Branch Manager

About the role

The person in this position will manage the production and operations of a Branch. Their daily duties include production, supervision, and leadership of all employees, as well as daily transactional coaching, assisting members, and completing tasks to accomplish the branch goals. Every employee is responsible for fulfilling the Mission Statement: We elevate our members' financial experience through best-in-class Service and Solutions.

Responsibilities

• Oversees production of deposits, lending, and new members.
• Ensures an elevated level of member service is achieved and maintained.
• Monitors all branch activities to ensure compliance with established Credit Union policies and procedures.
• Generates external business through relationship-building calls and discusses opportunities to improve members’ financial well-being, including weekly visits to local businesses.
• Ensures all daily branch operational tasks are completed.
• Responsible for risk management and maintains security within the branch.
• Meets performance standards and goals as set by the credit union, including maintaining a Making the Difference Index (MDI) of 90 or higher.
• Develops and maintains new and existing member relationships.
• Hires, trains, develops, motivates, coaches, and disciplines the branch team; administers performance evaluations and recommends appropriate actions.
• Assures employees are knowledgeable in their jobs, positively engaged with members, and help members feel valued.
• Coaches and models behaviors to build rapport, identify needs, recommend products, secure relationships, and build total commitment with members.
• Builds a strong and effective team through consistent sales and team meetings along with one-on-one discussions.
• Maintains communications with management, prepares and submits reports timely, and attends scheduled meetings.
• Seeks tabling and presentation opportunities to spread awareness of Credit Union benefits and increase new member acquisition.
• Represents the Credit Union in a positive and professional manner at public, community, and tabling events.
• Maintains a contact list of high-value members assigned to the Branch location.
• Supports the Centralized Lending department by providing documentation for loan applications and assisting with loan closings.
• Understands the Bank Secrecy Act and how it is applied.

Requirements

• Two to four years of similar or related experience in a Banking or Credit Union Environment.
• Minimum of a two-year college degree or completion of a specialized course of study.
• Must be sales and team oriented.
• Good working knowledge of accounting practices and principles.
• Excellent communication and interpersonal skills.
• Proficient with standard office business machinery and software, including Microsoft Word, Excel, and Outlook.

Work Environment & Physical Requirements

Works in office and field environment locations, including various outdoor and indoor climates, public venues, and driving conditions.

• Regularly needs to see, talk, hear, and perform repetitive movements with arms, hands, and fingers to handle, feel, grasp, and reach.
• Uses a computer, phone (possibly including a smartphone), and standard office equipment.
• Specific vision abilities may include close and distance vision.
• May occasionally need to climb, balance, stoop, kneel, or crouch.
• May occasionally lift and/or move up to 50 pounds.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Benefits

• Affordable health insurance with employer HSA contributions.
• 14.47% 401(k) contribution (no matching necessary).
• 23 PTO days each year.
• 12 paid holidays.
• Discounts on Credit Card interest rates.
• Discounts on Mortgage Loan fees.
• Additional employee banking perks.

Schedule

8:30 am – 6:30 pm, Monday – Friday, with some Saturdays.