Branch Manager- Berea
About the role
By emphasizing ONE Park, ONE Mission, One Team, the Branch Manager I leads the branch in fostering a member-centric culture focused on delivering an exceptional employee and member experience. This role involves directing, developing, motivating, and coaching branch staff to build strong, lasting relationships with members and provide effective financial guidance.
Responsibilities
- Direct, develop, motivate, and coach branch staff.
- Monitor branch production results relative to established objectives and ensure that appropriate steps are taken to correct unsatisfactory conditions.
- Build relationships with credit union members and coach staff to do the same.
- Provide assistance to staff serving members and resolve problems, as necessary.
- Build relationships and follow up with members; uncover opportunities to deepen relationships and offer products and services to help members improve their finances; advise members toward financial health.
- Hire, train, direct, and evaluate employee performance within the department; recommend promotions, transfers, and salary adjustments; identify performance problems and take appropriate disciplinary action.
- Maintain communications with Retail Operations and other credit union departments; prepare and submit standard reports including pipeline reviews with partners; attend scheduled management meetings.
- Represent the branch as appropriate in its relationships with coworkers, members, sponsor organizations, suppliers, other financial institutions, and similar groups. Participate in and attend various community, chamber, and charitable organization meetings to enhance the credit union's image and visibility to prospective members.
- Complete required financial counseling certification as designated by the credit union.
- Facilitate various Financial Literacy/Education programs to educate and assist members and potential members in growing financial health.
- Monitor all branch activities to ensure they are in compliance with established credit union policies and procedures and security standards.
- Perform other duties as assigned.
Performance Expectations
- Act as an ambassador of Park's culture, supporting the credit union's mission to build thriving communities together, ensuring words and actions align with the Park VIBE that defines core values: Vibrant Connections, Inclusive Excellence, Bold Compassion, Endless Empowerment.
- Provide friendly, professional, and accurate service and support to all members and coworkers.
- Maintain and develop a qualified staff sufficient to meet the needs of members.
- Ensure that staff work with a minimum number of documentation/transaction errors and that employees function within the pre-set balancing standard policy.
- Achieve branch goals as determined by the Management Team.
- Complete performance reviews within the prescribed time frame.
- Develop and maintain business partner relationships within the community.
- Follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
- Maintain a professional work environment, promote teamwork, build respect among coworkers, and present a businesslike appearance.
- Follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity, and currency transaction reports timely and without error.
Requirements
- Two to five years of similar or related experience.
- Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Skills
- Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
- Other Skills: Must have good communication skills.
Physical Requirements
Work Environment: The work environment is a general office setting with regular interaction with customers. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Physical Demands: The physical demands described are representative of those required to successfully perform the essential functions of this position. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. The employee reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the workday. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally involves pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.
Pay
$77,518.12 - $79,915.59 per year