Branch Manager II

Branch Manager II – Member Services                                                 

Reports To:  Director of Member Experience

Job Overview

Provides strong branch leadership that achieves branch growth, member satisfaction and creates an environment that promotes financial discipline through managing and developing the human, financial, and operational resources. Projects a professional image and is actively involved in local community partnerships.

Manages a branch that is defined as mid-size based upon asset size and transaction volume.

Major Tasks, Responsibilities and Key Accountabilities

• Leads a motivated branch team that provides exceptional service, makes sound decisions, and achieves member satisfaction through coaching, role-modeling, and holding staff accountable. Effectively delegates daily branch workflow to the Lead Teller.
• Creates a branch environment that promotes and fosters financial discipline.
• Implements and maintains operational regulations, policies, procedures, and standards to maximize accuracy and efficiency. Makes recommendations for overall credit union improvement and division consistency.
• Makes decisions and follows policies and procedures for the safe-keeping of credit union personnel, assets, and facilities.
• Utilizes expert knowledge to underwrite and close consumer loans following established underwriting criteria and lending policies and procedures. Teaches members to use the loan to improve their financial well-being and provides any ongoing correspondence. Accurately and efficiently prepares member documents.
• Demonstrates a work style that is consistent with BHCCU’s values and takes personal responsibility for own learning and development to support those values and the branch’s success. Serves as a role model to the Member Services management team.
• Promotes member growth with current and potential select employee groups, schools, and communities in collaboration with the department objectives.
• Prepares an annual branch budget that is consistent with overall corporate goals and monitors expenditures.
• Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.
• Performs other duties as assigned, including filling in for any branch position.

Major Skills and Competencies

• Must possess strong interpersonal skills, maturity, and good judgment.
• Must possess well-developed skills in verbal and written communication.
• Role model of positive personal projection as demonstrated by professional appearance and attitude.
• Comfortable working in a complex, competitive, and rapidly changing environment.
• Ability to analyze and resolve situations independently.
• Ability to manage multiple priorities, effectively delegate, and set deadlines.

Physical Job Requirements

Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds).

• Ability to move about and communicate with a diverse membership and employee group.
• Ability to accomplish the described responsibilities through the use of computers and technology.
• Ability to sit and/or stand for extended periods of time.
• Ability to work in a changing, challenging and fast paced work environment.
• Variable stress levels.
• Provide own transportation.
• Occasional business travel.

Environmental Job Requirements

Typically located in a comfortable, quiet indoor area. There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights.

Minimum Qualifications

• Pass the pre-employment drug test and background check.
• Bachelor’s Degree in a related field or an equivalent level of knowledge, skills and abilities typically acquired through work experience.
• Two years of previous experience as a Branch Manager I or four years equivalent related management experience.

Preferred Qualifications

• Previous experience as a role model for other Member Services management.