Description

Position Summary: The Branch Manager plays a pivotal role in leading the branch towards achieving its goals by focusing on team development and building strong relationships with our members. This position involves creating a collaborative and empowering work environment for our team members. Additionally, the role includes engaging with members to understand their financial needs, providing personalized solutions, and fostering long-term relationships. The Branch Manager leads by example in delivering exceptional member service, actively listens to member and team member needs, and supports credit union efforts to continuously improve our experience both inside and outside the organization. 

Duties/Responsibilities:

• Support, develop, and train branch team members 
• Supervise branch employees and maintain personnel policy, exercising disciplinary measures when called for.
•  Act as a loan officer, performing all necessary loan functions.
• Open and close IRA accounts, approve and process deposits and withdrawals.
• Opens and closes Certificates of Deposit, and calculates penalties for early withdrawal.
• Accepts and process wire transfers.
• Does ATM daily balancing, ATM troubleshooting as needed, including on-call availability. (in offices that have an ATM).
• Perform notary and signature guarantee duties.
• Prepare and administer employee performance evaluations.
• Counsel employees and review their performance on an ongoing basis.
• Approve checks and other transactions requiring supervisory approval.
• Work to resolve member issues.
• Prepare verifications for members as requested.
• Balance checking accounts as requested by I.O.
• Maintain vault drawer as needed.
• Audit teller drawers, travelers’ checks and vault cash monthly or as requested for periodic audit.
• Assist with teller and office balancing daily as needed.
• Balance daily work and prepare deposits as needed.
• Research and correct teller errors.
• Provide for staff education, training, and conduct staff meetings as necessary.
• Is responsible for the opening and the closing of the branch office according to required security procedures.
• Is responsible for the maintenance of the security system.
• Oversees the safety and the maintenance of the building and grounds.
• Maintain branch equipment, call for maintenance when needed, and recommend new or replacement items.
• Maintain statistical reports on branch activities as requested.
• Attend management meetings monthly.
• Attend seminars and training programs as needed or requested.
• Act as a backup for all branch functions as needed.
• Ensure that member transactions are being reviewed for compliance with Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations and participate in annual training as required by the BSA/OFAC Compliance Officer.
• Performs other related duties or tasks as assigned.

Requirements

Qualifications:

• Minimum 2 years of banking experience required
• Skill in handling money and aptitude for detail work
• Ability to relate to people effectively
• Basic computer knowledge
• Organizational and administrative skills
• Typing skill desirable with emphasis on accuracy
• Dress and conduct oneself in a professional and business-like manner
• College degree or equivalent experience
• Previous management and coaching experience required

KALSEE Credit Union shall, at its discretion, modify or adjust the position to meet the credit union’s changing needs.