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Branch Manager I, Taft Road Branch

Summit Federal Credit Union
Syracuse, NY
  • Expired: January 20, 2023. Applications are no longer accepted.
DATE: January 12, 2023

STATUS: Full-time / Exempt

REPORTS TO: Director Regional Branch Services, Syracuse

LOCATION: Taft Road Branch

COMPENSATION: The starting salary for this position is expected to be between $60,000 - $70,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law.

HOURS: 37.5 hours per week, including Saturdays (as needed)

Position Overview

The Branch Manager I is primarily responsible for planning, directing and organizing the daily operational activities of the credit union branch, as well as, motivating and coaching staff relative to service, operations, and sales. The Branch Manager I is focused on ensuring the branch team is providing exceptional service delivery to members and that it is conducted in a manner consistent with The Summit's Sales Philosophy, the Creating Member Loyalty program and Our Team Values of the Credit Union. Additionally, the Branch Manager I is responsible for reporting and communicating activities and productivity.

Essential Responsibilities
  • Responsible for developing and maintaining a highly motivated, well-trained staff while promoting effective employee relations. Providing leadership to staff, bringing to life The Summit's Sales Philosophy, The Summit's mission and Our Team Values.
  • Responsible for branch performance results relative to established objectives by demonstrating effective sales leadership and execution of Creating Member Loyalty skills.
  • Monitors key member needs within the branch to ensure sound business practices for the credit union, exceptional service for members and that employees are recognizing opportunities to educate members on what products and services are available that may enhance their financial wellbeing.
  • Prepares, implements and supervises an annual/monthly budget for the branch that is consistent with the overall strategic plan and budget of the credit union.
  • Manages the security and safety of the branch, with responsibility to analyze security and safety procedures and to alert staff of any changes.
  • Ensures the branch is in compliance with internal control procedures and audits as well as federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  • Maintains knowledge of the Credit Union's products and services in order to efficiently train and motivate staff to build loyal member relationships.
  • Effectively communicates between the branch and management by preparing daily, weekly, and month-end reports regarding branch activity and productivity.
  • Formulates recommendations and efficiencies by providing feedback to management.
  • Schedules and supervises branch staff to maintain optimal member service satisfaction levels. Monitors inbound phone assistance. Work with staff to ensure that employee performance targets are met.
  • Responsible for building the credit union's presence in the community. Represents the branch, as appropriate, in its relationships with members, employer groups, community organizations and vendors.
  • Provides informed, courteous and professional service to members as well as internal and external customers/contacts.
  • Troubleshoot and resolve member inquiries/complaints in a timely, friendly and accurate manner. Ensures that departmental staff provides same level of expected service.

  • Completes projects on a timely basis as assigned by management.
  • Utilize 2-way dialogue with other departments to clear roadblocks that prevent the branch team from meeting objectives.
  • Signs checks as necessary.
  • Performs other various duties as assigned.


Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience:

  • Education: An Associate's Degree and at least two (2) years of professional experience in management or sales position or equivalent combination of education and directly related work experience. Credit union experience and/or experience working within a financial institution is strongly preferred.

  • Courtesy, tact and diplomacy are essential elements of the job. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Contacts both inside and outside the organization become important and fostering sound relationships with other entities becomes necessary and often requires the ability to influence or promote ideas or services to others.
  • Excellent verbal and written communication skills, including professional writing skills (such as writing proposals and management reports).
  • Working knowledge of operations, applications and technologies, and human resources practices and regulations.
  • Strong organizational skills and attention to detail.
  • Excellent leadership and supervisory skills.
  • Solid decision-making skills - be able to act independently and render decisions based on careful analysis.
  • Prioritize multiple projects and/or objectives while meeting deadlines.
  • Strong interpersonal skills.
  • Ability to navigate difficult conversations and handle confidential/sensitive information professionally.

  • Lifting (5-10 pounds).
  • Stand/Sit extended periods of time.
  • Type / Data Entry.
  • Extended periods of time working in front of computer monitor.

Technical & Systems/Equipment Proficiencies
  • Microsoft Office Suite, particularly: Outlook, Word, and Excel.
  • Office equipment, such as computers, printers, copiers, and fax machines, as well as multi-line phone systems
  • Intranet/Internet.
  • Web-based vendor systems.
  • Teller and Banking Software.

Work Environment
  • Professional Office Environment.
  • Travel may be required on occasion (for training, manager meetings or other).

Safe Work Performance Expectations

We expect our employees to follow all objectives for safe work performance and be responsible for their own actions and conduct. Our workers also play a significant role in the success or failure of our program.

Licensure Requirements
  • In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute's regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

*Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Summit Federal Credit Union


Syracuse, NY
13212 USA


Finance and Insurance

View all jobs at Summit Federal Credit Union