Regional Financial Health Center (Branch) Operations Manager

 

We are seeking a Regional Financial Health Center (Branch) Operations Manager for the Financial Health Centers Department.

The Regional Financial Health Center (Branch) Operations Manager leads the operational execution of member service, community engagement, production goals, and problem resolution to deliver a differentiated member experience and sustainable growth across assigned Financial Health Centers.

The role selects, hires, and manages face‑to‑face staff; ensures they have the tools, training, and data needed to meet member needs; removes friction points; resolves escalations; and drives mission‑focused innovation and process improvements that enhance service quality, efficiency, and compliance.

The position balances daily operational oversight with a forward‑looking approach to planning and innovation.

It strengthens enterprise sustainability by proactively evaluating evolving community needs, recommending automation opportunities and product or service enhancements, and fostering a learning environment through coaching, constructive feedback, and development opportunities that support career growth.

If you have financial institution experience, customer service experience, and experience managing multiple locations concurrently you should apply right away!

Highlights:


* Use mission‑aligned insights to guide product and service recommendations and inform enhancements that elevate the member experience.


* Strengthen differentiation through service delivery and community engagement while proactively driving member and core deposit growth.


* Establish ethical needs‑based sales goals, while oversee training, succession planning, and retention‑focused initiatives that build organizational capacity.


* Equip teams with the systems, tools, data, and training needed for effective operations, and implement new processes and technologies that improve efficiency and reduce friction points.


* Build and monitor dashboards and analytic tools to manage resources, minimize errors, identify trends, and inform decisions across mission, financial, operational, and compliance metrics.


* Ensure a consistent, mission‑centered member experience through standardized processes, cross‑regional collaboration, and data‑driven monitoring of KPIs that support sustainable growth.

Experience:

    Required


* 3+ years of experience in a leadership capacity managing professional level staff

    Preferred


* 2+ years of financial institution experience


* 2+ years of customer service


* 2+ years of managing multiple locations concurrently

Education:

    Required


* Bachelor’s degree in business or related field (or commensurate work experience)

    Preferred


* Master's degree in business or related field (or commensurate work experience)

Licenses & Certifications:

  Preferred


* Project Management Professional (PMP)


* Certified Credit Union Financial Cou...