Branch Manager

Description

Summary: Retains full responsibility for planning, directing, organizing, and controlling the operational activities and staff of the branch, as well as adherence to credit union policies and procedures, audit and compliance requirements, and member service standards.           

Essential Duties and Responsibilities:

Ensure the application and compliance with established operating policies and procedures of the credit union.

Responsible for achievement of all branch goals, as assigned.

Responsible for implementing business development strategies for assigned branch which includes but is not limited to, SEG visits and community on-site visits.

Proficient in all branch functions. 

Develop action plans to enhance operational controls and optimize member service.

Maintains sufficient knowledge of products and services, policies, procedures, and compliance, to make sound decisions involving daily operations.

Ensure member service quality and adherence to credit union service standards by training, reinforcing, monitoring and setting a personal example.

Consistently promote “needs-based” selling and consultative behaviors for branch staff.  Train, initiate branch rewards, and monitor results on a regular basis.

Communicate regularly with staff to keep them abreast of branch results, changes to credit union policies and procedures, credit union philosophy etc.  Encourage staff input and ideas.

Create a positive branch environment through effective communication, small rewards and appreciation, and solicitation of staff ideas. Measurement should be reflective in overall morale, member service results, lower turnover, and exit interviews.

Stay aware of all operations and new account activity and assists as necessary.

Implement new policies and procedures as directed by Senior Management.

Completes periodic reports in a timely, accurate and detailed manner as requested.

Responsible for overall branch security including required security training (following policy timeframes), as well as daily duties such as opening/closing procedures, alarms, and key control.

Handle difficult member service situations/complaints. Find solutions, whenever possible, without escalating to next level management. Approve exceptions outside of other staff approval limits.

Responsible for satisfactory audits with minimal or no exceptions.

Keep the Vice President Operations informed about situations that might cause risk or loss to the credit union, as well as any other areas needing attention or recognition.

Work on special projects and project committees as requested.

Exercise awareness in regards to suspicious activity, money laundering or fraudulent behavior as it relates to cash transactions and overall transaction activity and document any such behavior so SAR filings can be considered.

Ensure compliance with all safety, security and compliance programs including but not limited to BSA, AML, OFAC, Branch Security and Safety.

Perform all other related duties as assigned.

Supervisory Responsibilities:

Directly supervise 5-20 employees in the Branch Operations department.  Manage and carry out supervisory responsibilities in accordance with the Credit Union’s policies, procedures and applicable laws and regulations.  Responsibilities include interviewing, hiring, and training employees; planning, assigning, directing and evaluating work; conducting performance appraisals; rewarding and disciplining employees; addressing complaints and resolving problems.  Share responsibility for excellence in member service through staffing, training, coaching, and leading by example.

Qualifications

Bachelor’s degree (B.A. or B.S.) from four-year college or university; or five to seven years’ related financial institution experience and/or training; or equivalent combination of education, experience and training.  Must have at least three years management/supervisory experience.  Knowledge of compliance and regulatory issues surrounding branch operations and consumer lending required.  Credit union or similar financial institution experience required. Spanish speaking preferred.

Salary : $6,899 - $10,349