Branch Sales Manager

DescriptionBranch Sales Manager

We are seeking a dynamic and results-driven Branch Sales Manager to lead branch operations, drive sales performance, and deliver exceptional member experiences. This leadership role is responsible for overseeing daily branch functions, coaching staff to achieve sales goals, building a strong business development pipeline, and ensuring operational excellence, security, and compliance.

The ideal candidate is a hands-on leader who leads by example, building strong relationships with both team members and customers, anticipating needs, and fostering a consultative, service-focused culture.

Key Responsibilities

Lead, coach, and supervise branch staff to achieve sales and service goals
Actively participate in sales and service activities, including outbound business development efforts
Ensure optimal staffing through hiring, training, scheduling, and performance management
Foster a strong sales culture using a consultative, needs-based approach
Build and maintain relationships within the community and branch network
Advise members on financial products and services that support their goals
Prepare and close consumer loans, including HELOCs, while educating members on protection products
Collaborate across teams to ensure seamless service and effective problem resolution
Provide coverage and leadership support at other branch locations as needed
Maintain branch security, operational integrity, and audit readiness
Oversee opening/closing procedures and enforce security protocols
Drive branch growth through coaching, training, and performance monitoring
Handle escalated member concerns with professionalism and care
Ensure compliance with all regulatory requirements, including BSA and SAFE Act standards

Qualifications

Minimum of 5 years of experience in banking or credit union leadership, including strong out bound sales management
Strong knowledge of financial products, services, and regulatory requirements
Proven success in sales coaching and driving referral performance
Demonstrated ability to lead retail branch operations, including compliance and security
Excellent communication skills (verbal and written)
Professional demeanor with a positive, role-model attitude
Associate degree or equivalent combination of education and experience
Strong coaching and mentoring skills with the ability to influence outcomes
Sound decision-making skills and ability to exercise discretion when needed
Ability to manage multiple priorities in a fast-paced environment
Willingness to travel between branch locations as needed
Ability to resolve member issues efficiently and effectively
Must maintain an active NMLS registration in compliance with the SAFE Act

Credit Union Values

Exhibit and reflect the Credit Union’s Core Values of:

People First – We put others at the heart of all we do.
Local Focus- We build community by what we do and how we give.
Always Learning – We are curious and desire to grow with each opportunity.
Driven with Purpose – We are motivated by the desire to achieve more.
Own Our Outcomes – We hold ourselves accountable, ensuring our commitments are met.