Manager Retail Branch II (Project Management)

WHAT YOU WILL DO EVERYDAY

As an Assistant Vice President, Retail Branch Manager II, you are responsible for leading a higher-volume, strategically significant branch location and for executing our mission to be our members' most trusted and valued financial resource. You will lead with a focus on driving member experience, operational excellence, employee development, and business growth. You will set and uphold high performance expectations for your team while ensuring full alignment with Credit Union policies, culture, and strategic goals.

This role requires strategic thinking, advanced leadership capabilities, and the ability to influence branch manager culture. The Retail Branch Manager II plays a key role in contributing to retail performance through peer collaboration, mentoring less-tenured managers, and participating in credit union-wide initiatives.

Direct Reports: Member Advisors and Member Consultants

HOW YOU WILL MAKE AN IMPACT

30%            Lead a dynamic branch team with a strong focus on continuous development and performance optimization. Provide strategic coaching, performance feedback, and mentorship to direct reports, while supporting regional managers in identifying future leadership talent. Set annual performance goals, manage performance reviews, and recommend merit adjustments, promotions, or other staffing decisions. Partner with Retail Leadership in talent development initiatives. Drive a culture of accountability, compliance, and excellence across all team functions. Ensure cross-training and succession planning within the branch.

 

20%            Champion exceptional member experience by fostering strong relationships with members and proactively identifying financial needs. Assist with complex account openings, small business relationships, and consumer and home lending needs. Operate as a key retail partner with other departments growing market share. Coach team members to deliver consultative service and cross-functional product knowledge. Identify new opportunities and referral strategies to deepen member engagement and financial wellness.

 

20%            Act as the escalation point for complex member and operational issues. Collaborate with other departments and leadership to implement process improvements that enhance efficiency and member satisfaction. Lead change initiatives at the branch level and support enterprise-wide programs. Advocate for the member and identify opportunities to enhance products, services, and branch workflow.

 

15%            Oversee daily operations to ensure compliance, accurate cash handling, and adherence to audit standards. Monitor branch performance metrics, ensure operational controls are in place, and implement corrective actions when needed. Maintain a culture of accountability, security, and attention to detail.

 

10%            Act as a primary security officer for the branch. Conduct required security meetings with staff to ensure compliance. Open and close the building in accordance with set hours and tests security equipment as defined in the security procedures. Act as primary contact for all facility needs including building, grounds, equipment, and fixtures.

5%               Proactively learn of community events, plan, and coordinate volunteer opportunities for branch involvement, as well as continuously act as a visible contributor within the community.

--                 Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Credit Union Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control.

 

WHAT YOU WILL NEED TO SUCCEED

Experience

5+ years customer service experience in banking, retail, or related field plus 2+ years leading and managing teams. Lending experience required.

Education / Certifications / Licenses

Associate degree in Business Management, Business Administration, or related discipline. (Will consider additional years of experience in lieu of education requirement). Must have and maintain a valid driver's license. Must have the ability to become a notary public and obtain a NMLS#.

PREFERRED SKILLS

·        Ability to establish oneself as a people and sales and service leader in the branch.

·        Strong organizational skills and ability to multi-task.

·        Must be able to work in a team environment with the ability to interact in a positive manner with peers, management, and other departments.

·        Professional level of verbal and written communication skills are essential to the position.

·        Capable of analyzing credit and financial information

·        The ability to motivate or influence internal staff and external members is a critical part of the job, requiring a significant level of influence and trust.

·        Ability to evaluate pros and cons, risks, and benefits of different solution options by asking the right questions and acquiring data from multiple and diverse sources when solving problems.

·        Demonstrated ability to plan and prioritize work to meet commitments by breaking down objectives into appropriate actions and anticipate and adjust plans as needed.

·        Ability to provide world class member service while executing Interra's vision, mission, and delivery of Core Values.

 

INTERPERSONAL SKILLS

·        A significant level of trust, credibility and diplomacy is required.

·        In-depth dialogue, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature.

·        Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

·        Typically includes subject matter experts as well as first level to middle managers.

 

COMPETENCIES

-  Drive Engagement - Demonstrates drive and fosters an inclusive environment that motivates others. Alters approach to each person to promote optimal performance and commitment to the Interra mission, vision, and objectives.

- Effective Communication - Utilizes a variety of communication modalities effectively and appropriately across multiple channels. Is effective in a variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels. Adjusts to fit the message to the audience. Provides timely and helpful information to others across the organization.

-  Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities.

-  Maintain Accountability - Ensures that employees understand the full range of their responsibilities with an emphasis upon standards and results. Also provides necessary support, including balanced and timely feedback.

-  Manage Conflict - Constructively approaches conflict with empathy, open-mindedness, and a solutions mindset. Willing to disagree with but support decisions when made.

-  Manage Work - Clearly assigns tasks; sets clear objectives and measures; and monitors process, progress, and results.

 ADA REQUIREMENTS

Physical Requirements

·        Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.

·        Must be capable of climbing / descending stairs in an emergency situation.

·        Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.

·        Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.

·        Must be able to work extended hours or travel off site whenever required or requested by management.

·        Must be capable of regular, reliable, and timely attendance.

 Working Conditions

-  Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

 Mental and/or Emotional Requirements

·        Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.

·        Must be able to read and carry out various written instructions and follow oral instructions.

·        Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.

·        Must be able to speak clearly and deliver information in a logical and understandable sequence.

·        Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public.

·        Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.

·        Must be able to effectively handle multiple, simultaneous, and changing priorities.

·        Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Retail