Branch Leader I - Kentwood
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to extract relevant content. First, remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "We strive to create an atmosphere..."? That's part of description maybe belongs to About the role. Keep substantive info. We need sections: About the role (intro paragraph), Responsibilities (list), Requirements (maybe qualifications?), Qualifications (maybe education/experience), Skills (maybe specific skills), Benefits (if any), Pay (if any), Schedule (if any). The posting includes schedule info: "This position is an in branch/office role, must be available to work 8 a.m. to 5 p.m. M-F, Saturday coverage as needed, and some outside of normal working hours for meetings and/or education/trainings. Some travel expected, including but not limited to overnight stays." That's schedule. Pay: Not mentioned. Benefits: Not mentioned. So we should not include Benefits or Pay sections. We need to include sections only when there is real specific content. So we can have About the role, Responsibilities, Requirements, Qualifications, Skills, Schedule. But we must not duplicate content. Let's parse. About the role: Intro paragraphs: "Are you a leader who is passionate about developing others and cultivating a culture of purpose, belonging, and joy? Do you enjoy helping members succeed on their financial journey while driving operational excellence, fostering team growth, and supporting branch success? Members First Credit Union is seeking a Branch Leader I for our Kentwood Branch. If you're motivated to make a meaningful impact on both members and team members, apply today! We strive to create an atmosphere of belonging with no judgment, just opportunity. We are interconnected to each other, and when we embrace our true authentic selves, we are stronger. We will empower you to be the best version of yourself while helping you to flourish in work and life. Come join us to help create thriving communities!" Also maybe the mission statement: "The primary purpose of this position is to assist Members First Credit Union to deliver on its mission, vision, and brand promise. You will do this by living out our core values in every service contact to both internal and external members. At the heart of our Employee Value Proposition lies the belief in purpose, belonging, and joy, fostering a culture where every team member feels invested and encouraged to make a meaningful impact in the lives of others." That's also about role. We'll combine into a paragraph(s). Use
for prose. Responsibilities: List of essential duties and other duties. Many bullet-like sentences. We'll create
- items.
We need to avoid duplication: The posting includes "Essential Duties" list then "Duties and Responsibilities" then sections like New Accounts, Lending, Sales Expectations, Other Responsibilities. We'll combine all into one responsibilities list, but ensure we don't repeat same content.
Let's extract distinct duty statements:
From Essential Duties:
- Exercise Loan Authority Level I upon board approval: up to $50,000 secured and $10,000 unsecured.
- Lead branch teams to achieve productivity, efficiency, and performance expectations.
- Provide monthly developmental development focused on performance, growth, and career development. (typo but keep)
- Develop, implement, and monitor individual development plans, goals, and training activities.
- Ensure compliance with all applicable laws, regulations, policies, procedures, and work rules.
- Oversee performance development, compensation recommendations, and progressive coaching.
- Maintain branch appearance, safety, and equipment standards in partnership with Facilities and Marketing.
- Maintain an in-branch presence, including standard business hours, Saturday coverage, and occasional evenings or travel as required.
- Address and resolve member requests and complaints professionally and in a timely manner.
- Counsel members on financial needs and recommend appropriate products and services.
- Develop and manage branch budgets and review monthly variances.
- Coordinate onboarding and orientation for new employees.
- Promote cross-training and ensure staff knowledge of products, services, promotions, and initiatives.
- Educate teams and members on all delivery channels, including digital and remote services.
- Support change initiatives by guiding team members through system, process, or strategic transitions.
- Conduct branch security training and ensure staff proficiency in assigned roles.
- Obtain State of Michigan Credit Producers License within six months of lending training.
From Duties and Responsibilities (general):
- Partner with the Branch Operations Director and Human Resources on recruitment, onboarding, employee development, performance development, and compensation review.
- Monitor industry and operational trends to support competitive products, services, and processes.
- Investigate and resolve member issues related to fees, deposits, lending, and account servicing.
- Serve as the subject matter expert for branch systems, software, and digital tools.
- Monitor and manage Synapsys queues to ensure timely completion of member service tasks.
- Identify and implement process improvements in collaboration with Branch Operations Specialists.
- Ensure daily balancing of branch transactions and accountability for cash handling.
- Lead monthly operational coaching focused on compliance, best practices, and member experience.
- Review branch performance dashboards and share insights from Measures of Success meetings.
- Communicate organizational goals and the Strategic Plan, connecting team performance to results.
- Complete required compliance checklists, audits, cash controls, alarm reviews, and inventory controls.
- Manage cash ordering, facilities coordination, and vendor requests.
- Attend assigned leadership meetings, training sessions, and organizational events.
- Support FiCEP certification planning, job shadowing, staff scheduling, and coverage.
- Participate in community outreach and community development initiatives.
New Accounts:
- Serve as subject matter expert for new account processes, documentation, and regulatory requirements.
- Provide direct support and backup for account openings, audits, and complex member inquiries.
- Coach staff on best practices, quality standards, and compliance expectations.
- Review account activity to ensure accuracy, fraud prevention, risk mitigation, and compliance.
