Branch Manager - Roosevelt

It Starts With Our Employees

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.

What You'll Do

The Branch Manager exhibits effective leadership while overseeing and managing all aspects of the entire operations of a branch ensuring alignment to corporate strategies and objectives. Creates the branch strategy and collaborates with the supervisory team to implement to ensure the branch creates a work environment that ensures exceptional employee and member experiences along with driving production results. Cultivates relationships with FourLeaf business partners and within the community to continuously expand the FourLeaf brand. Responsible for identifying, acquiring, and servicing of consumer/business deposit and lending relationships.

Core Contributions

• Leadership

• Lead a dynamic team that embraces a culture of change, agility inclusiveness and innovation that will enable the team to align with the organization's visions and strategic goals.

• Consistently demonstrates positive leadership attributes such as collaboration, effective communication skills, decision making, problem resolution, crisis management, initiative, and high emotional intelligence.

• Effectively engage with the team to support a positive environment, remove obstacles, and drive strong Employee Engagement (EOS) and Member Satisfaction (MSAT) results.

• Inspire teammates to enhance leadership abilities to build bench strength.

• Empower the supervisory team to contribute to the success of the branch.

• Employee Experience

• Build strong relationships with teammates and consistently work to create a positive, inclusive work environment.

• Collaborate with the supervisory team to effectively source, hire and onboard new employees as the primary front-line member experience provider.

• Transfer learning to the team through direct development or leveraging other training/development opportunities available.

• Lead the coaching and career development conversations with direct reports on a consistent basis and ensure that the same is in place for the supervisor's direct reports.

• Partner with Retail Leadership and Human Resources to address needs or concerns related to staffing, employment decisions, talent management, training, performance management, disciplinary actions, compensation, payroll, etc.

• Member Experience

• Identifies trends through daily observations and member surveys data to create and implement action plans to drive exceptional member experiences.

• Ability to de-escalate heightened member situations with emphasis on problem solving and service recovery. Provides support and guidance to supervisors to do the same.

• Work with the supervisory team to develop teammates to provide exceptional member experiences by cultivating relationships, identifying member needs to make beneficial recommendations and warm transfers to branch representatives or business partners.

• Ensures that the team strengthens their ability to communicate with members to share knowledge and information.

• Oversee the management of the branch traffic flow with lobby management. This includes managing branch scheduling, lobby tracking, appointment assignments, and ensuring that the teller and drive-up traffic are managed.

• Operations

• Collaborate with AVP of Retail, AVP of Business Banking and Sales and Service Sr. Manager to continuously develop a consultative sales approach for the team. Implement with the supervisory team.

• Works with the supervisory team to ensure that the team can effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures.

• Demonstrate a strong working knowledge of operational procedures and policies to be able to assist with complex tasks and situations.

• Provide direction and guidance in overseeing the supervisory team to make sound decisions and develop their direct reports.

• Participates in organizational initiatives representing Retail. This may include collaborations with other Branch Managers and Retail Leadership to create and deliver content for supervisory groups.

• Represents FourLeaf in the community through various affiliations.

• Liaison between members and different business areas to address risks, member complaints, issues, and concerns.

• Manage the day-to-day operations of the branch.

• Compliance

• Collaborate with the supervisory team in maintaining branch controls.

• Stays abreast and adheres to policies, procedures, and banking regulations.

• Identifies and manages emerging risks and fraud trends to minimize exposure to members and FourLeaf.

• Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.

• Partner with Retail Leadership, BSA/Compliance and Fraud to resolve any potential fraud/security concerns that are identified. Identify and report potential risks.

• Strategy

• Manage the overall success of the branch, Retail Banking and organizational goals by meeting or exceeding assigned performance goals and metrics.

• Collaborate with the supervisory team to create, implement, and manage strategies with the objective of deposit, lending, and income growth.

• Ensures that clear objectives are set for the branch and each employee; monitor progress and track results.

• Consistent analysis of branch production reports and activities to identify areas of opportunity.

• Supports promotions and business development efforts through in-branch contests, sales promotions, and marketing campaigns. Participates in community events and business organizations.

Assets You Will Bring

• College Degree strongly preferred.
• 3+ years of financial or equivalent sales and service experience.
• 3-5 years of supervisory and leadership experience.
• 3-5 years of credit or lending experience.
• Medallion Signature Guarantor within 3 months; FourLeaf Lending Product Certification within 6 to 12 months.
• National Mortgage Licensing System within 3 months; Obtain Notary License within 6 months.
• PC, Windows, and Internet proficiency.
• High emotional intelligence, decision-making, excellent communication, relationship building, change management, time management, supervisor employee and member experience skills.

The estimated salary for this role is $82,051.00 - $98,462.00 annually. (FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.)

What Sets Us Apart?

Along with a comprehensive benefit package, we offer:

• Competitive 401k
• Tuition reimbursement
• Flexible work options
• Volunteer opportunities
• Water Cooler Chats with executive teammates
• Clubs & Sports
• Food truck days

….and more!

Who is FourLeaf?

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.

We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.

As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.