The candidate will be 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.

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

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.