WECU is seeking a Branch Manager to join our Holly branch located in Bellingham, WA. This position is responsible for leading the Bellingham team to make a difference in members’ lives as defined by WECU’s mission and vision. The Branch Manager provides strategic direction and oversees daily operations and responsibilities relating to the efficient operation of a branch.

RESPONSIBILITIES:

Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy and respect, cross-selling additional services, and making a personal effort to make members feel they belong and are important to the credit union.
Exercises authority level and decision-making skills to employ sound judgement, protect the credit union’s interests, maintain knowledge of and adhere to all standards on internal and external policies and procedures and BSA regulations. Understands and complies with security procedures at all times.
Monitors and updates operating processes for efficient operation of the branch. Accountable for profitability by way of sales and expense management, analysis, and strategy and service delivery.
Challenges status quo and embraces new practices or values to accomplish goals and solve problems; is nimble through changes, supports the end goal, and the process it takes to get there.
Actively participates in strategic business planning, goal setting and budget process. Mindful of strategic initiatives when making decisions, possesses the knowledge and capability to lead and support areas of responsibility.
Coordinates within and across departmental boundaries to build relationships and achieve production and service goals.
Facilitates consistent communication, as well as department meetings, to disseminate vision, pertinent information and discuss operations methods and opportunities.
Ensures staff are well trained and have the support they need to perform their duties; regularly observes and coaches staff to meet the expectations of their role and delivers the highest quality of member service possible. Empowers employees with an amount of autonomy to make decisions.
Directs sales and service activities to ensure annual employee and department KPI goals are met, including lending and deposit goals, and relationships with current and potential members are maximized to achieve member growth and share of wallet (PPH) goals.
Leads business development and public service efforts, including calling on area companies and developing relationships within the community.
Assists Retail Directors with researching and developing new processes and procedures directly applicable to the Retail team and communicates relevant product/service/policy information to staff.
Leads by example and holds staff accountable, while creating a positive, engaged team who strives to do their best every day.
Counsels members with any escalated problems that cannot be handled by non-exempt staff. Once a resolution is achieved is responsible for conducting necessary training and coaching of staff.
Ensures that the facility is properly maintained, and all equipment works properly.
Obtains and maintains appointments as a Washington State Notary Public.
Acts as a STAMP guarantor for the purpose of executing guarantees of signatures.
Performs duties of a Relationship Officer and/or Service Consultant when needed.
Serves as interim Director, Retail Experience in their absence or unforeseen vacancy.
Meets or exceeds all behavioral standards of a WECU employee.
Follows WECU’s policies and all applicable laws and regulations.
Performs other duties as assigned and may also assist others to complete tasks and work assignments.

Supervisory Responsibilities

Direct responsibility for supervisory functions including hires, hands on training, evaluating, scheduling, terminations, promotions, transfers, policies for department personnel. Conducts all personnel functions in accordance with applicable statutes (e.g., EEO, OSHA, FLSA, etc.)

Performance Standards

Assists in attaining the sales goals and objectives of the credit union. Professional approach to assessing the credit needs of members while observing the established policies and guidelines. Must fully understand credit union products and services and be able to assist members to use these products and services. Cooperative and positive attitude toward members and credit union staff. Professional appearance and attitude as well as the ability to communicate effectively with members and fellow employees. Must have the ability to supervise and motivate employees to ensure efficient workflow. A high level of interpersonal skills necessary to represent the credit union in a positive fashion when dealing with member and staff transactions. Ability to exercise independent judgment, initiative, and tact in dealing with membership, management, and staff. Ability to organize projects, prioritize workflow, and complete multiple tasks simultaneously and accurately.

QUALIFICATIONS:

Minimum: High school diploma or general education degree (GED); plus, three to five years’ related experience and/or training or equivalent combination of higher education and experience.
Relevant training in a credit union, bank or other financial institution preferred or any documented work experience which provides the candidate with equivalent knowledge and/or experience of the above minimum requirements.
Excellent oral and written communication skills required.
Complete working familiarity with the credit union’s computer system, including input and output functions, general ledger account knowledge, balancing daily work, and training personnel in the appropriate usage of the computer system in their assigned tasks.
Skilled in software used in credit union such as Microsoft Word, Excel, Outlook, and DNA.
Ability to read and comprehend simple instructions, short correspondence, memos, and reports. Ability to write simple correspondence, memos, reports, and procedures.
Should effectively present information in one-on-one situations to members, potential members, and other employees of the credit union.
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others.

NOTE: Job descriptions are not intended and should not be construed to be exhausted lists of all responsibilities, skills, efforts, or working conditions associated with a job.

COMPENSATION:

The salary range for this position is from $84,606 to $119,444 per year.

WECU provides a comprehensive benefits package that includes robust medical, dental, and vision benefits with low employee premiums, 401(k) retirement plan with an 8% annual contribution from WECU, bonus plan, two or more weeks of vacation, up to 11 paid holidays, paid life and disability insurance, annual wellness benefit, loan discounts, professional development, and much more.

ABOUT WECU:

WECU is a not-for-profit financial cooperative where members are encouraged to save and borrow responsibly at fair and competitive rates. Headquartered in Bellingham, WA, WECU has over 160,000 members and over $3 billion dollars in assets.

It is WECU's mission to make a meaningful difference in the lives of our members. We strive to treat both members and staff with honesty and integrity and to be a socially responsible part of our community. WECU also endeavors to be an employer of choice.

WECU is an Equal Opportunity Employer that is committed to diversity and inclusion in the workplace. We make employment decisions based on merit and qualifications and seek to have the best qualified person in every job. WECU policy prohibits discrimination based on race, color, religion, creed, sex, gender, sexual orientation, gender identity, marital status, age, national origin, or ancestry, physical or mental disability, veteran status, genetic characteristics or information, or any other consideration made unlawful by federal, state, or local laws.

WECU

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Management

Branch Manager