Branch Manager – Santa Fe, NM

Santa Fe, NM
Opened on
Aug 03, 2023
Full Time

Our client in Santa Fe, NM is looking for a Branch Manager.

This is an onsite position that will lead, coach, and mentor staff to achieve branch goals, including profitability by developing a sales and service culture in the branch and providing a high level of service so the credit union gains a good reputation in the community.

All employees of the organization are proactive, result-driven, and fully committed to the credit union’s mission and vision. They strive to achieve the highest standards of excellence and consistently exceed the expectations established by credit union management.


• Responsible for managing the branch to achieve weekly, monthly and annual goals

• They must ensure that everyone in the branch understands and fully supports the goals and strategic initiatives of the Credit Union.

• Create and manage a business development plan designed to complement branch and Credit Union strategic goals.

• The Branch Manager is expected to be an accepted and involved member of the local community.

• Create sales and cross-selling plans for the branch and coach and mentor employees to reach goals.

• Staff must be held accountable for developing relationships and bringing in new business.

• Responsible for the training and professional development of employees by creating and maintaining a written plan for each employee.

• Complete timely performance appraisals for employees to verify that objectives are being met and take corrective action as necessary.

• Ensure that all work in the branch is completed in a high standard and in accordance with company policy, procedures, and guidelines, to protect his/her branch from loss.

• Ensure that staff is providing a high level of service to members and internal members in order to build a strong service culture and service reputation in the community.

• Monitor key productions/sales within the branch office to ensure profitable and sound business practices for the Credit Union, and to ensure employees are maximizing opportunities to sell products.

• Ensure that the Branch office is in compliance with Federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.

• Ensure the Branch remains in compliance with the Branch Security and Internal Control procedures, Operational procedures, and Lending procedures and receives clean surprise audit reports.

• Manage the security and safety of the branch office, by following security and robbery procedures, testing alarms and equipment monthly and making sure staff is following opening and closing procedures.

• Responsible for making sure risk situations are identified and action taken to minimize risk throughout the branch.

• Performs all other assigned duties

Required Skills/Abilities:

• Physical Demands – Requires sitting for long periods of time, some standing, walking, kneeling, stooping, bending, lifting, grasping and fine hand coordination. Visual and aural acuity is required. Finger and hand dexterity required. Must be able to lift 20 pounds maximum, with occasional lifting and/or carrying of objects weighing up to 10 pounds. Requires ability to read and write English and ability to communicate with members and personnel. Must have the ability to evaluate and interpret information and make independent decisions. Requires the ability to remain calm under stress.

• Work Conditions – Inside.

• Job-Related Travel – As required.


• Must be a graduate of an accredited high school or have the equivalent of a high school diploma (G.E.D. certificate).

• Equivalent to a BS or BA in a relevant field of 3-5 years of similar or related experience.

• Must have a minimum of 3-5 years of progressively responsible management and supervisory experience.

• Must have a high level of experience in effective leadership and communication to deal effectively with people at all levels of the organization.

• Must have knowledge of office machines and equipment and be able to type.

• Patience, tact, enthusiasm and positive attitude toward the members and general public.

General Requirements:

Must be capable to execute all terms and conditions set forth in the Employee Handbook, including but not limited to:

• Works in a safety-conscious manner which ensures that safe work practices are used in order not to pose a risk to self or others in the workplace.

• Adheres to policy on Drug-Free Workplace.

• Complies with company policies and procedures and local, state and federal regulations.

• As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exemptions).

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.

• Must be able to lift 15 pounds at times.

• Must be able to access and navigate each department at the organization’s facilities.

Next One Staffing is an Equal Opportunity/Affirmative Action Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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