What are the responsibilities and job description for the Branch Manager - Fort Collins position at Bellco Credit Union?
Application deadline is 5 days after the date the role was posted.
Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.
FUNCTION DESCRIPTION:
Responsible for leading all aspects of customer relationships delivered through the branch. This encompasses retail, small business relationships, and community business development. Responsible for branch profitability and branch operations.
ORGANIZATIONAL RELATIONSHIPS:
Reports to: District Manager/Regional Director
Supervises: Indirectly, all Branch positions; Directly Member Service Advocates 3, 4 and 5 and Assistant Branch Manager.
Contacts: Contacts: Credit union members, other credit union branches/departments, credit
union officials, auditors, vendors, local community members and businesses and all internal staff.
Branch size: Typically this position manages branches in the lower tier of transaction volume, deposits, loans, member households, earnings and marketplace potential.
QUALIFICATIONS/REQUIREMENTS:
Education: Bachelor's degree in Business/Finance or equivalent work experience.
Experience: Minimum of 3 years financial services
1 year of leadership experience including the MIT program, opening and closing duties, etc. preferred
Skills: Loan experience preferred.
Strong interpersonal, sales, and relationship management skills
Strong written, verbal and communication skills
Ability to provide leadership and handle multiple priorities under time constraints
Working knowledge of Microsoft Office desktop applications
ESSENTIAL FUNCTIONS:
1. Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology.
2. Responsible for overall branch financial results, operations effectiveness, productivity, and cost effectiveness.
3. Gains and maintains a strong knowledge of Bellco products and services and can accurately enter and complete transactions, loan applications and account openings in Bellco systems.
4. Ensures established branch goals and metrics are met including goals for other business groups/partners that work with the branch (i.e. wealth management). Motivates staff to success.
5. Conducts daily huddles and monthly one-on-ones with branch staff.
6. Maintain positive relationships with other departments, which may include (but are not limited to): Legal Compliance, Human Resources, Operations Teams
7. Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities. Ensures branch staff has strong product and process knowledge.
8. Successfully recruits, hires, trains and navigates performance issues, etc. Proactively mitigates risk for Bellco through sound leadership, communication, and guidance of decisions made within the branch. Partners with Regional Director and Human Resources appropriately.
9. Supports company messages and initiatives. Takes ownership of having tough conversations with the team and is an advocate for change.
10. Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.
11. Understands and effectively implements all appropriate regulations.
12. Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.
13. Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment. Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.
14. Conducts on going analysis of branch activities, workflow and operations with a specific strategy devised towards meeting corporate goals.
15. Recommends and helps develop and implement new policies and procedures.
16. Assists in defining and developing strategy needed to set or meet organizational goals.
17. Regular and punctual in person attendance.
Management retains the discretion to add to or change the duties of the position at any time.
WORKING CONDITIONS:
May necessitate movement to other branches or departments.
Office environment.
Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.
In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:
Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.
Exempt branch roles may earn quarterly bonuses for production and team goals.
Exempt non-branch management roles may be eligible for an annual managerial bonus.
Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.
FUNCTION DESCRIPTION:
Responsible for leading all aspects of customer relationships delivered through the branch. This encompasses retail, small business relationships, and community business development. Responsible for branch profitability and branch operations.
ORGANIZATIONAL RELATIONSHIPS:
Reports to: District Manager/Regional Director
Supervises: Indirectly, all Branch positions; Directly Member Service Advocates 3, 4 and 5 and Assistant Branch Manager.
Contacts: Contacts: Credit union members, other credit union branches/departments, credit
union officials, auditors, vendors, local community members and businesses and all internal staff.
Branch size: Typically this position manages branches in the lower tier of transaction volume, deposits, loans, member households, earnings and marketplace potential.
QUALIFICATIONS/REQUIREMENTS:
Education: Bachelor's degree in Business/Finance or equivalent work experience.
Experience: Minimum of 3 years financial services
1 year of leadership experience including the MIT program, opening and closing duties, etc. preferred
Skills: Loan experience preferred.
Strong interpersonal, sales, and relationship management skills
Strong written, verbal and communication skills
Ability to provide leadership and handle multiple priorities under time constraints
Working knowledge of Microsoft Office desktop applications
ESSENTIAL FUNCTIONS:
1. Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology.
2. Responsible for overall branch financial results, operations effectiveness, productivity, and cost effectiveness.
3. Gains and maintains a strong knowledge of Bellco products and services and can accurately enter and complete transactions, loan applications and account openings in Bellco systems.
4. Ensures established branch goals and metrics are met including goals for other business groups/partners that work with the branch (i.e. wealth management). Motivates staff to success.
5. Conducts daily huddles and monthly one-on-ones with branch staff.
6. Maintain positive relationships with other departments, which may include (but are not limited to): Legal Compliance, Human Resources, Operations Teams
7. Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities. Ensures branch staff has strong product and process knowledge.
8. Successfully recruits, hires, trains and navigates performance issues, etc. Proactively mitigates risk for Bellco through sound leadership, communication, and guidance of decisions made within the branch. Partners with Regional Director and Human Resources appropriately.
9. Supports company messages and initiatives. Takes ownership of having tough conversations with the team and is an advocate for change.
10. Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.
11. Understands and effectively implements all appropriate regulations.
12. Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.
13. Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment. Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.
14. Conducts on going analysis of branch activities, workflow and operations with a specific strategy devised towards meeting corporate goals.
15. Recommends and helps develop and implement new policies and procedures.
16. Assists in defining and developing strategy needed to set or meet organizational goals.
17. Regular and punctual in person attendance.
Management retains the discretion to add to or change the duties of the position at any time.
WORKING CONDITIONS:
May necessitate movement to other branches or departments.
Office environment.
Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.
In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:
Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.
Exempt branch roles may earn quarterly bonuses for production and team goals.
Exempt non-branch management roles may be eligible for an annual managerial bonus.
Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
