Branch Manager IV

Red Canoe Credit Union hires passionate, knowledgeable, and dependable individuals who are committed to making a difference. As a not-for-profit financial institution owned by our members, we believe in the value of people over profit. If you're looking for a place to start a rewarding career you can be proud of, then Red Canoe might be the place for you. We've been a cooperative since 1937. That means any money we earn goes back to our members , not into the pockets of stockholders like a bank. For more than 80 years, we've held the traditions of credit unions near and dear to our hearts. We are not for profit, but for people. Red Canoe Credit Union has 10 branches spread across Washington and Oregon. We even have members living in all 50 states. But Red Canoe is still a local credit union at its core. For us, being local means an ongoing commitment to go beyond serving our members and giving back to the communities we call home. At Red Canoe, we strive to make a difference in the lives of our neighbors. Branch Manager IV Job Code

BRMGIV FLSA STATUS

Exempt

REPORTS TO

Director of Branch Operations DEPT Operations - Branch Office Level

IV SUPERVISES

Branch Staff

WAGE POSITION PURPOSE

The Branch Manager leads and oversees all aspects of branch operations, including member service, staff management, employee development, operational efficiency, compliance, and business development. This role ensures the branch achieves its goals for growth, member satisfaction, financial performance, and regulatory compliance. The Branch Manager promotes a strong member-focused culture aligned with the credit union's values and community engagement efforts. Level IV Branch Manager designation is based on the branch's year-end asset size. To qualify, the branch must have assets over $50 million.

ESSENTIAL JOB FUNCTIONS

Team Leadership & Development Hire, train, supervise, and evaluate branch staff. Provide coaching and ongoing professional development to build a high-performing, collaborative, and member-focused team. Develop individual goals for employees that align with the credit union's strategic objectives. Monitor and manage staff performance, delivering feedback and corrective actions when necessary. Ensure all team members receive comprehensive training through collaboration with the Training department and regular on-the-job coaching. Member Service & Relationship Management Ensure consistent delivery of exceptional member service across all channels (in person, phone or email). Resolve escalated member concerns or complaints with professionalism and care. Promote and cross-sell credit union products and services to meet member needs and enhance satisfaction. Branch Operations Management Oversee daily branch operations including cash handling, transaction processing, and opening/closing procedures. Ensure proper staffing to support service needs and maintain operational efficiency. Partner with management to ensure the branch remains secure, compliant, and operationally sound. Enforce security protocols to protect members, employees, and credit union assets. Maintain a high level of accuracy and competence in all operational and regulatory duties. Sales & Business Development Drive performance on sales, service, and member growth metrics. Provide consistent sales coaching to effectively hit targeted branch goals. Help achieve credit union goals by meeting or exceeding minimum standards for the branch. Identify opportunities to deepen member relationships and grow membership. Keep staff well-informed and engaged in all marketing campaigns, product promotions, and service-related events. Represent the credit union in the community, supporting local partnerships and promoting brand visibility. Compliance & Risk Management Ensure branch operations comply with all policies, procedures, and regulatory requirements. Monitor internal controls and address compliance issues promptly. Maintain accurate departmental records and support audit and examination processes. Responsible for business continuity planning/response/resumption for immediate department/branch.

OTHER CRITICAL JOB & MANAGEMENT DUTIES

Operational & Lending Services Is proficient in all operational and lending functions. Maintain knowledge of all IRA products including options offered by Red Canoe Financial Group. Accountable for timely and accurate documentation for all consumer, business, membership, and lending services. Financial Management Assist in budgeting and cost control; monitor and manage department expenses, cash and supply ordering. Collaborate with senior leadership to align branch activities with financial targets. Communication Maintain open and timely communication with both senior leadership and branch staff regarding performance, staffing, policies, and operational updates. Time Management Maintain regular and consistent office hours in accordance with Red Canoe's operational standards. May work additional hours including Saturdays, holidays, and other times as business needs require. Manage Saturday branch operations, including staff scheduling, and participation in the branch manager rotation, if applicable.

