What are the responsibilities and job description for the Branch Manager position at Patriot Federal Credit Union?
Branch Manager
This role directs the daily operations of a Credit Union facility/branch, ensuring the attainment of organizational financial, operational, service, and sales goals. Builds relationships with internal and external members to support Patriot’s strategic plan; originate internal and external sales and provide service through Patriot’s service standards that exceed our members’ expectations. Ensure that annual operating budget, strategic action plans, and Stakeholder goals are met.
Oversee the daily workflow of the branch.
Recruit, hire, promote branch staff; recommend staffing changes to supervisor.
Identify training and development needs for branch staff; recommend promotions, disciplinary and other personnel actions to supervisor.
Coach staff as needed; document coaching quarterly.
Ensure all member interactions meet and/or exceed Patriot member experience standards.
Ensure members receive requested services and transactions through branch staff, and that additional services/solutions are offered.
Maintain and grow relationships with current business memberships by reviewing utilization reports, working referrals from retail team and business partners, and recommending additional business services.
Prospect business memberships with Regional Market Officer.
Grow wallet share of existing memberships assigned to branch.
Monitor and communicate with staff about sales and service referrals and results to ensure goals are obtained; take appropriate actions to correct unsatisfactory performance.
Monitor branch reports; ensure the branch meets all sales and service goals.
Assist members as appropriate particularly in the escalation of complaints registered by members involving the branch offices or retail department. Keep management informed as necessary.
Obtain a Notary Public commission; understand and abide by all regulations pertaining to the duties of a Notary Public; perform notary work without charge in the course of employment.
Obtain a Registered Mortgage Loan Originator (MLO) designation.
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
- Weekends as needed
Experience:
- financial institution: 5 years (Required)
Work Location: In person
Salary : $65,000 - $85,000