Branch Manager

PRIMARY PURPOSE : Responsible for directing and supervising the staff and day-to-day operations of the SbCU (Settlers best Credit Union) branch in Appleton, WI. Ensure delivery of quality member service and achievement of sales and productivity goals through the selling of credit union products and services. Embrace and lead through Wings mission and values to foster an environment that encourages team members to provide an exceptional member experience and engaging culture.

Ensure you read the information regarding this opportunity thoroughly before making an application.

ESSENTIAL FUNCTIONS include the following. Other duties may be assigned as decided by Regional Manager and / or Vice President of Retail Delivery :

Lead and manage a retail branch to ensure that established production goals for deposits, fee income, loan production and other corporate goals, as assigned, are met, or exceeded and member service in the branch is conducted in accordance with Wings Credit Union Standards of Professionalism.

Mentor and train branch staff in using standard relationship selling techniques to grow existing relationships and gain new member relationships. Observe, track, and regularly assess employee skill levels, and provide ongoing sales, service, and technical skills training.

Develop employee performance through goal setting, coaching, problem resolution, delegation, training, and performance management. Conduct monthly staff meetings, performance reviews, and daily employee check-ins.

Interview and hire employees who demonstrate exceptional sales and quality service skills.

Resolve escalated member questions and / or concerns in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently. Make and approve policy and procedure exceptions within assigned limits.

Ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures. Ensure audit, security, and compliance issues and / or concerns are addressed and resolved in a timely manner.

Responsible for budgeting and implementing strategies to achieve branch financial objectives. Regularly measure and ensure the branch is appropriately staffed and scheduled every day to meet member service expectations as well as sales and operational objectives.

Provide notarial services to members, including witnessing and authenticating documents and verifying members identity.

Act as a liaison between branch and support departments. Fostering positive and collaborative working relationships with all lines of business to ensure customer relationship building is taking place through cross selling efforts and referrals.

Participate in community outreach and networking activities to attract new members, maintain existing relationships, and ensure a positive brand image throughout the community.

Convey professional image at all times by being respectful, courteous, and considerate of members and co-workers through positive, effective verbal and non-verbal communications, adhering to dress code and maintaining a clean and organized workspace.

SUPERVISORY RESPONSIBILITIES : Supervise and lead 4 or more employees in the branch. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and provide training to employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS :

High school diploma required.

College degree preferred.

Minimum of 3 years retail bank experience and proven sales performance required.

Minimum of 2 years leadership experience required.

This position requires an advanced level of demonstrated branch and financial services knowledge and a working knowledge of other areas within the credit union.

Demonstrated ability to lead, direct and motivate others to success through recognition and rewards.

Demonstrated ability to lead production through scorecard results.

Proven sales leadership skills : ability to evaluate individual strengths and weaknesses and utilize coaching and counseling skills to help employees reach their full potential.

Knowledge of credit union products, policies, and procedures and of Credit Union rules or regulations.

Ability and proficiency in delivering a high quality of service while performing multiple tasks.

Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile.

Proven ability to develop, set and communicate measurable goals.

Strong meeting facilitation skills.

Working knowledge of computer software (i.e. Windows, Microsoft Office).

Strategic Mindset : Track record of seeing ahead to future possibilities and translating them into breakthrough strategies.

Ensures Accountability : Known for holding self and others accountable to meet commitments.

Drives Engagement : Proven ability to create a climate where people are motivated to do their best to help the organization achieve its objectives.

Instills Trust : Demonstrated ability to gain the confidence and trust of others through honesty, integrity, and authenticity.

Required to obtain or possess a Mortgage Loan Originator (“MLO”) unique qualifier (NMLS registration number). Must have the ability to successfully complete all MLO Registry requirements, including passing background and credits checks and submitting to fingerprinting and to any other requirements of the rules enacted pursuant to the S.A.F.E. Act.

Notary license required.

Bondable

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.