Careers at Northwest

Job Details

Requisition Number 18-0217
Post Date 12/6/2018
Title Branch Manager
City Middleburg
State VA

Middleburg, VA Branch

The Branch Manager has responsibility for the success of a consultative Branch and its territory, providing leadership to an Assistant Branch Manager (ABM), Branch Team Lead (BTL), MSRs and Loan Officers depending on branch assigned. The Branch Manager provides guidance and is instrumental in developing the entire staff to reach for the next MSR or leadership level. The Branch Manager conducts performance reviews, selects new hires, and provides performance counseling/coaching to all staff at assigned branch. 

The Branch Manager is responsible for driving branch performance results through direction, coaching, leadership and execution of excellent service and sales behaviors. The Branch Manager develops strategic activities that are facilitated by the entire team which allows the branch to meet/exceed sales goals while maintaining an operationally efficient and compliant branch.The Branch Manager oversees compliance with internal controls, operational procedures and risk management policies. The Branch Manager oversees that branch business practices comply with all regulations and the code of conduct established by the Credit Union.

The Branch Manager leads outside sales and outreach activity efforts, as required to bring in new primary relationships, while maintaining and expanding the existing personal and business banking relationships as part of the Credit Union’s overall business plan. Acts as the entrepreneur and is a visionary for future growth.


Must include the following and you may include any additional:

  • Deliver outstanding service that delivers on our Service Promises
  • Meet or exceed the service goals for the position
  • Knowledge of the Credit Union’s products and services
  • Complete BVS classes as assigned
  • Maintain department policy and procedure documentation accordingly
  • Remains cognizant of and adheres to NWFCU policies and procedures, and regulations pertaining to the Bank Secrecy Act (BSA)
  • Maintain supervision and leadership of branch personnel and demonstrate strong personal effectiveness. Oversee the daily operations in the branch in coordination with the ABM and BTL. Accountable for all work processed in the Branch and for ensuring that all personnel consistently exceed standards for quality customer care at all levels
  • Ensure business expertise and member focus by maintaining updated industry knowledge and being proactive in identifying industry trends
  • Ability to act as a change agent; suggest ways to support change, process improvements and coaches others through change
  • Take personal accountability for goals, attitude, behavior, participation and contributions
  • Delegates day to day operations to the ABM and BTL; providing leadership and guidance when necessary
  • Observe the staff and meet weekly with branch staff to review skill gaps, set goals and develop plans to improve performance. Look for ways to raise the bar on employee development, skills and return on investment
  • Prepare performance evaluations for the entire team. Review performance evaluation input that is prepared by the ABM. Oversee planned developmental coaching sessions, counseling documentation and paid time off approvals
  • Knowledge of policies and procedures for all products and services available through the Credit Union, NWCM, and other business partners/vendor scan by cross selling them to members
  • Leads by example in sales and service. Oversees that the branch staff are meeting monthly goals and coordinates with ABM and BTL if additional training is necessary
  • Oversee branch leadership team is monitoring branch cash and utilizing monetary controls by ordering funds per change fund levels
  • Ensure audit controls are followed and maintain strict security measures utilizing dual and internal controls. Review monthly branch audit packet is complete
  • Leads branch scorecard results discussion. Provides guidance to team for development plans to address areas needing improvement
  • Attend and participate in networking and community outreach activities
  • Delegate business relationship management responsibilities and oversees results
  • Is an Assistant Treasurer and performs Notary and Signature Guarantee duties
  • Participate in special projects and task force groups studying and analyzing operational and member service areas
  • Ability to lead staff meetings, member service leadership meetings and contribute during member banking team conference calls
  • Process loans as required depending. Understand loan products and how to read credit reports


Responsible for supervising overall development and performance of all branch employees, which will include but not limited to training employees, planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

  • Professionally onboard, develop, coach and evaluate the staff
  • Select and hire new employees
  • Provide operational oversight of transactions, cash control, branch security, audits, internal controls, compliance, policies and procedures
  • Identify skill gaps of the staff and work with the branch leadership team and Training Department on available resources and job aids
  • Open and close the branch under dual control and develop contingency plans for operating the branch in the absence of management
  • Respond and report service incidents and their positive resolution
  • Coach branch team on personal and performance improvement goals
  • Responsible and accountable for the supervision and leadership of all credit union personnel assigned to the Branch; demonstrates organizational effectiveness through strong relationships and teamwork with internal business/department partners
  • Ability to act as a change agent; suggest ways to support change, process improvements and coaches others through change
  • Responsible for the safety and security of the branch and its employees
  • Works with senior management in establishing growth, sales, and profit objectives for the branch; provides input to these objectives and the manner in which performance will be measured and controlled
  • Responsible for attaining branch goals; implements strategies to achieve branch goals; assists in the development of the annual budget and adheres to budget parameters
  • Ensures that the branch is properly staffed and that the staff is trained to meet member service needs as well as sales objectives
  • Keeps personnel informed of pertinent policies and procedures affecting the branch and/or their jobs; creates an atmosphere in which open communication from employees is encouraged
  • Develops each employee to their highest potential by identifying their areas for improvement and appropriately coaching and training
  • Counsels and guides staff in the execution of their assigned duties; documents employee coaching and performance improvement plans
  • Supports and guides branch staff in the overall branch operations, individual performance and growth in their position


  • Bachelor’s Degree required, or equivalent years of experience. A minimum of three years’ experience in a comparable financial institution or more than three years retail service and sales experience in a consumer or small business environment; at least two years previous experience in a leadership/coaching role
  • Experience with client service and relationship skill building; proactive sales skills and the ability to meet service and sales goals


  • PC experience to include working knowledge of the internet, office software for word, spreadsheets and email
  • Ability to use fax, telephone system, copier and other communication tools
  • Ability to coach and provide strong leadership
  • Strong knowledge of risk management and loss prevention 


  • Proficiently read, write, and communicate in English; bilingual desired but not required
  • Possess effective interpersonal skills and the ability to deal tactfully and effectively with individuals in difficult situations or resolving member concerns


  • Strong Mathematical Skills
  • Skilled at calculating cash flows and debt ratios
  • Possess a high degree of accuracy performing basic mathematical calculations
  • May be required to count large amounts of currency
  • Ability to read and understanding financial statements
  • Ability to influence branch profitability


  • Interpret, understand, and explain NWFCU deposit and non-deposit products and features to potential customers
  • Exercise sound judgment, logic and initiative while maintaining member confidentiality and demonstrating integrity
  • Resolves situations pertaining to policies, procedures and personnel issues
  • Research and analyze account data to effectively resolve account problems
  • Requires knowledge of credit reports


  • Ability to stand or sit for long periods of time; kneel, crouch, stoop, hear and talk
  • Raise, lower, or transport an object from one level to another (includes upward pulling) to lift up to 50 pounds
  • Travel to other branches may be required


If selected for an interview and offered a position, your offer will be contingent upon your submitting to and successfully completing a drug test and criminal background check within a reasonable timeframe and prior to employment.
All positions require U.S. citizenship and a Federal Government Security Clearance. Those with an active security clearance are encouraged to apply; NWFCU will sponsor the clearance process for qualified applicants. Further, all applicants must pass bondability requirements and will be subject to a credit history check in order to determine eligibility for employment with NWFCU. 

Northwest Federal Credit Union is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

We are proud to be an EEO/AA employer Minorities/Females/Disabled/Veterans. 


  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
  • Please view Equal Employment Opportunity Posters provided by OFCCP here.
  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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