Branch Manager - Newberg & McMinnville Branches

Learn more about working at Embold here:

Expand your career and join the Embold Credit Union Team!

We are boldly growing to new heights while deepening our community roots.

Since 1957, we have served Clackamas County with the mission of helping our members meet their financial goals. In 2021, an expansion allowed the credit union to begin serving anyone who lives, works, worships or attends school in Clackamas, Marion, Multnomah, Polk, Washington, and Yamhill counties.

From these roots, Embold Credit Union was born. Our name change helps demonstrate our commitment to our entire service area, but the important things remain the same — our commitment to serving our members and our communities.

What makes Embold different from a bank? Our structure, values, and impact. We put people before profits. We’re committed to bringing innovative financial services to our membership, including ITIN lending services, Payday Alternative Loans, and financial planning specific to families of special needs children. And we’re dedicated to making an impact in our communities through volunteerism, investment, and fundraising.

Those who are fluent in Spanish are eligible for a language differential pay of $100 per pay period.

Embold believes that each employee makes a significant contribution to the success of our Mission, Vision, and Values. This position description is designed to outline primary duties, qualifications and job scope, but not limit the incumbent nor the Credit Union to just the work identified. Your contributions should not be limited by the assigned responsibilities. It is our expectation that each employee will offer their services where needed to ensure the success of our endeavors.

Position Summary:

This position is responsible for overall leadership, performance, and operational effectiveness of assigned branch location(s). This role drives results through effective people leadership, a strong service and sales culture, and consistent execution of the Credit Union’s Mission, Vision, and Core Values. The Branch Manager creates a high-performing, member-focused environment by holding staff accountable, modeling exemplary behaviors, and ensuring exceptional service delivery, business growth, and community engagement. This position ensures high quality performance expectations are met, comply with all policies and regulations, and operates in alignment with the credit union’s strategic goals.

Essential Functions:

Branch Performance, Growth & Operations:

• Execute branch growth plans focused on member relationships, financial wellness, and service quality
• Drive daily sales, service, and operational activities to meet branch goals
• Ensure team achieves performance metrics aligned with member outcomes and relationship growth
• Communicate and reinforce organizational goals and expectations to branch staff
• Monitor branch performance and provide coaching and corrective actions as needed to improve results
• Maintain efficient and consistent branch operations

Member Experience & Relationship Development:

• Foster a member-first culture centered on trust and long-term relationships
• Identify opportunities to deepen member relationships and meet evolving needs
• Ensure consistent, high-quality service delivery across all interactions
• Address member concerns and resolve service issues promptly
• Reinforce behaviors that prioritize doing what’s right for the member
• Partner with internal teams to support a seamless member experience

Sales Leadership & Ethical Performance:

• Lead branch sales efforts aligned with organizational values and goals
• Set clear sales expectations for the team and monitor progress
• Coach employees on effective and ethical sales behaviors
• Recognize and share successful practices within the branch
• Ensure all sales activities comply with policies and regulations
• Proactively engage in community outreach, dedicating a minimum of 20% of their time to building external relationships, generating new business opportunities, and developing a strong pipeline that drives sustained growth for the branch

Leadership, Coaching & Talent Development:

• Supervise, coach, and support branch staff to achieve sales and service goals
• Promote accountability, teamwork, and continuous improvement
• Manage onboarding and training for new employees
• Identify development needs and support employee growth
• Encourage staff involvement in community and relationship-building activities

Compliance, Risk & Operational Governance:

• Ensure adherence to policies, procedures, and regulatory requirements
• Identify and address operational and compliance risks within the branch
• Follow established controls and operational standards
• Escalate issues and recommend process improvements as needed

Performance Management, Reporting & Financial Oversight:

• Document employee performance, coaching, and disciplinary actions
• Track, analyze and use data to improve branch performance metrics and service quality
• Manage branch expenses and resources within budget guidelines
• Support vendor relationships and operational needs at the branch level

Workforce Administration, Security & Safety:

• Ensure fair and consistent application of HR policies and practices
• Partner with HR on hiring, performance management, and employee relations
• Manage scheduling, timekeeping, and staffing needs
• Maintain branch security procedures and safety standards
• Ensure team compliance with all security protocols
• Ensure branch certification audits are completed as scheduled

