Responsibilities

• Provide direct leadership, coaching, and accountability for Branch Managers, ensuring Branch Managers engage in meaningful community engagement and that branch teams deliver exceptional service while achieving service and financial performance targets.
• Utilize data and analytics to track member behaviors, identify trends, and implement targeted strategies that enhance member engagement and branch profitability.
• Ensure branch operations adhere to compliance standards, risk management practices, and safety/security protocols.
• Build, retain, and develop diverse, high-performing branch teams, cultivating a culture of inclusion, accountability, and continuous learning.
• Develop multi-year strategy for retaining or altering the branch footprint, and develop plans to invest in branches consistent with that multi-year strategy and the credit union’s broader strategic objectives.
• Lead succession planning efforts across retail branch operations, identifying and developing internal talent to ensure a strong leadership pipeline and long-term organizational stability.
• Assess operational issues with a focus on effective problem resolution, process efficiency, and positive member outcomes, ensuring solutions support both service excellence and business performance.
• Oversee budget planning and forecasting for branch operations, ensuring effective resource allocation, expense management, and support for strategic growth initiatives.
• Coach Branch Managers to equip them to manage performance, member engagement, staffing, and budgetary responsibilities with entrepreneurial ownership.
• Lead planning and workforce development initiatives to strengthen bench strength across retail branch operations.

Requirements

• Bachelor’s degree in business, finance, or related field (or equivalent experience) required
• 10-15 years of progressive experience in retail banking or financial services, including at least 3 years in a multi-branch leadership role
• Ability to travel across branch network in NY, CT, and MA. Monthly multi-Day / overnight travel is required
• Strong business acumen with the ability to interpret financial and performance metrics, identify trends, and execute strategic initiatives
• Hands-on analytical acumen. Able to extract, interpret and organize branch data and KPIs using evidence to develop growth strategies and tell overall plan / story to senior management
• Demonstrated ability to build and lead high-performing, diverse teams with a focus on coaching, accountability, and results
• Data-driven decision maker with strong analytical and problem-solving skills
• Demonstrated ability to recognize business challenges, assess root causes, and implement innovative solutions
• Excellent communication, presentation, and relationship management skills

Preferred

• Advanced degree preferred.

Benefits

• Competitive salary and benefits package
• 401K with 6% match
• Competitive year end incentive if eligible
• Paid Time Off, Wellness Time & Paid Federal holidays
• Opportunities for professional development and career growth with exposure to mentorship from the executive team and industry leading training.
• A mission-driven organization with collaborative and inclusive work environment and values.
• High Performance Culture that specializes in training to sharpen and expand skills brought to USALLIANCE.