Harborstone Credit Union

Branch Manager

Harborstone Credit Union$72K — $108K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High school diploma required
  • 3+ years of experience in financial services preferred
  • Proficient in core banking systems and Microsoft Office
  • Strong leadership and communication abilities
  • Excellent problem-solving and coaching skills

Responsibilities

  • Lead branch operations ensuring service quality and compliance
  • Develop and mentor branch staff to enhance accountability and collaboration
  • Drive exceptional member experiences through effective coaching and feedback
  • Support sales goals while performing financial needs assessments
  • Build partnerships in the community to enhance visibility
  • Ensure adherence to regulatory requirements including BSA and AML
  • Resolve complex member concerns with a focus on empathy and efficiency
  • Identify training needs related to products and services
  • Maintain accurate reporting and documentation per regulations

Benefits

  • Opportunity for professional development and growth
  • Active involvement in community events
  • Supportive team environment
  • Engagement with a diverse member base
  • Travel opportunities between branch locations
Full Job Description
Overview

The Branch Manager is a key player in our branch's success, as they prioritize team building, member satisfaction, and achieving goals for the organization. The Branch Manager makes certain that Harborstone Credit Union continues to be a reliable financial partner in the community by fostering strong relationships with members and offering top-notch service. This position also includes risk management duties and active involvement in community events that support development and prosperity.

Compensation:

Minimum $72,600.57

Maximum $108,900.85

Placement in the pay scale will be determined by experience and qualifications.

Responsibilities
• Lead Branch Operations: Provide branch leadership and operational oversight to ensure consistency, service quality, and compliance.
• Develop Teams: Coach, mentor, and develop branch managers and staff, fostering accountability, collaboration, and professional growth.
• Member Experience Leadership: Drive exceptional and consistent member experiences through coaching, feedback, and service expectations.
• Sales and Growth: Support achievement of sales and service goals while guiding teams in conducting financial needs assessments and cross-serving.
• Community Engagement: Represent Harborstone within assigned communities, building partnerships and expanding visibility.
• Risk and Compliance: Ensure adherence to all regulatory requirements including BSA, AML, OFAC, and information security policies.
• Problem Resolution: Serve as escalation point for complex member concerns, ensuring timely and empathetic resolution.
• Training and Development: Identify and address training needs related to products, systems, service, and procedures.
• Documentation and Reporting: Maintain accurate documentation and reporting in compliance with regulations and internal policies.

Other Responsibilities
• Complete all required annual compliance and security training.
• Travel regularly between assigned branch locations.
• Safeguard member confidentiality and sensitive data.

Qualifications

1. Education:
• High school diploma required: Essential

2. Experience:
• 3+ years of experience in preferably within financial services.

3. Technical Skills:
• Proficiency in core banking systems, Microsoft Office, and financial service tools.

4. Soft Skills:
• Strong leadership, communication, coaching, and problem-solving skills.

Physical Considerations
• Ability to communicate effectively in verbal, written, and electronic formats with internal and external stakeholders.
• Ability to read, comprehend, and respond to written and verbal instructions and information.
• May be required to sit or stand for extended periods, depending on job duties.
• May involve repetitive motions, including keyboarding and handling office equipment.
• May require stooping, bending, squatting, or reaching occasionally.
• May be required to lift and carry items weighing up to 50 pounds.
• Ability to navigate office environments, including walking between workstations, meeting rooms, and member service areas.
• Regular travel between assigned branch locations required.

About Harborstone Credit Union

Harborstone Credit Union is a credit union headquartered in Lakewood, Washington. It was founded in 1955 and has grown to serve over 80,000 members. Harborstone Credit Union offers a range of financial services, including checking and savings accounts, loans, credit cards, and online banking. The credit union is committed to giving back to the community and supports a variety of local organizations and causes.
Learn more about Harborstone Credit Union
Size
700 employees
Industry
Net Income
$15 million
5 Year Trend
+2%
Revenue
$238 million

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