Branch Manager

Job Details:

Job Location:

La Grande Branch - La Grande, OR 97850, Position Overview Essential Functions

• 1.Responsible for the management of the day-to-day operations of the Branch, including all Member Service functions.
• 1. Demonstrate leadership skills and foster an environment supportive of the Credit Unions values, accomplishments, mission and vision.
• Responsible for the development, management and evaluation of a successful sales, service and referral culture within the Branch. Establish goals, benchmarks and measurements for member satisfaction, sales and referrals. Facilitate, encourage and foster the integration of CUSO products and services.
• Analyze operations to improve efficiency and reduce costs. Ensure efficient operations, optimal service delivery and exception member service.
• Validate, inspect and analyze Branch operations to improve efficiency and reduce costs. Ensure efficient operations, optimal service delivery and exceptional member satisfaction.
• Ensure necessary employment actions are taken for adequate staffing and performance objectives.
• Ensure that training programs are implemented to carry out the Credit Unions declared mission and strategic business plan goals.
• Communicate frequently with Branch employees to provide information, receive feedback and encourage team decisions concerning existing, new or revised systems and policies and procedures within the Branch or Credit Union.
• Administer a sound job evaluation and salary administration program for attracting and retaining employees.
• Conduct or oversee hiring, promotions, reclassifications, transfers, training, mentoring, coaching and disciplinary matters regarding assigned Branch Team members.
• Mentor and coach others to achieve desired levels of performance; assist with evaluating and determining necessary training needs.
• Ensure staff is cross-trained and knowledgeable about all Credit Union and CUSO products and services.
• Meet regularly with direct reports to establish individual and team performance goals; review and monitor progress towards goals and measure results to track success of sales culture.
• Promote and maintain good public relations with members, team members and Management.
• Handle all loan functions with a high level of accuracy (i.e. conduct loan interviews; process loan requests and take appropriate action in a timely and thorough manner; ensure completeness and accuracy of loan documentation and computer input (L360,lLaserPro and Galaxy), pull credit reports, analyze data to determine member qualifications within the Credit Unions loan policies and guidelines; perform accurate collateral inspections and obtain accurate collateral valuations, ensure documentation is complete, present loan package to loan committee for approval or denial, prepare loan documents, obtain accurate signatures, create loans, disburse loan funds, secure collateral as necessary, make sure file is put together in appropriate file order).
• Process paid off loans appropriately.
• Accurately review new account files and consumer loan files (red & blue).
• Handle all account functions (new and existing) with a high level of accuracy (i.e. ensure completeness and accuracy of account documentation and computer input (Deposit Pro and Galaxy). Open new accounts: pull Chex System, OFAC and Qualifile on all members. Pull credit reports on all members over the age of 18. Analyze all reports. Verify  current, not expired. Verify current address.
  
  Handle IRA accounts, term share renewals, perform account maintenance/modifications as necessary, process ATM and debit card requests, determine if member is qualified for checking account and/or ATM and debit card, closing of accounts. Make sure file is in appropriate order and ready for the review process).
• Handle lead functions with a high level of accuracy (i.e. backup MSR supervisor, monitor and process any branch related management reports, appropriately handle irate members in a professional manner, other functions as requested).
• Perform all duties and responsibilities of a Member Service Representative, including, but not limited to: educating existing and potential members on products and services, performing teller transactions and account services, processing loan requests, maintaining internal controls, and performing other duties as needed.
• Demonstrate team work in working with the collections / loan adjusters in handling delinquent accounts/loans.
• Adhere to all lending policies and procedures.
• With your supervisor, consistently set…