What are the responsibilities and job description for the Branch Manager position at Wings Financial?
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.
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 :
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
