Major Duties and Responsibilities
- Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate. Acts as a MSC, processing and approving customer loans within established policies and limits. Creates and implements strategies to improve productivity and sales performance in efforts to achieve the financial targets of the branch.
- Ensures branch personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall branch procedures. Actively participates in cross-training personnel and assures staff is kept abreast of all products and services. Reviews and manages team performance toward identified goals. Provides ongoing coaching as needed and partners with training team for additional learning opportunities.
- Work to grow business and member acquisition. Network to improve the presence and reputation of the branch and Credit Union. Focuses on growing revenue, managing controllable expenses and growing the business.
- Troubleshoots and resolves internal and external inquiries. Ensures members' requests and questions are promptly resolved. Handles elevated member concerns. Ensures effective communication of available products and services through.
Oversees individual accountability for the handling of cash and assists in resolving balancing problems. Serves as the primary Security Officer for the branch coordinating regular meetings, training and security tests. Coordinates maintenance of building, grounds, equipment, and fixtures of the branch.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge and Skills
Experience
Two years of similar or related experience, including time spent in preparatory positions.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
ADA Requirements/ Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled private office with minimal noise. Some outdoor exposure required.
Mental and/or Emotional Requirements
Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Experience
Preferred
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Two years of similar or related experience, including time spent in preparatory positions.
Education
Preferred