Branch Manager - Sienna Ranch
Company: Wellby
Location: Texas City
Posted on: April 24, 2024
Job Description:
It's fun to work in a company where people truly BELIEVE in what
they're doing!
We're committed to bringing passion and customer focus to the
business.
Position Summary:
As a Branch Manager with Wellby you will be a trusted advisor
within the communities we operate. You will lead and mentor a team
of retail Solution Specialists and drive growth in core deposits
and loans. As a leader within your community you will position
Wellby to be a primary channel of commerce and assist our members
with making the right financial choices for their financial
goals.
A Branch Manager leads a team of 12 - 16 team members on
average.
The leader in this role will partner closely with cross-functional
stakeholders and leaders to ensure best-in-class member
experiences.
Essential Duties and Responsibilities
Leadership
- Provide coaching and insights that lead to an enduring
organization, providing exceptional experiences.
- Ensure team members understand how they contribute to the
end-to-end member experience and financial success.
- Conduct quarterly professional development conversations with
team members, discussing next quarter's development goals.
- Champion change with the team and around the organization.
- Remove barriers between business units and collaborate
cross-functionally. Member Experience
- Collaborate with Retail Experience leadership to propose
training materials to executive leadership that will assist the
Branch team members in successfully delivering on business
goals.
- Identify opportunities to improve operational effectiveness.
Deliver recommendations to executive leadership. Team Member
Experience
- Ensure team members understand how to provide exceptional
member experiences.
- Select team members for the Branch that align with low effort
member experiences and continuously develop them to support our
purpose.
- Benchmark team member performance with experience level and
collaborate to support them in their professional development.
- Drive positive team member engagement through effective
leadership practices. Business Development
- Partner with the Business Development team and peer managers to
develop local business development strategy.
- Participate in highly visible community events quarterly or
more to increase Wellby's visibility and enhance new and existing
membership opportunities.
- Conduct outbound calls to members to gain a better
understanding of their current and future financial needs. Branch
Success Metrics
- Lead the Branch to achieve or exceed business goals related to
new members, deepening, member satisfaction, retention, quality,
and availability.
- Achieve team member related business goals related to team
member retention, engagement, and satisfaction.
- Drive team efficiencies through use of digital tools and
resources.
- Ensure compliance with policies, procedures, security
requirements, government regulations and ethical business
practices.
- Performs other duties as assigned. Qualifications and
Experience:
- 2+ years credit union or bank retail banking experience
- 1+ years of leadership experience
- Some college hours of study
- Basic knowledge of retail product philosophy and
regulations
- Proven member service, interpersonal and relationship building
skills
- Ability to analyze member/prospect's credit data and other
financial information to provide product insights and
considerations
- Thorough knowledge of retail product philosophy, policy,
procedures, documentation, and systems preferred
- Teller experience preferred
- Personal banking experience preferred
- Escalation management experience preferred
- Vault management and supervisory experience preferred
- Small branch experience preferred
- Experience leading virtual/remote team members preferred
- Bachelor's Degree in a Business-related field of study
preferred
- Proven coaching/developing of high performing teams
preferred
- Effective closing, deepening and referral skills preferred
- Willingness and ability to exhibit Wellby Core Values everyday.
Job Requirements:
- Must be able to stand or sit for prolonged periods.
- Must be able to remain in a stationary position 50% of the
time.
- The person in this position needs to occasionally move about
inside the office to access file cabinets, office machinery,
etc.
- Constantly operate a computer and other office productivity
machinery, such as a calculator, copy machine, and computer
printer.
- The ability to communicate information and ideas so others will
understand. Must be able to exchange accurate information in these
situations.
- The ability to observe details at close range (within a few
feet of the observer).
- Must be able to occasionally lift items weighing up to 50
pounds across office and load onto shelves for various needs.
For All Candidates:
This is a Full-Time, Salary role.
Wellby is an equal opportunity and affirmative action employer and
gives consideration for employment to qualified applicants without
regard to race, color, religion, sex, national origin, age,
disability, genetic information, sexual orientation, gender
identity or expression, pregnancy, veteran status or any other
legally protected characteristic. If you'd like more information
about your EEO rights as an applicant under the law, click here for
English / Spanish.
Wellby provides equal opportunity to qualified individuals with
disabilities and disabled veterans. If you need a reasonable
accommodation, please email careers@wellbyfinancial.com or call
800-940-0708 for assistance.
Disclaimer
The statements herein are intended to describe the general nature
and level of work being performed by team members, and are not to
be construed as an exhaustive list of responsibilities , duties,
and skills required of personnel so classified. Furthermore, they
do not establish a contract for employment and are subject to
change at the discretion of the Company.
Keywords: Wellby, Baytown , Branch Manager - Sienna Ranch, Executive , Texas City, Texas
Didn't find what you're looking for? Search again!
Loading more jobs...