Branch Management

First Peoples Community Federal Credit Union

POSITION DESCRIPTION

Position Title: Branch Management

Department: Branches

POSITION PURPOSE

To direct and participate in the day-to-day operations of a branch, ensuring that it meets its production and service level goals.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• In charge of directing and monitoring staff to ensure that they are providing the highest level of service to our membership.
• Involved in business development and community activities.
• Takes ownership of the branch. This includes resolving member complaints and problems, handling emergency situations, and ensuring branch activities are in compliance with established Credit Union policies and procedures.
• Responsible for communicating branch needs to the branch manager.
• Assists members with the opening and closing of all account and loan types.
• Provides members routine information concerning their account. Directs member to appropriate department for more complex or specialized service needs.
• Maintains accurate member and employee records. This includes account files, signature cards, scanned records, time cards, reviews, etc.
• Takes an active role in learning and understanding our members’ needs and to fulfill those needs by cross-selling the appropriate credit union products and services.
• Responsible for scheduling of branch staff.
• Performs other duties as assigned.

PERFORMANCE MEASUREMENTS & EXPECTATIONS Job duties are efficiently, accurately, and effectively performed in accordance with established policies and standards.

• Security procedures are understood and adhered to by all Service Representatives.
• Transaction drawers are to be balanced within fifteen minutes after the department has shutdown or within fifteen minutes of serving their last member.
• Good business relations exist with members. Members' problems or questions are courteously and promptly resolved.
• To establish a good working relationship through teamwork and coordination with co-workers and management, both within and external to the department.
• To insure that reports and records are accurate and completed in a timely manner.
• The Credit Union’s professional reputation is maintained and conveyed.
• Serves as the role model for providing excellent service in all areas of the branch.
• Responsible for building a strong team environment.
• To maintain and develop a qualified staff to meet the needs of members and the branch’s future growth plans.
• To meet or exceed sales and service level goals.
• To complete performance reviews on staff.
• Comply with the Information Security Policy and the Business Ethics and Conduct Code

QUALIFICATIONS

Education/Certification: High school graduate or equivalent.

Required Knowledge:

• A thorough understanding and knowledge of teller, member services and loan policies and procedures.
• Understanding of Credit Union operations.
• Understanding of the credit unions products and services.
• Understanding of Credit Union philosophy.
• Knowledge of basic accounting.

Experience Required: Six months to two years of experience as a financial service representative at a full-service financial institution. (preferred)

Skills/Abilities:

• Strong leadership skills
• Excellent communication skills.
• Good interpersonal skills.
• Teambuilding skills.
• Ability to delegate and multi-task.
• Attention to detail.
• Solid math skills.
• Ability to operate related computer software, and other business equipment including 10-key, money counters, and telephone.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Talking: One must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Average Hearing: Able to hear average or normal conversations and receive ordinary information through a phone system.

Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.

Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Physical Strength: Sedentary work; sitting most of the time. Exerts up to 20 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS

None: No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Reasoning Ability:

Ability to deal with a variety of variables under only limited standardization and ability to interpret various instructions.

Mathematics Ability: Ability to perform basic math skills and to use decimals to compute ratios and percentages, and to draw and interpret graphs.

Language Ability: Ability to use passive vocabulary of 5-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning; pronunciation; write complex sentences, using proper punctuation, and use adjectives and adverbs; communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Job Type: Full-time

Pay: $38,000.00 - $55,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Prescription drug insurance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Day shift

Supplemental Pay:

• Yearly bonus

Education:

• High school or equivalent (Required)

Experience:

• Sales: 1 year (Preferred)
• Management: 1 year (Preferred)

Work Location: In person

Salary : $38,000 - $55,500