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Branch Manager II

Company: Advantis Credit Union
Location: Gresham
Posted on: March 26, 2020

Job Description:

Branch Manager II


Branch Sales


Gresham, OR

Apply Now

Why Advantis? We're more than branches.

If you want to work for a values-driven organization that believes that a great member experience starts with a great employee experience, you'll love working at Advantis.

Our vision - to be the best financial institution our members can choose and the best place our employees have ever worked. That means you get a different kind of career experience. The Advantis experience includes opportunities for personal growth, meaningful work, and proud recognition of accomplishments. Come join our team!

The Branch Manager II is responsible for directing the daily branch activities, generally in a high volume branch. Performs all management functions at assigned branch including supervision of all staff. Provides operational and systems support to the branch. Handles a variety of complex customer and operational transactions requiring a high degree of expertise in specialized operational areas. Responsible for scheduling work, training and providing cross-training as necessary. Develops personnel in branches and participates in a sales and service culture consistent with the credit union's goal to deliver exceptional quality, expand member relationships, increase revenues, and build member base. Ensures attainment of growth and profitability goals of the branch. Partners closely with other departments throughout Advantis to ensure consistent application and execution of policies and procedures. Fosters a positive working environment for employee empowerment through coaching and support.

Responsibilities of this role include:

  • Ensures that employees support the organizations member service and satisfaction objectives, and that members are served in an extraordinary manner to deliver on the Advantis brand promise.

  • Responsible for the effective and efficient performance of branch operations. Manages and oversees expenses. Pursues cost-saving measures.

  • Continually seeks ways to improve branch operations, productivity and to meet established goals.

  • Develops and manages elements of a sales culture, including product knowledge, sales philosophy, sales strategy, sales planning, data infrastructure, sales techniques, cross-sell/referral, sales training/coaching, sales tracking (performance) and recognition/reward systems.

  • Effectively provides leadership through being a positive role model, setting goals, coaching, and ongoing communication. Encourages teamwork and cooperation among all personnel.

  • Responsible for hiring, coaching, training, and performance management of branch staff including monthly one-on-one coaching meetings and writing annual performance reviews.

  • Establishes goals, forecasts staffing needs, and determines infrastructure requirements.


    • Bachelor's degree in related field or equivalent combination of education and relevant experience required.

    • 7+ years previous financial institution operations experience, and 5+ years lending experience required.

    • 4+ years experience in a management or supervisory capacity; well developed leadership, management and coaching skills required.

    • Demonstrated ability to integrate branch operation plans with organizational strategy.

    • Must have excellent organizational abilities in order to manage multiple priorities and conflicting deadlines.

    • Proficient in use of personal computer and credit union's computer system(s) for member account management.

    • Must be technology savvy, with the ability to learn new software applications quickly.

    • Professional and friendly communication style.

      A Great Place to Work!

      At Advantis, we help our members succeed financially. We serve our members with a purpose and a passion, and our talented team delivers uncommon value with every interaction.

      We inspire fresh ideas, bold creativity, and outside-the-box ingenuity by asking, "How can we do banking differently?" We celebrate individual achievement and excellence with proud recognition and upward opportunity. We work together in a spirit of "together we can" teamwork, mutual respect, and a unified effort to reach common goals. We work hard but we get to do it in an atmosphere that's upbeat and fun. We live our passionate community commitment to strengthen, educate, and elevate the prosperity of the communities we're proud to call home.

      If you like to work with passion and purpose, collaborate, elevate, and celebrate, Advantis Credit Union is the place for you. Advantis is one of Oregon's largest member-owned financial cooperatives, serving the Portland areas for over 90 years.

      What is it like to work at Advantis? Watch our videoclick here.

      Advantis Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.

Keywords: Advantis Credit Union, Gresham , Branch Manager II, Executive , Gresham, Oregon

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