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Credit Union Branch Leader

United Teletech Financial FCU
Neptune, NJ Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 4/8/2025
Job Description

About Us: United Teletech Financial is a not-for-profit financial cooperative serving our members and their families since 1967. Originally chartered to serve the needs of Bell Labs employees, membership to United Teletech Financial is now open to any person who lives, works, worships, attends school or volunteers in Monmouth and Ocean counties and portions of central Middlesex County.

Branch Leader - this opportunity is for our Neptune branch location

Responsibilities:

  • Maintain a balance of sales, service, and operations objectives always.
  • Oversee daily branch operations. Participate in daily operational and business development activities to achieve customer service and business growth objectives.
  • Meet assigned sales goals by following our business development model and effectively utilizing the resources that have been provided.
  • Keep employees abreast of the latest internal policies and procedures and ensure employee compliance.
  • Facilitate regular team meetings to discuss United Teletech Financial and branch goals and objectives and establish priorities.
  • Partner with the other Leaders to develop and execute strategies for the branch that are aligned to business plans, to achieve desired revenue, expense, and service goals.
  • Drive individual production goals with target Members and outbound sales activities, including the building of referral networks and relationships with internal partners.
  • Ensure that audit controls are followed to protect United Teletech Financial from unnecessary risk and exposure by supporting compliance with regulatory guidelines.
  • Staff the branch at an appropriate level; maintain schedules to always provide adequate coverage.
  • Utilize prudent judgment when extending approvals for the processing of transactions (i.e., accepting checks, approving signatures, approving payments, and withdrawal transactions).
  • Apply demonstrated knowledge of applicable banking laws and regulations; respond effectively and in a timely manner to organizational, business, and regulatory changes.
  • Recommend systems and/or procedural changes to senior management.
  • Participate in the periodic installation and testing of program updates (i.e., disaster recovery testing, ATM programs, scanning equipment programs, etc.).
  • Analyze problems and develop sound strategies to provide optimum solutions for all aspects of branch management

Qualifications:

  • A minimum of 3 years prior banking experience.
  • Prior sales and operational knowledge in banking
  • Excellent customer service skills
  • Excellent written and verbal communication skills
  • Prior management experience preferred
  • Must possess strong organizational skills with great attention to detail to consistently and quickly deliver high quality work
  • Have a working knowledge of “money and banking” concepts with experience in financial services, helpful. Proficient in branch operations, including branch security and robbery prevention practices
  • Knowledge of local, state, and federal laws/regulatory requirements as related to functional areas including Truth in Savings, Reg E, Reg D, Reg CC, UCC , OFAC, and Bank Secrecy Act. Knowledge of fraud prevention and detection procedures as well as internal control and risk mitigation techniques

Our Purpose: We Help Members Build a Path to their Dreams

Our 5 Values:

  • We Put People First - We are always mindful of those we serve; delivering with care on our promise.
  • We Instill Trust - We gain the confidence and trust of others by being honest and ethical.
  • We Build Relationships - We commit to meaningful, long-lasting relationships, centered in respect and appreciation.
  • We Walk the Talk - We align our actions with our words and do what we say we’ll do.
  • We Seek Growth- We actively learn and adapt, taking lessons from both successes and failures.

Why Choose to Work with UTF?

United Teletech offers a professional, employee-friendly environment with tremendous opportunities for growth. Our UTF team are what makes this organization thrive. We operate as a family that wants to see each other win. We highlight and celebrate our team member’s successes through our U-CAN spotlights, awards and team celebrations.

Industry

  • Financial Services

Company Description

United Teletech Financial is a not-for-profit financial cooperative serving our members and their families since 1967. Originally chartered to serve the needs of Bell Labs employees, membership to United Teletech Financial is now open to any person who lives, works, worships, attends school or volunteers in Monmouth and Ocean counties and portions of central Middlesex County.

As a financial cooperative, United Teletech Financial offers many of the same services and products as banks, with one significant difference - we're owned by our members. That means our earnings go right back to our membership in the form of better rates, fewer fees, and extra services!

United Teletech Financial is a not-for-profit financial cooperative serving our members and their families since 1967. Originally chartered to serve the needs of Bell Labs employees, membership to United Teletech Financial is now open to any person who lives, works, worships, attends school or volunteers in Monmouth and Ocean counties and portions of central Middlesex County. As a financial cooperative, United Teletech Financial offers many of the same services and products as banks, with one significant difference - we're owned by our members. That means our earnings go right back to our membership in the form of better rates, fewer fees, and extra services!

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