Branch Manager

Description

BASIC RESPONSIBILITES:

Under administrative direction, responsible for the daily administration and supervision of all office activities within established policies and guidelines. Supervise and coach branch employees in cross-selling techniques and contribute to enhancing a growing sales culture. Ensures that the operations of the office are executed in an effective, systematic, and cost orientated manner that will ensure maximum member service and provide required protection of the Credit Union’s assets. Manage problems in a fair, concise, logical, and timely manner. Promote the Credit Union to members, businesses, community leaders and civic organizations.

OUR CORE VALUES:

The Branch Manager will be expected to act in a manner which is in accordance with Guardian Credit Union’s values:

1. Relationships – We treat each other, our members, and our community with respect.
2. Accountability – We hold ourselves to a higher standard.
3. Teamwork – We work together to reach our goals.
4. Honesty – We believe in conducting ourselves with honesty, integrity, trust, and fairness.

ESSENTIAL FUNCTIONS:

1. Direct the activities of the branch to ensure optimum efficiency, effectiveness, and quality by formulating and overseeing department goals, budgets, and operating policies and procedures while ensuring compliance with applicable laws and regulations.
2. Contribute to branch profitability through efficient handling of all transactions and member service functions, leading successful cross-selling efforts, effectively assessing financial goals, and implementing strategies to achieve long term goals.
3. Lead efforts to promote the full line of financial products and services to retain and expand current member relationships. Identify and pursue new business opportunities.
4. Responsible for the effective use of sales and sales management practices to achieve the expected results for the branch in product sales, member growth, and retention.
5. Ensure adequate staffing for efficient operations.
6. Foster a positive and collaborative work environment.
7. Maintain efficient branch security measures and cleanliness of branch.
8. Keep staff informed of Credit Union policy and procedure changes. Ensure that all Credit Union policies are being followed and initiate corrective action as needed.
9. Oversee or personally perform all functions of the branch including but not limited to member service, teller duties, and new membership opening.
10. Responsible for training, coaching, developing, performance management, and evaluating staff. Timely follow-up of all staff performance and discipline issues. Provide recognition and coaching on a daily basis.
11. Provide ongoing fraud training and assistance to staff to minimize fraud loss, including ensuring staff awareness of the latest fraud trends. Assist in conducting fraud training and is responsible for adhering to sound fraud prevention tactics and controls within branch operations.
12. Lead and participate in community outreach efforts including all staff at the Credit Union.

Qualifications

SKILLS AND ABILITIES REQUIRED:

Education/Experience: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying.  Typical qualifications would be equivalent to:

Education is equivalent to an Associate Degree in a related field.  Up to five year’s experience in a credit union or other financial institution is required.  Prior teller experience is preferred.

SKILLS:

1. Ability to make timely decisions and work with minimal supervision. Able to multitask, prioritize, and manage time efficiently.
2. Proficient with analyzing problems and finding solutions.
3. Proven leadership ability to effectively supervise team members.
4. Must have demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy.
5. Thorough knowledge of Credit Union services offered to membership and demonstrated ability to cross-sell/refer such services effectively.
6. Interpersonal skills to represent the Credit Union positively in dealing with members.
7. Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, and staff.
8. Ability to follow-up on outstanding items for staff and members, such as questions and concerns.
9. Must present a professional, business-like appearance and manner.
10. Excellent oral and written communication skills essential to providing positive, professional, and prompt service.
11. Strong aptitude for numbers, spreadsheets, and financial reports. Effective use of financial software, including Microsoft Office Suite.
12. Must maintain confidentiality and use good judgment.
13. Must be bondable.

WORK ENVIRONMENT:

While performing the duties of this job, the employee regularly works in an office and branch setting.

PHYSICAL DEMANDS:

The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation.

1. Must be able to remain in a stationary position and occasionally move about the inside of the office and vault.
2. Frequently move boxes weighing up to 50 pounds across the office for various needs.
3. Requires the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
4. Requires one to position self to maintain files in file cabinets.

TRAVEL:

1. Travel to different worksites is required at times.
2. Must have reliable transportation.

HOURS:

This is a full-time position which requires 40 or more hours per week during typical business operation hours. Days and hours of work may vary Monday through Friday, 8:15 am until 6:15 pm; Saturdays 8:15 am until 1:15 pm.