Credit Union:

Region: Keizer, Oregon

Type: Staff

Contact: Kim Antram

Closing: 10/30/2020

Job Description:

OCCU is opening a new Branch in Keizer, Oregon this winter and we’re starting to build our team! We currently have an opening for a Branch Manager. If you are passionate about member service, revel in leading a team to achieve goals and want to be part of a local credit union focused on giving back, consider applying today!

Ideal candidates must be outgoing, team-oriented professionals with demonstrated experience:

  • Developing and growing an effective team that actively delivers an enriching member experience;
  • Meeting branch service and sales expectations, and ensuring every member’s life is enriched;
  • Communicating organizational vision and assisting employees in understanding their role in OCCU’s success;
  • Participating actively in the community via networking, community partnerships and/or volunteering activities;
  • Driving and measuring branch profitability;
  • Developing and retaining branch specific deposit and loan portfolios that meet metrics established by Senior Leadership;
  • Achieving branch metrics by generating referral business through a strong external networking system and retention of existing of members.

The Branch Manager ensures exceptional member experiences by coaching and mentoring staff to provide excellent service. They are responsible for growing branch revenues and ensuring branch profitability while establishing relationships within the community and driving new branch memberships. The Branch Manager provides leadership resulting in effective teamwork, highly skilled employees, optimal communication and ultimately successful achievement of team member, branch and Credit Union goals. They serve as an ambassador to OCCU’s membership in promoting remote services as value-added and efficient virtual solutions.

As a not-for-profit financial institution, we strive to provide remarkable value and unparalleled personal guidance with every interaction. We focus on member service, community involvement and providing value to our members with every decision we make. In exchange for high levels of work performance, dedication and innovative thinking, we are committed to providing our employees with a challenging, fun, open and engaging work environment that motivates them to stay with us over the long haul. Benefits include a robust 401(k) program with employer match after 6 months; medical, vision and dental coverage that starts the month after hire; life insurance and much more.

Location: Keizer, OR

Beginning Salary Range: $65,600 – $82,000 per year, eligible for incentive

To find out more about Oregon Community Credit Union career opportunities, visit us at:   

If you want to apply directly to this opportunity, click here:

Job Responsibilities:

Functional Leadership:

  • Hire, schedule, develop, mentor, coach and assess team members. Oversee disciplinary action with the assistance of Human Resources (HR).
  • Maintain a cohesive, highly trained and motivated staff to meet daily department demand and long-term organizational goals.
  • Drive constant improvement in both Employee Engagement Scores and Net Promoter Scores.
  • Establish and maintain commitments and professional business relationships with employees, members, vendors, the community, professional organizations and Credit Union trade organizations. 
  • Play a positive role in the development and growth of assigned departmental staff through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly effective, cross-trained staff.

Branch Management:

  • Participate in outside networking and business development associations.
  • Participate in community activities to increase branch awareness and enhance new and existing opportunities.
  • Promote referral programs that generate referral memberships and/or accounts.
  • Plan and direct branch activities to successfully meet goals and objectives.
  • Responsible for growing net new accounts and loans at the branch level.
  • Responsible for reducing member churn and maintaining member retention.
  • Develop new business and expand existing member relationships. Evaluate conditions of local market and work closely with OCCU Brand & Experience team to create and develop annual branch marketing plans with specific measurable goals.
  • Ensure timely and accurate financial services are provided to the membership by providing managerial leadership, direction and effective coaching of team. Lead, motivate and manage performance of branch employees in delivering services via remote and virtual channels. Schedule staffing appropriately to meet member volume demands.
  • Work in cooperation with Organizational Development to develop and continually enhance a training program that supports the necessary staff skill requirements for servicing the Credit Union’s membership at the branches and promoting a “relationship development” environment at these locations. Assess staff competency level and work with Organizational Development to recommend and implement solutions that result in a highly skilled team. Ensure ongoing training, cross training and career development for team members.
  • Actively lead the Credit Union’s service and sales culture. Support, coach and model the delivery of a highly satisfying member experience to acquire and retain full-service member relationships. Serve as a role model and coach to the team by demonstrating effective member interviewing, active listening and other sales-related skills.
  • Monitor member complaints or suggestions regarding product and/or service level issues and make recommendations for improvement as needed.
  • Possess a high competency in the use of technologies. Be the key promoter of virtual systems to our members; use both internal and external software programs with a high degree of mastery.
  • Exhibit ability in managerial skills such as planning, organizing, analyzing data, compiling information and professional business writing/presentation skills.
  • Exhibit a high level of interpersonal skills to effectively communicate with staff, members, community representatives and vendors.
  • Represent the branch as appropriate in its relationships with members, sponsor organizations, suppliers, other financial institutions and similar groups. Develop relationships with other businesses in the surrounding community.
  • Proactively seek and embrace new opportunities and changes involving new technologies, efficiencies, new products, new services and new procedures – resulting in optimum production.
  • Monitor all branch activities to ensure they comply with established Credit Union policies and procedures, as well as other regulatory authority. Must follow all BSA regulations, including completing CTR reports when applicable, reporting suspicious activity via SAR when applicable and completing annual training.
  • Perform other duties as assigned.

Core Competencies:

  • Creating a culture of trust
  • Coaching and developing others
  • Communication
  • Technical/professional knowledge and skills
  • Planning and organizing
  • Driving for results
  • Building member relationships


A minimum of three years of supervisory experience in a bank, credit union branch, finance company or equivalent management experience.


Equivalent to a two-year college degree or completion of specialized course of study at a business or trade school. Bachelor’s degree preferred.

Physical Demands and Work Requirements:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Physical Demands: While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
  • Work Environment: The noise level in the work environment is usually moderate.
  • Travel: The job is performed at several branches and/or remote locations with a varied work schedule. The job involves reporting to different locations and may involve overnight travel to branches outside of the normal reporting locations.
  • Work Hours: This job can typically be done within a Monday thru Saturday schedule; however, based on events going on there will be times when evening and weekend work is required with little or no notice.

OCCU is an Equal Opportunity Employer

Education/Experience Required:


Equivalent to a two-year college degree or completion of specialized course of study at a business or trade school. Bachelor’s degree preferred.

Additional Comments:

To find out more about Oregon Community Credit Union career opportunities, visit us at:   

If you want to apply directly to this opportunity, click here: