Branch Manager

Self-Help – Branch Manager (Gainesville, FL)

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers to building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth.

Since our founding, we’ve constantly sought new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

Manage assigned branch toward a strong economic performance including achieving branch goals and budgets; community relations and new business development; staffing branch operations; supervising and developing member service representatives; ensuring effective and efficient member service, maintaining adherence to branch operating policies and procedures, and maintaining appropriate facilities and equipment.

• Maintain effective branch operations including timely opening and closing, adequate staffing levels, and effective member service.
• Ensure adherence to operational policies, procedures and controls to ensure the safety and security of employees, members and credit union assets.
• Recommend action plans to improve operational policies, procedures and controls, and mitigate controllable losses in operations.
• Oversee the physical facilities and equipment of the branch office, establish appropriate safety practices for employees, and ensure security procedures are being followed.
• Apply and evaluate policies and procedures for the branch.
• Ensure that the branch is in compliance with Self-Help’s processes and procedures, federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
• Assist staff or members in solving complex account problems.
• Serve as first escalation point for member issue resolution including complaints, exceptions, and requests for management.
• Manage the lending function of the branch; conduct loan interviews; process, approve and/or close loans; ensure adherence to sound credit practices and administration policies.
• Implement plans and coordinate programs and activities to meet performance goals.
• Fill‑in for and support staff as needed and perform other projects and duties as needed.

• Review and evaluate daily, weekly, monthly calendar to ensure that the branch is properly staffed and that everyone’s time is maximized to serve members.
• Supervise branch staff to deliver effective and efficient member service, and provide feedback as needed.
• Identify development needs and provide timely feedback to staff.
• Conduct timely hiring, employee development, performance management, and compensation reviews for branch tellers and member service representatives.
• Ensure that staff receives on‑going training, including compliance and security procedures.
• Create and maintain a cross‑selling environment within the branch.

• Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions.
• Monitor branch performance and activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts.
• Perform auditing, reconciling and reporting to ensure adherence to quality controls, compliance and managing branch self‑assessment process.
• Participate in strategic planning to develop branch level production goals, budgets and operating plans to achieve them.

• Analyze trends in both local/niche market and member profiles to identify potential sales, service opportunities and performance variability factors.
• Serve as an active participant in key community development and…