Lending:
- Maintain advanced knowledge of lending products, policies, procedures, and compliance requirements.
- Process and close loans, including complex lending scenarios, as needed.
- Serve as a mentor and primary resource for lending-related matters.
- Monitor loan quality, delinquency, and portfolio risk.
- Educate members and staff on insurance and ancillary protection products.
Sales Expectations:
- Demonstrate proficiency with products, services, and needs-based selling practices.
- Engage directly with members to identify needs and recommend appropriate solutions.
- Model effective sales behaviors and coach staff.
- Review sales performance metrics, provide feedback, and recognize achievements.
Other Responsibilities:
- Respond to member inquiries in accordance with Communication Standards and service expectations.
- Attend required education, training, and professional development activities.
- Perform other duties as assigned to support branch operations and organizational needs.
We need to avoid duplication: Some items appear similar across sections (e.g., "Attend required education, training, and professional development activities" appears also in Duties and Responsibilities). We'll keep unique.
We'll compile a list, maybe grouping similar but okay.
Now Requirements: The posting has "Qualifications and Expectations" which includes a list of expectations. Also "Education and Experience" section. We'll separate: Requirements maybe the expectations list; Qualifications maybe education/experience; Skills maybe specific skills like Microsoft 365, digital tools, etc.
Let's extract:
Qualifications and Expectations (list):
- Demonstrated commitment to achieving organizational, departmental, and individual goals.
- Strong organizational, time management, and attention to detail skills.
- Proficiency with digital tools, core systems, and Microsoft 365.
- Ability to lead inclusively and foster a collaborative, professional work environment.
- Effective written and verbal communication skills.
- Working knowledge of credit union products, services, policies, and procedures.
- Knowledge of applicable state and federal regulations (including BSA, OFAC, Regulation CC/E, Truth in Savings and Lending).
- Ability to adapt to change and support continuous improvement.
- Willingness to work flexible hours, attend meetings, and travel as business needs require.
- Commitment to inclusion, belonging, and member financial well-being.
- Effectively apply and maintain financial counseling concepts, gained through America's Credit Unions' Financial Counseling Certification Program (FiCEP), to promote financial well-being.
Education and Experience:
- Minimum of one year of experience in management or supervisory capacity
- Minimum of one year of previous banking and/or credit union experience
- Three to five years similar or related experience
- Minimum high school graduate or equivalent
- Expert working knowledge of all credit union products and services
- Skills in Microsoft 365
Also there is a Qualifications section later: "Education Required High School or better." "Experience Required 1 year: Previous banking and/or credit union experience 3-5 years: Similar or related experience 1 year: Experience in management or supervisory capacity". That's duplicate.
We'll combine education/experience into Qualifications section.
Skills: Could be "Proficiency with digital tools, core systems, and Microsoft 365", "Strong organizational, time management, and attention to detail skills", "Effective written and verbal communication skills", "Ability to lead inclusively", "Working knowledge of credit union products, services, policies, and procedures", "Knowledge of applicable state and federal regulations", etc. But we already have many in Requirements. To avoid overlap, we could treat Requirements as the expectations list, Qualifications as education/experience, Skills as specific technical skills (Microsoft 365, digital tools, core systems). However the instruction says prefer few substantive sections over many thin ones. We could combine Requirements and Qualifications into one section? But headings are prescribed; we must use those headings if we have content. We could put all under Requirements and skip Qualifications and Skills if they'd be thin. But we need to follow instruction: "Prefer a few substantive sections over many thin ones." So we should only include sections that have substantive content. If we put all expectations under Requirements, that's substantive. Qualifications (education/experience) also substantive. Skills maybe thin; we could merge skills into Requirements or Qualifications. But we need to decide.
Let's see: Requirements list includes many soft skills and expectations. Qualifications list includes education/experience. Skills list could be technical skills: "Proficiency with digital tools, core systems, and Microsoft 365", "Expert working knowledge of all credit union products and services", "Skills in Microsoft 365". That's somewhat overlapping with Requirements. Might be thin.
Better to have two sections: Requirements (the expectations list) and Qualifications (education/experience). Then we could omit Skills section because its content would be thin or duplicate. However the instruction says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't require us to use all; we only include when there is real specific content. So we can omit Skills if we deem it thin. Schedule: we have schedule info. Thus final sections: About the role, Responsibilities, Requirements, Qualifications, Schedule. Now we need to ensure we don't include filler like "commensurate with experience". Not present. Now craft HTML. We'll wrap each section in
heading then content. For About the role: maybe two paragraphs. We'll combine into one
with line breaks? Could be multiple
but okay. We'll produce:
About the role
Are you a leader who is passionate about developing others and cultivating a culture of purpose, belonging, and joy? Do you enjoy helping members succeed on their financial journey while driving operational excellence, fostering team growth, and supporting branch success? Members First Credit Union is seeking a Branch Leader I for our Kentwood Branch. If you're motivated to make a meaningful impact on both members and team members, apply today! We strive to create an atmosphere of belonging with no judgment, just opportunity. We are interconnected to each other, and when we embrace our true authentic selves, we are stronger. We will empower you to be the best version of yourself