Operations Manager - Medical District

About the role

This position leads and manages a branch office, providing quality service to members in account transactions, loan applications, and new accounts. The role also acts as the manager in the absence of the Branch Manager.

Responsibilities

• Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
• Open and close the branch.
• Complete monthly branch schedule to ensure adequate staff for efficient branch operation.
• Adhere to company policies and procedures.
• Ensure the branch is compliant with federal and state laws and agency regulations.
• Monitor and track branch activity, including number of transactions, consumer loan volume, and new memberships and cross sell activity, while monitoring errors.
• Coach/Counsel staff as necessary in these areas.
• Manage the security and safety of the branch.
• Analyze and monitor security and safety policies and procedures on an on-going basis.
• Ensure that staff receives on-going training on security and robbery procedures.
• Process, approve and/or close loans in accordance within established policies and guidelines.
• Maintain an adequate supply of starter checks and cashier’s checks in the branch.
• Aid staff or members in solving complex account problems.
• Maintain Credit Union benchmark score or above member surveys.
• Maintain ongoing coaching and counseling with team as necessary.
• Serve as main vault custodian for the branch, which includes ordering the cash and currency, verifying cash received, maintaining full vault security, and balancing vault cash nightly.
• Investigate teller losses and institute corrective flow of work and/or corrective disciplinary actions where required.
• Responsible for ensuring all operational reports are completed and delivered to the Retail Director and Operations Support Specialist by the 5th day of each month.
• Other related duties as assigned.

Qualifications

• Education/Certification: High school graduate or equivalent. Bachelor’s degree preferred.
• Required Knowledge: Thorough knowledge of credit union or banking products and services. Knowledge of branch functions, policies and procedures.
• Experience Required: Minimum of three (3) years sales experience. Previous management/supervisory experience preferred.

Skills

• Strong interpersonal, leadership, sales and supervisory skills.
• Ability to operate related computer applications and business equipment.
• Attention to detail and organizational skills.
• Ability to maintain an effective and efficient workflow.
• Ability to multitask and complete all assignments by provided deadlines.

Work Environment

Work is generally carried out in a typical open office setting.

Physical Requirements

• While performing the duties of this job, the employee is regularly required to sit at a desk and in meetings for long periods of time on a continuous basis; intermittently twist to reach equipment surrounding desk;
• perform simple grasping and fine manipulation with fingers;
• reach with hands and arms;
• use a telephone or other electronic communication devices;
• stand for long periods of times at counter, printers;
• communicate orally and through written means;
• use standard office equipment such as computers, printers;
• write or use a keyboard to perform assigned duties;
• bend, squat, climb, kneel and twist while checking equipment;
• occasionally stand and/or walk over both even and uneven ground;
• occasionally lift and/or move up to 25 pounds;
• hearing and vision within normal ranges with or without correction.