Branch Manager

Branch Operations

Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service. Ensure adherence to operational policies, procedures and controls to ensure the safety and security of employees, members and credit union assets. Recommend action plans to improve operational policies, procedures and controls, and mitigate controllable losses in operations.

Oversee the physical facilities and equipment of the branch office, establish appropriate safety practices for employees, and ensure security procedures are being followed. Apply and evaluate policies and procedures for the branch. Ensure that the branch is in compliance with Self-Help’s processes and procedures, federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.

Serve as first escalation point for member issue resolution including complaints, exceptions, and requests for management. Manage the lending function of the branch; conduct loan interviews; process, approve and/or close loans; ensure adherence to sound credit practices and administration policies.

Implement plans and coordinate programs and activities to meet performance goals. Fill-in for and support staff as needed and perform other projects and duties as needed.

Staff Management and Development

Review and evaluate daily, weekly, monthly calendar to ensure that the branch is properly staffed and that everyone’s time is maximized to serve members. Supervise branch staff to deliver effective and efficient member service, and provide feedback as needed. Supervise branch staff to deliver effective and efficient member service; identify development needs and provide timely feedback.

Supervise branch staff to deliver effective and efficient member service; identify development needs and provide timely feedback. Conduct timely hiring, employee development, performance management, and compensation reviews for branch tellers and member service representatives. Ensure that staff receives on-going training, including compliance and security procedures.

Create and maintain a cross-selling environment within the branch.

Business Planning, Financial Management, Strategic Planning

Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions. Monitor branch performance and activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts. Perform auditing, reconciling, and reporting to ensure adherence to quality controls, compliance and managing branch self-assessment process.

Participate in strategic planning to develop branch level production goals, budgets and operating plans to achieve them.

Business Development/Other

Analyze trends in both local/niche market and member profiles to identify potential sales, service opportunities and performance variability factors. Serve as an active participant in key community development and policy initiatives in the local community and surrounding areas. Represent and promote Self-Help in community and business development activities to enhance Self-Help’s brand and demand for products and services with particular focus on deposit, mortgage, and consumer loan growth.

Work in collaboration with other branches and colleagues on issue campaigns that advance Self-Help’s community economic development priorities, programs, and activities. Research, develop and maintain relationships with key loan-generating opportunities, in coordination with Self-Help mortgage, commercial and consumer lending staff to promote regional development and responsible lending. This includes effectively representing Self-Help with realtors, non-profits, banks, government agencies and other community partners.

Create short and long-term development strategies in conjunction with team and senior management to optimize branch capacity, identify new opportunities for improvement and growth, and ensure achievement of business goals.

Qualifications

• Bachelor’s degree or equivalent combination of education and/or experience and 5 years of banking or retail experience, including 3 years of supervision.
• Prior sales or sales management experience in a financial institution, retail or service industry preferred.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
• Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
• Analytical and problem solving skills.
• Proficient with Microsoft Word, Excel and PowerPoint.

What You’ll Need

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to demonstrate Self-Help's Core Values: Mission Before Self Service with Excellence, Embracing & Promoting Change, Results Not Credit, Diversity as a Strength, Financial Sustainability for Mission Impact.
• Physical Requirements/Work Environment: Close vision is required. Employee is regularly required to: sit; talk and hear; use hands to finger, handle or feel; and reach with hands and arms. Employee is frequently required to type and use a keyboard. The employee must occasionally lift and/or move up to 20 to 40 pounds. Self-Help is an equal opportunity employer.