Branch Supervisor II
Listed on 2026-08-22
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Management
Regulatory Compliance Specialist -
Finance & Banking
Regulatory Compliance Specialist
We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. Seehttps://(Use the "Apply for this Job" box below). for a high-level overview of our benefits package and bonus offerings.
General Purpose of the PositionThis roleis responsible forassistingwith the direction and administration of branch operations, ensuring compliance with established policies and procedures while overseeing the delivery of exceptional member service. This role supervises a full range of services to both current and prospective members, ensuring prompt, professional, and personalized service, along with effective collaboration across departments.
The Branch Supervisor acts as Branch Manager when needed, and provides training, direction, and supervision to branch staffto ensure efficient, consistent, and high-quality service. Additionally, this role performs various branch-related functions as required.
- Answers Member Advocates’ questions, solves problems, andassistswith complex transactions and sensitive member relations problems. Makes judgments for Member Advocates (within limits of authority) pertaining toall operations ofbranch.
- Ensures that members' requests and questions are promptly, efficiently, and courteously resolved.
Explainspolicies and procedures to members. Answers member’s questions orrefersappropriately. - Demonstrates “escalation resolution” skills to effectively address critical member needs and concerns, recognizing and championing branch/organizational opportunities such as process improvements.
- Assists with Member Advocates functions. Performs duties related to transaction and loan processing, new account openings, account servicing including deposit products, and safe deposit boxes (if applicable).Verifiesdeposits, process loans, and approve transactions within established limits
- Provides excellent service bydemonstratingcourtesy and personal concern for members and coworkers needs andfollowsupto ensure those needs are met.
- Promotesbranch business development andseeksto broaden member base.
- Responsible for reviewing and responding to Member Loyalty surveysin a timely mannerand sharing any feedback internally as appropriate.
- Reviews andmonitorsthe work ofbranch personnel. Provides suggestions to leadershipandsupportsas necessary.
- Responsible for interviewing, hiring, and training
Member Advocates, as well as planning, assigning, and directing work.
Assistswithnew employee orientation and staff training sessions, ensuringemployeesare well-trained in all aspects of their roles. - Ensures employees are knowledgeable about Credit Union products, services, and policies.
- Effectively cross-sells andcoachesemployees to offer Credit Union products and services to its members.
- Helps lead change management efforts by guiding the team through new initiatives, process updates, and organizational changes to ensure smooth transitions and continued service excellence.
- Assists with tracking individual progress,conducting performance appraisals, and formulating and implementingcorrective actions as needed.
- Contributing beyond the branch by supporting and leading organizational projects.
- Ensures Branch security.
Assists with opening and closing the buildingin accordance withset hours.
Testssecurity equipment as assigned. - Supports branch and team by verifying operations areconductedin accordance with established Credit Union policies, legal and regulatory requirements, and audit standards. Provides suggestions for improved effectiveness.
- Completes required reports and records and ensures that Branch functions, internal controls, and audits are properly documented.
- Ensures that the Branch cash and transactions are in balance at the close of each day. This includes ensuring that all reports are prepared.
Provide assistance to Member Advocates as needed. - Investigates ATM and Member Service out of balance conditions and institutes corrective procedures.
Assistsin finding balancing errors. Ensures that each Member Advocates balances at the end of each day and secures all funds in compliance with established…
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