United States

Retail Float Branch Manager, Chelmsford

Retail Float Branch Manager, Chelmsford
Description
Retail Float Branch Manager

This position will be based out of our Chelmsford Branch and floating to other close-by branches as needed. The Retail Float Branch Manager Support role is a designated Branch Manager assignment responsible for providing temporary leadership, operational oversight, and performance support across multiple branches. This role ensures continuity of service, staffing stability, and consistent execution of Workers Credit Union standards during vacancies, leaves of absence, transitions, or periods of operational need. The Retail Float Branch Manager Support acts with full Branch Manager authority while assigned to a host branch and is accountable for branch operations, team leadership, sales performance, service excellence, and compliance.Member Sales, Service, and Education: Serve as acting Branch Manager at assigned branches during Branch Manager, Assistant Branch Manager, or key staff absences. Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly. Maintain expert knowledge of all credit union deposit products, loan products, and electronic delivery channels.Ensure a positive member experience through lobby leadership, member needs assessment, and relationship building. Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs. Open and service all types of WCU deposit and loan accounts.Encourage and assist members in resolving financial challenges and achieving goals. Branch Growth: Direct all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals. Develop and implement strategies to attract new members and deepen relationships with existing members.Participate in community events and networking activities to promote the credit union and build relationships. Support and participate in external business development. Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.Tracking and Reporting Metrics: Monitor and analyze branch performance metrics, including sales, service quality, and operational efficiency. Prepare and present regular performance reports to Management. Use data and metrics to identify areas for improvement and implement corrective actions as needed.Leadership: Motivate and lead the branch team to achieve growth, member satisfaction, and operational efficiency targets. Lead by example through accountability, reward, and recognition to drive outstanding performance. Recruit, train, and manage staff, ensuring they have the necessary skills and knowledge.Conduct regular performance evaluations and provide constructive feedback. Foster a positive, collaborative work environment, promoting teamwork and employee engagement. Coach and develop team, provide opportunities for growth and delegate stretch assignments. Branch Operations: Oversee branch performance in member satisfaction, operations, scheduling, and branch opening/closing.Ensure accuracy and security in cash handling, transaction processing, and end of day balancing. Maintain comprehensive knowledge of WCU products, services, fees, and competitor offerings. Accurately process all transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.Originate consumer loan applications, such as auto, personal, debt consolidation, etc. Other Duties: May be asked to provide coverage in other WCU branches or departments. Adhere to all WCU policies and procedures. Participates in department and/or organizational projects as directed. Performs other tasks or functions as required, requested, necessary or prudent.Maintains confidentiality of all member and credit union information and data. Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program. Education: High School diploma or equivalent required. Bachelor's degree preferred. Mandated Licensing Requirement:Must be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file. Provide changes to any individual information (such as an address or name change) as they occur directly into the NMLS system or to the Mortgage Department within 20 days of such change.Experience: Minimum of 5-8 years of experience in retail banking, with at least 2 years in a supervisory or management role. Work Environment: This role requires working on-site in a bank branch environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines. Physical Demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.May involve occasional lifting of cash boxes and extended periods of standing Ability to travel to other work locations as required. About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!Benefits: Comprehensive medical, dental and vision plans Basic life and AD&D insurance, short-term disability and long-term disability 15+ days of paid time off (PTO) per year Up to 16 hours of volunteer time off (VTO) per year 11+ paid holidays 401(k) that includes a Safe Harbor Match of up to 4%. Tuition Reimbursement Program Mental health resources including an Employee Assistance Program (EAP)Individualized learning and development programs EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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