What are the responsibilities and job description for the Branch Manager I - Westside Branch position at 121 Financial Credit Union?
We are seeking a Branch Manager for our Westside Branch!
We are a credit union, not a bank. We are a cooperative and owned by our members (our name for customers) and we think it’s pretty cool. We empower our team to deliver innovative solutions through one-to-one service by focusing on the unique value of every member. Our mission is growing together, prospering together.
We like to think outside the box at 121 Financial, we work hard, grow, have fun, and never do things “just because that’s the way it’s always been done.” We’re looking for individuals who enjoy working as part of a team, are passionate about providing excellent service, and who want to contribute something meaningful to their work and their community. When you join 1-2-1 you will experience a people helping people culture, focused on making a difference in the lives of our members, community and employees.
121 Financial is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
1-2-1 Employee Benefits
As Jacksonville’s hometown credit union, we are dedicated to delivering competitive benefits that enhance our employee’s quality of life. Beyond healthcare, dental, and life insurance, we make it worth your while. 1-2-1 team members received a generous company contribution to their 401k, holiday pay, generous paid time off, tuition reimbursement benefits and employee discounts on products and services. We provide competitive pay that will be determined based on experience and internal equity factors. In addition, this position will be eligible for incentive pay.
Role
This full-time exempt position is responsible for directing and administering the operational efforts of the branch. Ensures established policies and procedures are followed. Oversees provision of a full range of services to members and prospective members. Ensures members are promptly and professionally served. Leads, trains, directs, and supervises branch staff in identifying needs and offering solutions at every opportunity using the 121 Relationship Building Process. Accountable for maximizing revenues, sales, member satisfaction, and minimizing operational losses as well as deepening existing relationships and minimizing member attrition. Responsible for successful implementation of promotional campaigns and product initiatives at the branch level. Incumbents are either sales (with business development goals) or service focused.
Major Duties and Responsibilities
- Assist the retail team in meeting and exceeding goals in loans, deposits, revenue growth and expense reduction. Coach staff and provide training needed to reach the sales and service goals of the retail team. Track and monitor results and make adjustments as needed to ensure production goals are meet and unsatisfactory results and corrected. Produce individual results.
- Learn about our members needs by asking questions and proposing solutions using the 121 Relationship Building Process. Lead, develop, coach, monitor, motivate and discipline branch personnel for the purpose of meeting service and production goals. Administer performance evaluations and recommend appropriate personnel actions. Retain desired staffing model and fill open positions in a timely manner. Maintain written documentation of employee performance.
- Maintain the operational integrity of the branch: ensure audits and oversights are performed and maintained per the 121 Financial Credit Union guidelines. Oversee the safekeeping of all cash and negotiable items. Ensure branch is properly staffed at all times.
- Delivers high quality service to both internal and external members, as defined by our Service Promises. Monitors all branch activities to ensure they are in compliance with established credit union policies and procedures. Achieve service-related benchmarks set by 121 Financial Credit Union. Ensure member experience thresholds are met.
- Maintains communications with Corporate Headquarters; prepares, monitor and submits standard and specialty reports; attend and participate with scheduled meetings. Relay appropriate information to branch team as directed. Ensure an open and informative branch environment.
- Must comply with The S.A.F.E. Act and register with the Nationwide Mortgage Licensing System and Registry (registry) and maintain a current registration as a Mortgage Loan Originator (“MLO”). Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Follows established company policies and procedures, including but not limited to: Sarbanes Oxley controls, Business Ethics and Standard of Conduct, Electronic Communications, Confidentiality and Privacy. Required to attend or participate in necessary compliance training.
- Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions, and similar groups. Attend community events for the purpose of representing 121 Financial Credit Union and soliciting opportunities. Responsible for representing our organization in a professional manner at all times.
- Requires flexibility to serve the needs of the credit union. Completes additional duties and projects as assigned.
Knowledge & Skills
Experience
Two to Five years of similar or related experience, including time spent in preparatory positions.
Education/Certifications/Licenses
A two-year college degree or completion of a specialized course of study at a business or trade school.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Other Skills
Supervisory, account and loan knowledge of regulations and Credit Union policies and procedures.
ADA Requirements
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
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