Float Assistant Branch Sales and Service Manager
Listed on 2026-08-05
-
Management
Operations Management, Business Administration, General Management
Branch Manager
This position floats to OMNI Community Credit Union's retail branches in the Southern Market as assigned to manage, direct, and administer the operations and business development efforts of any Credit Union branch office that offers a full range of products and services to current and potential members. Directs and coordinates branch operational and sales activities including consumer lending for retail market.
Oversees retail market operations smoothly, efficiently, and cost effectively. OMNI Community Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
- Regular attendance is an essential function of the job as well as reporting to work on time and as scheduled. Physical presence onsite is required.
- Travel to other branch locations within the southern retail market and offsite business locations as required and advised by the Director of Retail.
- Exemplifies the desired culture and philosophies of the Credit Union.
- Coordinate deposit, lending and member services functions in accordance with policies, principles, and procedures established by the Director of Retail.
- Work directly with members and representatives of associated industries (i.e., SEGs) to evaluate and promote improved and expanded services in the branch area.
- Assist branch management to develop plans and schedules for the efficient use of materials, machines, technological equipment and employees resulting in outstanding service-delivery.
- Review costs and processes related to depositing, lending, and transaction accounts. Modify service delivery to maintain and enhance profitable operation of branch.
- Review operations of competing organizations and plan and direct sales program to develop new markets.
- Direct preparation of appropriate branch accounting records. Recommend budget to management relative to the physical, human resource, and other costs of the branch operation.
- Evaluate work of branch employees, conduct performance appraisals, conduct regularly scheduled coaching sessions, recommend promotions, reassignments, and related personnel functions. Provide training and assistance to branch employees to ensure efficient and effective delivery of member services at any assigned location.
- Ensure that the branch image is favorable, reflecting a sound and secure financial institution that employs prudent housekeeping procedures, safety measures, and provides a pleasant atmosphere for members, including privacy, confidentiality, and ease of use.
- Oversee office practices and procedures, including staffing and functional efficiencies, to ensure member-borrowing and requests for extension of credit are efficiently processed.
- Maintain awareness of changes in the credit granting field, including government regulation, technological advancements in computerized credit granting, consumer needs and preferences, and related issues.
- Oversee strategic planning for the Branch's, ensure plan complements and supports established company-wide goals.
- Establish and implement programs to meet sales, new account, and productivity goals
- Completes annual training of all required compliance regulations, including the BSA, and adheres to the regulations.
- Maintain ongoing communication with supervisor, informing him/her of all pertinent problems, irregularities, new development, changes and other important information within area of responsibility.
- Answer all telephone calls in a courteous and timely manner, and transfer calls to the appropriate personnel.
- Maintain a professional and courteous attitude with all people, including fellow team members, members, management staff, board members and outside vendors.
- Participate in Credit Union Marketing programs and campaigns.
- Supervise quality control of consumer loans processed. Review and follow-up on corrections with Director of Retail.
- Have a thorough knowledge of core processing system, as well as applications for insurance products, indirect lending, and other programs.
- Keep open communications and build trust with team members and members.
- Attend meetings as required.
- Prepare and maintain necessary reporting.
- Follow safety and security rules and regulations.
- Protect and respect credit union equipment and supplies.
- Perform other duties as directed by the Supervisor.
Manage branch employees, at whichever branch in the southern market assigned for the day. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Performance Standards:Demonstrate a favorable image when representing OMNI. Display a high level of honesty, integrity, and confidentiality while exhibiting a professional demeanor.
Qualification Requirements:To perform this job successfully, an individual…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).