Branch Manager

KEMBA Financial Credit Union
Westerville, OH

Job Description

Job Description

Title: Branch Manager

Reports to: Director of Sales and Member Experience

Supervises: Concierge, Member Services Representatives

Status: Exempt

Objective

The Branch Manager is responsible for planning and directing all branch-related activities that affect the public relations and corporate image of the Credit Union. This high-contact sales and leadership position requires the ability to deal effectively with members and associates in person, by telephone and in writing along with the ability to work in a fast-paced and results-driven environment.

Duties and Responsibilities

  • Coordinate, supervise and effectively schedule the branch office staff and their daily activities in servicing the membership
  • Assist members with any service or sales related activities to ensure they enhance the financial lives of the members they serve
  • Lead, motivate, coach, and develop the sales staff
  • Provide consistent and ongoing support to the sales staff
  • Monitor sales activity of the Credit Union and administer sales incentive programs
  • Maintain and improve the quality of the Credit Union’s financial products and services
  • Maintain employee time records and report any missed work, cash discrepancies or scheduled days off
  • Ensure that security procedures are followed
  • Develop a working knowledge of the Credit Union’s data processing system
  • Oversee the branch facility
  • Develop thorough knowledge of lending and financial services
  • Register with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintain and renew the registration in addition to completing related compliance training as directed by KEMBA
  • Assist in other areas as directed by Credit Union management
  • Develop an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
  • On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
  • Must be able to relate to other people beyond giving and receiving instructions:
    • Can get along with coworkers or peers without exhibiting behavioral extremes
    • Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
    • Respond appropriately to criticism from a supervisor
  • Cultivate and foster community and outside business relationships to grow and maintain current book of business. Manage and lead the branch’s Select Employee Group (SEG) program by working closely with the companies that consider KEMBA their credit union

Required Qualifications

  • Undergraduate degree in Business or Finance or related education and experience
  • Three to five years of managerial experience
  • One to two years in a sales environment
  • Strong organizational skills
  • Professional demeanor
  • Effective communication skills

Desired Qualifications

  • Previous experience in a branch management or assistant branch management capacity
  • Teller and account assistance experience

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Posted 2025-07-30

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