Branch Manager - Tewksbury Branch

The Branch Manager drives performance, sales growth and positive member experiences by creating a member-centric culture as the primary manager of and mentor to branch employees.  Ensure the branch operates in a safe and secure manner, including daily balancing and conforming with all security requirements.

Core Responsibilities:

• Manage day-to-day operations and supervision of the branch including:
  • Overseeing hiring/terminating/reviews, ensure employee development through regular coaching, recommending, and overseeing Individual Development Plans as appropriate.
  • Monitoring monthly attestations to ensure employees meet requirements.    
  • Providing approvals and system overrides for branch transactions in excess of employee limits.
  • Escalation point for resolution of service issues and member complaints, ensuring all issues are resolved appropriately.
  • Conducting weekly staff meetings and daily sales huddles to communicate operations, sales and service items.
  • Overseeing branch budget to stay within expected variances; responding to any variances outside of expectations.  Monitoring branch tracking reports to ensure budget targets are being met.
  • Developing individual and branch sales goals; overseeing sales activities of branch staff including cross selling appropriate products, answering inquiries and informing members of new services and product promotions to ensure sales goals are met.  Monitoring Sales Referral System to ensure staff makes effective referrals to retail partners.
  • Overseeing branch schedules and daily tasks including coordinating with Service Management to ensure appropriate staffing levels.
  • Performing monthly security audits.  Overseeing branch audit responses from external audit reviews; reviewing and submitting quarterly audit package and branch security signal.
  • Overseeing branch vault cash, recyclers, and automated teller machines (ATMs) to ensure cash levels are appropriate and equipment is properly balanced.
  • Monitoring and closing of assigned branch/individual contact events, holding employees with repeat offenses accountable, and providing additional coaching as needed.
• Assist members with account openings and daily financial transactions;
  • Overseeing branch employee activities including verification that all account opening requirements have been met, required signatures and paperwork have been completed within appropriate security clearances.
  • Scheduling and performing loan interviews, aiding members in completion of loan applications, collecting required documents and ensuring approval conditions are met.  
  • Opening consumer deposit accounts for members including for businesses and trusts. 
  • Processing variety of transactions including check cashing, deposits/withdrawals, loan payments and payoffs, official checks and money orders, cash advances, etc. as needed.
• Respond to escalated member inquiries and provide information relative to Metro Credit Union policies and procedures. 
• Maintain branch security, ensure member confidence, and protect bank operations by keeping member information confidential.

Supervisory Responsibilities:

• Manage staff including Assistant Branch Managers, Sales and Service Supervisors, Sales and Service Representatives, and Member Service Coordinators. 

Requirements: 

Please note that all retail positions located within our branches do not offer remote work arrangements, require some Saturday hours. All positions require initial training on-site in our Chelsea location.

Education and Experience 

• Associate’s degree in business administration or related field.
• Minimum 5 years of banking experience.
• Previous sales management experience preferred.
• Maintain an active mortgage loan originator (“MLO”) license with the National Mortgage Loan Service registry according to the credit union’s Secure and Fair Enforcement for Mortgage Licensing (“S.A.F.E.”) Act policy and procedures.
• Notary Public strongly preferred.

Skills and Traits

• Excellent customer service skills and commitment to the member experience
• Strong verbal and written communication skills
• Demonstrated attention to detail and accuracy of work performed.
• Ability to problem solve and work independently.
• Ability to multi-task and work in a fast-paced environment.
• Strong people management skills with a track record of developing individuals and the team as a whole
• Dependable, accountable

Why Join our Team:

• Comprehensive Benefits:

• Health, Dental, and Vision coverage for employees working minimum of 20 hours/week; Metro provides assistance toward premiums and copays
• Annual bonus eligibility; annual retention bonus vesting program
• Three weeks paid vacation; 11 paid holidays
• 401(k) with matching plan & safe harbor plan – allowing every employee to save for retirement
• Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Health Savings Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D); access to no-interest loans; $150/Quarter reimbursements for wellness and lifestyle expenses
• Discounts on Pet Insurance

• Strong growth opportunities with development plans and position-related or job-related tuition assistance to help you attain your long-term career goals
• Growing, dynamic environment - no day is ever the same and join an exceptional team of co-workers
• Exceptional Learning & Development opportunities (classroom, on-the-job, and mentoring) 
• Stable and growing organization

Apply today!