Branch Manager

Position Summary: 
 
Responsible for the smooth operation of a large, complex branch.  This includes member service, staffing, personnel issues, and computer and equipment problems.  The office may have additional services and functions such as an ATM, Drive-up Window, Saturday hours, shift operation, mail processing, phone operation, a satellite office, larger staff, etc.  Cross sell credit union loan products and services to achieve established goals set by management. 
 
Duties/Responsibilities: 
 

• Follow all credit union policies, procedures, and requirements in addition to all state and federal laws and regulations, including Regulation CC, the Bank Secrecy Act, OFAC and USA Patriot Act/Customer Identification Act (CIP). Educate members on various credit union policies, procedures and related laws and regulations where applicable.  
• Must be eligible to register and maintain active status with the Nationwide Mortgage Licensing System and 
• Registry in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the “SAFE ACT”).  Any discrepancies in the background check could include disciplinary action up to and including separation from employment.    
• Assure that the branch office operates effectively to provide a high level of member service and oversee the smooth operation of the facility and equipment. 
• Handle all branch personnel issues including staffing, scheduling, hiring, training, disciplinary actions and performance evaluations.  
• Develop and maintain a high level of member service through training.  
• Resolve member complaints and concerns. Approve member exceptions, and authorize service fee refunds when appropriate.    
• Maintain operating and security procedures that are consistent with other offices.    
• Cross sell credit union loan products and services to achieve established goals set by management.  
• Provide periodic reports of Branch Office activity.  
• Assist marketing department with administration of special promotions and incentives for staff.  
• Perform each job function in office when necessary.  
• Perform the duties of a Loan Officer.  
• Other duties as assigned. 

 
Essential Functions: 
 

• Extended sitting up to 70% of the time. 
• Lifting up to 35 pounds occasionally required 
• Bending, squatting, climbing, twisting, kneeling, reaching above or below shoulder level is occasionally to frequently required. 
• Sound perception/discrimination and verbal speech ability are frequently to continuously required. 
• Intermediate mathematical skills (calculations/concepts involving decimals and percentages). 
• Ability to use PC software and provide assistance to staff. 
• Strong verbal and written communication skills.  
• Ability to analyze and collect data.  
• Knowledge of credit union regulations.    
• Strong leadership, supervisory, and problem-solving skills. 
• Occasional travel and irregular hours are required. 
• Must be bondable.  

DISCLAIMER 
 
The information in this position description has been designed to illustrate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties and responsibilities and/or qualifications required of any employee assigned to this position. 

Education, Training and Experience: 
 

• High school diploma or the equivalent and post secondary course work in a business-related field.
• Minimum three years’ supervisory experience preferred.  
• Experience in financial services or a customer service environment is a plus.   
   

Salary : $60,000 - $85,866