Branch Manager - Sugar Land

Role:

To direct, provide general direction, team leadership, support, and operational management for a  branch office to meet credit union goals. Assist with the development, modification and  implementation of procedures for daily branch operations. Assure the financial service needs of each member are promptly, accurately, and courteously fulfilled. Responsible for the maintenance and security of the branch facility and its contents.

Essential Functions & Responsibilities:

Responsible for oversight of all daily branch operations. May delegate portion of responsibilities when necessary, but may not delegate overall responsibility for results or any portion of accountability.

Responsible for overall branch performance regarding staff production and positive financial results.

Provide performance management and coaching (including disciplinary actions) to all assigned staff.

Actively pursue new business opportunities in the community, give presentations, and develop new member relationships. Participate in community activities, events and functions to further the strategic business plan of the credit union.

Responsible for developing and implementing individual subordinate goals, based on branch goals and overall credit union strategic plan, and motivating subordinates to attain the goals set by senior management.

Annual reviews, reports, interviews, documentation, and meetings.

Perform other job duties as assigned.

Performance Measurements:

1. Maintain operational compliance with all credit union procedures, policies, governing regulations and codes, and internal controls including maintaining proper cash limits.

2. Responsible for being knowledgeable in all areas of branch and lending operations and remaining current on all credit union products and services.

3. Review and process loan applications and follow-up with member

4. Submit recommendations for hires, terminations, promotions, transfers, discipline, performance appraisals,  training/development, and interpretation of credit union rules and policies for department personnel.

5. Responsible for ensuring an adequate supply of all operating materials used by branch employees.

6. Promote and cross-sell credit union products and services to new and existing members to meet member needs and individual goals.

7. Assist in the preparation of the branch budget consistent with the strategic plan and overall budget and ensure all branch activities are conducted within budgetary guidelines.

8. Must be available to travel to any branch location for support as requested by management, as well as work on Saturdays when scheduled.

9. Meet at least twice monthly with all branch employees to ensure they are current on all credit union policies, procedures, promotions, goals, products, services, etc.

10. To maintain a highly qualified staff, sufficient to meet long-term organizational goals.

11. Accept individually accountability and responsibility for success of FSCU which includes meeting assigned goals/projects.

Knowledge and Skills:

Experience: Two years to five years of similar or related experience. Minimum five (5) years experience in a full service financial institution or other retail customer service profession with exposure to a variety of programs/products. Three to five years lending background in a financial institution or related field. Two or more years experience in developing new business or community involvement.

Education: A high school education or GED; college degree preferred. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.

Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills: The ability to speak and write clearly and effectively to achieve the desired effect in a variety of communications settings and styles. The ability to prepare and maintain confidential records and reports.

The dedication to meeting the expectations and requirements of internal and external members, use feedback for continuous improvement, and develop and maintain effective relationships.

The ability to effectively prioritize tasks to use time efficiently and attend to a broad range of activities.

The ability to generate new and unique ideas as solutions to operational or member service issues, and develop non-traditional ways of doing business.

The ability to analyze statistical and financial data and present findings.

Must have workable knowledge of Microsoft Office products, including but not limited to Word, Excel and Outlook.

Must have a proactive and positive attitude toward members, supervisors, co-workers and the credit union.

Ability to handle multiple projects simultaneously and work with limited supervision, exercising own initiative and judgment.

Advanced leadership, communication, and organizational skills.

Ability to maintain a high level of confidentiality at all times.

Physical Requirements

While performing the duties of the job, the employee is regularly required to :

-Position self to move about the work area.

-Reach, grab, sort.

-Communicate in person and via telephone with others.

-Identify and recognize small font communication.

-Ability to transport a minimum of 10 pounds.