Branch Manager

Job Details

Responsible for the overall management and operation of a branch. They ensure the branch runs smoothly and efficiently while providing excellent customer service to members.

Essential Functions And Basic Duties

• Relationship Manager: Building and maintaining strong relationships with existing and potential members through networking activities, attending community events, and seeking out new business opportunities. Ensuring credit union products and services meet member needs and identifying cross-selling opportunities to deepen member relationships.

• Personnel Management: Supervising and managing branch staff, including recruitment, training, and performance management. Providing leadership and motivation to ensure team goals are achieved and delivering high-quality service to members. Overseeing staff scheduling to ensure adequate coverage during business hours.

• Compliance and Security: Ensuring branch compliance with banking regulations and security policies. Implementing security measures like cameras, alarms, and access controls to protect assets and prevent fraud. Adhering to compliance requirements such as KYC, AML, and BSA.

• Financial Competency: Having a strong understanding of financial products and services, analyzing financial statements and data. Overseeing branch financial performance, developing strategies to increase revenue and reduce costs. Ensuring the branch operates within budgetary constraints and meets financial targets.

• Achieving Goals: Setting and achieving branch goals, such as increasing revenue, improving customer satisfaction, and enhancing operational efficiency. Developing and implementing strategies to achieve these goals, monitoring progress, and adjusting course as necessary. Reporting regularly to senior management on branch performance and progress towards goals.

Qualifications

• Education/Certification: High school graduate or equivalent. Additional coursework in business or finance preferred.

• Required Knowledge: Understanding of the Credit Union’s field of membership. Knowledge of Credit Union philosophy, services, and products. Understanding of leadership functions.

• Experience Required: At least three to five years of management experience preferred.

• Skills/Abilities: Strong interpersonal, leadership, and supervisory skills. Well organized. Ability to operate related computer applications and business equipment. Attention to detail. Ability to maintain an effective and efficient workflow.

Performance Measurements

In summary, a Branch Manager is responsible for the overall management and operation of a branch, focusing on relationship management, personnel management, compliance and security, financial competency, and achieving goals. They ensure the branch operates efficiently, provides excellent customer service, and meets or exceeds financial targets.