Clarksville Branch Manager I
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At end there is "CONNECT WITH US Facebook Instagram LinkedIn Ascend Federal Credit Union is an Equal Opportunity Employer." That's EEO boilerplate; remove.
Also duplicate "Please note: This job description is not intended..." appears twice; we should keep only once? Remove duplicated lines.
We need to preserve all substantive information.
Let's extract sections:
Company overview: "Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 250,000 members from 28 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union’s sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward."
That could be "About the role"? Actually "About the role" is more about the job. But we have no explicit "About the role" heading; we could use "About the role" for company overview? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can decide which sections to include based on content. We have content that could map to:
- About the role: maybe a brief description of the position? The posting includes "What You Will Do Everyday" and "How You Will Make An Impact". Those are responsibilities. So we could have a section "About the role" summarizing the position? But we must not invent or summarize away detail; we must preserve all substantive information. If we create an "About the role" section, we need to put substantive content there, not just filler. We could put the company overview there? That is about the organization, not the role. Might be okay as "About the role" but maybe better to use "About the role" for a brief description of the job (like "Coordinate activities and oversee daily functions of financial center operations..."). However we already have detailed responsibilities later.
We could structure as:
About the role
Ascend is the largest credit union in Middle Tennessee ... (company overview).
But that is about the company, not the role. However the instruction says we can use those headings as examples; we are not forced to use exactly those; we can use any of those headings if we have content. The company overview could go under "About the role" or maybe we could omit that heading and just put the overview as a before any headings? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we must have those exact headings; we can choose which to include. It also says "Prefer a few substantive sections over many thin ones." So we could combine.
Maybe better to have sections:
- About the role (company overview + brief role description)
- Responsibilities (duties)
- Requirements (what you need to succeed)
We could also include Skills as part of Requirements.
We must not create Pay/Benefits/Schedule sections if not present.
Thus:
About the role
Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 250,000 members from 28 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union’s sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.
Then responsibilities: combine "What You Will Do Everyday" and "How You Will Make An Impact" and the long list of duties. That is a huge list; we need to output as - items preserving all detail. Must not invent or summarize away detail. So we need to list each duty as a separate
- . That will be many items but okay.
We must remove duplicated lines like the note about job description not exhaustive appears twice; keep one.
Also remove "Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs." Keep one.
Also remove "CONNECT WITH US Facebook Instagram LinkedIn Ascend Federal Credit Union is an Equal Opportunity Employer."
Also remove duplicate "What You Will Do Everyday" heading? We'll not use headings inside; just list.
We need to ensure we keep all substantive info from the responsibilities section.
Let's extract responsibilities bullet points from the text.
From "What You Will Do Everyday":
- Coordinate activities and oversee daily functions of financial center operations.
- Supervise personnel and ensure that credit union policies and procedures are followed, and quality member service is provided.
- Effectively deal with members and other staff in all areas including problem solving and conflict situations.
- At this level, manager could be new to the role or not responsible for the increased amount of business as a Branch Manager II or Branch Manager III.
From "How You Will Make An Impact":
- Direct and oversee daily operations of financial center and supervise personnel.
- Represent the credit union in a friendly, courteous and professional manner, while providing prompt, efficient and accurate information regarding credit union loans, services, policies, and procedures.
- Regularly monitor employee performance and provide feedback, coaching, recognition, rewards, and motivation to all employees.
- Attend various meetings and training sessions to keep updated on job duties or as assigned.
- Prepare performance evaluations for employees and make recommendations for raises, promotions, disciplinary action, or termination.
- Discuss and set professional goals with each employee.
- Check and verify employees' timecards.
- Prepare employee work schedules or assign as needed.
- Perform quality control on work produced by direct reports for accuracy.
- Keep AVP of Branch Delivery informed of office needs, such as additional staff, problems with equipment, vendors or suppliers, and any serious member or employee complaint or problem.
- Oversee the business development plan of the branch including relationship building contacts with SEGs.
- Coordinate onsite visits to SEGs and potential SEGs with the Marketing department.
- Represent the credit union in the community by attending functions where credit union representation is needed.
- Refer potential SEGs to marketing for follow up.
- Maintain full knowledge of certificate, IRA and HSA programs and provide members and credit union staff with information and assistance.
- Oversee the instant issue of debit and credit cards via Card Wizard Instant Issue System including issuing plastics, re-pin cards and troubleshooting machine issues.
- Follow policies and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations.
- Responsible for ensuring all branch personnel are trained and adhere to all BSA, AML, CIP, and OFAC policies and procedures.
- Maintain OFAC suspect “Hit” Log and forward to Security Department monthly or as required.
- Monitor, review and edit Lobby Tracker for accuracy and wait times.
- Deploy staff as needed to ensure minimal wait times.
- Actively participate in credit union marketing promotions and branch sales programs in order to meet and exceed financial center goals.
- Provide continuing feedback on branch quarterly goals including progress towards reaching goals as the quarter progresses.
- Support ITM engagement with members and staff.
- Assist members with using the ITM system.
