Branch Manager II

Are you a Leader?  Do you believe in Cooperation?  Are you personally governed by the following principles?

The 7 Cooperative Principles

Principle #1 (Inclusiveness): Membership Should Be Open To All
Principle #2 (Voice): Members Should Call The Shots
Principle #3 (Participation): Rates & Fees Should Benefit Our Members
Principle #4 (Independence): Autonomy & Independence Set Us Apart
Principle #5 (Education): Financial Education Should Be Free & Available To All
Principle #6 (Cooperation): Cooperation Among Cooperatives Is Vital
Principle #7 (Community): Giving Back To The Community Is An Obligation

If any of those sound like you, you might very well make a fabulous addition to the SMCU Cooperative!  SMCU is a growing organization and our mission statement is: We help members achieve their financial goals to realize their dreams.  At SMCU, it is our employees who truly make us a success.  After all, it is our staff members who directly provide the excellent service our membership expects and deserves.

Please visit to see a full job description, benefits summary and to learn more about the credit union.  Also, find out a little more about the culture of organization by visiting the following sites, and

Your role as the Branch Manager II is to manage the overall sales, member service, people development, and operational integrity of the branch.



  • Enable individual team members to grow and succeed by providing timely feedback, coaching effectively, and rewarding hard work.
  • Ability to lead through change and adversity with ease.
  • Support, promote, and ensure that staff activities are aligned with SMCU’s overall mission, vision, and values.
  • Energized and effective leader, who is able to build a high performing, highly motivated team through recognition, focus on development, and leadership by example.
  • Demonstrated ability to drive for results and hold branch staff accountable for achieving consistently strong performance.
  • Assures branch participation in strategic planning, operations, and lending meetings as scheduled, sharing knowledge, concerns, and opinions.
  • Communicates effectively with peers in topics of mutual concern.


  • Uses coaching as the primary tool for improving staff performance by holding regular coaching sessions and documenting results using the Platinum Sales & Service model.
  • Proactively generates new loan and membership business through sales activities such as outbound calling, networking with local businesses, participation in community events, and performing in-person sales calls.
  • Leads by example by demonstrating effective consultative sales and service interactions using the Platinum Sales & Service model.          
  • Assists staff in maintaining individual Quality Loop member satisfaction ratings in accordance with credit union goals by providing high quality service based on our service standards.
  • Participates in promotions and marketing efforts to assure growth in members, accounts, deposits, and loans to meet strategic plan targets.  Maintains rate boards, brochures and other current marketing materials.


  • Assures completion of staff time cards, performance evaluations, and requests for personnel, etc.
  • Monitors branch budget and assures timely payment of expenses.
  • Understands and participates in the budget development process for direct branch expenses.
  • Reads, understands, and can explain Credit Union financial statements and other reports.
  • Assures that all department duties and member services are completed according to job standards, regulations, and procedures. 
  • Maintains security of physical premises; branch assets (cash, cash items, furniture, fixtures, and equipment); members’ accounts.


  • Direct exposure to robbery.
  • Work is performed in an office environment.  Will be required to attend off-hours and off-site meetings.
  • Will be required to work Saturday hours.
  • Physical effort may be required to lift supplies such as coin or additional currency order, boxes of copy paper, transaction receipts, computer paper, and checks up to 50 lbs.
  • Some traveling may be required.


  • 4 year college degree required.
  • Strong knowledge of consumer, home equity, and mortgage lending.
  • Comprehensive knowledge of state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg. Z, and the Bank Secrecy Act. 
  • Working knowledge of Microsoft Word, Excel, and other Office Suite products.
  • Solid knowledge of credit union history and its philosophy preferred.      


  • Strong professional oral and written communication skills.
  • Excellent organizational skills.
  • Cash drawer balancing skills.
  • Excellent interpersonal skills.
  • Excellent written and verbal communication skills.


  • Ability to communicate with tact, discretion, and courtesy within and outside the organization.
  • Maintain a professional appearance and demeanor.
  • Ability to organize staff around complex service delivery and administrative tasks.
  • Ability to manage multiple tasks and priorities
  • Ability to handle stress in a high volume and fast-paced environment.
  • Math aptitude sufficient to understand and explain dividend and interest calculations; participate in budget process and monitor branch expenses.
  • Ability to understand and readily learn computer lending and other system applications


Minimum of five years experience in financial services industry operations preferred (e.g., tellering, customer service, business development, lending), three
of which are in a management/supervisory capacity.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed above are representative of the knowledge, skills and/or abilities required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

We are proud to be an EEO/AA employer M/F/D/V.

Posted in Community Impact, CU4Kids.