What are the responsibilities and job description for the Branch Manager - Carrollton position at Texans Credit Union?
Description
Position Purpose and Objectives
Responsible for managing all sales and operational functions within the branch. Lead and develop branch staff with the goal of providing excellent service to members in transactions, loans and accounts.
Major Duties and Essential Functions
- Create and maintain a sales and service environment within the branch.
- Maintain a highly motivated, well-trained staff who consistently offer excellent service to all members. Maintain effective employee relations within the branch.
- Monitor key products and sales within branch to ensure profitable and sound business practice as well as the highest quality of service for the members.
- Evaluate job performance of branch staff to ensure quality of work and service to the membership. Issue coaching/counseling as needed.
- Apply and evaluate security and audit policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations.
- Monitor branch activity including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts. Track volume and issue reports as required by management.
- Manage the safety and security of the branch. Monitor security policies and procedures for the branch and ensure branch staff is properly trained in this area.
- Ensure branch staff receives on-going training on security and robbery procedures, products/services, current procedures, and all other necessary information.
- Schedule adequate staff to ensure efficient branch operation. Utilize traffic pattern reports and sales volumes to determine true need.
- Ensure at least 50% of your time is spent directly in branch sales including but not limited to loan interviews and applications, processing, and closing loans, opening new accounts, providing excellent service to members, etc. May approve loans where applicable.
- Ensure documents are properly reviewed and signed prior to leaving the branch. Maintain minimal QC errors and hold staff accountable to the same.
- Assist staff members in solving complex problems or member issues.
- Recommend, implement and supervise the branch budget.
- Remain compliant with all financial laws and regulations including Bank Secrecy Act (BSA) as they apply to the duties of the position.
Positions directly supervised: All branch personnel
Requirements
Specific knowledge, skills, and abilities required for this position:
Ability to oversee and promote a sales/service environment; working knowledge of a variety of financial products and services; excellent member service skills; exceptional interpersonal and oral communication skills; basic computer and typing skills; excellent time management and organizational skills; professional and polished in both attitude and appearance
Education:
High-school diploma or equivalent
Experience:
Minimum 3-5 years supervisory experience in a branch environment
Minimum 3-5 years Sales/Service experience in a Retail and/or Financial Institution environment
