Branch Manager 1 or 2 - Lewiston Branch

We are hiring one position at a level 1 or 2 depending on experience - job descriptions for each are below.Branch Manager 1

Department: Retail Experience

Salary: Exempt, Range 12 - $76,640 - $114,712

Report To: AVP/VP Retail Experience

SUMMARY:

With the goal of enhancing lives, fulfilling dreams, and building communities, the Branch Manager I plays a key role in leading branch operations, sales, and team development. This position is designed as an entry-level leadership role within Retail Experience. The Branch Manager I is responsible for managing day-to-day operations of the branch, ensuring service excellence, and coaching employees to achieve performance goals. This role focuses on developing leadership capabilities, fostering team collaboration, and building foundational knowledge in operational management, member experience, and business development.

Branch Managers operate as small business owners of their locations-understanding resource allocation, financial performance, and community engagement. They serve as relationship advisors for members, driving the experience delivered in the branch and aligning daily activities with Numerica's mission and strategic goals.

If assigned to Float Department: This position requires regular travel throughout assigned region(s) and branch locations. Reliable transportation is required.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sales Focus:

• Lead and support the branch team in achieving sales goals and delivering exceptional member experiences.
• Act as a relationship advisor, identifying member needs and recommending appropriate products and services.
• Coach team members on consultative sales techniques and relationship-building strategies.
• Develop and execute branch-level sales plans and community engagement strategies to increase member loyalty and growth.
• Analyze branch performance data to track progress and identify opportunities for improvement.

Transactional:

• Serve as the branch sales expert, ensuring compliance, accuracy, and efficiency in daily activities.
• Oversee cash management, audit readiness, and adherence to operational policies and procedures.
• Resolve escalated member issues, ensuring timely and effective resolution aligned with Numerica's standards.
• Ensure branch systems, controls, and reporting are maintained accurately and within compliance guidelines.
• Partner with Retail Operations and other departments to maintain strong operational performance and consistency across the organization.

Member Support:

• Drive the member experience by ensuring all interactions align with Numerica's CARES Principles and service standards.
• Actively engage with members and the community to build meaningful relationships and increase brand visibility.
• Ensure staff are equipped with the knowledge and tools to deliver accurate information and effective solutions to members.
• Provide guidance to team members in resolving complex member needs, including lending, deposits, and account servicing.
• Support initiatives that enhance member engagement and promote long-term relationships.

Relationships/Behavior:

• Foster a positive, inclusive, and high-performing team culture through consistent coaching and feedback.
• Develop and mentor employees by identifying strengths, providing development opportunities, and setting clear performance expectations.
• Partner across departments such as Retail Operations, Lending, HR, and Risk to ensure operational alignment and collaboration.
• Strong resource management, balancing staffing, scheduling, and workload to meet member and business needs.
• Model Numerica's values through professional behavior, consistent communication, and community involvement.
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:
• Connect -Create meaningful relationships
• Ask -Be intentionally curious
• Resolve -Actively seek solutions
• Elevate -Never stop improving
• Strengthen -Be the difference

SUPERVISORY RESPONSIBILITIES:

• Supervises Assistant Branch Manager and up to 8 other teammates.
• Carries out supervisory responsibilities in accordance with organizational policies and applicable laws.
• Provides day-to-day supervision of staff, including onboarding, training, work assignment, and performance feedback.
• Supports a positive team environment through consistent coaching and timely issue resolution.

PERFORMANCE STANDARDS:

• Consistent leadership and operational management proficiency.
• Meets or exceeds branch sales, service, and operational performance goals.
• Provides effective coaching and development to team members with measurable results.
• Maintains operational compliance and high audit performance.
• Readiness for advanced leadership responsibilities through accountability, initiative, and results.

EDUCATION and/or EXPERIENCE:

Minimum:

• High school diploma or equivalent (GED).
• Four or more years of financial services or retail banking experience.
• One to two years of leadership, supervisory, or coaching preferred.
• Ability to manage operations, develop staff, and achieve goals.

Preferred:

• Associate or bachelor's degree in Business, Finance, or related field.
• Experience managing a small branch or retail location.
• Familiarity with business development, community engagement, or small business banking.

CERTIFICATES, LICENSES, REGISTRATIONS:

• NMLS certification required (or must obtain within designated timeframe).
• Notary Public license required (or must obtain within designated timeframe).

SKILLS and ABILITIES:

• Excellent communication skills and ability to interact effectively with organization leaders, members and the community.
• Ability to read, analyze and interpret legal documents, technical procedures and government regulations.
• Ability to write clear, professional business correspondence and reports.
• Ability to present information clearly and respond to questions from the team, members and the general public.
• Able to present ideas clearly using respectful language, tone and body language.
• The ability to motivate or influence others is a material part of this job, requiring diplomacy and trust.
• Dependable and flexible with strong organization and time management skills is a must.
• Strong interpersonal, communication, and leadership skills.
• Ability to manage multiple priorities while maintaining accuracy and service quality.
• Analytical skills for interpreting performance and financial data.
• Proficient in Microsoft Office and core banking systems such as Symitar.
• Ability to lift up to 25 lbs and sit or stand for extended periods.

