What are the responsibilities and job description for the Branch Manager position at CU Hawaii Federal Credit Union?
Summary:
Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account. Solve problems within established policies and guidelines.
Duties and Responsibilities:
1. Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
2. Recommend, implement, and supervise the budget for the branch.
3. Apply and evaluate policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
4. Recruit and select quality applicants for vacancies, ensuring that the credit union is adequately staffed with competent employees.
5. Evaluate the job performance of branch office staff to ensure quality of work and service to members. Recommend salary increases.
6. Work with internal auditor to ensure compliance with internal controls.
7. Monitor branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts.
8. Monitor key products and sales within branch to ensure profitable and sound business practices and a high quality of service for members.Summary:
Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account. Solve problems within established policies and guidelines.
Duties and Responsibilities:
1. Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
2. Recommend, implement, and supervise the budget for the branch.
3. Apply and evaluate policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
4. Recruit and select quality applicants for vacancies, ensuring that the credit union is adequately staffed with competent employees.
5. Evaluate the job performance of branch office staff to ensure quality of work and service to members. Recommend salary increases.
6. Work with internal auditor to ensure compliance with internal controls.
7. Monitor branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts.
8. Monitor key products and sales within branch to ensure profitable and sound business practices and a high quality of service for members.Summary:
Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account. Solve problems within established policies and guidelines.
Duties and Responsibilities:
1. Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
2. Recommend, implement, and supervise the budget for the branch.
3. Apply and evaluate policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
4. Recruit and select quality applicants for vacancies, ensuring that the credit union is adequately staffed with competent employees.
5. Evaluate the job performance of branch office staff to ensure quality of work and service to members. Recommend salary increases.
6. Work with internal auditor to ensure compliance with internal controls.
7. Monitor branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts.
8. Monitor key products and sales within branch to ensure profitable and sound business practices and a high quality of service for members.9. Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis.
10. Ensure that staff receives on-going training on security and robbery procedures.
11. Schedule adequate staff to ensure efficient branch operation.
12. Conduct loan interviews. Process, approve, and/or close loans.
13. Monitor branch operations to ensure a consistent, professional approach.
14. Assist staff or members in solving complex account problems.
15. Create and maintain a cross-selling environment within the branch. Train employees to maximize opportunities to sell products.
16. Manage and recommend the purchase of equipment and supplies.
17. Hold periodic staff meeting to discuss areas needing improvement, changes in procedures, new developments or services, and to present general information.
18. Assist in any area as directed by the President, CEO/Vice President of Member Services.
Qualifications:
1. Education/experience:
a. Minimum two years financial experience
b. Minimum two years managerial experience
c. Associate’s degree in Finance or Accounting
i. Bachelor’s Degree (Preferred)
d. Minimum two years experience in a related field (Preferred)
e. Certified Financial Services Professional (CFSP) Designation (Preferred)
i. Electives:
1. Policy Writing
2. Compliance Program Management3. Consumer Lending
f. Minimum two years of credit union experience (Preferred)
2. Competencies:
a. Proficient in Microsoft office applications.
b. Must have knowledge of the credit union movement and the credit union policies and procedures.
c. Must have knowledge of front-end operations, Lending and Business Development.
d. Must be able to ensure adherence to state and federal laws and regulations governing the credit union operations.
e. Must be able to develop, manage and sustain a sales culture with emphasis on strengthening member loyalty through customer relationships.
f. Ability to respond to common inquiries or complaints from members and staff.
3. Other skills and abilities:
a. Strong leadership and organizational skills with the ability to coach and develop.
b. Excellent interpersonal skills including verbal, written and listening skills.
c. Must have a passion for change and the ability to lead change and build a service based organization.
d. Must be willing to be a hands-on manager working with the different departments.
e. Must possess a professional image and personality, be a self-starter, and thrive in a team environment.
f. Promotes positive behaviors and cooperation among peers and staff through example.
g. High degree of honesty and integrity.
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $65,000 - $85,000
