What are the responsibilities and job description for the Branch Coordinator position at EAST TEXAS PROFESSIONAL CREDIT UNION?
Job Details
Description
Responsible for the direction and administration of Branch operations. Ensures that established policies and procedures are followed. Oversees the provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Trains, directs, and supervise Branch staff. Performs various Branch functions as required.
1. Assumes responsibility for the supervision of Branch operations.
a. Ensures that operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, and audit standards. Provides suggestions for improved effectiveness.
b. Ensures Branch security. Assists with opening and closing the building in accordance with set hours. Tests security equipment as assigned.
c. Ensures that the Branch balances all transactions at the close of each day. Proofs Tellers, runs related reports, and balances the vault at the end of each day. Provides assistance to Tellers as needed. Completes month end certification of all cash items and negotiable instruments.
d. Assists with Service Representative functions. Performs duties related to loan processing, certificates of deposit, and IRAs. Assists in opening new member accounts and with loan closings and disbursements.
e. Promotes Branch business development and seeks to broaden member base. Actively cross-sells Credit Union products and services.
f. Acts as a Loan Officer, processing and approving member loans within established policies and limits.
g. Completes required reports and records and ensures that Branch functions are properly documented.
h. Assists with implementing changes to established policy and procedures within the Branch.
2. Assumes responsibility for establishing and maintaining effective coordination and working relations with Branch personnel.
a. Provides assistance, direction, and supervision as needed, including guidance for Tellers, and Financial Service Representatives.
b. Reviews and monitors the work of Branch personnel. Provides suggestions and support as necessary.
c. Assists with orientation of new employees and staff training sessions. Ensures that personnel are well trained in all phases of their respective jobs. Performs cross training as necessary.
d. Assists with determining appropriate staffing levels and scheduling employees.
e. Assists with tracking individual progress and conducting performance appraisals. Formulates and implements corrective actions as needed.
3. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
a. Ensures that members' requests and questions are promptly and courteously resolved. Answers members questions or refers appropriately. Verifies deposits and provides payoff and bluebook quotes.
b. Ensures the members are informed of Credit Union services, products, and policies. Cross-sells services.
c. Ensures that the Credit Union's professional reputation is maintained.
4. Assumes responsibility for related duties as required or assigned.
Qualifications
EDUCATION/CERTIFICATION: High school graduate or equivalent. 2 year Associates or Bachelors degree preferred. Additional coursework preferred.
REQUIRED KNOWLEDGE: Thorough knowledge of Credit Union products, services, and policies. Understanding of Teller/Member Service Representative functions. Knowledge of the loan process.
EXPERIENCE REQUIRED: Two to five years of related operations experience required.
SKILLS/ABILITIES: Strong interpersonal and communication skills. Well organized. Able to operate related computer applications and basic business equipment. Good marketing skills. Good supervisory abilities.