Collaboration, Community & Organizational Impact:

• Work with internal partners to support branch and organizational goals\
• Participate in company initiatives and cross-functional efforts
• Build and maintain a strong community presence in assigned market(s)
• Represent the organization at community events and outreach efforts

Competencies:

• Accountability
• Professionalism
• Coaching and Mentoring
• Collaboration / Teamwork
• Communication Skills
• Decision Quality
• Follow Up / Responsiveness
• Management
• Member / Market Focus
• Adaptability

Other Expectations:

• This position is responsible for providing support to other departments/branches as needed. This could result in a temporary or permanent reassignment to another department/branch based on organizational needs.
• Consumer lending and Home Equity experience.
• Sales and Service training within one year (for external candidates)
• Business Account training within one year (for external candidates)
• Continual understanding, applied knowledge of, and adherence to the Bank Secrecy Act and all federal, state, and local financial regulations and reporting.
• Ongoing professional development – must complete the annual required courses and trainings; must meet expectations on Performance Evaluations and Behavioral Expectations.
• Must complete annual training on the SAFE ACT and meet testing requirements.
• This position requires NMLS registration at the time of employment. Embold Credit Union will initiate the NMLS registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site ( ) provides the MU4R questions and registration required for employment in this position.

Management Scope:

• Has supervisory/managerial responsibilities over a branch or small to medium sized department. Supervises, coordinates and reviews the work of assigned staff, typically with a subordinate group of up to 15 employees. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy. Can include department heads with no staff.

Interpersonal Skills:

• A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Independent Judgement:

• A professional level of self-direction and autonomy is expected of this position. Diversified procedures, specialized job standards, and specific policies, as well as agreed upon objectives, deadlines and priorities limit the latitude permitted for independent judgment requiring analytical ability, judgment, and time management skills. The employee prioritizes their work-flow, carries out the successive steps and handles problems and deviations in the work assignment in accordance with instructions, policies, previous training, or accepted practices in the occupation. This can be a mid-level manager or a high individual contributor.

Mental Complexity:

• Problems encountered are somewhat complex, and may involve consideration of a variety or breadth of data and information. Frequently requires a mental focus of 1 hour or more per assignment or task. However, problems are generally similar in nature, with previous precedent to draw upon.

Organizational Impact:

• The position is expected to have a notable impact on current financial or strategic organizational goals and objectives. The effects of the job could impact a segment of customers and/or employees across several functional areas. However, decisions or results that could have an organization wide impact would be preapproved by a more senior level position.

Potential for Error:

• Very limited supervision of work. Errors can be very difficult to resolve and/or consequences of potential errors can be of greater significance. OR Under general management, directs the activities of a small department, branch or a functional unit within a larger department. Usually involved in the identification and resolution of problems and errors of others.

Physical Requirements:

• Perform primarily sedentary work with limited physical exertion and lifting up to 10lbs regularly; on occasion lifting up to 30lbs.
• Must be capable of climbing / descending stairs in emergency situation.
• Must be able to operate routine office equipment; e.g. computer, telephone, scanner, copier, facsimile, and calculator.
• Must be able to sit or stand for long periods of time.
• Must be able to routinely perform work on computer for an average of 6-8 hours per day.
• Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
• Must be capable of regular, reliable and timely attendance.

Working Conditions:

• This job operates in a professional environment.
• Days and hours of work will be established to cover office operations, typically ranging Monday through Saturday.
• Must be able to work extended hours whenever required or requested by management.
• This position may be required to travel to other branches for coverage, and to all staff meetings.
• Potential exposure to hazards, i.e. robbery, etc.

Mental and/or Emotional Requirements:

• Must be able to perform job functions independently and work effectively as part of a team.
• Must be able to plan and direct the work activities of self and others.
• Must be able to read and carry out various written and oral instructions.
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be able to perform basic financial calculations with extreme accuracy.
• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public.
• Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Must be able to effectively handle multiple, simultaneous, and changing priorities.
• Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Experience:

REQUIRED: Five to ten years of similar or related experience, including time spent in preparatory positions.

PREFERRED: Greater than ten years of similar or related experience.

Education:

REQUIRED: A high school degree or GED.

PREFERRED: A college degree.