Branch Manager

Schedule

Mon – Sat Flex

Responsible for overseeing the administration and development of branch offices. Implements appropriate policies, procedures, and training to ensure efficient and effective branch operations. Ensures that established goals are met.

Supervises branch budgets and business performance and promotes optimal and cost-effective operations. Directs and appraises branch staff. Is accountable for branch performance. Holds direct reports accountable for their performance. Implements and influences strategies for a strong sales and service culture.

Creates and influences business development. Directs and administers the operations of assigned branch. Ensures that policies and procedures are followed. Maintains communication with Market Manager and Division V.P. Oversees provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Trains, directs, and supervises branch staff.

1. Assumes responsibility for establishing and maintaining effect, professional business relations with members.

a. Ensures credit union service standard baselines and expectations are met.

b. Ensures that members’ requests and questions are promptly resolved. Professionally handles member complaints.

c. Ensures that members are informed of credit union services and policies. Counsels members regarding their financial needs.

d. Ensures that the Credit Union’s quality reputation is maintained and protected.

e. Conducts regular service training to ensure staff provides the highest degree of excellence in every contact.

2. Effectively supervises Branch staff, ensuring optimal performance.

a. Reinforces organizational leadership trainings and implements personalized leadership trainings through effective objective goal setting and communication. Follows up with accountability.

b. Ensures branch personnel are supervised and trained. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks.

c. Conducts regular meetings and trainings with branch employees. Discusses areas needing improvement and changes in procedure. Ensures that staff members are well informed of new products, services, rates, and policies. Answers staff questions and assists in problem solving.

d. Conducts regular leadership meetings and trainings with branch leadership to coordinate branch goals and activities.

e. Ensures direct reports are scheduled and prepared for career path trainings and tests.

f. Ensures the completion of orientation and onboarding of new employees.

g. Ensures direct reports track individual progress and conducts performance appraisals on each employee at least bi-annually. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate.

h. Provides one on one leadership training to employees seeking management opportunities.

i. Ensures effective one-on-ones are conducted monthly with each employee.

j. Effectively communicates and implements policy and procedure changes.

k. Provides additional training when errors occur and ensures errors are corrected in a timely manner.

l. Ensures compliance with all HR related policies, practices, and procedures including drug policy enforcement, time card usage, corrective actions, and terminations.

m. Provides internal recognition programs to encourage and reward team members for efforts and results.

n. Ensures sales meetings/huddles are conducted regularly.

3. Assumes responsibility for maintaining safety and soundness.

a. Ensures that operations are conducted in accordance with established credit union policies and with legal and regulatory requirements.

b. Ensures branch security, including opening and closing procedures are followed by all employees.

c. Ensures that branch auditing procedures are effectively conducted and that deficiencies are corrected.

d. Ensures required testing of security equipment and required security training is conducted according to established credit union policies.

e. Ensures proper risk assessment is completed for all loan and…