Role Summary: The Branch Manager overseas the daily operations of their assigned branch. They ensure that member service, lending, and teller functions operate with accuracy, compliance, and a high degree of excellence. This role leads with both accountability and empathy. They must foster a culture of teamwork and integrity and be proactive at problem solving.
The Branch Manager is also responsible for building a member experience that reflects Origin Credit Union’s mission and values, while meeting branch goals in growth, service, and operational efficiency.
They serve as a coach while remaining active in the day-to-day activities. They ensure that procedures are followed staff are supported and members feel seen and served.
Role Identity/Ideal Candidate:
- Service-Oriented Leader: Builds strong relationships with staff and members; models empathy, consistency, and professionalism.
- Operationally Minded: Understands policies procedures and compliance requirements. Ensures they're followed at every level.
- Detail Driven: Maintains accurate records, audit readiness, and compliance documentation.
- Collaborative Communicator: Keeps staff informed, encourages feedback, and builds alignment across departments.
- Decisive: Handles issues promptly, documents thoroughly, and maintains composure under pressure.
- Motivator & Coach: Develops people by setting clear expectations, tracking performance, and celebrating wins.
Core Responsibilities:
- Lead the daily operations of the branch, including teller operations, new accounts, loan
processing, and member service.
- Supervise and coach branch staff, conducting performance reviews, mid-year check-ins, and disciplinary actions as needed.
- Ensure compliance with BSA/AML, OFAC, and other regulatory standards; file CTRs and review daily reports as required.
- Function as a loan officer, reviewing and approving loans in accordance with policy and ensuring documentation accuracy.
- Maintain the security and integrity of branch systems, cash drawers, vaults, and general ledgers.
- Oversee opening and closing procedures, ensuring accuracy and end-of-day balancing.
- Resolve member complaints and identify recurring issues; escalate concerns as appropriate.
- Promote credit union products and services through consultative selling and staff coaching.
- Monitor and track branch performance metrics, including new accounts, teller transactions, and loan volume.
- Support staff in marketing and community engagement efforts to grow membership and deepen relationships.
- Coordinate charitable or volunteer activities on behalf of the branch at least annually.
- Review audit checklists, reports, and findings to ensure compliance and readiness for internal reviews.
- Serve as branch liaison for internal communication, policy updates, and operational training.
- Perform other duties as assigned to support the credit union’s mission and branch success.
What Success Looks like:
When this role is executed with excellence we can expect to see:
- Consistent compliance across all branch activities.
- High levels of member satisfaction and service scores.
- Measurable growth in new accounts, loan volume, and cross-sell ratios.
- Accurate reporting, strong audit results, and timely documentation.
- Staff who are engaged, confident, and meeting performance expectations.
- Smooth communication and collaboration with Operations and Lending teams.
Organizational Context:
- Reports directly to the COO
- Collaborates closely with Lending/Collections, Operations, and Compliance teams
- Supervises front-line staff, providing daily guidance and long-term development.
- Serves as the face of the credit union in the local community through engagement and outreach.
Growth & Impact:
The Branch Manager plays a critical role in ensuring the credit union's values are experienced daily by
the members. As Origins continues to expand this role builds the foundation for consistent service delivery, operational excellence, and a culture of care period strong performance in this position provides a pathway toward future AVP or multi branch leadership opportunities.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Education:
- High school or equivalent (Required)
Experience:
- Supervising: 3 years (Preferred)
- banking or credit union: 3 years (Preferred)
Work Location: In person
