Job Summary

Under general direction of the Branch Manager, supervises all branch office activities, including coordinating and directing daily operations. Directs personnel activities to ensure convenient and efficient operation of staff and branch within the framework of federal and state laws, NCUA regulations and UFCU policies and procedures. Successfully resolves escalated member issues, and effectively collaborates with other UFCU departments. Empowers and develops employees to support the branch and Credit Union initiatives.

About UFCU

As Austin’s largest locally-owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.

UFCU Mortgage Services has ranked as the ABJ #1 Mortgage Lender for 5 years, with over 20 Loan Officers on the Top Loan Officer list. We have closed over $1 billion dollars in loans for the second year in a row and have helped over 4600 members this year achieve the dream of homeownership or financial security. Though we are proud of our standing as the Top Credit Union and Top Mortgage Company, Healthiest Employer, Gallup’s Exceptional Workplaces, and Best Places for Working Parents. We are more proud of our people-first culture We value our employees as much as our Members. We offer an environment where people care about each other – like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives – then we’re glad you’re here.

Essential Functions

Employee Development:

• Effectively coaches frontline staff in the successful promotion and sales of assigned UFCU products and services to meet and exceed both personal and branch sales objectives.
• Utilizes leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive team.

• Promotes UFCU’s cultural values and contributes to the success of UFCU’s strategic vision and organizational and team goals. Monitors performance and, if necessary, corrects course to reach established goals.

Branch Management:

• Use principles of continuing process improvement to streamline and enhance branch operations according to UFCU’s strategic initiatives.
• Responsible for managing the overall ongoing operations of the branch including the staffing, training and employee relations of all branch office employees.
• Responsible for the branch staff's delivery of personal financial services through the teller, new accounts, loan closing and electronic delivery systems located at the branch. Ensure quality service is provided by all branch employees.
• Hold staff accountable to goals, initiatives and UFCU’s policies and procedures.

Leadership & Development:

• Continually seeks opportunities for personal and staff ongoing professional growth and learning.
• Uses effective staffing and talent management strategies to hire, develop, and grow future leaders; and ensures that team is empowered and professionally trained to achieve maximum productivity, quality of performance, job satisfaction and work-life balance.
• Performs other duties as assigned.
• Adhere to all company policies, procedures and business ethics codes.
• Complete required regulatory Training as assigned.
• Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

Knowledge/Skills/Abilities

• Ability to meet goals and deadlines.
• Excellent interpersonal, verbal and written communication skills required.
• Must demonstrate a passion for people and service, as well as a dedication to building relationships.
• Ability to work with members and staff tactfully and professionally, both in-person and via phone.
• Experience coaching and motivating staff
• Ability to think strategically as well as tactically while continually seeking sales, service and operations delivery efficiencies.
• Strong analytical and reporting skills.
• Bilingual in Spanish preferred.
• Must be bondable.

Competencies

• Leading & Developing Self
• Leading & Developing Others
• Organizational Impact

Experience

Minimum Requirements

• High school diploma or equivalent experience required.
• Minimum of two (2) years supervisory experience required.
• Minimum of two (2) years of related financial services or retail experience.
• Proven ability and demonstrated success in a sales and service role.
• Demonstrated ability to resolve difficult situations.
• Must be bondable.

Preferred Requirements

• Bilingual in Spanish preferred.
• Credit union experience preferred.
• Bachelor's degree
• Experience working in a fast-paced, high volume environment

Things You Need to Know Before You Apply

Physical Demands

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
• The employee is frequently required to stand and walk.
• Employee will make extensive use of the telephone requiring the ability to effectively and accurately explain complex information.
• The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 10 pounds

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position may involve periodic stressful conditions.
• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
• May occasionally move from one work location/branch to another.
• Public contact position, requiring appropriate professional appearance.
• Frequent computer uses at a workstation up to two hours at a time.
• The noise level in the work environment is usually moderate.

INDUFCU

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)