Branch Manager (Hazel)

Position Purpose

Management of, and total accountability for, a branch office in meeting the Credit Union’s administrative, operational, sales, and service objectives. Individuals are responsible for the overall direction, coordination, and evaluation of employees. They must carry out supervisory responsibilities in accordance with the organization's policies and procedures, as well as all applicable laws and regulations.

Responsibilities

• Interview, hire, train, and coach employees.
• Create schedules and develop work assignments.
• Evaluate performance and provide feedback.
• Coach and counsel subordinates.
• Implement emergency procedures.
• Develop and conduct branch sales and service programs.
• Implement and monitor the process of member and non-member contact.
• Track and assess results.
• Ensure all staff members are providing consultative member sales and service.
• Conduct member interviews to determine member needs.
• Present members with products and services.
• Open accounts, accept loan applications, and conduct loan closings.
• Act as a liaison between members and departments.
• Resolve errors and member complaints.
• Establish branch and individual performance plans.
• Maintain positive member and staff relationships.
• Establish and maintain a positive community presence.
• Perform operational duties.
• Ensure a satisfactory branch audit.
• Review and monitor the ongoing training progress of staff members.
• Cross-train and encourage coworkers and subordinates.
• Maintain and develop personal skills.
• Participate in community activities.
• Perform administrative duties.
• Prepare and review the Branch Budget and Profitability Report.
• Review and approve attendance reports and timecards.
• Prepare memos and correspondence.
• Complete and transmit timely sales referral and tracking reports.
• Complete other duties, as assigned.

Qualifications

• Education/Certification: BA preferred; and a minimum of one year managing a mid-size branch.
• Required Experience: To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Skills/Abilities: Strong sales and sales management skills. Analytical ability. Effective communication. Ability to create and manage a team environment. Proven team player. Ability to organize, supervise, and delegate effectively. Ability to motivate self and others. Ability to make decisions and assume responsibility for them. Ability to manage time effectively. Proficient using Microsoft Office.
• Work Environment/Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. The noise level in the work environment is usually moderate.