Job Summary: Directs the operations of a small Credit Union facility (usually four to six people) ensuring the branch meets all financial, operational, service, and growth plans. Essential Functions and Responsibilities: - Profiles members to understand and meet current and future needs.
- Maintains contact with members to build relationships. Cross-sells additional products to meet needs.
- Opens all types of deposit accounts, takes consumer and mortgage loan applications and closes loans.
- Reviews staff performance to sales and referral goals and coaches staff to increase skills.
- Develops necessary monitoring tools within branch to ensure goals are tracked and met.
- Represents the branch as appropriate in its relationships with members, sponsor organizations, suppliers, other financial institutions, and similar groups.
- Visits parishes, schools, and Catholic organizations to develop relationships.
- Conducts financial education sessions with members when appropriate.
- Presents educational sessions to elevate members' financial acumen.
- Directs, develops, motivates, hires, and disciplines branch personnel.
- Administers performance evaluations and recommends appropriate personnel actions.
- Conducts one-on-ones with staff to coach to necessary performance levels, sets and monitors goals for each employee.
- Develops programs and activities to help MSRs meet sales goals and to help teller line reach referral goals.
- Works with Assistant Branch Manager to develop sales and management skills.
- Ensures appropriate staffing levels are maintained in branch, ensuring a cohesive cross-trained team exists.
- Monitors branch operating results relative to established objectives and ensures that appropriate steps are taken to correct unsatisfactory conditions.
- Conducts regular branch audits to be in compliance with all policies, procedures and government regulations.
- Develops branch specific procedures, in alignment with credit union policies, to deliver consistent and accurate member service. Monitors delivery quality in branch and makes adjustments as necessary.
- Monitors branch activities to include transaction volume, teller errors, referrals, and new accounts.
- Performs other duties as assigned.
- This job description is subject to change at any time.
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