S

Self-Help Credit Union

Nonprofit credit unions financing housing

Area Branch Manager

Retail & Commercial BankingUpdated on Nov 12
Full-timeManchester, CT, USANo salary listed

About the Job

Requirements

  • A bachelor's degree or an equivalent combination of education and/or experience is required.
  • At least 6 years of banking or retail experience, including at least 5 years of supervision in banking or a financial institution, is required.
  • Strong commitment to the mission of creating economic opportunity for traditionally underserved communities.
  • Ability to work in organizations that prioritize teamwork and collaboration.
  • Proven branch management, coaching, and leadership skills.
  • Strong communication and presentation skills.
  • Ability to build collaborative relationships across the organization and influence others without direct control.
  • Ability to establish strong peer relationships and communicate effectively with multiple company disciplines, cross-functional teams, and external teams.
  • Analytical and problem-solving skills.
  • Proficiency with Microsoft Word, Excel, and PowerPoint.
  • Ability and willingness to travel in the region to build deposit and loan relationships.
  • Ability and willingness to work beyond normal work hours, as needed.
  • Ability to demonstrate Self-Help's core values: Mission Before Self, Service With Excellence, Embracing & Promoting Change, Results Not Credit, Diversity as a Strength, and Financial Sustainability for Mission Impact.

Responsibilities

  • Participate in strategic planning with senior management by recommending goals, and develop, communicate, and implement branch-level production goals, budgets, and operating plans aligned with those goals.
  • Represent and promote Self-Help in community and business development activities to increase visibility and demand for its products and services, focusing on deposit, mortgage, and consumer loan growth.
  • Represent Self-Help with realtors, nonprofits, banks, government agencies, and other community partners.
  • Analyze trends in local and niche markets and member profiles to identify potential opportunities.
  • Lead community relations or business development initiatives to cultivate new business relationships and increase profitability.
  • Coordinate business development planning sessions with Branch Managers and provide guidance and direction.
  • Ensure branch adherence to operational policies, procedures, and controls that protect employees, members, and credit union assets.
  • Monitor branch performance and activity, including transaction counts, volume, teller errors, loan volume, teller and loan personnel sales, and new accounts.
  • Address underperforming branch components by implementing plans or interventions, recommending operational improvements, and mitigating controllable operational losses.
  • Perform auditing, reconciling, and reporting to ensure quality control and compliance, and manage the branch self-assessment process.
  • Oversee branch facilities and equipment, establish employee safety practices, and ensure security procedures are followed.
  • Manage the lending function of assigned branches and ensure loan interviews, processing, approvals, and closings follow sound credit practices and administration policies.
  • Provide leadership, coaching, direction, and timely communication to branch managers and area staff to support individual and branch success, including coaching on strategies such as member-service-representative referrals, profiling, and outbound calling.
  • In the absence of a Branch Manager, review and evaluate daily, weekly, and monthly calendars to ensure appropriate branch staffing and effective use of staff time serving members.
  • Supervise branch staffing to deliver effective and efficient member service, identify development needs, provide timely feedback, and provide one-on-one coaching as needed.
  • Conduct timely hiring, employee development, performance management, and compensation reviews for branch tellers and member service representatives.
  • Ensure staff receive ongoing training, including compliance and security procedures.
  • Ensure staff proactively identify products that may benefit members.
  • Ensure branch operational practices, including lending and deposit activities, comply with Self-Help processes and procedures and applicable federal laws and regulations established by the NCUA and other regulatory agencies.

Desired Qualifications

  • Prior sales or sales management experience in a financial institution, retail, or service industry.
  • Bilingual English and Spanish language skills.
  • Experience working in or significant knowledge of the assigned area and surrounding community.

About the Company

Self-Help Credit Union

Nonprofit credit unions financing housing

Self-Help Credit Union is a nonprofit network that provides fair and responsible mortgages and small business loans to borrowers in North Carolina, California, and beyond, helping them build wealth. It finances affordable housing, childcare centers, public charter schools, faith-based organizations, and community-focused commercial real estate to strengthen underserved areas. Its integrated model includes two credit unions, a loan fund, and a research and policy group that studies financial markets and advocates for policies to reduce poverty and expand ownership. Its goal is to create and protect ownership and economic opportunity for all by expanding access to fair credit and affordable financing, while educating policymakers and lenders to lower the cost of poverty.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Durham, NC
Founded
1980

Recently Posted Jobs

Explore more opportunities at Self-Help Credit Union

See more jobs