18 Jun 2026
💰 $97,850/yr($78,300/yr – $97,850/yr)
About the role
Salary Range: $78,300 - $97,850
Exact compensation may vary based on skill, experience and location.
POSITION PURPOSE
Management of, and total accountability for, a branch office in meeting the Credit Union’s administrative, operational, sales, and service objectives. Individuals are responsible for the overall direction, coordination, and evaluation of employees. They must carry out supervisory responsibilities in accordance with the organization's policies and procedures, as well as all applicable laws and regulations. Responsibilities include interviewing, hiring, training, and coaching employees; planning, assigning, and directing work; evaluating performance; rewarding and disciplining employees; and addressing complaints and resolving problems.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Act in a supervisory/management capacity.
- Assign responsibilities and accountabilities to appropriate staff.
- Create schedules and develop work assignments to ensure a smooth-running Branch.
- Establish, review, and follow up on all expectations of staff.
- Conduct management staff meeting.
- Conduct weekly, monthly, quarterly, and annual staff performance reviews.
- Coach and counsel subordinates on an ongoing, as-needed basis.
- Provide positive reinforcement, recognize and reward staff when warranted, and identify and take corrective action in the event of sub-standard performance.
- Implement emergency procedures.
- Initiate sales and service activities.
- Set and communicate branch sales and service goals and expectations, and lead in achieving those goals.
- Establish branch and individual sales and sales referral goals.
- Develop and conduct branch sales and service programs, including sales-and-service strategies.
- Convert strategies into tactical, executable, and obtainable daily actions for branch staff.
- Assist in the development and implementation of sales and service programs and campaigns.
- Implement and monitor the process of member and non-member contact and follow-up to proactively generate new sales opportunities, increase product awareness, and deepen member relationships.
- Coach all staff members on the processes to accomplish sales initiatives.
- Track and assess results.
- Ensure all staff members are providing consultative member sales and service.
- Conduct member interviews to determine member needs and pair products and services accordingly.
- Based on member interviews, present members with products and services to fulfill needs by explaining their benefits and features.
- Open accounts, accept loan applications, and conduct loan closings, as necessary.
- Act as a liaison between members and departments.
- Promote and enhance new and existing member relationships.
- Resolve errors and member complaints.
- Establish branch and individual performance plans and daily sales action plans.
- Develop and maintain positive member and staff relationships.
- Establish and maintain a positive community presence and active community relationships.
- Perform operational duties.
- Responsible for the balancing functions of the branch and individual representatives.
- Maintain individual personnel files.
- Complete regulatory reports.
- Conduct staff meetings on operational and regulatory matters.
- Perform branch audit functions.
- Ensure that building security procedures are carried out.
- Participate in training and development.
- Responsible for supporting and reinforcing training programs on product knowledge, sales and service techniques, and security procedures.
- Review and monitor the ongoing training progress of staff members.
- Cross-train and encourage coworkers and subordinates to reach their full potential.
- Maintain and develop personal skills to achieve higher level of responsibility through ongoing internal and external continuing education and personal development programs.
- Actively participate in communit
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