Branch Manager
About the role
Direct and coordinate the activities of personnel at the Langhorne Branch, aiding leadership in ensuring the branch meets organizational financial, operational, service, and growth plans.
Responsibilities
- Manage and lead an effective sales process while supporting excellent member service – 35%
- Open new accounts and submit loans for processing and decisioning; communicate disposition to member – 25%
- Monitor all office activity for compliance with regulations and organizational policies – 15%
- Branch security, transactions, loans, errors, new accounts, and documents prepared by subordinate personnel
- Train new branch personnel; prepare work schedules; monitor performance and ensure goals are met or exceeded – 10%
- Manage the branch in the absence of the Vice President Branch Manager – 10%
- Perform other job‑related duties as assigned – 5%
Performance Measurements
Must comply with government and other regulations affecting the credit union industry, including OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in the Essential Functions and Responsibilities. Refer to the Annual Performance Goal document for additional measurements.
Knowledge and Skills
Experience: Three to five years of similar or related experience.
Education: One of the following:
- A two‑year college degree
- Completion of a specialized certification or licensing
- Completion of specialized training courses conducted by vendors
- Job‑specific skills acquired through an apprenticeship program
Interpersonal Skills: Extensive personal contact with members; ability to motivate, influence, and train others; develop and maintain relationships with external entities; and effectively sell ideas or services.
Other Skills:
- Proficiency with keyboard, computer, calculator, fax machine, copier, and telephone
- Ability to read and understand financial statements, contracts, applications, computer printouts, manuals, and related materials
- Competence in Microsoft Word and Excel
Physical Requirements
The employee is regularly required to sit, use hands to operate controls, and talk or hear. Occasionally required to stand, walk, reach with hands and arms, and stoop or kneel. Must occasionally lift or move up to 10 pounds. Vision requirements include close vision and the ability to adjust focus. Reasonable accommodations may be made for individuals with disabilities.
Work Environment
Indoor office setting with normal exposure to safety and health hazards. Noise level is usually moderate. May periodically travel to other similar sites.
Schedule
Monday – Friday; some Saturdays. All team members are required to work one half‑day Saturday per month. Operational hours may vary by location.
Benefits
- Medical, Dental, Vision & Life Insurance
- 401(k) with company match
- Paid Time Off & Recognized Holidays
- Paid Parental Leave
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Discounts Program (Travel, Tickets, Food & Grocery, & more)
- Volunteer Hours
- Potential Signing Bonus for Qualified Candidates