BASIC REQUIREMENTS

Bondable Service & sales oriented, motivated to cross sell products and services. IRA knowledgeable. Strong public relations skills and oral and written communication/presentation skills. Dedicated to achieving corporate goals set by management. Professional appearance and demeanor; punctual, dependable, cooperative; sets the example. Human relations skills to effectively deal with member and employee related matters. Decision-making skills and ability to set priorities, organize, handle detail, delegate work and supervise others. Ability to handle the urgencies and complexities commensurate with the position, arriving at constructive solutions and maintaining positive relationships.

MINIMUM QUALIFICATIONS

High school diploma or equivalent Associate or Technical Arts (AA) Degree, preferred. Minimum of 3 to 5 years of management experience in financial services or retail branch operations; or, five (5) or more year's technical experience within operations and lending with demonstrable leadership skills. Basic computer and keyboard skills; Working knowledge of Microsoft Office. Excellent communication and problem-solving abilities Strong knowledge of credit union products, lending, and regulatory compliance

JOB RELATIONSHIPS

This position reports directly to the Director of Branch Operations. Supervises all branch employees and may have day-to-day, or periodic, contact with employees, management team, board of directors, members, suppliers, etc.

ESSENTIAL MENTAL, PHYSICAL & ENVIRONMENTAL DEMANDS

Physical - Office mobility required. Approximately 20% standing, 70% sitting, 10% walking, as need demands. Possess sufficient manual dexterity to skillfully operate standard office equipment including a computer, typewriter, adding machine, facsimile machine, photocopier, and telephone. Other demands include talking, handling & reaching, seeing (corrected vision) and hearing in normal range. A telephone device to enhance hearing will be provided if needed.

Occasional light lifting:

maximum lift requirement is 30 pounds. Periodic inter-department or interdepartmental access may be required, including for distribution and access to various materials, equipment, meetings, etc. Storage and retrieval of materials, maximum reach required is 84 inches. Mental - Mental effort required involving considerable organization, planning, and analytical efforts with superior communication. General demands include alertness, memory, observation, empathy, ingenuity, learning ability, problem solving, patience, initiative, memory, objectivity, creativity, speaking ability, reading, and writing ability, judgment, persuasiveness, concentration, flexibility, precision, and auditory discrimination. Environmental - Minimum discomfort from heat, dust, air conditioning, noise, including external road noise. Transport within remote department and/or main office/facility may be single or multilevel (as required) including a variety of stairways, elevators, etc. Exposure to computer and other electronic equipment. Lunch/break area exposed to microwave and is in the basement at main office. Facility is 100% free of tobacco smoke. Equipment - Essential equipment used includes, but may not be limited to telephone, personal computer, on-line terminal, calculator, and office security systems. Non-essential equipment generally includes paper shredder, photocopy machine, and facsimile machine.

APPROVALS

This is to acknowledge the undersigned have thoroughly reviewed the position description. It is understood that while this document attempts to provide a complete description of the position requirements, it does not include an exhaustive list of functions which may be delegated from time to time. It is understood Red Canoe CU reserves the right to revise, change or disregard certain or all position responsibilities when, in the opinion of management, circumstances warrant. The employee further acknowledges their understanding of each position responsibility for which they will be held accountable and agrees to carry each out to the best of their ability. This position does not constitute a written or implied contract of employment. ____________________________________

Employee:

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Manager:

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CHRO:

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REVISED May 2025 Red Canoe Credit Union provides the following benefits to all employees. Medical, Dental & Vision Insurance Employee Assistance Program Life Insurance 401K with employer match Wellness Program Flexible Spending Account PTO leave Paid Jury Duty Leave Paid volunteer time A few more perks Annual logo wear allowance Gym Reimbursement Tuition Reimbursement for full time employees Employee loan discount EEO/AAEmployer/Vets/Disabled/Race/Ethnicity/Sex/Age