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FUNCTION DESCRIPTION:
Responsible for leading all aspects of customer relationships delivered through the branch. This encompasses retail, small business relationships, and community business development. Responsible for branch profitability and branch operations.
ORGANIZATIONAL RELATIONSHIPS:
Reports to: District Manager
Supervises: Indirectly, all Branch positions; Directly nonexempt staff.
Contacts: Credit union members, other credit union branches/departments, credit union officials, auditors, vendors, local community members and businesses and all internal staff.
Branch size: Typically this position manages branches in the lower tier of transaction volume, deposits, loans, member households, earnings and marketplace potential. Branches identified as “minor” branches.
QUALIFICATIONS/REQUIREMENTS:
Education: Bachelor's degree in Business/Finance or equivalent work experience.
Experience:
Minimum of 3 years financial services
Minimum 1 year of leadership experience including the MIT program, opening and closing duties, etc.
Skills:
Loan experience preferred
Strong interpersonal, sales, and relationship management skills
Strong written, verbal and communication skills
Ability to provide leadership and handle multiple priorities under time constraints
Working knowledge of Microsoft Office desktop applications
Equipment: On -line computer terminal keyboard and visual monitor, (CRT), calculator, copier, FAX, telephone, printer, ATM, cash dispenser (CDR), alarms.
ESSENTIAL FUNCTIONS:
Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology.
Responsible for overall branch financial results, operations effectiveness, productivity, and cost effectiveness.
Responsible for the data-gathering, research, development and accomplishment of an annual branch marketing, business development, sales and service plan.
Successfully develops and follows an annual operating plan and budget leading to expense control, select purchasing and efficient property management.
Understand and communicate various types of loan and deposit products.
Manages the branch to achieve sales and growth goals, conducts weekly sales sessions, performs periodic sales audits, coaches and develops sales staff.
Ensures goals are met for other business groups/partners that work with the branch (investments, etc.)
Maintain key customer relationships, responsible for the branch meeting service standards in all interactions.
Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities.
Ensures branch staff has strong product and process knowledge. Manages human resource issues: recruiting, hiring, training and performance issues, etc.
Accurately enter and complete transactions including loan applications in Bellco systems.
Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.
Personally manages the largest, most profitable relationships at the branch, as identified by profitability analysis.
Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.
Understands and effectively implements all appropriate regulations.
Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment. Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.
Conducts on going analysis of branch activities, workflow and operations with a specific strategy devised towards meeting corporate goals.
Recommends and helps develop and implement new policies and procedures.
Assists in defining and developing strategy needed to set or meet organizational goals.
Regular and punctual in person attendance.
Management retains the discretion to add to or change the duties of the position at any time.
WORKING CONDITIONS:
May necessitate movement to other branches or departments.
Office environment.
Mobility throughout department.
Bellco requires all employees who drive their personal or a company vehicle in the routine performance of their jobs to have a valid Driver’s License. They must also provide proof of valid insurance
Job Type: Full-time
Pay: $70,000.00 - $75,000.00 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
Specialty Trade in Construction
$70k-85k (estimate)
04/26/2024
05/06/2024
bellco.org
THEODORE, AL
1,000 - 3,000
1936
FRED BELL III
$200M - $500M
Specialty Trade in Construction
Founded in 1936, Bellco Credit Union is one of the largest credit unions in Colorado, with more than $4 billion in assets, over 320,000 members and 25 branches in the Denver metro area and on the Western Slope. But despite its size, Bellco remains committed to its members and local communities, providing financial and volunteer support for numerous organizations. As a member-owned not-for-profit business, Bellco delivers advantages that include lower interest rates on loans, higher yields on savings, shared branching with a national network of credit unions and access to thousands of surcharge...-free ATMs. Bellco offers a full range of financial products and services including checking, savings, investment services, mortgage loans, auto loans and business products and is proud to be an industry leader in technology and environmentally friendly business practices. To learn how easy it is to become a Bellco Credit Union member, visit www.bellco.org. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Bellco Credit Union are licensed to transact securities business in Colorado. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx
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