Disclaimer: The job description does not imply an employment contract, nor is it intended to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management's request.

Branch Manager 2

Department: Retail Experience

Salary: Exempt, Range 13 - $87,181 - $130,739

Report To: AVP/VP Retail Experience

SUMMARY:

With the goal of enhancing lives, fulfilling dreams, and building communities, the Branch Manager II provides experienced leadership in the oversight of branch operations, sales strategy, and team performance. This is an intermediate leadership position responsible for managing larger or more complex branches with a focus on business growth, member experience, and operational excellence. The Branch Manager II demonstrates advanced proficiency in resource management, staff development, and performance analysis to drive results and align branch goals with organizational objectives.

Branch Managers operate as small business owners of their locations-demonstrating financial acumen, efficient resource allocation, and a strong understanding of the business side of banking. They ensure the branch operates efficiently, delivers exceptional member experiences, and maintains compliance with policies, procedures, and regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES include but not limited to the following. Other duties may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sales Focus:

• Lead the branch team in achieving sales and service goals through consistent coaching, performance monitoring, and accountability.
• Develop and implement branch-level business and community development strategies to drive growth and deepen relationships.
• Analyze sales and member data to identify trends, set targets, and adjust strategies to improve performance outcomes.
• Promote and support the delivery of tailored financial solutions, ensuring member needs are met through appropriate products and services.
• Partner with internal departments such as Lending, Business Services, and Marketing to enhance branch visibility and results.

Transactional:

• Oversee branch sales to ensure compliance, accuracy, and operational efficiency across all functions.
• Ensure adherence to audit standards, internal controls, and risk management protocols.
• Manage complex transactions, exceptions, and escalations in accordance with policy and regulatory guidelines.
• Maintain branch readiness through operational reviews, cash management oversight, and staffing optimization.
• Collaborate with Retail Operations, Risk, and Compliance to identify opportunities for process improvements and efficiency gains.

Member Support:

• Drive the member experience by ensuring staff deliver consistent, high-quality service aligned with Numerica's CARES Principles.
• Provide leadership in resolving escalated member issues and implementing corrective action when needed.
• Oversee business and consumer lending activities, ensuring accurate and timely processing within established guidelines.
• Engage directly with members to develop relationships, identify financial opportunities, and strengthen loyalty.
• Promote financial education within the branch and community, ensuring members understand solutions that support their financial goals.

Relationships/Behavior:

• Lead and develop team members through consistent coaching, career development, and performance management.
• Collaborate across departments, including but not limited to Retail Operations, Lending, and HR-to ensure organizational alignment and operational success.
• Resource management expertise through effective scheduling, staffing, and workflow management to optimize branch operations.
• Engage in community partnerships and represent Numerica in local business and professional networks to increase visibility and growth opportunities.
• Model professionalism, accountability, and adherence to Numerica's brand values and CARES Principles in all interactions.
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:
• Connect - Create meaningful relationships
• Ask - Be intentionally curious
• Resolve - Actively seek solutions
• Elevate - Never stop improving
• Strengthen - Be the difference

PERFORMANCE STANDARDS:

• Advanced sales and operational leadership capability within the branch environment.
• Meets or exceeds established goals for sales, service, and operational performance.
• Maintains strong audit results and compliance adherence across all operational processes.
• Develops staff competency, engagement, and readiness for future leadership roles.
• Shows measurable branch growth and profitability through effective resource and relationship management.

EDUCATION and/or EXPERIENCE:

Minimum Qualifications:

• High school diploma or equivalent (GED).
• Five or more years of financial services or retail banking experience.
• Three or more years of leadership or supervisory experience managing teams and achieving business results.
• Proven ability to manage branch operations, compliance, and performance metrics effectively.

Preferred:

• Bachelor's degree in Business, Finance, or related field.
• Experience managing larger branch operations or multi-location responsibilities.
• Strong understanding of lending, business banking, and financial performance management.

CERTIFICATES, LICENSES, REGISTRATIONS:

• NMLS certification required (or must obtain within designated timeframe).
• Notary Public license required (or must obtain within designated timeframe).

SKILLS and ABILITIES:

• Excellent communication skills and ability to interact effectively with organization leaders, members and the community.
• Ability to read, analyze and interpret legal documents, technical procedures and government regulations.
• Ability to write clear, professional business correspondence and reports.
• Ability to present information clearly and respond to questions from the team, members and the general public.
• Able to present ideas clearly using respectful language, tone and body language.
• The ability to motivate and influence others is a material part of this job, requiring diplomacy and trust.
• Dependable and flexible with strong organization and time management