Branch Manager

Whatcom Educational Credit Union

$75K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High school diploma or GED plus 3-5 years of relevant experience.
  • Preferably has experience in a credit union or financial institution.
  • Strong oral and written communication skills are essential.
  • Proficient in software like Microsoft Word, Excel, Outlook, and DNA.
  • Requires high levels of trust and diplomacy in interactions.
  • Experience in motivating or influencing others is beneficial.
  • Bilingual Spanish skills are a plus.
  • Must be a licensed Notary Public or able to obtain within six months in the role.
  • STAMP certification is required or must be acquired within six months.

Responsibilities

  • Supervise and lead all financial center team members to meet performance indicators.
  • Manage performance, develop action plans, and hold staff accountable to goals.
  • Inspire team unity and commitment to create an engaged team environment.
  • Monitor and optimize operating processes for efficient branch operations.
  • Accountable for managing non-interest expenses within annual budget.
  • Participate in strategic planning and goal setting processes actively.
  • Coordinate across departments to build relationships and achieve service goals.
  • Facilitate consistent communication and departmental meetings regarding vision and operations.
  • Maintain facility and equipment according to WECU standards.
  • Engage with members to address financial needs and promote WECU products effectively.
  • Deliver exceptional member service and resolve concerns to ensure loyalty.
  • Comply with branch security procedures and all applicable laws and regulations.

Benefits

  • Comprehensive medical, dental, and vision benefits with low premiums.
  • 401(k) plan with an 8% annual contribution from WECU.
  • Bonus plan and two or more weeks of vacation.
  • Up to 11 paid holidays and paid life and disability insurance.
  • Annual wellness benefit and loan discounts.
  • Support for professional development opportunities.
Full Job Description
WECU is seeking a Branch Manager I for our Fairhaven team located in Bellingham, WA. The Branch Manager I leads a small branch location with a strong hands-on approach, serving as the direct manager for all branch staff. This role balances inspirational leadership with individual contribution, actively supporting daily member interactions, operations, and problem resolution. The Branch Manager I builds trust with employees and members, establishes a positive and service-oriented culture, and ensures the branch operates efficiently, compliantly, and with accountability. This position is well suited for a leader who thrives in close team environments, leads by example, and takes ownership of both people development and day-to-day branch performance. In this role you will perform a variety of duties and responsibilities relating to the efficient operation of the branch.

RESPONSIBILITIES:
  • Responsible for direct supervision and leadership of all financial center team members to achieve all key performance indicators.
  • Leads performance management activities, developing action plans and holding staff accountable to individual and team goals; regularly observes and coaches staff to meet the expectations of their role and deliver the highest quality of member service possible.
  • Encourages and inspires team unity, commitment, and trust, creating a positive, engaged team who strives to do their best every day.
  • Monitors and updates operating processes for efficient operation of the branch.
  • Accountable for non-interest expense management within annual budget.
  • 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.
  • Ensure that the facility is properly maintained, all equipment works properly and appearance meets WECU standards.
  • Engage members to understand their financial needs, recommend and bundle appropriate WECU products, and build long term relationships by delivering value, meeting sales goals, and maintaining strong product knowledge.
  • Deliver exceptional member service by providing clear, personalized financial guidance and effectively resolving concerns - making service decisions and adjustments as needed to ensure a positive experience, strong loyalty, and continued trust in WECU.
  • Always understand and comply with branch security procedures.
  • Exercises authority level and decision-making skills to employ sound judgment, maintaining knowledge of and adhering to all accuracy standards described in internal and external policies and procedures.
  • Follow 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.


QUALIFICATIONS:
  • 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 experience in a credit union or other financial institution preferred.
  • Excellent oral and written communication skills required.
  • Skilled in software used in credit union such as Microsoft Word, Excel, Outlook, and DNA.
  • 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.
  • Bi-lingual Spanish a plus.
  • Licensed Notary Public or able to acquire within six months in role.
  • STAMP certified representative or able to acquire within six months in role.


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 $75,024.73 to $105,917.27 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.

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