Branch Manager Sample Job Description Template

Branch Manager Sample Job Description Template


Fulltime/Part Time

Are you ready to take your knowledge and experience in banking to the next level? [Insert credit union name here] is looking for a goal-oriented financial professional to lead our [Insert location here] branch. This position starts at [$00.000] plus benefits and performance incentives.

Company Description

[Insert company description here]

This section should briefly describe the history of your credit union, your values, and what it’s like to work there. Make sure to emphasise the work culture experienced by your employees.

Example: At [Our Credit Union], we know employees are our greatest asset, making possible our [00 year] legacy of excellent service to our members. So we make sure that our team members have everything needed to excel at their jobs including great incentives, ongoing opportunities for training and development, as well as a positive work environment where teamwork is promoted.

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A Day in the Life of a Branch Manager

As a branch manager, you oversee all daily branch operations. You hire, train, and mentor employees. You listen to employees and members, and then solve problems. You enthusiastically sell our products and services, teaching people about the value of membership.

You also represent us in the community through involvement in various civic and business development activities. You decide how to allocate financial and manpower resources in order to drive the best results.

You consistently meet or exceed branch goals for sales and membership, both through your own hands-on efforts and how you inspire your team to carry out [Insert name of credit union here]’s mission. You analyze all relevant financial data and use it to make recommendations to departments for improvement, as will as preparing and submitting reports to the main office. You take great satisfaction in making sure your branch is an example of all [Insert credit union name here] stands for.


  • High school diploma or equivalent
  • 5 years of experience in the banking industry
  • 2 years of management or leadership experience in any field
  • Proficiency with Microsoft Office and typical banking/point of sale software
  • Able to pass a background and credit check

A business-related degree would be a plus. Experience, however, is the best training ground for this position. So any extra experience in sales, lending, or community relations would be helpful. It is preferred that you are a notary public and registered with the NMLS, but this could be accomplished after date of hire.

Top-performing branch managers have fantastic leadership skills. They are great teachers who use effective coaching and mentoring techniques to make sure that their team members are not only skilled and knowledgeable, but also motivated and engaged. They have excellent communication skills that they use with employees, members, and as they network in the community.

Great branch managers are friendly and personable. People want to do business with them. They have a solid reputation for integrity and earn the trust of all whom they have dealings with. They are organized, able to prioritize, and good at delegating. They face problems head on and don’t deflect them. They do, however, delegate to a capable team member once a plan of action is decided on. They are decisive, but not close-minded or inflexible. They are open to input. They have a knack for strategic planning and business development, and they know how to tap into the talent on their team. Does this sound like it’s right up your alley?

Work Schedule

[Add schedule here]

Are you ready to Join Our Team?

If you would like to be part of a productive, successful team. APPLY TODAY! Quick 5 minute application process.

Sample Job Description Template