{"id":1758958,"url":"https://alion.io/job/wellby-financial-branch-manager-2","title":"Branch Manager","company":{"id":2225766,"name":"Wellby Financial","domain":"wellbyfinancial.com","url":"https://alion.io/company/wellbyfinancial","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":95,"open_postings":20,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":73,"computed_at":"2026-11-04T06:34:25Z"}},"role":"Field & Service","role_family":"Field & Service","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":54000,"max_usd":104000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3574},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-07-23T00:00:00Z","employer_posted_date":"2026-10-05","last_verified_at":"2026-11-04T07:38:07Z","board_verified":true,"closed_at":null,"days_open":104,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":104},"description":"It's fun to work in a company where people truly BELIEVE in what they're doing!\nWe're committed to bringing passion and customer focus to the business.\nPosition Summary\nThe Branch Manager serves as the primary sales leader and business driver for their branch, directly responsible for achievingresultsthroughthegrowthanddevelopmentoftheirteam.Thisrolefocusesonmeetingandexceeding sales, service, and operational performance goals while fostering a results-driven culture. The Branch Manager must activelyleadbyexample,coachtheirteamtosuccess,andholdindividualsaccountablefortheircontributionsto the branch’s overall success. Additionally, the Branch Manager oversees daily branch operations to ensure efficiency and compliance while serving as a community ambassador to strengthen local relationships and drive business development.\nPrinciple Duties andResponsibilities\nWorks purposefully and is driven to provide the best team member experience.\nWillingness and ability to exhibit Wellby Core Values every day.\nActively create a culture of accountability, excellence, and results-driven collaboration.\nLead the branch in achieving or exceeding sales goals, including checking accounts, new memberships, lending, real estate referrals and wealth management referrals.\nDevelop and execute actionable strategies to meet or exceed the sales, services and operational goals. Ensure the team is aligned and equipped to achieve the desired results.\nChampion exceptional member service by ensuring team members engage members effectively and identify financial needs to deliver tailored solutions.\nTrack and analyze branch performance metrics, identifying opportunities for growth and creating action plans to address underperformance.\nDrive member adoption of digital banking tools, including online banking, mobile applications, and eStatements, to improve efficiency and engagement.\nEnsure team members follow a relationship-building process, including engaging, discovering needs, recommending solutions, and following up with members.\nConduct outbound calls and initiatives to deepen existing member relationships and attract new business.\nIdentify and implement opportunities to improve operational processes, enhancing efficiency and member satisfaction.\nConduct regular team meetings to align with goals, share best practices, address challenges ensuring that branch staff understand the goals and objectives to meet these goals.\nIdentify training needs for team members, supporting their development through workshops, role-playing exercises, and training programs.\nRepresent Wellby in the community by participating in events, building partnerships, and enhancing theorganization’s local presence.\nActively demonstrate best practices in sales, service, and operational excellence to inspire and guide team members.\nDevelop and execute plans to drive branch growth, align with Wellby’s strategic priorities, and achievebudget goals.\nCollaborate and actively work with Financial Advisors, Real Estate Partners, and other key business partners to develop and execute strategies that drive branch growth and member engagement.\nPerform other duties as assigned.\nBranchManagement\nCultivate a positive, inclusive, and high-performing branch culture where team members feel supported and motivated to succeed.\nSpendtimeactivelycoachingteammembersonthefloor,observingmembersinteractionsandproviding real time feedback and support.\nConduct regular one-on-one coaching sessions to address performance gaps, develop skills, and reinforce strengths.\nShare regular performance feedback, including recognition for achievements and actionable plans for improvement.\nHold team members accountable for meeting individual and branch goals.\nEnsure branch operations comply with all policies, procedures, security requirements, regulations, and ethical business practices.\nManage operational aspects, including vault control, dual-control access, and approvals for increased authority limits.\nRecruit, hire, and train qualified candidates for branch roles, focusing on their long-term development and potential.\nAddress and resolve conflicts promptly and professionally, ensuring consistency with Wellby’s standardsand practices.