Manage all the activities associated with running a branch office for the credit union including managing, directing, being responsible for all staffing, operations and sales problems resolution and facilities maintenance. In addition, the position will be responsible for achieving all credit union goals and objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Risk Management: Assess and manage the following areas of risk including.
Operations Management: Ensure all monetary and negotiable transactions are handled according to current policies and procedures.
Human Resources Management: Ensure all HR laws are being followed and that other personnel in supervisory positions are fully trained and competent in HR law. Bring at-risk situations to the attention of the Regional Directors and the Human Resources Department.
Compliance: Remain up-to-date on all major deposit and lending compliance regulations, including completion of any on-line or credit union sponsored training in this area.
Other: Be aware of and manage any additional situations which might place the branch or credit union in an at-risk situation.
People Management: Assess, manage, and evaluate the staffing requirements, positions and salary administration for all positions in the branch. Be able to perform the following minimal duties including.
Perform staff scheduling meets minimum service levels to meet member transaction needs.
Perform regular reviews of staff work performances and meeting required credit union performance evaluation deadlines.
Deal promptly with people issues and concerns involving your Regional Directors and the HR department when necessary.
Ensure staff in supervisory positions are competent in the area of HR law and can properly evaluate staff fairly.
Conduct regular training to ensure all staff are properly trained in all areas of operations and are aware of specific policies, procedures, practices, and regulations. Develop and train Assistant Branch Manager to enable them to assume responsibilities for operations.
Conduct regular meetings with a staff to keep them updated on promotions, incentives, new products, and other credit union activities.
Enforcement of all dress code policies and employee handbook policies.
Growth Management: Responsible for all activities associated with helping the credit union achieve its growth objectives including.
Developing a list of potential schools in close proximity to the branch that can be visited to provide information about the credit union.
Have special in-location displays to help promote specific products or services that help the credit union achieve its overall goals
Work with Marketing to develop new potential listing of schools or educational institutions.
Be involved in the community through credit union sponsored programs or individually preferred organizations. Recommend 10 hours per quarter.
Achieve branch membership and loan goals.
Time Management: Responsible for ensuring that projects and situations are handled in a timely manner including.
Ensuring annual budgets are completed and submitted within established deadlines.
Ensure all meetings are conducted according to specified times and attendance is prompt.
Be able to perform multiple tasks at the same time and set priorities for their completion.
Member Service Management: Responsible for the total quality of experience the members will receive when visiting a location including.
Handle member complaints in a timely and accurate manner.
Correspond with members in writing when necessary.
Provide special incentives to members you believe warrant them.
Ensure staff understands the commitment to Excellent Member Service.
Member Sales and Service: Responsible for all activities associated with meeting branch sales and service goals.
Develops branch team to consistently exceed branch stretch goals for growth in Member deposits, investments, lending, and other products and services.
Through proactive team profiling and other efforts, branch team anticipates Member needs and recommends appropriate products/services, while keeping expenses minimized.
Coaches branch team to proactively maximize every opportunity to serve the Member
Coaches, guides, and directs branch staff on sales activities related to Member deposits, investments, lending and other products.
Demonstrates a thorough understanding of competitive landscape and a deep knowledge of each competitor’s product offerings.
Will be involved in outside activities that benefit both the Credit Union and the community.
Identify Members with additional profit potential and develop action plans to expand these relationships.
Perform other duties as assigned.
Must be capable of a standard working shift in the Member Service and Marketing Division, including a flexible work schedule that may include early morning meetings and evening work and Saturday work hours.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
Bachelor's degree in Marketing, Business, Management or related field, or equivalent work experience. Applicant must have at least five years of banking, credit union, or other financial institution experience. Minimum of 3 years in a financial organization in branch operations, management, sales or similar.