Job Details
Job Location
Home Office - Bettendorf, IA
Position Type
Exempt
Education Level
4 Year Degree
Salary Range
$62,057.00 - $93,085.00 Salary
Travel Percentage
Up to 50%
Job Shift
Day
Job Category
Management
Description
JOB TITLE: REGIONAL BRANCH MANAGER
FLSA STATUS: EXEMPT
REVISED DATE: 5/6/2024
REPORTS TO: VICE PRESIDENT OF BRANCH OPERATIONS
SUPERVISES: BRANCH MANAGER
ACCOUNT OFFICER (FLOATING)
TELLER (FLOATING)
PRIMARY FUNCTION:
This position exists to ensure the direct line of communication between the branches and the Vice President of Branch Operations in all operational aspects of regional branches. This position is responsible for ensuring effective and efficient branch operations, quality member service, performance, and compliance with regulations and policies. Communicate professionally and effectively with all staff and levels of management.
PRINCIPAL DUTIES/RESPONSIBILITIES:
1. Assist Vice President of Branch Operations with overseeing all aspects of branch operations to ensure quality member service is provided.
2. Ensure a direct line of communication is actively and efficiently established between the branches and the Vice President of Branch Operations.
3. Manage designated Teller and Account Officer Float staff and coordinate schedules.
4. Review staffing reports, maintain proper staffing levels, and ensure members receive prompt service.
5. Coach Branch Managers in achieving sales, service, and operational goals. Advise Branch Managers on staffing, operational issues, conducting training, meetings, and team building.
6. Ensure the credit union objectives and initiatives are followed through at the branches.
7. Utilize effective coaching methods and provide feedback to encourage and help employees exceed in relationship building and develop new skills and achieve goals.
8. Act as a subject matter expert in all operational processes and procedures.
9. Assist the Training Department in developing a procedural manual for staff training and sales referral goals.
10. Interview and hire branch staff as designated.
11. Keep informed and communicate needed changes and changing trends in product offerings to maintain competitiveness in our market.
12. Ensure all operating procedures adhere to all federal and state regulations.
13. Ability to successfully perform the duties, responsibilities, and functions of the positions overseen and train employees to successful performance in job duties, responsibilities, and functions.
14. Responsible for hiring, communicating expectations, defining goals, coaching, and developing, recognizing success, and evaluating performance and behavior of their direct reports.
15. Actively and thoughtfully communicating with their supervisor, planning their goals and development, taking accountability for their actions, and striving for excellence.
GENERAL DUTIES/RESPONSIBILITIES:
16. Promote products and services.
17. Attend all meetings as required.
18. Maintain clean and professional work area and appearance.
19. Maintain positive public relations and promote credit union within the community.
20. Complete educational programs as required.
21. Perform the following commitments of service to each and every member at all times:
a. Make a good first impression, be dressed professionally and greet people with a smile and a firm handshake.
b. Keep a smile in my voice as well as on my face.
c. Answer the telephone by the third ring.
d. Call people by name and thank them.
e. Give people my full and undivided attention; focus on the person face to face and on the telephone.
f. Take responsibility for solving the individual's problem instead of referring it to someone else.
g. Deliver on commitments of action(s) to be taken, so excuses won't be necessary.
h. Follow through on necessary action(s) to be sure the problem is solved.
i. Know that what's important is not only who or what created the problem but how the problem can be corrected.
j. Protect confidential information.
22. Other duties as assigned.
Qualifications
REQUIREMENTS OF THE POSITION:
Bachelor's degree in business, accounting, or financial industry or related experience.
Three to five years lending experience.
Three to five years management experience.
Travel minimum of two days per week to branches.
Excellent analytical skills.
Excellent communication and organizational skills.
Knowledge of lending policies and procedures.
Knowledge of all laws and regulations regarding this position.
Knowledge of credit union operations.
Ability to perform duties under pressure.
Ability to sell.
Excellent organizational skills.
Excellent decision-making skills.
Team player.
Self-motivator.
PHYSICAL REQUIREMENTS:
Sedentary work Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
PHYSICAL ACTIVITES:
The following physical activities will be required on a day-to-day basis: climbing, stooping, crouching, reaching, walking, pulling, fingering, feeling, hearing, balancing, kneeling, crawling, standing, pushing, lifting, grasping, talking, repetitive motions.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions if they are otherwise qualified.
VISUAL/PERCEPTION ACTIVITY:
Administrative, Clerical, Data Entry operations, Inspection, (work at distances close to eyes).
WORKING CONDITIONS:
None. The worker is not substantially exposed to adverse environmental conditions.
HUMAN RELATION SKILLS NEEDED:
Ability to communicate effectively with members, staff, outside sources, the CEO and the Board of Directors in a timely, accurate and efficient manner.
INTERNAL TRAINING REQUIREMENTS:
Please refer to the credit union intranet for the internal training requirements for this position.
EXTERNAL TRAINING REQUIREMENTS
Lending Solutions
University of Lending
ANNUAL TRAINING REQUIREMENTS:
Compliance and Regulatory (BSA, OFAC, etc.)
Security Awareness Training
Diversity, Ethics, Sexual Harassment, and Sensitivity