Branch/Dept Manager S
Job Description:
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Leadership responsibility for all aspects of day-to-day branch operations.
- Maintain communications between the branch and management by preparing daily, weekly, and monthly reports regarding branch operations and productivity.
- Provide leadership, guidance, and training while assisting with problem solving efforts, including but not limited to, assessing situations and making judgment calls, member related issues, member engagement/service experience, out of balance conditions, ensuring compliance with CU policy and all State/Federal regulations.
- Coach staff to fulfill annual business plan goals.
- Conduct monthly one-on-one coaching sessions with all team members, providing feedback to ensure they meet expectations, and are on target to meet assigned goals.
- Maintain knowledge of the Credit Unions’ products and services to efficiently train and motivate staff to cultivate strong member relationships through cross sales.
- Schedule, supervise, and motivate branch staff to maintain optimal member service satisfaction levels.
- Represent and promote the Credit Union professionally and positively within the community (SEG visits, Chamber networking, community events).
- Ensure oversight of audit procedures to maintain adherence with controls, and promptly notify the Director of Branch & Member Experience, Operations of any identified weaknesses.
- Monitor branch activity, including number of transactions, loan volume, sales volume, and overall branch performance to ensure the team is maximizing opportunities to enhance member engagement with products and services.
- Holds responsibility for quality assurance/compliance of all branch records including review of all new membership applications. Deviances from procedure will be documented and reviewed with staff.
- Provide consistent communication, follow-up and follow-thru with team members, solution teams, and management.
- Promotes process improvements that enable optimal member experiences (simple and easy to do business with).
- Evaluate individual staff performance by preparing and presenting annual reviews and conducting/logging consistent coaching sessions.
- Coordinate and communicate performance related matters timely in partnership with HR.
- Ensure timely communication, follow-up on work including member and solution team requests.
- Uphold the security and safety of the branch, by analyzing security and safety policies and procedures. Notify staff of any changes.
- Ability to handle confidential/sensitive information in a professional manner.
- Formulate recommendations and provide feedback to management regarding operational policies and procedures.
- Ensure compliance with all internal controls and established policies and procedures.
- Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
Competencies
- Outstanding customer service orientation.
- Strong numeric ability.
- Accuracy and attention to detail.
- Computer proficiency.
- Stress management/composure.
- Good listening and communication skills.
- Honesty and integrity.
- Teamwork.
- Leadership and supervisory skills.
Supervisory Responsibility
This position has supervisory responsibilities.
Work Environment
This job operates in a branch or office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, cash recyclers, ATM, Instant Issue, cash advance machines, multi-function machines, and video. Physical presence in the branch setting is required.
Physical Demands
This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping, or standing as necessary.
Position Type/Expected Hours of Work
Ability to work flexible schedule Monday through Friday.
Travel
Periodic travel to other FCU locations may be required.
Qualifications
Required Education and Experience
- High school diploma or equivalent. College graduate highly desirable.
- Three years related experience and/or training; or equivalent combination of education and experience.
Preferred Education and Experience
- Previous cash handling experience.
- Previous experience with a credit union highly desirable.
Additional Eligibility Qualifications
1. Multi-lingual capabilities to include Spanish are a plus.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities, and activities may change at any time with or without notice.
