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GENERAL SUMMARY

The Branch Manager will be directly responsible for the supervision of the branch including member concerns, employee concerns, performance reviews, sales and service expectations and results, lobby management and employee motivation and coaching, solves escalated member problems and assists branch staff with complex member questions and/or issues. The Branch Manager also serves as an underwriter for all types of loans and ensures that all policies and procedures are being followed and the branch operates well on a daily basis.

ESSENTIAL FUNCTIONS

  1. Manage daily operation of credit union branch office.
  2. Apply and evaluate the policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  3. Ensure that the Vice President of Operations/CEO is kept fully informed on the conditions and operations of the branch and of all important factors influencing them.
  4. Monitor branch activity, including number of transactions, volume, teller errors, loan volume teller and loan personal sales and new accounts.
  5. Monitor and evaluate job performance of subordinate staff to ensure quality of work and service to members.
  6. Coordinate and oversee special and recurring marketing initiatives and promotions.
  7. Evaluate the effectiveness of member service activities on an ongoing basis and recommend steps to improve service and delivery to members.
  8. Schedule staff to ensure adequate coverage during operating hours. Approve absences and vacations in accordance with established policies.
  9. Approve or deny loans within authority limit and in accordance with established lending policy, referring to Loan Committee on any loans that require review.
  10. Perform all MSR and FSR duties and functions as necessary to meet staffing needs.
  11. Serve as back up Vault Manager and perform vault duties including balancing, ordering cash, and maintaining logs.
  12. Oversee hiring, promotions, transfers, terminations, and other changes in status of assigned branch employees.
  13. Recommend or implement disciplinary action in accordance with established policy.
  14. Maintain regular contact with subordinate staff, providing support, advice and feedback. Conduct weekly meetings with staff.
  15. Manage the security and safety of the branch in coordination with the Systems and Fraud Support Specialist. Analyze and monitor security and safety policies and procedures on an on-going basis.
  16. Open and close the branch according to security procedures.
  17. Identify areas for improvement, changes in procedures, new developments, or changes in services or products. Keep staff up to date on trends and general Credit Union information.
  18. Ensures compliance with all Bank Secrecy Act rules and regulations.
  19. Lead and direct all daily branch activity (employee development and enforcement of sales and service model).
  20. Develop and maintain business relationships with Select Employee Groups and nurture a rapport within the community as a whole.
  21. Ensures adherence to all sales and service behaviors.
  22. Active participation in lobby management efforts.
  23. Participates in all branch recruitment efforts to include screening resumes, interviewing and selection.
  24. Provide guidance and training to staff in relation to all areas.
  25. Perform other duties as assigned.

ADDITIONAL FUNCTIONS

  1. Attend meetings, conferences, seminars and training courses.
  2. Maintain the branch facilities.
  3. Represent the credit union branch in public forums.
  4. Meet with members and employees to discuss problems and/or concerns.

JOB SPECIFICATIONS

  1. Requires professional, well-developed interpersonal skills necessary for communicating with members, employees, vendors on credit union-related matters.
  2. Requires thorough knowledge of the credit union’s policies, procedures, programs, products and services as they relate to assigned areas.
  3. Requires knowledge of managerial practices and techniques.
  4. Requires knowledge of marketing and advertising practices and techniques.
  5. Work requires knowledge of ACH, direct deposit and share draft processing practices and procedures. Work also requires knowledge of accounting proof practices and procedures.
  6. Requires completion of high school education. Requires completion of additional coursework (equivalent to two years of undergraduate study) in Business Accounting, Finance, or related curriculum, or an equivalent combination of education and experience.
  7. Requires at least three years of progressive management experience in a financial institution.
  8. Requires advanced mathematical skills (calculations and concepts involving decimals, fractions, percentages, etc.).

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; talk or hear.  The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

WORKING CONDITIONS

  1. Works in a typical administrative setting with climate control and appropriate lighting.

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