What are the responsibilities and job description for the Business Operations Manager position at Saige Partners LLC?
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The Branch Operations Manager is responsible for the daily operational activities of the branch and providing quality member service with the highest degree of accuracy and professionalism. The manager provides support, training, and coaching to MROs and Member Specialists while ensuring consistency, quality, and integrity in processes and service delivery.
ESSENTIAL FUNCTIONS :
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Independently lead the branch with focus on referral goal attainment of MROs, operational soundness and performance development of the branch MRO staff.
- Coaches staff on a regular basis to improve their referral sales / operational skills for the betterment of the individual / team / credit union.
- Accountable for leading team in maintaining Teller Referral productivity requirements, as well as the attainment of assigned referral goals. Monitor the MRO and operational activity, including such items : quality of transactions, member traffic volume, teller errors, and referrals.
- Supervises the activities of the teller operation area by assigning work, answering questions, solving problems, helping with complex transactions and sensitive member relations problems, explaining policies and procedures to employees or members. Consistently available for supervisory overrides, check approvals, and member error resolutions.
- Promotes credit union products and services based on member needs as obtained from member interviews and / or review of member’s accounts. Provide consistent, exceptional quality service to the membership in order to build long term member relationships.
- Balances the ATM, the vault and performs monthly audits as back up to vault teller.
- Open / Close the branch; adheres to all credit union security procedures during this process.
- Handles scheduling for a branch as a whole to ensure branch coverage needs are met.
- Handles / Follows up on member grievances and research items in accordance with credit union policy.
- Maintains a comprehensive knowledge on related policies, procedures, and rules and regulations including robbery procedures. Must be familiar with aspects of BSA reporting.
- Ensures on-going compliance with audit procedures and other applicable guidelines.
- Complies with all applicable laws, regulations, policies and procedures. Adheres to all security procedures and regulatory guidelines for Regulation CC, the Bank Secrecy Act, OFAC and USA Patriot Act / Customer Identification Act (CIP). Maintains confidentiality of current, past, and potential members and their personal and financial information
- Able to perform all duties in the MRO capacity to provide assistance.
- Assist in creating procedural consistency throughout the organization to minimize risk and create process improvements.
- Uphold the professional image of the credit union in areas of communication, dress code, and appearance of the teller and lobby area.
- Maintain a comprehensive knowledge on related policies, procedures, and rules and regulations including robbery procedures. Must be familiar with aspects of BSA reporting.
- Ensures on-going compliance with audit procedures and other applicable guidelines.
- Perform additional duties as may be assigned by management.
- Occasional travel from branch to branch and weekend work is required.
SUPERVISORY RESPONSIBILITIES :
The Branch Operations Manager supervises a staff of up to 6 MROs and Member Specialists. Responsible for the performance management, hiring, scheduling, coaching, and disciplining of these employees.
ADDITIONAL RESPONSIBILITIES :
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.
QUALIFICATIONS : Knowledge Of :
Ability To :
REQUIRED EDUCATION AND EXPERIENCE :
License or Certificate :
Bondable
Acceptable Credit History
Meet SAFE Act Requirements
Saige Partners is dedicated to fostering an environment where employees are valued as the most critical asset in building a successful company culture. We strive to accelerate your career and provide solutions that support your professional growth.
Interested in this opportunity? Contact us to learn more or explore other opportunities at Saige Partners Careers .
