Branch Manager

MY CREDIT UNION offers a comprehensive benefit package that includes: Medical, Dental, Vision, Life, STD, LTD, PTO, Tuition Reimbursement, 401(k)/Retirement Plan with up to a 6% matching contribution and paid holidays. 

Job Summary

The Branch Manager position is responsible for creating a positive and fun workplace, by encouraging and empowering staff to make a difference for their team, members, and communities MY CREDIT UNION serves.  The Branch Manager will demonstrate MY CREDIT UNION’s mission of educating, empowering, and engaging those they serve to create an exceptional member experience. 

Essential Duties and Responsibilities

1.         Provides member and team support as described in MY CREDIT UNIOIN’s mission statement.

2.         Represents the Credit Union in a professional manner, providing prompt, efficient and accurate service in the processing of transactions.

3.         Manages Branch team members, including scheduling to ensure efficient branch operations.

4.         Provides leadership, motivation, direction, and supervision to personnel through effective goal setting, delegation, communication, coaching, and recognition, conducts staff meetings on a regular basis.

5.         Ensures that personnel are well trained, effective, and optimally used; works with Director of Branches to identify development needs and recommends appropriate training programs; conducts coaching sessions, sits in on joint appointments, and cross-trains weekly.

6.         Begin an understanding of monthly production reports (lending, account opening, transactions, training, and overtime).

7.     Reviews and monitors the work of department personnel and provides suggestions and support, as necessary.

8.      Actively cross sells and maintain up-to-date knowledge on all products and services.

9.     Performs other duties as needed or assigned.

Management Duties

1.         Manage the activities of branch office by assigning work, answering questions, solving problems, and helping with complex transactions.

2.         Evaluate the job performance of the staff to ensure exceptional service to members. 

3.         Assist with recruiting, interviewing, and selecting quality applicants for vacancies, ensuring that the credit union is adequately staffed with competent employees.

4.         Conduct branch meetings, pipeline reviews, 1-1, and role-playing exercises to continue to develop a high performing consultative service and sales environment. 

5.         Responds to technical/operational questions from team and members and makes appropriate referrals.

6.         Handles sensitive member relations problems, explaining policies and procedures.

7.         Recommends programs and projects beneficial to the Credit Union and its members.

8.         Evaluates products and services within the branch to ensure profitable and sound business practice.

9.         Monitors department activity, including cross-selling services, loan volume, new account openings, and transactions to ensure delivery of high-quality service for members and effective cross-selling of products and services.

10.      Provides support and back up for department during times of staffing shortages, sickness, and vacations.

11.      Ensure that staff are trained and cross-trained in all phases of their jobs to ensure the delivery of quality service to members and to ensure accuracy in transactions.

12.      Attends training seminars to maintain up-to-date job knowledge.

13.      Contacts and monitors vendors providing maintenance and other services to the building.

14.      Works with Credit Union Security Officer regarding security issues at the branch.

Standards of Performance

1.         Always convey a professional image by being respectful, courteous, and considerate of members and Team Members through verbal and non-verbal communications, adhering to MY CREDIT UNION’s dress code, and maintain a clear and organized workspace.

2.         Follow the Credit Union’s Harassment, Discrimination, and Respectful Conduct Policy and the Fraud Policy/Code of Ethics Statement.

3.         Complies with Bank Secrecy Act and Anti-Money Laundering / CIP (U.S. Patriot Act) procedures and policies.

4.         Safeguard the confidentiality and security of member information and other sensitive data, in accordance with MY CREDIT UNION’s policies and procedures.

5.         To remain compliant with all other Credit Union policies and procedures.

6.         Be an effective Team Member through cooperation, flexibility, dependability, attendance, lack of tardiness, and participation at meetings and trainings.

 

Minimum Qualifications

Education

1.         High school diploma or equivalent

Experience

1.         5 years or more of customer service in credit union, banking, or related field.

2.         Previous banking experience preferred.

Other Required Skills

1.         Excellent verbal and non-verbal communication skills. Ability to speak effectively to members and Team Members of the organization. Ability to read and interpret basic forms, Credit Union documents, operating and maintenance instructions, and procedure manuals.

2.         Desire, ability, and experience in working with and helping people in a professional setting with a professional business appearance.

3.         Up-to-date and comprehensive knowledge of all MY CREDIT UNION products and services.

4.         Proficiently operate a computer. Working knowledge of Microsoft Office and Windows operating system. Ability to use copy machine, printer, and general office equipment.

5.         Must be well organized.

6.         Must be bondable and honest.

 

Equipment Used

1.         Microsoft 365, Microsoft Office Suite, 10-key calculator, computer.

 

Mental & Physical Demands / Working Conditions

Mental Effort

1.         Able to manage multiple requests at the same time.

2.         Able to maintain a professional demeanor in stressful circumstances.

3.         Able to communicate with the public.

Physical Requirements

1.         Must be able to life 35lbs.

2.         Regularly required to stand for extended periods of time (6-8 hours a day).

3.         Use hands and fingers to handle or feel objects, tools, or controls; reach with hands and arms; and talk or hear.

4.         Occasionally requires to climb, balance, stoop, kneel, crouch, or crawl.

5.         Must be able to read from a computer screen and enter data with the use of a keyboard.

Working Conditions

1.         Stress varies depending on workflow from high to low.

2.         Some travel between offices may be required

Disclaimer: This position description is intended to describe the general nature and level of work being performed by the person assigned to this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Employees holding this position will be required to perform any other position related duties as required by management. Individuals with disabilities will not be disqualified because of their inability to perform nonessential or marginal functions of the job. No selection criteria that screen out or tend to screen individuals with disabilities will be used by the credit union. The credit union will provide reasonable accommodations to assist individuals with disabilities based on guidelines within the Americans with Disabilities Act. MY CREDIT UNION is an EOE/Minorities, Women, Veterans, Disabilities.