General Job Description:

Provide leadership, manage and oversee all aspects of daily branch operations. Coach staff to maintain excellent service, goal achievement and continual education in our products, services, policies and procedures. Work to ensure accuracy and compliance in all branch areas that, at minimum, leads to positive branch audit ratings of “Meets Expectations.”

Major Duties and Responsibilities:

1. Manage all aspects of daily branch operations (safety, security, service, compliance, employees, exception decisions, problem solving, coaching, obtaining new business).
2. Follows Credit Union policies and procedures and recommends improvements in areas of daily operations, procedures and employee productivity.
3. Inform and coach staff members in goal achievement.
4. Conducts and participates in employee group and community development activities.
5. Coach employees to consistently inquire on the financial needs of the membership by referring the appropriate products and services to enhance their relationship with the Credit Union.
6. Work within the branch and Credit Union overall budget and look for cost savings.
7. Ensure employees are staying current on policies and procedures and that required Credit Union classes are completed on time. Assign additional training that will enhance the knowledge, skills, and performance of the individual.
8. Provide recommendations for hiring, terminations, promotions, transfers, performance appraisals, training and development and interpretation of credit union policies and procedures. Conduct all personnel functions in accordance with applicable statutes as provided by Human Resources.
9. Prepare and develop productivity reports as directed by management.
10. Ensure all branch compliance audits are accurate and complete.
11. Conduct regular team meetings; keep staff adequately informed.
12. Understand and describe the purpose of the Bank Secrecy Act (BSA), Anti Money Laundering, and Office of Foreign Asset Control policy (OFAC). Identify the BSA Administrator and responsibilities. Complete annual BSA training. Know where to find the BSA policies, procedures, and forms.
13. Responsible for processing member information and transactions consistent with BSA policy and procedures. Understand the regulatory requirements and the internal BSA/AML policies, procedures, and processes. Understand and describe; Suspicious Activity Report (SAR), Currency Transaction Report (CTR), Customer Due Diligence policy (CDD), and Office of Foreign Asset Control policy (OFAC). Complete and file appropriate forms in a timely manner; Suspicious Activity Report, Currency Transaction Report, Document CRM consistently as directed by operational procedures.
14. Monitor workflow to ensure excellent service to the membership and to reduce OT. Act as backup for all branch positions; provide coverage, as needed, to assist members.
15. Communicate with Regional Director on branch activity that includes member or employee issues, repairs, productivity, etc.

Education and Experience

Job requires a four-year college level of language, math and reasoning skills and three or more years of experience, or an equivalent combination of education and/or work experience. Formal position training should be supplemented with continuing education. This is an exempt position.

Work Environment/Physical Activities

Ability to work in fast-paced environment. Ability to handle multiple tasks simultaneously. Work creates normal fatigue daily. Work creates moderate stress during certain periods during daily routine. Job does not have specific volume and pace of work standards except that the job requires that members be served in the timeliest manner possible. Job requires extensive member contact on a continual basis.