Job Description

Job Location Albuquerque, NM 87109 Position Type Full Time Education Level Bachelor's Degree or Experience Travel Percentage Minimal Travel Job Shift Day Job Category Banking

Location: Albuquerque, NM 87109

Schedule of Work: (not a remote or hybrid position)

- Monday to Friday: 8:30 AM to 5:30 PM

- Saturday: 8:30 AM to 1:30 PM

Please note that this schedule is subject to change as needed.

As a valued full-time team member, you'll enjoy fantastic benefits that promote your health and well-being:

• Comprehensive Medical, Dental, and Vision Insurance
• Paid Short-Term Disability, Life Insurance, and AD&D
• Holiday Pay, Vacation, Birthday, Floating Holiday & Sick Leave
• Tuition Reimbursement for Professional Development
• 401(k) Plan with Employer Match
• Pension Plan for Long-term Security
• Exciting Opportunities for Career Advancement

Overall Job Purpose

At Sandia Area, every position plays a vital role in fulfilling our mission to deliver high-value banking and lending services that strengthen the financial well-being of our members and community. Each team member is expected to embody our core values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth, contributing to our vision of empowering lifelong achievement through better banking. While specific responsibilities vary by role, every position carries universal expectations aligned with its level of responsibility and authority across the organization.

As a Regional Branch Manager at Sandia Area, you provide strategic oversight for your department, ensuring its initiatives align with organizational goals and values. You are entrusted with fostering cross-departmental collaboration, driving innovation, and modeling the accountability and stewardship necessary to achieve long-term success. Your leadership directly contributes to the credit union’s ability to deliver on its mission of empowering members and the community through better banking.

Reporting directly to the VP of Retail Experience, the Regional Branch Manager is responsible for overseeing all aspects of coordinating the daily operation of processes in support of various products and sales functions of multiple branches. Provides operational support to branch personnel as needed. Communicates and enforces branch related operational policies and procedures. Ensures an excellent and consistent member experience throughout the branch network ensuring the lobby leader concept and consultive approach is embraced and followed.

Duties and responsibilities

Leadership & Team Management

• Lead by example, reinforce, and consistently uphold Sandia Area’s Values: Service, Sustainability, Efficiency, Trust, Stewardship, and Growth.
• Provide strategic leadership to department managers and teams, ensuring alignment with organizational goals and priorities.
• Mentor and develop leaders within the department, fostering growth and succession planning.
• Build and lead a high-performing team; set performance targets, foster a culture of continuous improvement, encourage innovation, learning, and adapting best practices to optimize performance.
• Drive collaboration across departments to ensure cohesive strategies and shared accountability.
• Oversee large-scale projects and initiatives, managing resources effectively and meeting organizational timelines.
• Develop and align departmental goals with the broader organizational strategy; ensure all members of the team are meeting performance expectations.
• Directly or indirectly manage staff with the goal of enhancing professional development and personal growth; provide regular coaching, feedback, and performance evaluations.
• Optimize resource allocation, including personnel {schedules, tasks, projects}, budget, and other resources, to maximize effectiveness while controlling costs.
• Oversee the recruitment, interviewing, and hiring process, ensuring candidates align with the credit union’s mission, values, and service culture.
• Oversee the onboarding, training, and development of new hires, fostering a positive and growth-oriented work environment.

Department Operational Support

• Interfaces primarily with Branch Managers to ensure effective operations and minimize potential losses.
• Provides necessary support to branch and other credit union personnel.
• Answers questions and provides clarification relating to existing policies and procedures.
• Oversees training and development of all branch operations staff.
• Maintains daily contact with branch management, providing support, input, feedback, and guidance concerning daily operations.
• Manages lending activity on a daily basis, ensure timely closing of loans and cross sell opportunities.
• Drives strong sales goal results; coaches branch management to achieve established goals.
• Maintains a well-trained and highly motivated staff.
• Ensures consistency in processes among the branches.
• Conducts weekly one-on-one meetings with management to discuss staffing needs and coaching opportunities.
• Regularly visits branches to gain insight on any needs and to check for adherence to the expected behaviors.

