Branch Manager I

Company: CASE Credit Union
Location: Lansing
Posted on: February 18, 2026

Job Description:

Job Description Job Description Description: POSITION PURPOSE Responsible for overseeing the operational efforts of the Branch. Ensures that established procedures are followed. Responsible for coaching, mentoring and managing the staff. Expected to actively pursue business development to grow the Credit Union’s membership base within the community. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the effective and efficient performance of Branch operations. Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements. Ensures Branch security. Ensures that the Opening and closing of the building is in accordance with set hours and tests security equipment quarterly. Implements changes to established policy and procedures within the Branch. Monitors the financial performance of the Branch and ensures that established budgets are met. Ability to diffuse difficult member situations Acts as a Loan Officer and processes member loans within established policies and limits (for residential mortgage loans, employee will be required to obtain a unique identifier via the National Mortgage Licensing System and Registry which includes being fingerprinted and undergoing a criminal background check). Ensures that all employees files are current, accurate, and well maintained. Promotes branch business development and seeks to broaden member base. Actively cross-sells Credit Union products and services. Completed required reports and records and ensures that Branch functions are properly documented. Ensures timekeeping and payroll records are up to date and accurate. Effectively supervises Branch staff, ensuring optimal performance. Provides leadership through effective goal setting and communication. Directly supervises all Branch staff. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks. Conducts regular meetings with Branch employees to inform and train. Discusses areas needing improvement and changes in procedure. Determines appropriate staffing levels for proper utilization of employees. Tracks individual progress and conducts performance appraisals on each employee. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate. Provides leadership training to employees seeking management opportunities. Approves all sick leave, vacation, overtime, and time cards for each Branch employee. Keeps accurate payroll and attendance records. Actively promotes goodwill and a positive image of the Credit Union in the community. Ensures that requests and questions are promptly resolved. Ensures that deadlines are met. Provides assistance, direction, and supervision as needed, including guidance for Member Service Representatives. Reviews and monitors the work of Branch Personnel. Provides suggestions and support as necessary. Assumes responsibility for establishing and maintaining effective, professional business relations. Join and participate in the activities of a local community organization. Ensures that the Credit Union's quality reputation is maintained and projected. Assumes responsibility for the effective administration of Branch functions. Ensures that Branch operations are well coordinated with accounting, and loan functions. Manages and oversees expenses. Pursues cost-saving measures. Continually seeks ways to improve Branch operations and productivity and to meet established goals. Prepares periodic Branch activity reports and makes recommendations to Service Team / Management for improvements. Provides leadership to assigned personnel through effective objective setting, delegation, motivation, and communication. Conducts regular meetings to ensure that personnel are well informed of changes in policies and procedures. Discusses areas needing improvement. Institutes prudent safety measures. Keeps management/Service Team informed of Branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary. Attends assigned training sessions and stays current on new operational changes. Ensure that work area is clean, secure, and well maintained. Develops and manages budget, manages and oversees expenses, implements/evaluates expense reduction and income generators. Assumes responsibility for related functions as required or assigned. PERFORMANCE MEASUREMENTS Branch services are efficiently and effectively delivered in accordance with established Credit Union policies and standards. Branch staff are well trained and efficient, and their activities well coordinated. Required reports and records are accurate and timely. Management/Service Team is appropriately informed of area activities and of any significant problems. Suggestions are provided for improved efficiency or effectiveness in operations. Good working relationships exist with all staff. Assistance is provided as needed. Branch transactions, loan volumes, expenses, and profitability are in line with Credit Union goals. Requirements: EDUCATION/CERTIFICATION: Bachelor’s degree or working towards Bachelor’s degree. Work experience will be taken into consideration. KNOWLEDGE: Understanding of the Credit Union’s field of membership. Knowledge of financial institution services, products, and policies. Understanding of Teller/Member Service Representative/Loan Officer duties. Understanding of related legal and regulatory requirements. Familiarity with Branch functions, policies, and procedures. EXPERIENCE PREFERRED: Two years or more of experience in a supervisory role, including operations, community involvement, and business development. SKILLS/ABILITIES: Strong interpersonal, leadership, and supervisory skills. Well organized and able to handle multiple projects. Ability to operate related computer applications and related business equipment. Effective problem solving skills. Attention to detail. Ability to maintain an effective and efficient work flow. Risk Management

Keywords: CASE Credit Union, Roseville , Branch Manager I, Accounting, Auditing , Lansing, Michigan