Branch Manager - Fort Collins

Function

Description:

The Branch Manager is responsible for leading all aspects of customer relationships delivered through the branch. This encompasses retail, small business relationships, and community business development. Responsible for branch profitability and branch operations.

Reports to: Regional Director

Supervisory or Managerial Responsibility: Indirectly, all Branch positions;
Directly Member Service Advocates 3, 4 and 5 and Assistant Branch Manager.

Contacts: Credit union members, other credit union branches/departments, credit union officials, auditors, vendors, local community members and businesses and all internal staff.

Minimum Qualifications

Education: Bachelor's degree in Business/Finance or equivalent work experience.

• Minimum 3 years financial services experience
• Minimum 1 year of leadership experience including the MIT program, opening and closing duties preferred

Special Training, Certification or Licensure

None

Work Environment and Conditions:

May necessitate movement to other branches or departments.

Office environment.

• Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
• Responsible for overall branch financial results, operations effectiveness, productivity, and cost effectiveness.
• Gains and maintains a strong knowledge of Bellco products and services and can accurately enter and complete transactions, loan applications and account openings in Bellco systems.
• Conducts daily huddles and monthly one-on-ones with branch staff.
• Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities. Ensures branch staff have strong product and process knowledge.
• Successfully recruits, hires, trains and navigates performance issues, etc. Proactively mitigates risk for Bellco through sound leadership, communication, and guidance of decisions made within the branch. Partners with Regional Director and Human Resources appropriately.
• Supports company messages and initiatives. Takes ownership of having tough conversations with the team and is an advocate for change.
• Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.
• Understands and effectively implements all appropriate regulations.
• Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.
• Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment. Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.
• Conducts ongoing analysis of branch activities, workflow and operations with a specific strategy devised towards meeting corporate goals.
• Recommends and helps develop and implement new policies and procedures.
• Assists in defining and developing strategy needed to set or meet organizational goals.
• Performs other related duties as assigned by management.

Skills: Loan experience preferred, Strong interpersonal, sales, and relationship management skills, Strong written, verbal and communication skills, Ability to provide leadership and handle multiple priorities under time constraints, Working knowledge of Microsoft Office desktop applications.

• Be available to work as scheduled and report to work on time.
• Be willing to accept supervision and work well with others.
• Comply with all organizational policies, the Employee Handbook, Code of…