What are the responsibilities and job description for the Branch Manager position at Service First Federal Credit Union?
Service First is looking for a qualified applicant for a Branch Manager. This person must have the ability to handle a wide variety of banking functions. Managing and overseeing staff within your specific area, ensuring efficient operation on a day-to-day basis, quality member service, and compliance with existing regulations, policies, and procedures. Improving productivity and streamlining activities to maximize results and achieve peak performance and efficiencies. Maintains open communication between staff and management. This position will manage staff, foster a positive environment and ensure member satisfaction and proper Credit Union operation. The successful candidate will have a hands-on approach and will be committed to the expansion and success of the business by implementing strategies that increase productivity and enable cross-service targets achievement.
Benefits that we Offer:
- 401(k) with matching
- Health, Vision, & Dental Insurance
- Life and AD&D insurance
- Parental Leave
- Paid Time Off
- Volunteer Time Off
- Financial Planning Services
- Bonus and Incentive Programs
- And MORE!!!
Responsibilities
- Provides overall guidance of personnel activities to ensure solid team efforts toward the attainment of Credit Union goals. Promotes a positive image of the organization to staff.
- Maintains communication between the staff and management by preparing daily, weekly, and month-end reports regarding operations, productivity, and profitability.
- Maintains control and accountability over monthly audit procedures to ensure compliance with internal controls.
- Maintains knowledge of the Credit Union’s products and services to efficiently train, motivate, and hold staff accountable to achieve budget, individual and/or department goals set by the Credit Union by providing feedback and coaching.
- Responsible for success of ATM/My Express Teller program including but not limited to balancing, up-time, cash control, and member satisfaction and engagement.
- Evaluate the job performance of departments to ensure the quality of work and service to members. Schedule and cross-train adequately to ensure effective staff succession and efficient Credit Union operations.
- Monitor staff activity, including the number of transactions, volume, department errors, product sales, new accounts, and responsible for the growth of the branch portfolios. Support for plastic cards and online banking, new accounts, and loans across multiple locations.
- Schedules according to forecasts, using scheduling tools, and following scheduling expectations. Promote collaboration between all departments with staff and lead staff by example.
- Share knowledge with other departments on effective practices, competitive intelligence, business opportunities, and needs.
- Interacts frequently with employees and members throughout the day, and provides staff members with a positive and professional role model of member service by personal example.
- Assist staff or members in solving complex account problems. Resolves staff and member complaints in a professional and positive manner.
- Monitor branch operations and appearance to ensure a consistent, professional approach. Appearance and operations include but are not limited to policies such as Dress Code and Facilities as well as actions expected per our Core Values.
- Manage the security and safety of the Credit Union. Analyze and monitor security and safety policies and procedures on an ongoing basis. Ensure that staff receives ongoing training on security and robbery procedures.
- Completes all duties of reporting staff as outlined in their job descriptions including employee loans. Serves as backup for other branch managers and reporting staff and keeps knowledge of these tasks current.
- Supervise branch staff; hire, train, direct and monitor the work of direct reports, conduct performance reviews, provide coaching and development as well as disciplinary actions with staff, and allocate resources to meet operational needs.
- Provide knowledgeable, professional, and accurate service and support to all members and associates.
- Adhere to high ethical standards, and comply with all regulations/applicable laws.
- Flexibility to manage any location as needed to ensure adequate coverage Credit Union-wide.
- Assist with ensuring that policies, procedures, services, products, and documentation meets federal and state regulations.
- Other duties as assigned.
Qualifications
- Communications – Express ideas and thoughts verbally and in written form. Exhibits good listening and comprehension. Keeps others adequately informed. Selects and uses appropriate communication methods. Communicates in a positive and professional manner.
- Conflict Resolution – Encourages open communications, Confronts difficult situations. Maintains objectivity. Keeps emotions under control. Uses negotiation skills to resolve conflicts.
- Member Service - Displays courtesy and sensitivity, manages difficult or emotional member situations, meets commitments, responds promptly to member needs, and solicits member feedback to improve service. Ability to provide courteous, knowledgeable, and professional member service in person, on the phone and electronic channels.
- Accuracy – Monitors accuracy of transactions. Records transactions accurately. Maintains accurate records. Recognizes and corrects errors.
- Credibility – Provides reliable and accurate information. Offers fully researched recommendations. Instills member confidence. Supports the organization’s values. Takes responsibility for own actions and mistakes. Demonstrates honesty and integrity. Detail orientated.
- Loan, Account and Member Service Portfolio – Identifies qualified prospects. Assesses credit risks. Presents credit alternatives. Keeps current with policy, procedures, rules, and regulations. Maintains portfolio mix. Achieves budget and branch results.
- Technology – Must be proficient in computer skills, call center operations, multiple phone line systems, Microsoft programs (Excel experience preferred), online, digital platforms, and navigating the internet.
- Environment – Ability to work in a fast-paced environment. Excels under pressure. Self-starter and the ability to work independently.
- Education: High school graduate or equivalent; Bachelor’s degree preferred
- Understanding and knowledge of the financial industry
- Experience: 5 years of management, banking and call center operations required