Jackson Branch - Branch Manager II

title: branch manager ii

department: branch channel delivery

status: exempt

job code: 6202

pay scale: $77,500.00 - $90,000.00 annually

the branch manager ii is responsible for fostering a professional and friendly environment that provides an exceptional service experience to golden 1 members, resulting in expansion of golden 1 market share, wallet share, and increased revenue. Builds, trains, coaches, and leads an engaged team through employee development. Leads overall performance and member service objectives that align with golden 1’s mission, vision, and core values.

Plans, organizes, directs, implements and controls all aspects of branch operations, including the achievement of compliance for all regulations, policies, and procedures. Creates a positive branch service culture and partners with other departments to achieve shared company objectives. Identifies community event opportunities and potential select employee groups and actively participates in related events.

branch managers job levels i – iv are differentiated by considering the typical annual volume of the following day‑to‑day operations within a branch: transactions, loan applications, loans granted and new accounts opened. These criteria are weighted to reflect the relative impact the operations have on the success of a branch. Volume ranges and weightings are evaluated at the beginning of each calendar year to determine if there are any necessary changes that need to be made to reflect new internal/external conditions.

• fosters a professional and friendly environment that provides exceptional service to golden 1 members, resulting in expansion of golden 1 market share, wallet share, and increased revenue.
• build, train, coach and lead an engaged team through employee development.
• leads overall performance and member service objectives that align with golden 1's mission, vision, and core values.
• plans, organizes, directs, implements and controls all aspects of branch operations, including the achievement of compliance for all regulations, policies, and procedures.
• creates a positive branch service culture and partners with other departments to achieve shared company objectives.
• identifies community event opportunities and potential select employee groups and actively participates in related events.
• coach, develop and manage staff performance to meet or exceed all service objectives and expectations.
• identify, target, and market the credit union to potential fields of membership within the branch’s demographic and local communities.
• develop and implement branch business and marketing plans.
• plans, organizes and participates in branch outbound call efforts. Ensures all team members follow-up on active member outreach (i.e. Phone calls, e‑mails, etc.).
• conduct employment interviews as necessary. Hire, train, develop, direct, schedule, and evaluate the performance for all branch employees.
• maintain a thorough understanding of all state and federal laws and regulations related to credit union compliance.
• complete activities associated with human resource processes of direct reports, including appraisals, disciplinary actions, individual development plans, career development, training, interviews, etc.
• identify, investigate and respond to members’ concerns.
• distribute all pertinent information to management and staff through preparing, conducting, and attending meetings.
• monitor all internal policy and procedural controls to safeguard the funds and assets of golden 1.
• oversee, assist, and partner with the associate branch manager (and/or member service specialist iv) to ensure internal processes and controls are well established.
• participate on special and standing committees.
• provide recommendations on all branch employees’ promotions and placement.
• assure that the physical maintenance and appearances of the facilities are maintained.
• travel to meetings by car or public conveyance.
• when an insufficient number of authorized notary publics are on staff, the branch manager is required to perform those duties.
• prepare and submit budget justifications. Oversee and control applicable budgetary expenses.
• may…