Branch Manager - Thornton

Function Description

Responsible for leading all aspects of customer relationships delivered through the branch. This encompasses retail, small business relationships, and community business development. Responsible for branch profitability and branch operations.

Organizational Relationships

Reports to: District Manager/Regional Director
Supervises: Indirectly, all Branch positions; Directly Member Service Advocates 3, 4 and 5 and Assistant Branch Manager.

• Contacts: Credit union members, other credit union branches/departments, credit union officials, auditors, vendors, local community members and businesses and all internal staff.

Qualifications/Requirements

• Education: Bachelor's degree in Business/Finance or equivalent work experience.
• Experience: Minimum of 3 years financial services 1 year of leadership experience including the MIT program, opening and closing duties, etc. preferred.
• Skills: Loan experience preferred. Strong interpersonal, sales, and relationship management skills Strong written, verbal and communication skills Ability to provide leadership and handle multiple priorities under time constraints Working knowledge of Microsoft Office desktop applications

Essential Functions

• Provides a valuable and enjoyable experience to both internal customers and members during interactions.
• Consistently suggests ways to improve the member/customer experience through improved processes and technology.
• Responsible for overall branch financial results, operations effectiveness, productivity, and cost effectiveness.
• Gains and maintains a strong knowledge of Bellco products and services and can accurately enter and complete transactions, loan applications and account openings in Bellco systems.
• Ensures established branch goals and metrics are met including goals for other business groups/partners that work with the branch (i.e. wealth management).
• Motivates staff to success.
• Counsults daily huddles and monthly one-on-ones with branch staff.
• Maintain positive relationships with other departments, which may include (but are not limited to): Legal Compliance, Human Resources, Operations Teams
• Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities.
• Ensures branch staff has strong product and process knowledge.
• Successfully recruits, hires, trains and navigates performance issues, etc.
• Proactively mitigates risk for Bellco through sound leadership, communication, and guidance of decisions made within the branch.
• Partners with Regional Director and Human Resources appropriately.
• Supports company messages and initiatives.
• Takes ownership of having tough conversations with the team and is an advocate for change.
• Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.
• Understands and effectively implements all appropriate regulations.
• Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.
• Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment.
• Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.
• Conducts on going analysis of branch activities, workflow and operations with a specific strategy devised towards meeting corporate goals.
• Recommends and helps develop and implement new policies and procedures.
• Aids in defining and developing strategy needed to set or meet organizational goals.

Working Conditions

May necessitate movement to other branches or departments. Office environment.

Benefits

• Medical, Dental, Vision
• 401 (k) with company match
• Supplemental Life Insurance
• Paid Vacation
• Paid Sick Days
• Paid Holidays

Compensation

• In addition to base compensation, Bellco Credit Union offers bonuses for the following roles: Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals. Exempt branch roles may earn quarterly bonuses for production and team goals. Exempt non-branch management roles may be eligible for an annual managerial bonus. Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.