Compliance & Policy Adherence

• Demonstrates expertise with all matters related to branch operations, serving as an operational resource for the Credit Union
• Adheres to NCUA and Credit Union regulations, controls, guidelines, policies and procedures, including maintaining accurate member account and loan files.
• Completes all audit requirements and ensures branch management completes in a timely manner.
• Monitors outages at branches and assists in finding errors and correcting.
• Ensures all errors by branch operations are corrected and coaching provided to prohibit repetitive errors.
• Assist in producing necessary board documents when requested.
• Accessible during internal and external audits to assist with the required documentation.
• Consistently reviews policies and procedures and shares any needed changes with management.

Reporting & Analytics

• Prepares management reports and general ledger reconciliations.
• Oversees review of system exception and quality control reports for branch operations.
• Acts as a liaison for all departments that regularly work with branch operations.
• Manages quarterly branch audit obligations and shares results with management.

Expectations of all Sandia Area employees

• Demonstrate a strong commitment to upholding the organization’s mission, vision, and values in all interactions and responsibilities.
• Represent the credit union with professionalism, integrity, and ethical conduct at all times.
• Maintain a thorough understanding and strict adherence to credit union regulations, compliance requirements, policies, procedures, and operational guidelines.
• Consistently meet deadlines as assigned while ensuring accuracy, efficiency, and adherence to quality standards.
• Foster a positive and supportive environment for both members and employees, ensuring interactions align with the credit union’s mission and service philosophy.
• Adhere to all regulatory and compliance policies, upholding the highest standards of security, confidentiality, and ethical financial practices in all interactions.
• Maintain the confidentiality and security of information, records, and sensitive data, in compliance with credit union policies and regulatory requirements.
• Adapt to evolving responsibilities, taking on additional duties as assigned to support the success of the organization.
• Demonstrate a commitment to continuous learning, professional development, and staying informed on industry trends and best practices.
• Willing to undergo background and credit checks as required by federal and state regulations.
• Understand and comply with all policies, procedures, and legal guidelines, including adherence to the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and other applicable financial regulations.

Qualifications

Knowledge, Skills, and Abilities (KSAs)

• Expertise in overall branch activity with a requisite understanding of financial institution operations.
• Requires excellent interpersonal communication skills to develop business, motivate employees, and proactively deal with personnel issues.
• Self-starter, highly motivated, and polished professionally to develop and maintain Credit Union standing and public image within the community.
• High level of analytical skills to correlate data, review business processes, and reach accurate assessments.
• Ability to adjust priorities to meet deadlines
• High degree of success accepting responsibility and accountability for department and personnel achievements or failures.
• Ability to strategically plan branch objectives with levels of senior management.
• Visionary leadership and strategic planning skills to align departmental initiatives with organizational objectives.
• Strong collaborative skills to foster cross-departmental partnerships.
• Ability to oversee large-scale projects and manage resources effectively.
• Advanced communication skills to engage with stakeholders and present ideas clearly.
• Analytical skills to assess departmental performance and implement improvements.
• Proven managerial experience and ability to lead and mentor teams.
• Willingness to engage in difficult situations using outstanding interpersonal skills and emotional intelligence.
• Exceptional time management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and adapt to a fast-paced environment.
• Passionate about teamwork and having a positive influence on others; ability to work independently and demonstrate attention to detail.
• Proactive in seeking professional growth, embracing both formal and informal development opportunities, and demonstrating adaptability to new responsibilities.
• Team-oriented with a strong collaborative mindset, actively supporting team members and contributing to a positive and high-performing environment.
• Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Ability to perform essential functions, including the ability to lift up to 20 lbs. as needed.

Minimum Education and Experience Requirements

• Bachelor’s degree in related field.
• Directly related experience, in addition to minimum years required, may be considered as a substitution.
• Seven (7) years of applicable experience required with at least Five (5) years in a managerial capacity.
• Proficient and knowledgeable in operations of Credit Union.

*** Please submit an employment application to www.sandia.org/careers ***

Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.

SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.