ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Assumes responsibility for the effective and efficient performance of Branch operations.

a. Supervises work scheduling and workflow of daily routine operations.

b. Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements.

c. Ensures Branch security. Opens and closes the building in accordance with set hours and tests security equipment quarterly.

d. Acts as a Loan Officer, processing and approving member loans within established policies and limits.

e. Supervises and assists with member services functions. Cross-sells Credit Union services.

f. Implements changes to established policy and procedures within the Branch.

2. Assumes responsibility for maintaining the proper cash controls.

a. Ensures that all Branch transactions are balanced at the close of each day.

b. Oversees individual accountability for the handling of cash and assists tellers in resolving balancing problems.

d. Periodically verifies cash in possession of tellers and cash on the premises.

3. Effectively supervises Branch staff, ensuring optimal performance.

a. Assists in providing leadership through effective objective setting and communication.

b. Assists in the direct supervision of the Gibson Branch Retail personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks.

c. Conducts regular meetings (touchbases) with Branch employees to coach and mentor. Discusses areas needing improvement and changes in procedure.

d. Assist in conducting weekly team touchbase meetings with Branch staff to coordinate activities for the following week.

e. Ensures that personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures.

f. Ensures that personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources.

g. Provides assistance in tracking individual progress and conducting performance previews on each employee annually. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate. Provides leadership training to employees seeking management opportunities.

h. Provides assistance in the approval of all sick leave, vacation, overtime, and time cards for each Branch employee.

4. Assumes responsibility for establishing and maintaining effective, professional business relations with members.

a. Ensures that members' requests and questions are promptly resolved. Handles members' complaints.

b. Ensures that members are informed of Credit Union services and policies.

c. Ensures that the Credit Union's quality reputation is maintained and projected.

5. Assumes responsibility for the effective administration of Branch functions.

a. Ensures that Branch operations are well coordinated with Credit Union accounting, loan processing, and credit functions.

b. Assists in managing and overseeing expenses. Pursues cost-saving measures.

c. Continually seeks ways to improve Branch operations and productivity and to meet established goals.

d. Assists in preparation of monthly individual balanced scorecards for FRC’s and makes recommendations to management for improvements.

e. Provides assistance to ensure that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal.

g. Institutes prudent safety measures.

h. Keeps management informed of Branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary.

6. Assumes responsibility for related functions as required or assigned.

b. Attends assigned training sessions and stays current on new operational procedures.

PERFORMANCE MEASUREMENTS

1. Branch services are efficiently and effectively delivered in accordance with established Credit Union policies and standards.

2. Current member accounts are maintained or expanded and additional ones solicited. Good business relationships exist with members and their questions and problems promptly resolved.

3. Branch personnel are well trained and efficient, and their activities well coordinated.

4. Required reports and records are accurate and timely.

5. Management is appropriately informed of area activities and of any significant problems. Suggestions are provided for improved efficiency or effectiveness in operations.

6. Good working relationships exist with Branch personnel. Assistance is provided as needed.

7. Branch transactions, loan volumes, expenses, and profitability are in line with Credit Union standards.