- Troubleshoot ITM issues as needed.
- Accept garnishments and levies as served.
- Coordinate preparation and processing with Legal department as needed.
- Troubleshoot teller outages and report excessive amounts to AVP of Branch Delivery and Internal Audit.
- Attend special meetings and training session.
- Provide appropriate information, instructions and training to employees to ensure understanding of procedures and policies, and to improve member services.
- Handle member complaints and offer solutions to improve the overall member experience.
- Monitor, review and respond to all Medallia surveys pertaining to the financial center.
- Cross sell credit union services to members and employees, explaining the different services and the benefits of each.
- Ensure all personnel provide engaging and exceptional service to the membership.
- Build successful, long-term relationships with members by increasing their use of credit union service and ancillary products through financial education and coach staff to do the same.
- Perform the duties of a financial services officer.
- Complete the loan application and extension request process, taking action and completing all necessary documentation or steps needed depending on the decision rendered.
- Educate members and assist in solving problems on rejected loans in an attempt to obtain loan approval.
- Complete account opening/closing process for all account types offered.
- Be familiar with Business Banking accounts and refer leads to the Business Banking department.
- Refer loan opportunities to Business Solutions department for follow up.
- Provide notary and signature guarantee service.
- Oversee the financial center’s ordering and usage of supplies.
- Follow established housekeeping guidelines each month.
- Assist Assistant Branch Manager, if applicable, in auditing and balancing the Cash Dispense Machine, Recycler, coin machine, teller cash boxes, vault cash, travel cards, gift cards, instant issue cards, change fund, and bait money each month.
- Monitor all vault transactions.
- Ensure audits are sent to the Internal Audit department monthly and in a timely manner.
- Maintain and monitor proper levels of working cash and cash reserve.
- Order cash as needed.
- Prepare and ship or receive cash shipments as needed.
- Assist in opening and closing security procedures of financial center.
- Ensure Check 21 procedures, Federal Reserve/Vol Corp deposit procedures, ITM/ATM check storage, and other check procedures are completed in a timely manner and within required guidelines.
- Maintain a working knowledge of the security system.
- Must be able to retrieve pictures and information as needed based on transaction time, location and employee information.
- Program security/alarm panel to add/delete authorized employees.
- Conduct quarterly security check of all security equipment and alarms to ensure that all are in good working order.
- Send quarterly security check to Security department in a timely manner.
- Ensure building maintenance and grounds are properly maintained, equipment outage and service call records are maintained and reported in a timely manner.
- Ensure employees are familiar and trained on safe deposit box procedures.
- Monitor safe deposit box cards and the availability within the branch, if applicable.
- Assist with the annual collection of
for prose. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At end there is "CONNECT WITH US Facebook Instagram LinkedIn Ascend Federal Credit Union is an Equal Opportunity Employer." That's EEO boilerplate; remove. Also duplicate "Please note: This job description is not intended..." appears twice; we should keep only once? Remove duplicated lines. We need to preserve all substantive information. Let's extract sections: Company overview: "Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 250,000 members from 28 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union’s sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward." That could be "About the role"? Actually "About the role" is more about the job. But we have no explicit "About the role" heading; we could use "About the role" for company overview? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can decide which sections to include based on content. We have content that could map to:
- About the role: maybe a brief description of the position? The posting includes "What You Will Do Everyday" and "How You Will Make An Impact". Those are responsibilities. So we could have a section "About the role" summarizing the position? But we must not invent or summarize away detail; we must preserve all substantive information. If we create an "About the role" section, we need to put substantive content there, not just filler. We could put the company overview there? That is about the organization, not the role. Might be okay as "About the role" but maybe better to use "About the role" for a brief description of the job (like "Coordinate activities and oversee daily functions of financial center operations..."). However we already have detailed responsibilities later.
We could structure as:
About the role
Ascend is the largest credit union in Middle Tennessee ... (company overview).
But that is about the company, not the role. However the instruction says we can use those headings as examples; we are not forced to use exactly those; we can use any of those headings if we have content. The company overview could go under "About the role" or maybe we could omit that heading and just put the overview as abefore any headings? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we must have those exact headings; we can choose which to include. It also says "Prefer a few substantive sections over many thin ones." So we could combine.
Maybe better to have sections:
- About the role (company overview + brief role description)
- Responsibilities (duties)
- Requirements (what you need to succeed)
We could also include Skills as part of Requirements.
We must not create Pay/Benefits/Schedule sections if not present.
Thus:
About the role
Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 250,000 members from 28 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union’s sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.
