Branch Manager - Richardson

About the Role

Responsible for managing all sales and operational functions within the branch. Lead and develop branch staff with the goal of providing EPIC service to members throughout every service offered.

Responsibilities

• Embrace the core values of Texans CU including excellence, people, integrity, and collaboration.
• Create and maintain a sales and service environment within the branch.
• Maintain a highly motivated, well-trained staff who consistently offer excellent service to all members.
• Maintain effective employee relations within the branch.
• Monitor all key performance indicators within the branch to ensure profitable and sound business practice as well as the highest quality of service for the members.
• Evaluate job performance of branch staff through regular coaching sessions including observations, one-on-ones, and pipeline/lead management. Record coaching and progress in electronic journals in compliance with internal guidelines and processes.
• Apply and evaluate security and internal operation procedures. Audit policies and procedures for the branch to ensure compliance with federal laws, regulations, Bank Secrecy Act, SLAs, and internal QC expectations.
• Monitor branch activity including transaction volume, loan volume, errors of service, teller and loan personal sales, and new accounts to ensure balanced performance within the branch locations.
• Manage the safety and security of the branch, ensuring staff is properly trained in security and robbery procedures.
• Ensure branch staff receives ongoing training in products/services, current procedures, and all other necessary information.
• Create monthly schedules that ensure efficient branch coverage using traffic pattern reports and sales volumes. Monitor time-off requests.
• Actively participate in all aspects of branch sales, including loan interviews, processing, and closing loans, opening new accounts, and providing excellent service to members.
• Oversee monthly document audits to maintain minimal QC errors and hold staff accountable. Investigate audit findings and implement solutions.
• Assist staff members in solving complex problems or member escalations, promoting critical thinking and problem-resolution skills.
• Engage in regular community involvement, including attending local chamber meetings and community-based events to build relationships with local businesses and organizations.

Requirements

• Ability to oversee and promote a sales/service environment.
• Working knowledge of a variety of financial products and services.
• Excellent member service skills and exceptional interpersonal and oral communication skills.
• Basic computer and typing skills.
• Excellent time management and organizational skills.
• Professional and polished in both attitude and appearance.
• Skilled in guiding, motivating, and assessing team members to recognize areas of excellence and opportunities for improvement.

Qualifications

• High-school diploma or equivalent.
• Minimum 3-5 years of supervisory experience in a branch environment.
• Minimum 3-5 years of sales/service experience in a retail and/or financial institution environment.

Positions Supervised

All branch personnel.