Branch Manager

Overview

Coastal1 Credit Union is seeking to hire a Branch Manager for our Post Road location in East Greenwich. The Branch Manager is responsible for the overall efficient management of the branch’s personnel and resources, acting within established guidelines and policies, and ensuring all savings and loan products and services are accurately represented, promoted, and processed.

• Undergraduate degree from a four-year college or university in a business-related field preferred.
• Minimum of 3 years demonstrated successful teller and member services experience, minimum 5 years supervisory responsibilities in a branch management position.
• Ability to maintain a high level of professionalism and excellent customer service skills, demeanor, appropriate business appearance, and demonstrated knowledge of Coastal1’s products and services, policies, and procedures.
• Must register/be registered by the Nationwide Mortgage Licensing System and Registry.
• Have in-depth knowledge of all branch operations and functions.
• Ability to make consistently effective decisions that are in accord with policy and procedural guidelines.
• Ability to train, develop, and supervise an efficient, effective, productive, motivated teller staff.
• Computer proficiency to include MS Office and other banking software.
• Must have well-developed analytical skills, excellent written, verbal and telephone communication skills.
• Demonstrated ability to manage multiple projects simultaneously with time management/organizational/multi-tasking skills.
• Must be able to work under pressure and have the ability to meet deadlines.
• Ability to maintain a positive and upbeat Credit Union image.
• Ability to handle confidential information securely.
• Ability to work collaboratively across all levels and functions of Coastal1 to coordinate solutions.
• Ability to work independently and as a team member.
• Bi-lingual preferred.

• Coordinate daily operations of the branch by allocating and coordinating workflow and work schedules, direct employees in the more complex phases of work, monitor for accuracy and efficiency, train new employees and cross-train/develop existing staff, direct staff personnel issues such as attendance and vacation, performance evaluations and compliance with credit union policies and procedures.
• Develop strong relationships with members, engage potential members, and build Coastal1 brand recognition.
• Advise members and potential members on all types of consumer and commercial accounts and assist them in making appropriate selections, open new accounts, originate loan/equity requests as needed.
• Work closely with the Business Banker to promote Coastal1's visibility in the community as well as promote the business products and services.
• Promote Coastal1 and its products and services to the surrounding market area and ensure that various marketing programs are implemented effectively.
• Develop a cohesive sales team and manage branch sales program to ensure set quarterly goals are consistently met. Provide day-to-day support and coach staff members to ensure individual sales skills meet required standards to successfully achieve positive results.
• Ensure all branch personnel are thoroughly trained so that they follow all policies and procedures on a consistent basis. Help ensure that all staff work individually and together to meet established goals; evaluate staff performance according to established criteria and provide needed counseling and guidance. Monitor loan and deposit growth to realize goals and objectives.
• Ensure staff compliance with Coastal1's Bank Secrecy Act/Anti-Money Laundering Policy (BSA) and related procedures, Member Identification Program (MIP), and Office of Foreign Assets Control (OFAC) screening and record keeping requirements, including reviewing and monitoring staff compliance with BSA/MIP/OFAC related procedures.
• Ensure the Branch is prepared each day in a timely and accurate manner and that all unreconciled items are resolved, and that file maintenance reports are reviewed.
• Originate and underwrite consumer and retail loan applications within lending authority, and ensure applications are submitted promptly to Retail Lending Department or to a VP Branch Administration.
• Enforce compliance with all account opening, lending origination/closing processes and with all other procedural standards.
• Encourage collaboration and communication by providing training, coaching, development, and motivation.
• Ensure Branch Management function is covered in the event of absence.
• Ensure maintenance and security of the Branch is coordinated with Facilities Department.
• Perform other duties as required.

EOE/M/F/Vet/Disabled