Branch Manager II - Lake Mary

Insight Credit Union is looking for a skilled Branch Retail professional with experience in managing staff to excel in sales performance and member experience.

The Branch Manager II directs the operations of the assigned retail location(s), ensuring the branch meets established goals for service, sales, productivity, and quality of work. Total Deposits >$30<$60 million or two locations < $40mil.

This position is located in our Lake Mary Branch at:

501 Currency Circle
Lake Mary, FL 32746

Compensation & Benefits:

The position will provide a competitive salary of $68,600 annually and includes the following comprehensive benefits package offering:

• Medical, Dental, Vision
• Free and Voluntary Life and Disability Insurance
• Pet Insurance
• 401K with match up and 100% vested
• Paid Time Off
• Birthdays Off
• Tuition Reimbursement

Schedule & Training:

Shift includes 32- 40 hours per week between Monday - Thursday (9am-5pm), Friday (9 am -6pm) and Saturday (9am-12pm). Hours will be based on the needs of the branch. The position provides a 4-week training program.

Experience: Five years to eight years of supervisory/management experience within the financial industry.

Education: A high school education or GED. A degree in Business Management or related field may substitute for some years of experience or branch deposit size requirement.

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Physical Requirements: While performing the duties of this job, the employee is regularly required to talk or hear, sit or stand and walk or maneuver around the branch.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment.

Insight Credit Union is an Equal Opportunity Employer, including Disability/Veterans

Must be able to pass a credit and background check. Any job offer is contingent on credit and background results.

• Functions & Responsibilities:

  • Hires, reviews, schedules, trains, and monitors the work of branch personnel: conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates. Answers staff's questions, guiding them through difficult issues, diffusing angry members, or handling issues that cannot be fielded by lower management and staff. Leading team meetings, educating and coach staff regarding processes and practices, and explain expectations to employees. Coaching of branch personnel on a regular basis to update on new promotions. Provides continual coaching toward performance improvement of Assistant Manager and/or Branch Operations Supervisor and develops their effective coaching of department staff.
  • Monitors branch operating results and ensures appropriate steps are taken to correct unsatisfactory conditions and ensure compliance with established Credit Union policies and procedures. Monitors and improves service, and other procedures. Evaluates performance with key metrics (accuracy, member-wait time etc.). Prepares reports for upper management. Meets or exceeds department and company goals for service standards, quality control, audits, and production.
  • Knowledgeable in all phases of branch operations; teller, member service, and loan functions. Assist members and potential members with opening and closing accounts, answers questions about products and services, and refers credit union products and services beyond the members stated needs. Resolves problems that are within their authority to resolve and refers problems that are beyond their authority to their supervisor, along with their recommendations.
  • Assists other management team members in identifying trends and establishing sales and service goals. Develops objectives for branch's day-to-day activities. Conducts effective resource planning to maximize the productivity of resources (people, technology etc.). Assumes responsibility of budgeting and tracking expenses where applicable.
  • Takes on other tasks or projects to support employees, other managers, Virtual Services, and Credit Union operations. Acts as a mentor and support for other Branch Managers in a peer support role. Assists Senior Management by participating in organizational project teams.
  • Ensures communications with other departments and management is consistent; prepares and submits standard reports; attends scheduled management meetings. Participates in management meetings, and works to create peer relationships to better the efficiency of the Credit Union. Responsible for security and maintenance of building and equipment.
  • Performs other job related duties as assigned.