Then responsibilities: combine "What You Will Do Everyday" and "How You Will Make An Impact" and the long list of duties. That is a huge list; we need to output as- items preserving all detail. Must not invent or summarize away detail. So we need to list each duty as a separate
- . That will be many items but okay. We must remove duplicated lines like the note about job description not exhaustive appears twice; keep one. Also remove "Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs." Keep one. Also remove "CONNECT WITH US Facebook Instagram LinkedIn Ascend Federal Credit Union is an Equal Opportunity Employer." Also remove duplicate "What You Will Do Everyday" heading? We'll not use headings inside; just list. We need to ensure we keep all substantive info from the responsibilities section. Let's extract responsibilities bullet points from the text. From "What You Will Do Everyday": - Coordinate activities and oversee daily functions of financial center operations. - Supervise personnel and ensure that credit union policies and procedures are followed, and quality member service is provided. - Effectively deal with members and other staff in all areas including problem solving and conflict situations. - At this level, manager could be new to the role or not responsible for the increased amount of business as a Branch Manager II or Branch Manager III. From "How You Will Make An Impact": - Direct and oversee daily operations of financial center and supervise personnel. - Represent the credit union in a friendly, courteous and professional manner, while providing prompt, efficient and accurate information regarding credit union loans, services, policies, and procedures. - Regularly monitor employee performance and provide feedback, coaching, recognition, rewards, and motivation to all employees. - Attend various meetings and training sessions to keep updated on job duties or as assigned. - Prepare performance evaluations for employees and make recommendations for raises, promotions, disciplinary action, or termination. - Discuss and set professional goals with each employee. - Check and verify employees' timecards. - Prepare employee work schedules or assign as needed. - Perform quality control on work produced by direct reports for accuracy. - Keep AVP of Branch Delivery informed of office needs, such as additional staff, problems with equipment, vendors or suppliers, and any serious member or employee complaint or problem. - Oversee the business development plan of the branch including relationship building contacts with SEGs. - Coordinate onsite visits to SEGs and potential SEGs with the Marketing department. - Represent the credit union in the community by attending functions where credit union representation is needed. - Refer potential SEGs to marketing for follow up. - Maintain full knowledge of certificate, IRA and HSA programs and provide members and credit union staff with information and assistance. - Oversee the instant issue of debit and credit cards via Card Wizard Instant Issue System including issuing plastics, re-pin cards and troubleshooting machine issues. - Follow policies and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations. - Responsible for ensuring all branch personnel are trained and adhere to all BSA, AML, CIP, and OFAC policies and procedures. - Maintain OFAC suspect “Hit” Log and forward to Security Department monthly or as required. - Monitor, review and edit Lobby Tracker for accuracy and wait times. - Deploy staff as needed to ensure minimal wait times. - Actively participate in credit union marketing promotions and branch sales programs in order to meet and exceed financial center goals. - Provide continuing feedback on branch quarterly goals including progress towards reaching goals as the quarter progresses. - Support ITM engagement with members and staff. - Assist members with using the ITM system. - Troubleshoot ITM issues as needed. - Accept garnishments and levies as served. - Coordinate preparation and processing with Legal department as needed. - Troubleshoot teller outages and report excessive amounts to AVP of Branch Delivery and Internal Audit. - Attend special meetings and training session. - Provide appropriate information, instructions and training to employees to ensure understanding of procedures and policies, and to improve member services. - Handle member complaints and offer solutions to improve the overall member experience. - Monitor, review and respond to all Medallia surveys pertaining to the financial center. - Cross sell credit union services to members and employees, explaining the different services and the benefits of each. - Ensure all personnel provide engaging and exceptional service to the membership. - Build successful, long-term relationships with members by increasing their use of credit union service and ancillary products through financial education and coach staff to do the same. - Perform the duties of a financial services officer. - Complete the loan application and extension request process, taking action and completing all necessary documentation or steps needed depending on the decision rendered. - Educate members and assist in solving problems on rejected loans in an attempt to obtain loan approval. - Complete account opening/closing process for all account types offered. - Be familiar with Business Banking accounts and refer leads to the Business Banking department. - Refer loan opportunities to Business Solutions department for follow up. - Provide notary and signature guarantee service. - Oversee the financial center’s ordering and usage of supplies. - Follow established housekeeping guidelines each month. - Assist Assistant Branch Manager, if applicable, in auditing and balancing the Cash Dispense Machine, Recycler, coin machine, teller cash boxes, vault cash, travel cards, gift cards, instant issue cards, change fund, and bait money each month. - Monitor all vault transactions. - Ensure audits are sent to the Internal Audit department monthly and in a timely manner. - Maintain and monitor proper levels of working cash and cash reserve. - Order cash as needed. - Prepare and ship or receive cash shipments as needed. - Assist in opening and closing security procedures of financial center. - Ensure Check 21 procedures, Federal Reserve/Vol Corp deposit procedures, ITM/ATM check storage, and other check procedures are completed in a timely manner and within required guidelines. - Maintain a working knowledge of the security system. - Must be able to retrieve pictures and information as needed based on transaction time, location and employee information. - Program security/alarm panel to add/delete authorized employees. - Conduct quarterly security check of all security equipment and alarms to ensure that all are in good working order. - Send quarterly security check to Security department in a timely manner. - Ensure building maintenance and grounds are properly maintained, equipment outage and service call records are maintained and reported in a timely manner. - Ensure employees are familiar and trained on safe deposit box procedures. - Monitor safe deposit box cards and the availability within the branch, if applicable. - Assist with the annual collection of