\nPromote and uphold a culture where member needs are consistently prioritized, and service excellence is a branch standard.\nKnowledge, Skills, and Abilities (KSA)\nKnowledge of Wellby’s organizational functions and general operating policies and procedures.\nKnowledge of general office practices and procedures, business English, spelling, punctuation, and arithmetic.\nKnowledge of retail product philosophy, banking industry best practices, and regulations.\nKnowledgeofall branchfunctions,includingTeller,MemberService, and LoanOrigination.\nKnowledge of personal computers and proficiency in utilizing Microsoft Office Suite products or related software.\nKnowledge of digital banking tools and platforms to support member adoption and usage, including online banking, mobile applications, and eStatements.\nKnowledge of local, state, and federal laws and regulations, including banking, financial, or industry-specific regulations, including, but not limited to, National Credit Union Administration (NCUA), Federal Deposit Insurance Corporation (FDIC), Office of Foreign Access Control (OFAC), Federal Industry Regulatory Authority (FINRA, anti-money laundering laws, etc.\nSkilled inleading sales-focused teams,leveraging data insightsto developand execute strategiesthatdrive performance while coaching team members on consultative selling, cross-selling, and relationship-building techniques.\nSkilledindemonstratingamember-firstmindsetbymodelingandcoachingexceptionalservicebehaviors to support a high-performing team environment.\nSkilled in providing actionable feedback and creating tailored coaching plans to support individual development and team growth.\nSkilled in analyzing performance metrics to identify trends, assess progress, and create actionable improvement plans.\nAbility to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.\nAbility to influence and engage direct and indirect reports and peers.\nAbility to work effectively across organizational departments and functions to achieve strategic goals.\nAbility to work in a fast-paced team environment with exceptional customer service skills.\nAbilitytocommunicateclearlyandconcisely,orallyandinwriting.\nAbility to motivate others and to work in a large cross-functional team dynamic.\nAbilitytoefficiently understandandfolloworalandwritteninstructions,performroutineduties withoutclose supervision, and establish and maintain effective working relationships with other team members.\nAbilitytocoordinateseveral concurrentactivitiessimultaneously.\nAbility to adapt quickly to a changing environment and be a strong decision-maker.\nAbility to exercise independent judgment.\nSupervisoryResponsibilities\nThe team member has supervisory responsibilities.\nComplexity & Scope of Work\nThe team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.\nTheteam memberperforms routineandgenerallyrelatedtaskswithoutsupervisorydirection.\nTasks may occasionally have to be coordinated, integrated, and/or prioritized.\nCourses of action are determined by established procedures and/or the Director of Retail Experience District.\nThe team member’s work is reviewed periodically for accuracy, completion, and compliance with the policy and procedures.\nThe team members use independent judgment in making decisions.\nPhysical Demands & Work Environment\nThephysical demandsandworkenvironmentcharacteristicsdescribedhererepresentthosethat a team member must meet to perform the essential functions of this position successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions.\nTo perform this job successfully, the team member must frequently remain stationary 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.\nThe team members must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.\nThe team member must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.\nThe ability to observe details at close range (within a few feet of the observer).\nMust be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.\nThe noise level in the work environment is usually moderate.\nWork involves the typical risks and discomforts of the office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.\nMinimumQualifications\nBachelor’s degree in finance, business development or related field required\nMinimum five (5) years of retail banking experience required\nMinimum three (3) years of leadership experience required\nDemonstrated sales experience in a financial services, banking, or retail environment required.\nTeller, personal banking, escalation management, and vault management experience recommended\nBondable\nFor All Candidates\nThis is a Full-Time, Salary (exempt) role.\nWellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, please get in touch with Human Resources.\nWellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need reasonable accommodation, please email  or call 281-226-1696 for assistance.\nDisclaimer\nThe statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. 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