SUMMARY

Under the direction of the Branch Manager, the Branch Supervisor is responsible for efficiently supervising the daily operations of the branch and direct reports. Oversees and approves the daily work of the line employees. Resolves complex member issues. Assumes the responsibilities of the Branch Manager when made necessary by absence. Assists in coaching employees of the branch to achieve individual, branch and Credit Union goals. Promotes and maintains a positive image of the Credit Union.

ESSENTIAL FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.

• Under the direction of the Branch Manager, plans, manages, directs, organizes, and controls the operational activities and employees of the branch, including cross-selling, member service, safety, and security control.
• Researches and resolves complex member concerns, transactions, and errors. Provides approvals as needed for transactions above staff limits.
• Ensures that employee training and development is being utilized effectively to achieve performance expectations of front-line operations. 
• Assists the Branch Manager in overseeing the duties and functions of the branch employees and assumes the responsibilities of the Branch Manager when made necessary by absence.
• Manages branch cash and maintains branch limit requirements and ensures that branch employees have acceptable balancing results.
• Responsible for achieving branch sales goals as established by Branch Manager and AVP Branch Experience Officer.
• Establishes and monitors employee sales and production goals.
• Ensures branch certifications are completed in a timely manner.
• Ensures branch general ledger accounts are kept in balance on a daily, weekly, and monthly basis.
•  Monitors and observes employee performance, including technical accuracy, sales and service efforts, and adherence to policies and procedures.
• Monitors service standard results daily, weekly, and monthly. Reviews employee activities and works with Branch Manager to formulate recommendations for improvement.
•  Provides leadership and professional development of branch employees to ensure optimal member service. Encourages teamwork.
• Works with Credit Union partners and vendors to ensure expenses are in accordance with budget under direction of Branch Manager.
• Ensures the application of and compliance with established Credit Union operating policies and procedures. Performs monthly certifications to ensure compliance and minimal branch audit exceptions. Assures that branch audit results are within acceptable boundaries.
• Supports the Branch Manager by ensuring business objectives are attained and member service delivery is professional and efficient.
• Participates in project implementation, including leading and participating in business priority projects.

SUPERVISORY FUNCTIONS

• Carries out supervisory responsibilities in accordance with Credit Union policies and applicable laws.
• Supervisory duties include, but are not limited to employee selection, training, coaching and discipline. Verifies employee time records and employee performance.
• Prepares branch schedule for assigned employees for a variety of work shifts, ensuring that breaks and meals are scheduled to provide enough employee coverage and in compliance with federal and state wage and hour laws and regulations.
• Supervisory duties include, but are not limited to, employee selection, training, coaching and discipline. Verifies employee time records and employee performance. Motivates, coaches, and evaluates assigned employees’ performance.

QUALIFICATIONS

The qualifications listed below are representative of the knowledge, skill and/or ability required to perform the essential functions of this position.

Education and Experience 

High School diploma or an equivalent combination of education and experience.

Two or more years of increasingly responsible branch operational experience in a supervisory role within a financial institution.

Certificates, Licenses and Registrations

None.

Supervisory Skills and Abilities

Develops and encourages cooperation and teamwork among employees.

Possesses skills in directing, coaching, motivating, delegating, evaluating, and counseling assigned employees.

Knowledge and experience in promoting teamwork and eliminating barriers to effectively working within the Department and across the Credit Union organizational structure.

Other Skills and Abilities

Performs duties accurately and efficiently, even with frequent interruptions.

Operates a variety of office equipment and machines.

Travels, attends, and participates in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging.

Ability to work a variety of hours, including evenings and weekends.

AFFIRMATIVE ACTION/EEO STATEMENT:

CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. 

For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here. 

ACKNOWLEDGEMENT

This Job Description describes the essential responsibilities and qualifications of the position described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job.

Your signature indicates that you have read this Job Description and understand the essential functions and objectives of the position, qualifications required, and key competencies of the position. This job description is subject to change and does not represent an employment contract.