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This is an exciting opportunity to join our high growth Branches team; but first, here is a little bit about Elements Financial:
WE MAKE MONDAYS MORE ENJOYABLE.
There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - https://www.elements.org/careers/our-culture/
Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.
Now let's get into this exciting role!
Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success. The Branch Manager is responsible for leading all aspects of branch operations, sales performance, member experience, employee development, community engagement, and financial performance.
This position drives results through coaching, operational leadership, networking, community involvement, business development, and partnership with internal teams to deliver comprehensive financial solutions.
You will learn how to be the expert to best serve our members:
- Lead all aspects of branch operations while ensuring operational excellence, compliance, security, and an exceptional member experience.
- Maintain expertise in consumer and business banking, deposits, lending, and branch operations while coaching team members to identify opportunities, deepen relationships, and deliver comprehensive financial solutions.
- Resolve complex member concerns and service escalations with professionalism, sound judgment, and accountability.
- Ensure branch standards, operational controls, compliance, fraud prevention practices, and service expectations are consistently met while actively managing risk, controlling losses, and safeguarding member and organizational assets.
- Lead the responsible adoption of AI and emerging technology to improve branch performance, employee effectiveness, and the member experience.
You will make a difference as you live out our purpose:
- Lead a high-performing team focused on consultative service, relationship building, financial wellness, and positive member outcomes.
- Foster a branch culture that reflects Elements Financial core values and supports employee engagement, inclusion, and collaboration.
- Represent Elements Financial through branch events, networking, community involvement, and professional relationship building.
- Build and maintain relationships with local businesses, community organizations, and referral partners.
- Collaborate across departments and connect members to internal partners, including Mortgage, Wealth Management, Private Client, and Treasury Management.
You will help grow the business:
- Drive branch growth by acquiring new members, retaining and deepening existing relationships, and expanding market presence.
- Build and deepen business and consumer relationships through proactive outreach, networking, outside sales calls, and community involvement while growing business deposit relationships and identifying opportunities for commercial lending, treasury management, merchant services, and other partner referrals.
- Develop and maintain Centers of Influence, including business leaders, community partners, and referral sources.
- Promote and refer the full suite of consumer and business financial solutions based on identified member and business needs.
- Manage branch performance against sales goals, member growth, deposits, lending, profitability (P&L), Net Promoter Score, and member experience surveys.
You will continue to grow professionally:
- Maintain current knowledge of financial products, services, regulations, market trends, operational practices, and leadership strategies.
- Use technology, data, and industry best practices to enhance operational efficiency, sales management, and the member experience.
- Leverage professional networks and community relationships to identify growth opportunities and strengthen market presence.
- Serve as a knowledgeable resource and problem solver for members, businesses, community partners, and team members.
- Participate in ongoing learning and development opportunities to maintain expertise and strengthen leadership effectiveness.
You will develop your people:
- Recruit, onboard, coach, train, and develop team members to achieve individual, team, and branch goals.
- Establish clear expectations and accountability for service, sales, business development, compliance, and operational performance.
- Conduct regular sales management routines, including team huddles, performance discussions, one-on-one coaching, and development planning.
- Provide clear direction on branch priorities, daily responsibilities, projects, and organizational initiatives.
- Foster an inclusive, collaborative culture that promotes engagement, recognition, innovation, and continuous improvement.
Minimum Requirements:
- High school diploma or equivalent required; bachelor’s degree in business, finance, management, or related field preferred.
- Minimum of three years of leadership experience in branch banking, financial services, sales, or retail management.
- Demonstrated success in business development, relationship management, networking, community engagement, and achieving sales goals.
- Strong knowledge of consumer and business banking, deposits, lending, treasury management, and relationship-based sales practices.
- Proven leadership, coaching, communication, problem-solving, and team development skills.
- Experience managing branch financial performance, including Profit & Loss, budgeting, profitability, and key performance metrics.
- Strong organizational, technology, multitasking, and follow-up skills, with the ability to execute priorities and projects effectively.
- Ability to build trust, foster an inclusive environment, and represent Elements Financial professionally in the community.
- Must meet NMLS registration requirements and maintain an active NMLS License ID.
- Must obtain and maintain a Notary Public designation.
- Other duties as assigned.
Additional bonus compensation is earned in this role.
Learn more about this Employer on their Career Site
