Branch Manager II

Herndon, VA
Aug 25, 2021
Sep 17, 2021
Full Time

For more than 70 years, Northwest Federal Credit Union has provided valuable financial products and services for our members. Northwest offers employees a comprehensive benefits program including: medical and dental plans, paid time off, a generous 401k match, student loan assistance, parental leave, and the opportunity to grow professionally through a wide range of job-based, classroom and online training resources. Northwest Federal Credit Union has been recognized, for the second consecutive year, as a 2021 Top Workplace by The Washington Post and we believe that our success is built upon the excellence and achievement of our employees. Together, we serve and inspire to transform lives.

The Branch Manager II has responsibility for the success of a consultative Branch and its territory, providing leadership and development to Branch staff. The Branch Manager II is responsible for driving branch performance results through direction, coaching, leadership and execution of excellent service and sales behaviors, as well as developing strategic activities that are facilitated by the entire team which allows the branch to meet/exceed sales goals while maintaining an operationally efficient and compliant branch. The Branch Manager II oversees compliance with internal controls, operational procedures and risk management policies, and that branch business practices comply with all regulations and the code of conduct established by the Credit Union. The Branch Manager II acts as the entrepreneur and is a visionary for future growth. Branch Manager II\u2019s lead branches with a greater asset size and an increased staff of full-time employees (FTE).


  • Maintain supervision and leadership of branch personnel and demonstrate strong personal effectiveness
  • Oversee the daily operations in the branch in coordination with the Assistant Branch Manager (ABM) and Branch Team Lead (BTL)
  • Accountable for all work processed in the Branch and for ensuring that all personnel consistently exceed standards for quality customer care at all levels
  • Ensure business expertise and member focus by maintaining updated industry knowledge and being proactive in identifying industry trends. Ability to act as a change agent; suggest ways to support change, process improvements and coaches others through change
  • Attend and participate in networking, SEG and community outreach activities. Spends time in the community, increasing Northwest awareness along with increasing deposit, checking & loan growth
  • Spends a large portion of time visiting businesses to cultivate new business relationships & to increase membership for the branch
  • Delegate business relationship management responsibilities and oversees results
  • Take personal accountability for goals, attitude, behavior, participation and contributions
  • Delegates day to day operations to the ABM and BTL; providing leadership and guidance when necessary
  • Observe the staff and meet weekly with branch staff to review skill gaps, set goals and develop plans to improve performance. Look for ways to raise the bar on employee development, skills and return on investment
  • Prepare performance evaluations and approve leave for the ABM and BTL. Review performance evaluations completed by the ABM and BTL for MSR Staff. Oversee planned developmental coaching sessions, counseling documentation and paid time off approvals completed by ABM and BTL
  • Leads quarterly meetings with internal and external partners; leads quarterly meetings with Management and contributes/leads sales calls
  • Knowledge of policies and procedures for all products and services available through the Credit Union, NWCM, and other business partners/vendors. Must be able to cross sell products and services to members
  • Leads by example in sales and service. Oversees that the branch staff are meeting monthly goals and coordinates with ABM and BTL if additional training is necessary
  • Oversee branch leadership team in monitoring branch cash and utilizing monetary controls by ordering funds per change fund levels set for the branch and for Dunbar cash orders
  • Ensure audit controls are followed and maintain strict security measures utilizing dual and internal controls. Review the monthly branch audit packet for its completion
  • Leads branch scorecard results discussion in coordination with ABM & BTL. Provides guidance to team for development plans to address areas needing improvement
  • Is an Assistant Treasurer and performs Notary and Signature Guarantee dutiess
  • Participate in special projects and task force groups studying and analyzing operational and member service areas
  • Process loans (consumer and mortgages) opens accounts as required. Understand loan products and how to read credit reports
  • Remains cognizant of and adheres to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)


  • Bachelor\u2019s Degree required, or equivalent years of experience
  • A minimum of five years\u2019 experience in a comparable financial institution or more than five years retail service and sales experience in a consumer or small business environment
  • At least five years previous experience in a leadership/coaching role
  • Experience with client service and relationship skill building; proactive sales skills and the ability to meet service and sales goals

  • In depth knowledge of NWFCU, Federal and State Credit Union / Banking Regulations to include Safe Deposit Boxes
  • Advance Consumer Underwriting and Credit Report knowledge
  • NMLS Registration

EEO Notice

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or

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