Key Responsibilities
Leadership and Team Development
· Lead, coach, and develop branch staff to achieve performance, service, and growth goals.
· Conduct monthly coaching sessions and team meetings, along with annual performance reviews.
· Foster a culture of accountability, collaboration, and member-focused service.
· Support recruitment, training, and succession planning efforts.
· Foster a culture of fraud awareness through employee training, adherence to fraud prevention procedures, timely escalation of suspicious activity, and member education initiatives.
· Demonstrated ability to leverage AI-powered tools and technology to improve productivity, employee development, member service, and operational effectiveness while adhering to data security and compliance requirements.
Member Service, Sales, and Business Development
· Ensure exceptional member service and relationship-building activities.
· Coach employees in identifying member needs and recommending appropriate financial solutions.
· Drive branch growth through lending, deposit, membership, and referral initiatives.
· Serve as the escalation point for complex member concerns.
· Represent the credit union through networking, business development, financial education, and community engagement activities.
Operations, Compliance, and Risk Management
· Oversee daily branch operations, security, cash management, and operational controls.
· Ensure compliance with all applicable regulations, policies, and procedures.
· Maintain satisfactory audit results and promptly resolve operational or compliance concerns.
· Monitor branch performance and implement strategies to achieve established goals.
· Perform teller and platform duties as needed.
· Ability to open and close the branch as needed.
· Full-time position requiring availability during branch operating hours, including Saturdays as needed.
Occasional travel may be required for training, community events, networking activities, or support of other branch locations.
