OUR LEADERSHIP PHILOSOPHY
At Lighthouse Credit Union, we believe all individuals, regardless of position level, are considered leaders. By providing a framework that balances clarity with adaptability, our Leadership Competencies aim to foster a culture of continuous growth and agile leadership. Lighthouse Credit Union is committed to embracing change, nurturing leadership talent, and ensuring our performance management practices are aligned with our vision of fostering a resilient and forward-thinking organization. As such, we all hold ourselves accountable to the following:
LEADERSHIP COMPETENCIES
Demonstrates Interpersonal Awareness & Skills
A cornerstone of our collaborative work environment, this competency emphasizes effective communication, relationship building and teamwork. It also supports creating a positive work environment that values individual contributions and fosters teamwork. As a managing leader, you will guide your team in effective communication strategies, foster strong interdepartmental relationships and model collaboration.
Embraces Change & Learning
This competency focuses on adaptability, personal development and the advocacy and embracing of progressive change. You will be challenged to explore continuous learning opportunities to achieve excellence and foster a culture of growth and innovation. As a managing leader, you will build buy-in for change among team members, support their development and effectively manage team dynamics to achieve business results. You will also champion the benefits of change and encourage innovation and the generation of new ideas.
Utilizes Critical & Creative Thinking
Underlining the importance of innovative problem solving, challenging the status quo and strategic thinking, this competency is vital for driving excellence and leadership. This competency challenges us to take initiative beyond one’s immediate responsibilities. As a managing leader, you will effectively problem-solve through creative methods, lead changes with optimism and motivate the team by setting clear expectations and recognizing performance.
Takes Personal Ownership
This competency focuses on taking responsibility for performance goals, proactive collaboration and accountability. It highlights the significance of each team member taking ownership of their role and contributions while demonstrating leadership qualities regardless of their position. As a managing leader, you will build and maintain collaborative relationships across the organization, seek constructive feedback and ideas for improvement and hold the team accountable for business impact while supporting their development.
POSITION SUMMARY
This role is ideal for a high-energy leader who thrives on achieving goals and making a measurable impact. The Manager, Branch Market is expected to bring a “win-the-day” mindset, rallying their team around performance, community visibility, and creating an unstoppable branch culture focused on success. Under the direction of management and in collaboration with other branch managers, this role is responsible for creating a branch team to enhance and support the Credit Union’s mission, vision, goals and objectives, analyzing market demographics, member and prospect data, and the competitive landscape to identify growth opportunities. This role fosters a cohesive team and drives revenue growth by matching Lighthouse products and services to market needs, leading proactive business development and creating long-term positive relationships with members and the community.
This position will be overseeing both our Lafayette Branch as well as our Portsmouth Naval Shipyard branch. Travel is required between the two locations regularly.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES
- Operates and manages a larger market branch or multiple branches with 8-10+ FTEs within the limitations of the established budget, managing controllable expenses. Prepare and submit standard reports and attend scheduled management meetings.
- Ensures sound branch operations and compliance with all bank policies, regulations, and laws applicable in carrying out responsibilities for both staff and self.
- Completes performance appraisals and manage the performance process for all direct reports.
- Fulfill member requests, prepares and disperse loans, and accurately/efficiently process transactions as needed to support branch staff.
- Monitors branch operating results relative to established objectives and ensure appropriate steps are taken to correct unsatisfactory conditions.
- Regularly assesses branch market conditions, member-based analytics and competitor activities to align branch business plans with market opportunities.
- Uses data to influence product focus, develop outbound calling strategy, and drive member engagement tactics.
- Owns the branch sales pipeline; develop lead generation strategies using data insights, member profiles, and marketing initiatives.
- Actively participates in sales development activities including attending community events to drive mission and outside sales.
- Drives referral partnerships to maximize cross-sell opportunities and deepen member relationships.
- Collaborates effectively with internal business partners (HR, Wealth, Business Banking, Consumer Lending, Marketing, Product etc.) to ensure branch and regional success.
- Provides regular coaching on sales behaviors, product knowledge, and consultative conversations.
LEADERSHIP COMPETENCIES
- Proven ability to lead by example in sales performance and service excellence.
- Strong knowledge of financial products and the ability to translate features into member benefits.
- Skilled in creating and executing sales plans and business development strategies.
- Ability to identify and communicate unique branch differentiators to new and current members.
- Experience using data and KPIs to manage sales pipelines and team productivity.
JOB SPECIFICATIONS
- Ability to lead, develop and motivate a team to meet individual, team and organizational goals and is comfortable holding team accountable for performance.
- Strong communicator with ability to engage members and build relationships regarding product and services.
- Goal-oriented, service and sales focused and driven for results.
- Represents the organization and branch as appropriate in its relationship with members and other internal and external stakeholders or business partners.
- Ability to prioritize tasks and attention to detail.
- Courtesy, tact, and diplomacy.
- Working knowledge of Microsoft Office products.
- Frequent interactions with the public.
EDUCATION, TRAINING & EXPERIENCE
- Associates degree or equivalent experience required.
- Eight plus years of experience in a member/customer service role.
- Three plus years of coaching and/or leadership experience required.
- Coaching and/or leadership experience in a financial institution and/or performance-driven sales environment preferred.
- Previous sales experience preferred.
WORK ARRANGEMENT:
- The working arrangement for this position is fully onsite. No alternative working arrangement is available.
TRAVEL REQUIREMENTS
Travel will be required for ongoing training, meetings and/or other business needs.
Retail Benefits That Work for You
We know life doesn’t pause when you’re at work — and your benefits shouldn’t either. At Lighthouse Credit Union, we offer real support for real life, with perks that help you stay healthy, grow your future, and take care of what matters most.
Financial Relief & Support
- Student Loan & Tuition Assistance – Whether you're paying off debt or going back to school, we help lighten the load.
- Employee Loan Discounts – Get access to lower rates on personal loans, just for being part of the team.
- Weekly Paychecks – Because waiting two weeks shouldn’t be the norm.
- 401(k) with Employer Match & Profit Sharing – We invest in your future with generous contributions and immediate vesting.
Health & Wellness
- Comprehensive Medical, Dental & Vision Plans – Coverage that starts quickly and fits your needs.
- HSA/FSA Options – Save pre-tax dollars for everyday health expenses.
- Discounted Pet Insurance – Because furry family members deserve care too.
- Employee Assistance Program (EAP) – Free, confidential support for life’s challenges — available 24/7.
Time Off That Respects Your Life
- Lighthouse Leave Program – Paid time off for major life moments, from welcoming a child to caring for a loved one.
- Volunteer Time Off (VTO) – Give back to your community with paid time to serve.
- PTO + Paid Federal Holidays – Rest, recharge, and celebrate without worry.
- Balanced Schedule – All branches close by 5pm and on Sundays — no late nights or unpredictable shifts.
Culture & Connection
- Retail Sales Incentive Program – Earn more when you help members thrive.
- Engagement Groups – Join communities like Pride at Work, Women in Leadership, Book Club, and more.
- Ongoing Training & Career Growth – We invest in your development from day one.
- Annual Summit & Team Outings – Celebrate wins and connect with coworkers across the organization.
LIGHTHOUSE CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER
