Branch Manager

ESSENTIAL DUTIES AND FUNCTIONS

• Develops, achieves, monitors and coaches branch specific goals as it relates to company strategic goals and initiatives.
• Provides direct supervision and leadership to employees and ensures that the day-to-day operations are run efficiently and with excellence.
• Provides appropriate direction and support to ensure branch personnel provide consistent delivery of superior member service to strengthen existing member relationships and develop new membership.
• Acts with authority to execute and oversee all aspects of applicable branch lending services including but not limited to the Loan Interview process, the creation and submission of loan applications, approval of all loans within established lending limits and referring those in excess of authority to the Management Committee.
• Plans, schedules and coordinates the flow of work and manpower in the branch to ensure effective service with the most efficient and economical use of personnel, facilities, equipment, supplies and systems.
• Authorizes temporary shifts of personnel when an employee shortage develops within the department.
• Prepares and conducts annual performance appraisals and ongoing coaching for all employees under his/her supervision in a timely manner; provides recommendations for promotions.
• Assures appropriate and adequate training and development of all department personnel as well as provide constant feedback in order for staff to be able to consistently ascertain their performance and service goals.
• Responsible for the safety of personnel and the proper housekeeping and maintenance of work area, desks, equipment, etc. in the Member Services Department.
• Provides appropriate level of policy and system exception (ex. overrides, fee reversals, check hold, etc.).
• Evaluates, interprets and enforces existing policies and procedures and recommends changes when necessary.
• Signs checks, drafts, and other instruments for disbursement within his/her authority; acts as custodian of branch cash, monetary instruments, valuable papers and other assets of the credit union’s Main Office.
• Requires receiving and dispersing verified amounts of cash and monetary instruments according to accepted procedures.
• Maintains appropriate department records of office supplies, equipment and furniture and reviews all request for such items as may be required.
• Ensures the proper maintenance of the credit union’s office premise and the existence of adequate security and safety measures.
• Covers with the Supervisory Committee, Examiners and Auditors and assures that needed information and materials regarding the Operations Department functions are available for their inspection.
• Completes all required branch audits as defined by Credit Union policy in a timely manner.
• Assists with the response to and/or distribution of mailed correspondence received by the branch.
• Implements PHFCU marketing promotion and programs as directed.
• Ensures that the department and lobby areas are clean and neat; mandatory notices are regularly updated and properly posted and promotional materials in the racks are in good condition and well stocked.
• Reviews and approves staff timesheets in a timely manner.
• Serves as a Notary Public for the Credit Union.

QUALIFICATIONS

• Education: 4-year degree from an accredited university, preferably in business preferred.
• Experience: A total of five or more years of experience as a loan officer and/or in the operational area in a financial institution, preferably in a supervisory role. Two years of supervisory or managerial experience desirable.
• Sales experience highly desirable.
• Commercial and Mortgage Lending experience desirable.