Job details

Branch Manager

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Responsibilities

Summary

Leads and develops a high-performing team of 4 to 8 employees with a strong emphasis on coaching, talent development, and performance excellence. Champions a member-centric culture by empowering staff to serve as trusted advisors, consistently delivering exceptional service that drives member satisfaction and loyalty.

Owns the strategic direction and daily operations of the branch, ensuring alignment with organizational goals and performance targets. Oversees operational efficiency, risk management, and full compliance with all federal and state regulations.

Collaborates effectively across departments and within the branch network to optimize resources, streamline processes, and drive organizational success. Fosters a culture of accountability, continuous improvement, and professional growth, ensuring team engagement and development remain top priorities.

Serves as a visible leader within the community to enhance the credit union’s presence, expand market share, and support membership growth. Actively promotes the organization’s values through strategic community involvement and relationship-building efforts.

Essential Duties and Responsibilities

Leadership & Development

Leads and coaches a high-performing team with a focus on talent development, accountability, and consistent performance improvement.
Facilitates weekly meetings and daily huddles to align goals, strengthen communication, and maintain team focus.
Identifies and develops high-potential employees, delegating responsibilities to build leadership skills and ensure operational continuity.
Oversees staffing functions including hiring, performance management, and professional development, fostering a culture of collaboration and growth.

Member Experience & Sales Culture

Drives a member-first, service-oriented culture while promoting a strong sales mindset focused on financial guidance and education.
Sets clear performance expectations and leverages coaching and observations to help staff exceed service and production goals.
Resolves escalated member concerns promptly, reinforcing the credit union’s commitment to exceptional service.

Operations & Compliance

Manages daily branch functions including member services, lending, and teller operations, ensuring efficiency and compliance with policies and regulations.
Oversees audit readiness, cash control, and adherence to legal and internal standards.
Demonstrates a proactive, hands-on approach to branch operations by identifying day to day issues and solving them independently and efficiently.
Ensures branch systems and technologies are used effectively to support operational excellence and enhance the member experience.

Strategic Growth & Community Engagement

Aligns branch performance with credit union goals, driving membership growth and service delivery.
Supports business development efforts through community outreach, SEG engagement, and member events to expand market presence.

Facility Oversight

Maintains a clean, safe, and professional branch environment by coordinating facility upkeep and promptly addressing maintenance needs.

SUPERVISORY RESPONSIBILITIES

Leads a team of 4-8 employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include talent acquisition and development of employees; planning, delegation; Conduct regular performance reviews; rewarding and disciplining employees; addressing complaints and resolving problems.

Examines and resolves member complaints.

The salary range for this position is $76,000-$96,000/yr. and based on experience.

Qualifications

EDUCATION and/or EXPERIENCE

Bachelor's degree (B. A.) from four-year college or university; and two years related experience and/or training; or equivalent combination of education and experience.

Overview

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.

We invite you to learn more about this position and what Advancial has to offer by completing our online application.

Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information.If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Average salary estimate

$86000 / YEARLY (est.)

min

max

$76000K

$96000K

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What You Should Know About Branch Manager, Advancial

Are you ready to take charge and lead a passionate team as a Branch Manager at Advancial Federal Credit Union in Dallas? In this pivotal role, you’ll be the driving force behind creating an exceptional member experience while encouraging your team to reach new heights of performance. Your mission will be to foster a member-centric culture where employees feel empowered to serve as trusted advisors, providing outstanding financial guidance and support. You'll oversee all aspects of branch operations, ensuring everything runs seamlessly and complies with federal and state regulations. As a visible leader within the community, you will cultivate relationships, enhance the credit union's presence, and drive membership growth. You’ll also play a critical role in coaching a dynamic team of 4 to 8 employees, identifying their strengths, and helping them develop professionally. With your guidance, the branch team will work hard to meet performance goals while maintaining high service standards. As we strive for excellence, you’ll foster an environment of continuous improvement, ensuring that your team remains engaged, motivated, and fully equipped to handle the challenges of today's banking landscape. If you’re passionate about leading a team to success and making a difference in your community, Advancial is the perfect place for you to thrive.

Frequently Asked Questions (FAQs) for Branch Manager Role at Advancial

What responsibilities does the Branch Manager at Advancial Federal Credit Union have?

As a Branch Manager at Advancial Federal Credit Union, you will lead a team of 4 to 8 employees, emphasizing coaching and talent development. Your role includes overseeing daily operations, ensuring compliance with regulations, and driving a member-first culture. You'll also be responsible for optimizing branch performance and developing strategies for community engagement that align with the credit union's growth objectives.