Branch Manager 1 or 2 - Sandpoint Branch

With the goal of enhancing lives, fulfilling dreams and building communities this position is responsible for all aspects of branch profitability and operations, while delivering on our promise to delight members with every interaction, developing the branch team and building relationships in the community the branch serves. This includes coming together with business partners throughout Numerica to fulfill our members’ financial goals. Accountable for coaching branch team to build and maintain a member centric sales culture while sustaining motivated employees through career development.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Contributes to the organization’s core purpose and strategic goals by providing the highest quality of service, treating each person professionally, with warmth, courtesy and respect, cross-selling additional services, and making a personal effort to make members feel they belong and are important to Numerica.
• Promotes Numerica philosophy and values; contributes to quality efforts and teamwork by providing support in the branch and throughout the region.
• Actively participates in planning, goal setting, and the budget process.
• Promotes a pro-active sales culture in the branch.
• Creates and implements a business development strategy.
• Strategically calls on area companies and develops business relationships increasing membership to the branch.
• Actively participates in community service projects and builds relationships with civic and community leaders.
• Maintains a current knowledge of products/services offered across Numerica. Trains and coaches the team to make appropriate recommendations to members that fulfill their financial needs and goals.
• Strong consumer and business deposit skills, as well as strong consumer lending skills.
• Introductory knowledge in business lending.
• Proactively and successfully manages member feedback.
• Makes pro-active outbound calls to both existing and prospective members.
• Ensures effective adoption and rollout of new products, services and processes, including digital channels.
• Support, adopting, and accountability for team engagement and utilization of credit union technology.
• Maintains compliance with company policies and regulatory policies and procedures.
• Effectively lead team meetings to develop, celebrate and coach team members.
• Responsible for branch operational safety and soundness.
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:
  • Connect – Create a welcoming, energized, and warm environment
  • Ask – Discover and confirm others’ needs to ensure they feel understood and known
  • Resolve – Take personal and full responsibility for meeting others’ needs
  • Elevate – Commit to long-term personal and organizational growth and improvement
  • Strengthen – Invest in our Numerica community and beyond.

SUPERVISORY RESPONSIBILITIES:

Supervises Assistant Branch Manager and up to 8 other teammates.

PERFORMANCE STANDARDS:

Assures branch deposit, lending goals and objectives are met. Must understand all credit union products and services and be able to assist members to use them. Cooperative, positive attitude, professional appearance and ability to communicate effectively with members and teammates is a must. Ability to perform assignments with minimal supervision. Ensure high level of productivity, profitability and sales culture in the branch while committing to safe and sound operations. Creates a positive working relationship with all credit union team members. Ability to present ideas clearly using respectful language, tone and body language.

EDUCATION and/or EXPERIENCE:

Minimum Qualifications:

• High school diploma or general education degree (GED); plus six years branch banking/credit union/financial institution experience or related experience.
• Two years leadership experience.
• Proven success developing a professional sales/service team through recruiting, training, developing and retaining highly skilled professionals.
• Bachelor’s degree preferred

LANGUAGE SKILLS:

Excellent communication skills and ability to interact effectively with organization leaders, members and the community. Ability to read, analyze and interpret legal documents, technical procedures and government regulations. Ability to write clear, professional business correspondence and reports. Ability to present information clearly and respond to questions from the team, members and the general public.

INTERPERSONAL SKILLS:

Able to present ideas clearly using respectful language, tone and body language. The ability to motivate and influence others is a material part of this job, requiring diplomacy and trust. Dependable and flexible with strong organization and time management skills is a must.

CERTIFICATES, LICENSES, REGISTRATIONS:

NMLS certification required. Notary Public License required.

OTHER SKILLS and ABILITIES:

Able to operate business computer and learn credit union operating systems. Familiar with Microsoft Office Suite. Ability to lift up to 25lbs. Exposure to fast-paced, deadline-oriented environment. Must be able to sit or stand for extended periods of time.

With the goal of enhancing lives, fulfilling dreams and building communities this position is responsible for all aspects of branch profitability and operations, while delivering on our promise to delight members with every interaction, developing the branch team and building relationships in the community the branch serves. This includes coming together with business partners throughout Numerica to fulfill our members’ financial goals. Accountable for coaching branch team to build and maintain a member centric sales culture while sustaining motivated employees through career development.

