Branch Manager
Job Description:
We are looking to hire one person with skillsets that align with the Branch Manager 1, 2 or 3 position. Below is the Branch Manager 1 role responsibilities. Scroll further down to review the Branch Manager 2 and 3 job description.
Department: Retail Experience
Report To: AVP/VP, Retail Experience
Salary Ranges:
Branch Manager 1: 12, Exempt $76,460 annually – $114,712 annually
Branch Manager 2: 13, Exempt $87,181 annually – $130,739 annually
Branch Manager 3: 14, Exempt $100,012 annually – $150,028 annually
Branch Manager 1
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.
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.
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.
- Bilingual – Spanish
CERTIFICATES, LICENSES, REGISTRATIONS:
- NMLS certification required (or must obtain within designated timeframe).
- Notary Public license required (or must obtain within designated timeframe).
Branch Manager 2
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.
If assigned to Float Department: This position requires regular travel throughout assigned region(s) and branch locations. Reliable transportation is required.
SUPERVISORY RESPONSIBILITIES:
- Supervises Assistant Branch Manager and up to 8 other teammates.
- Carries out supervisory responsibilities in accordance with organizational policies and applicable laws.
- Manages staff performance through hiring, training, coaching, performance evaluations, and corrective action as needed.
- Builds team capability by identifying development needs and supporting employee growth.
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.
- Bilingual – Spanish
CERTIFICATES, LICENSES, REGISTRATIONS:
- NMLS certification required (or must obtain within designated timeframe).
- Notary Public license required (or must obtain within designated timeframe).
Branch Manager 3
SUMMARY:
With the goal of enhancing lives, fulfilling dreams, and building communities, the Branch Manager III is an expert-level leadership position responsible for driving strategic execution, operational excellence, and leadership influence across the Retail Experience division. This position manages a large or complex branch and provides leadership guidance beyond their location by mentoring peers, representing Retail Experience in cross-departmental initiatives, and supporting enterprise projects.
The Branch Manager III serves as a change agent, driving adoption of new initiatives, fostering team development, and supporting organizational transformation. They demonstrate advanced financial and business acumen, understanding profitability, budgeting, and overall branch performance management. This role ensures alignment between strategic goals and frontline delivery while contributing to succession planning, process improvement, and operational leadership across the Retail network.
The Branch Manager III operates and leads complex branch environments with higher transaction volumes, increased production demands, and larger or more diverse teams compared to peers, ensuring operational excellence, workflow efficiency, and consistent service delivery in high-capacity settings.
If assigned to Float Department: This position requires regular travel throughout assigned region(s) and branch locations. Reliable transportation is required.
SUPERVISORY RESPONSIBILITIES:
- Supervises Assistant Branch Manager and up to 8 other teammates.
- Carries out supervisory responsibilities in accordance with organizational policies and applicable laws.
- Leads and develops teams through strategic staffing, performance management, succession planning, and employee engagement.
- Provides advanced coaching, mentors other leaders, and addresses complex employee relations matters.
EDUCATION and/or EXPERIENCE:
Minimum:
- High school diploma or equivalent (GED).
- Six or more years of financial services or retail banking experience.
- Four or more years of leadership experience, including responsibility for branch or multi-location management.
- Proven success in driving business growth, managing performance, and leading operational execution.
Preferred:
- Bachelor’s degree in Business, Finance, or related field.
- Experience leading organizational initiatives or participating in enterprise-level projects.
- Advanced knowledge of business banking, financial analysis, and strategic leadership practices.
- Bilingual – Spanish
CERTIFICATES, LICENSES, REGISTRATIONS:
- NMLS certification required (or must obtain within designated timeframe).
- Notary Public license required (or must obtain within designated timeframe).
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.
Numerica Credit Union is an Equal Opportunity/Affirmative Action Employer
Numerica Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for purposes of participating in the application/hiring process with Numerica Credit Union. If you are unable or limited in your ability to use or access Numerica Credit Union’s career page at www.numericacu.com as a result of your disability, you can request reasonable accommodations by reaching out to your recruiter.
Numerica Credit Union Benefits and Perks –