Branch Manager

POSITION SUMMARY

The Branch Manager is responsible for leading all aspects of member responsibilities delivered through the branch while offering outstanding service to both team members and members alike. Responsible for branch sales and growth goals and operations.

POSITION RESPONSIBILITIES

General Responsibilities

• Responsible for overall Branch/Sales Contact Center financial results, operational effectiveness, productivity, and cost effectiveness.
• Schedule staff to meet member and credit union needs.
• Track daily, weekly, monthly, and annual sales and referral activity - actual vs. goals. Provide results to Area Operations Manager.
• Contribute to organization and branch goals and support current business priorities using strong sales/referral skills. Increase branch market by promoting relationship incentive programming service and sales.
• Maintain control over audit procedures to ensure compliance with controls. Identify and report weaknesses.
• Ensure the branch remains in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
• Monitor quality of service for members, ensuring team members are maximizing opportunities to sell products.
• Actively contribute to the success of the Credit Union by working positively with teammates and supporting achievement of organizational goals.
• Lead and supervise the branch team to achieve established goals as well as work with individual team members on individual goals.
• Build a cohesive and effective team by developing and training staff and creating a motivating environment.
• Evaluate (annual and semi-annual performance reviews), develop, motivate, and train branch personnel, coach team in sales and service activities.
• Ensure branch staff has strong product and services knowledge, as well as identify potential cross-selling opportunities.
• Lead performance management efforts to set clear expectations, provide appropriate training and resources, observe and document, coach and counsel, discipline and evaluate team member performance.
• Coach to modify staff performance by holding regular coaching sessions and documenting results.
• Serve as a mentor and role model for staff. Assist the individual team members in attaining their individual goals.
• Manage all delivery channels to members to ensure that organizational service levels are maintained or exceeded and that day-to-day retail center operations are completed correctly and within appropriate time lengths.
• Demonstrate advanced understanding of all financial products and services to efficiently train and motivate staff to cross-sell.
• Foster and maintain an atmosphere of solutions, innovation, and continuous improvement.
• Additional duties as assigned.

EDUCATION AND EXPERIENCE

• Associates Degree (A.A.) or equivalent from a two-year college or technical school; plus at least three or more years of previous supervisory experience and two years' experience in financial services industry with primary focus in sales; or equivalent combination of education and experience required. Related work experience may substitute for education.

KEY COMPETENCIES

• Proficient computer skills including, but not limited to, Microsoft Office, Internet.
• Team-oriented, entrepreneurial attitude that looks at the branch as a stand-alone franchise while recognizing the need to work within organizational standards and guidelines to achieve the overall mission of the organization.
• Excellent communication and interpersonal skills to effectively serve all levels of the organization as well as members of the Credit Union.
• Conscientious, attention to detail, performs accurate work with respect for regulations and standards.
• Ability to work at a steady, even pace, and has a high aptitude for work that is mechanical or technical in nature.
• Dependable, consistent in handling structured routines.
• Possess a working knowledge of all relevant Banking Rules and Regulations.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

• Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
• Physical Requirements: Ability to sit or stand at a desk the majority of the day; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard, and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch.

WHAT DO WE OFFER?

BENEFITS

• Medical, dental and vision insurances
• Supplemental insurances
• Pre-tax and Roth 401(k) Safe Harbor options
• Flexible spending accounts
• Health Savings Account (HSA)
• Paid time off (PTO)
• Paid holidays, including birthday
• Bereavement and pet leave
• Basic Life/AD&D, short-term and long-term disability coverage at no cost
• Voluntary Life/AD&D
• Employee Assistance Program

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.