ESSENTIAL DUTIES AND RESPONSIBILITIES include but not limited to the following. Other duties may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Contributes to the organization’s core purpose and strategic goals by providing the highest quality of service, treating each person professionally, with warmth, courtesy and respect, cross-selling additional services, and making a personal effort to make members feel they belong and are important to Numerica.
• Promotes Numerica philosophy and values; contributes to quality efforts and teamwork by providing support in the branch and throughout the region
• Demonstrated ability to plan, set goals, and prepare and adhere to branch budget
• Demonstrated ability to cultivate and coach to a pro-active sales culture in the branch
• Creates and implements a business development strategy
• Proactively plan and create leadership development opportunity through employee career development and succession planning
• Strategically calls on area companies and develops business relationships increasing membership to the branch
• Demonstrated ability to participate in community service projects and builds relationships with civic and community leaders
• Maintains a current knowledge of products/services offered across Numerica. Trains and coaches the team to make appropriate recommendations to members that fulfill their financial needs and goals.
• Strong consumer and business deposit skills, as well as advanced consumer lending.
• Building knowledge in business lending
• Demonstrated ability to manage member feedback
• Make pro-active outbound calls to both existing and prospective members.
• Strong, consistent, visible, and active in the community which may include participating in networking groups.
• Ensure effective adoption and rollout of new products, services and processes including digital channels.
• Support, adoption, and accountability for team engagement and utilization of credit union technology.
• Maintain compliance with company and regulatory policies and procedures
• Demonstrated ability to effectively lead team meetings to develop, celebrate and coach team members with minimal supervision. May take on VP role during temporary absences.
• Responsible for branch operational safety and soundness
• Demonstrated ability to consistently meet deadlines with minimal supervision.
• Demonstrated ability to understand branch financials and profitability reporting
• Ability to “be the voice” of branches with new initiatives, systems roll-outs, internal committees, and projects while representing Retail
• Demonstrated ability as a resource by team members and peers
• Ability to partner with leadership to resolve unique opportunities and find new solutions that include but isn’t limited to process improvements and reducing inefficiencies
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:
  • Connect – Create a welcoming, energized, and warm environment
  • Ask – Discover and confirm others’ needs to ensure they feel understood and known
  • Resolve – Take personal and full responsibility for meeting others’ needs
  • Elevate – Commit to long-term personal and organizational growth and improvement
  • Strengthen – Invest in our Numerica community and beyond.

SUPERVISORY RESPONSIBILITIES:

Supervises Assistant Branch Manager and up to 8 other teammates.

PERFORMANCE STANDARDS:

Assures branch deposit, lending goals and objectives are met. Must have in depth knowledge of all credit union products and services and be able to assist members to use them. Cooperative, positive attitude, professional appearance and ability to communicate effectively with members and teammates is a must. Ability to perform assignments with minimal supervision. Ensure high level of productivity, profitability and sales culture in the branch while committing to safe and sound operations. Creates a positive working relationship with all credit union team members. Ability to present ideas clearly using respectful language, tone and body language.

EDUCATION and/or EXPERIENCE:

Minimum Qualifications:

• High school diploma or general education degree (GED); plus six to 10 years branch banking/credit union/financial institution experience or related experience
• Two years leadership experience
• Proven success developing a professional sales/service team through recruiting, training, developing and retaining highly skilled professionals.
• Two or more years of experience as a Branch Manager in a Financial Institution preferred.
• Bachelor’s degree preferred

LANGUAGE SKILLS:

Excellent communication skills and ability to interact effectively with organization leaders, members and the community. Ability to read, analyze and interpret legal documents, technical procedures and government regulations. Ability to write clear, professional business correspondence and reports. Ability to present information clearly and respond to questions from the team, members and the general public.

INTERPERSONAL SKILLS:

Able to present ideas clearly using respectful language, tone and body language. The ability to motivate and influence others is a material part of this job, requiring diplomacy and trust. Dependable and flexible with strong organization and time management skills is a must.

CERTIFICATES, LICENSES, REGISTRATIONS:

NMLS certification required

Notary Public License required

OTHER SKILLS and ABILITIES:

Able to operate business computer and learn credit union operating systems. Familiar with Microsoft Office Suite. Ability to lift up to 25lbs. Exposure to fast-paced, deadline-oriented environment. Must be able to sit or stand for extended periods of time.

Numerica Credit Union Benefits and Perks -

Learn more about our Benefits and Perks here- https://www.numericacu.com/globalassets/images/pdfs/employee-benefits-summary-numerica.pdf

Numerica Credit Union is an Equal Opportunity/Affirmative Action Employer

Numerica Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for purposes of participating in the application/hiring process with Numerica Credit Union. If you are unable or limited in your ability to use or access Numerica Credit Union’s career page at www.numericacu.com as a result of your disability, you can request reasonable accommodations by calling (509) 385-1660.