Branch Manager - Fox Road Branch
POSITION:
Branch ManagerDEPARTMENT:
Retail OperationsREPORTS TO:
Vice President of Retail OperationsPAY GRADE:
12FLSA STATUS:
ExemptPURPOSE:
The primary purpose of this position is to fulfill Financial Center First CU's vision of inspiring financial wellness.
The position must deliver high quality service to both internal and external members by supporting and promoting our values to Care, Listen, Learn, Solve, and Act.
Responsible for directing the overall operations of a branch.
Develops a highly effective team through coaching and leadership.
Ensures established policies and procedures are followed.
Oversees provision of a full range of services to members and prospective members.
Accountable for maximizing revenues, sales, member satisfaction, and minimizing operational losses, developing new relationships for growth, as well as deepening existing relationships and minimizing member attrition.
The Branch Manager will be accountable for and oversee the Branch Service Manager and Relationship Banker.
ESSENTIAL DUTIES:
Developing and deepening consumer and business relationships to achieve individual and branch goals set by the credit union.
Responsible for identifying and capitalizing on opportunities to recommend or refer consumer, business and investment products and services, that will benefit the member's financial life.
Accountable for the performance of the branch, including member satisfaction surveys, member retention, and branch production goals.
Maintains a high quality of service for members and ensures employees are maximizing opportunities to sell products/services and meeting sales and service standards.
Leads, manages, and holds all branch staff accountable.
Responsible for the development and training of staff, ensuring staff are well trained in all phases of their jobs.
Administers annual, monthly, and in-moment coaching and review of employee performance.
Sets goals for the upcoming month and develops plans to improve employee performance Supervises staff, including approval of corrections and overrides, in compliance with company policies/procedures.
Creates work schedules and ensures completion of daily tasks.
Ability to perform all branch job functions in the event staff is unavailable.
Conducts operational and sales/service training and coaching with branch staff.
Maintains knowledge and educates team on products, services, technology and policies.
Responsible for preparing necessary and timely documentation and feedback such as:
scheduled evaluations, action plans, and disciplinary actions.
Responsible individually and for the branch, for following all internal controls and procedures.
Accountable for branch losses due to failure to follow internal controls.
Actively involved in the community and building community relationships.
Create new and develop existing business and member relationships for future growth and attainment of new business for the credit union.
Actively overseeing the recruitment and hiring process of employees.
Managing the overall operations of the branch, adhere to all operations, security, risk and regulatory related policies and procedures.
Ensures maintenance and upkeep of center; general appearance, supplies.
Performs other duties commensurate with this position.
REQUIRED BACKGROUND:
A college degree such as business administration or sales is preferred.
Must have a minimum of 2 years Credit Union or related experience, including demonstrated ability to lead and develop teams to their fullest potential.
Should have at least 5 years proven sales experience.
Within 90 days, must possess a thorough knowledge of Credit Union bylaws, policies, procedures and state and federal laws effecting all operations of the Retail Center; Credit Union products and services and Credit Union processes and systems.
Must be able to pass any and all exams given during the assigned training courses.
Proven leadership and coaching skills.
Proficient in Microsoft Office, Financial Institution core systems, Loan Origination Systems, ATM, online services and all other internal programs.
Strong verbal communication skills, self-motivated, strong interpersonal skills Must be accurate and attentive to details, courteous, neat in appearance and patient in dealing with members and employees.
Bilingual in English and Spanish is a plus WORK ENVIRONMENT:
The work requires physical mobility within the general work area, continual communication with customers, repetitive tasks and a high level of attention to security The work is performed in a general office environment and may be temporarily or permanently assigned to another Center location.
Occasional trips to area business and community functions.
Lifting and carrying of items such as books, computer listings, and small stacks of paper is required.
The lifting and carrying of heavier types of items such as ATM cassettes, bags of coin, and bags of cash up to 25 lbs.
is also required.
PI226510801 Recommended Skills Attention To Detail Business Administration Communication Finance Financial Institution Internal Controls Estimated Salary: $20 to $28 per hour based on qualifications.
