What are the responsibilities and job description for the AVP Branch Manager position at Heritage Family Credit Union?
Position Title: AVP, Branch Manager I
FLSA Status: Exempt
Reports To: VP Member Experience
Salary Range: $56,194.69-$84,292.04
Benefits Include:
- Paid time off in addition to paid federal holidays
- Comprehensive medical, dental, and vision benefits starting first of the month following hire date for employees who regularly work 24 hours a week
- Health Savings Account with discretionary quarterly employer contributions
- 401k match & additional discretionary contribution
- Opportunities for growth and ongoing learning
- 8 hours of volunteer time with an organization important to you
- Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)
Summary:
The AVP, Branch Manager is a retail management position that guides and manages the operational efforts and services of the branch to provide a consistent world class experience to credit union members, coworkers, and community partners with each interaction. Ensures established policies and procedures are followed and that members are served promptly and professionally. Trains, directs, and supervises branch employees in branch operations including transacting with a high degree of accuracy, cross-selling products and services appropriate to members needs to meet branch production and growth goals.
Essential Functions:
- Responsible for establishing and maintaining effective and professional business relations with members and area businesses to bring in new business and foster continued growth of the branch.
- Handle escalated member issues and complaints while ensuring timely and satisfactory resolution. Keeping management informed of any significant problems.
- Maintain a highly motivated, well-trained branch staff and effective employee relations. Ensure branch employees have sufficient skills and knowledge to handle, explain, and respond to member inquiries with accuracy and efficiency for all deposit and loan products and account maintenance offered by the credit union.
- Monitor and manage branch performance, including profitability, transaction volumes, expense control, and budget adherence. Coach employees regularly and review cross-selling activities. Review organizational and branch goals with staff. Collaborate with management to develop and implement strategies for growth and efficiency.
- Ensure compliance with rules and regulatory requirements which include Branch Secrecy Act (BSA) and Anti-Money Laundering (AML). Ensure compliance with credit union policies and procedures for branch safety and security. Analyze, monitor and provide staff education on policies and procedures on an ongoing basis.
- Assume responsibility for maintaining a high level of proficiency over branch operations and proper cash controls. Ensure all branch transactions are balanced at the close of each day.
- Oversee individual accountability for the handling of cash and assist in resolving balancing or discrepancies as needed. Oversee TCR’s and servicing of Automatic Teller Machines and Interactive Teller Machines both in-house and those located at off-site locations.
- Responsible for reliable and predictable attendance
- All other duties as assigned
Qualifications:
Education:
- High School diploma or GED required, Associate degree in business or related field or two years for each year not completed required. Bachelor's degree in business or related field is preferred
Experience:
- Minimum five years retail management/ leadership experience required. Experience managing within a financial institution preferred.
Skills:
- Strong interpersonal, leadership, and supervisory skills.
- Excellent writing and verbal communication skills and ability to prepare organized and well written documents. Excellent phone etiquette and the ability to communicate clearly and effectively in person and over the phone and through electronic channels.
- Computer literate, proficient use of calculator, keyboard, and experience with Microsoft Office Suite required. Experience with financial institution software systems preferred
Physical Requirements:
This position requires sitting for long periods of time and working primarily at a workstation or desk in an open office environment. Includes extensive use of a computer performing standard keyboard functions, requiring repeated motion, as well as extensive use of the phone. Stretching breaks are recommended to avoid injury. Some lifting or moving bags of coin 50 lbs. in weight. Physical activity as required for cleaning and maintaining buildings including use of various cleaning products.
Work Environment:
- Professional banking environment.
BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks."
Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Salary : $56,195 - $84,292