Branch Supervisor - FULL TIME (Waukesha Branch)

Description

BASIC RESPONSIBILITES:

Under direct supervision, responsible for providing members with service on a variety of transactions. Welcomes members to the Credit Union and provides general information concerning Credit Union products and services. Under specific direction, provides a variety of member services in savings. When the Branch Manager is absent, acts in the capacity of Branch Manager.

OUR CORE VALUES:

The Branch Supervisor 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. Represent the Credit Union to the members in a friendly, positive and professional manner, and provide prompt, efficient, confidential, and accurate service in the processing of transactions over the counter, by phone, and by mail. 
2. Assist in the ongoing training and education of new/current employee staff to provide the expertise necessary to perform duties effectively. 
3. Open and close accounts for new and existing members under Credit Union guidelines, ensuring all documents and information is recorded and accurate. Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
4. Assist branch staff in complex transactions, member questions/issues, and daily needs/requests including researching teller variances.
5. Meet all assigned production and referral goals and successfully cross-sell all services offered by the Credit Union. Assist Branch Manager in coaching MSR staff to help increase direct members and products per member (PPM).
6. Handle all special member requests such as IRAs, Certificates of Deposit, and transfers of deceased members.
7. Perform branch opening and closing duties acting as supervisor following dual control. Is available to answer branch alarm company calls during non-business hours and act appropriately to ensure the safety and soundness of the branch.
8. Perform daily cash advance balancing.
9. Ensure that the branch is kept neat and clean on a consistent basis.
10. Serves as Notary Public.

SECONDARY FUNCTIONS:

1. Perform miscellaneous duties as assigned (e.g., debit disputes, automatic transfers, bond redemption, and wire transfers).
2. Assist Branch Manager with monthly and quarterly security testing. 
3. Handle all monetary transactions for members (e.g., deposits, withdrawals, loan payments, check cashing) and other normal inquiries by members. 

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: Successful completion of high school diploma or GED. A minimum of 2 years experience in cash handling and customer service.

SKILLS:

1. Ability to operate routine office equipment; typing at 35 words per minute minimum.
2. Must have demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy.
3. Thorough knowledge of Credit Union services offered to membership and demonstrated ability to cross-sell/refer such services effectively.
4. Interpersonal skills to represent Credit Union positively in dealing with members and staff. Work well in a group environment.
5. Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, members, and staff.
6. Must present a professional, business-like appearance and manner.
7. Must maintain confidentiality.
8. Must be detail-oriented, accurate in a fast-paced environment, and adapt to change quickly.
9. Must be bondable.

WORK ENVIRONMENT:

While performing the duties of this job, the employee regularly works in an office 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.
5. Must be able to remain in a stationary position while assisting members (majority of workday).

TRAVEL:

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

HOURS:

Hours vary depending upon branch coverage; Monday through Friday, 8:15 am until 6:15 pm; Saturdays 8:15 am until 1:15 pm.