Branch ManagerDEPARTMENT:
Retail OperationsREPORTS TO:
Vice President of Retail OperationsPAY GRADE:
12FLSA STATUS:
ExemptPURPOSE:
The primary purpose of this position is to fulfill Financial Center First CU's vision of inspiring financial wellness.
The position must deliver high quality service to both internal and external members by supporting and promoting our values to Care, Listen, Learn, Solve, and Act.
Responsible for directing the overall operations of a branch.
Develops a highly effective team through coaching and leadership.
Ensures established policies and procedures are followed.
Oversees provision of a full range of services to members and prospective members.
Accountable for maximizing revenues, sales, member satisfaction, and minimizing operational losses, developing new relationships for growth, as well as deepening existing relationships and minimizing member attrition.
The Branch Manager will be accountable for and oversee the Branch Service Manager and Relationship Banker.
ESSENTIAL DUTIES:
Developing and deepening consumer and business relationships to achieve individual and branch goals set by the credit union.
Responsible for identifying and capitalizing on opportunities to recommend or refer consumer, business and investment products and services, that will benefit the member's financial life.
Accountable for the performance of the branch, including member satisfaction surveys, member retention, and branch production goals.
Maintains a high quality of service for members and ensures employees are maximizing opportunities to sell products/services and meeting sales and service standards.
Leads, manages, and holds all branch staff accountable.
Responsible for the development and training of staff, ensuring staff are well trained in all phases of their jobs.
Administers annual, monthly, and in-moment coaching and review of employee performance.
Sets goals for the upcoming month and develops plans to improve employee performance Supervises staff, including approval of corrections and overrides, in compliance with company policies/procedures.
Creates work schedules and ensures completion of daily tasks.
Ability to perform all branch job functions in the event staff is unavailable.
Conducts operational and sales/service training and coaching with branch staff.
Maintains knowledge and educates team on products, services, technology and policies.
Responsible for preparing necessary and timely documentation and feedback such as:
scheduled evaluations, action plans, and disciplinary actions.
Responsible individually and for the branch, for following all internal controls and procedures.
Accountable for branch losses due to failure to follow internal controls.
Actively involved in the community and building community relationships.
Create new and develop existing business and member relationships for future growth and attainment of new business for the credit union.
Actively overseeing the recruitment and hiring process of employees.
Managing the overall operations of the branch, adhere to all operations, security, risk and regulatory related policies and procedures.
Ensures maintenance and upkeep of center; general appearance, supplies.
Performs other duties commensurate with this position.
REQUIRED BACKGROUND:
A college degree such as business administration or sales is preferred.
Must have a minimum of 2 years Credit Union or related experience, including demonstrated ability to lead and develop teams to their fullest potential.
Should have at least 5 years proven sales experience.
Within 90 days, must possess a thorough knowledge of Credit Union bylaws, policies, procedures and state and federal laws effecting all operations of the Retail Center; Credit Union products and services and Credit Union processes and systems.
Must be able to pass any and all exams given during the assigned training courses.
Proven leadership and coaching skills.
Proficient in Microsoft Office, Financial Institution core systems, Loan Origination Systems, ATM, online services and all other internal programs.
Strong verbal communication skills, self-motivated, strong interpersonal skills Must be accurate and attentive to details, courteous, neat in appearance and patient in dealing with members and employees.
Bilingual in English and Spanish is a plus WORK ENVIRONMENT:
The work requires physical mobility within the general work area, continual communication with customers, repetitive tasks and a high level of attention to security The work is performed in a general office environment and may be temporarily or permanently assigned to another Center location.
Occasional trips to area business and community functions.
Lifting and carrying of items such as books, computer listings, and small stacks of paper is required.
The lifting and carrying of heavier types of items such as ATM cassettes, bags of coin, and bags of cash up to 25 lbs.
is also required.
PI226510801 Recommended Skills Attention To Detail Business Administration Communication Finance Financial Institution Internal Controls Estimated Salary: $20 to $28 per hour based on qualifications.
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