Branch Supervisor

Summary

Primary Objective of Position:

Assist the branch manager in managing sales, service and operational functions, inclusive of compliance and security, within the branch.  Lead and develop the branch team with the goal of providing an overall excellent member experience through all branch interactions.  Acts as primary manager on duty in the absence of the Branch Manager.

ESSENTIAL JOB FUNCTIONS

Supervising, Leading, and Coaching

• Help to lead a highly motivated, well-trained team that consistently offers excellent service to all members. Work with staff to greet all who come into the branch with a friendly, welcoming attitude.
• Provide training, coaching, supervision, and review of department activity to ensure staff is equipped to assess and meet the needs of our members.
• Assists in monitoring, tracking and managing branch sales activity, including but not limited to teller transactions, loan and new account volume and product sales.
• Provides feedback of staff’s work performance for IDPs and evaluations.  Responsible for ensuring the completion of the end of month reports and reconciliation statements.
• Based on staff’s skill development, recommend changes, promotions, overrides, and check approval limits to Management.
• Provides guidance and assistance to team members in solving complex problems or member requests.

      Service and Cross-sales

• Assists ensuring and performing efficient, effective, and professional front line operations.
• Cross-sells all credit union services.  Maintain knowledge of credit union’s products and services and assists maintaining a sales and service culture within the branch.
• Address and resolve member concerns; provide resolution for member complaints.  (Keep management informed of members concerns and request assistance when necessary.)
• Determine member needs, tailoring credit union services to meet their unique financial needs and goals.

      Branch Security and Compliance

• Assists ensuring protection of credit union interest in matters of documentation and adherence to policies and applicable laws and regulations.
• Authorize exceptions to normal policy or procedures when circumstances warrant, and deviation is justified.
• As directed, institute and implement branch procedure changes, as well as overall policy and procedures changes.
• Process daily business; verify all work completed daily.
• Assists proper control and accountability, including security, of the cash maintained in the branch, TCR, and ATM. Balance all cash machines at least monthly.
• Assists proper control and monthly audit of blank laser check stock, and debit cards.
• Ensure current postings of financials, rates, and marketing material.  Maintain an adequate up to date supply of brochures, forms, and office supplies.Verify security and internal control procedures are in place, efficient and adhered to.
• Assists (under dual control) periodically, (at least quarterly and before vacations, extended   leave and termination’s) cash issued to employees in branch and forward documentation to internal auditor when requested.

      Additional duties

• Perform duties of a vault teller, teller, member service representative or other operational positions, on an as needed basis; following proper procedures.
• Promote the credit union’s positive image through internal contacts as well as involvement in outside activities including CU sponsored clubs and organizations.
• Other duties as assigned.

RELATIONSHIPS AND CONTACTS

Supervise Approximately:  None directly but serves as team leader and makes operational decisions in Branch Manager’s absence.  Also provides input on employee review for specialty knowledge.

Reports To:    Branch Manager

Contact:   Frequent contact with other branches, departments, vendors, employees, and members face to face and by telephone. 

Requirements

JOB SPECIFICATIONS

EDUCATION 

Requires an Associate Degree in a business or related field. 

EXPERIENCE

Three (3) years progressive financial operations experience

Two (2) years supervisory experience.  

Lending experience preferred.  

Incumbent must reside within 50 miles of the facility.

SKILL REQUIREMENTS

Most important to this position is to be highly motivated with good communication skills and capable of leadership by example.  Strong organizational, supervisory skills and lending experience preferred.

PHYSICAL REQUIREMENTS

Position involves wrist / hand manipulation, ability to lift up to 50 lbs., ability to bend stoop and reach overhead.  Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents.  Communication abilities required by this job includes clarity in speech and hearing for effective staff/member interaction.

EQUIPMENT SKILLS

Personal computer with windows environment, calculator, cash recycler, copy machine, scanner, ITM,  ATM depository, currency counter, debit card embosser.

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job.