What are the responsibilities and job description for the Branch Manager position at Directions Credit Union?
Job Details
Description
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for the effective and efficient performance of Branch operations.
Description
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for the effective and efficient performance of Branch operations.
- Supervises work scheduling and workflow of daily routine operations. Schedules staff to ensure efficient workflow and high service levels.
- Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements.
- Ensures Branch security. Opens and closes the building in accordance with set hours and tests security equipment regularly. Updates security procedures regularly.
- Reviews, processes and approves loans within established policies and limits.
- Supervises and assists with member services functions. Uncovers member needs and presents credit union products and services to meet those needs.
- Implements changes to established policies and procedures within the Branch.
- Ensures that all Branch transactions are balanced at the close of each day.
- Oversees individual accountability for the handling of cash and assists tellers in resolving balancing problems.
- Controls and handles daily deposits in accordance with established policies and procedures.
- Periodically performs audits of tellers and cash in the vault.
- Provides leadership through effective goal setting and communication with staff.
- Directs, coaches and supervises all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, coordinating, and reviewing tasks.
- Conducts regular meetings with Branch employees to inform, coach and train. Discusses areas needing improvement and changes in procedure.
- Coaches and directs staff in their Sales and Service efforts. Provides regular feedback and handles performance problems as needed.
- Works with the Educational Department to ensure that staff is well trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures.
- Works with Human Resources Department to ensure that staff is effective and performing optimally. Determines appropriate staffing levels for proper utilization of human resources.
- Manages individual progress and conducts performance appraisals on each employee at least twice annually. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate.
- Approves all sick leave, vacation, overtime, and timecards for each Branch employee. Keeps accurate payroll and attendance records.
- Employs Sales & Service skills to establish new member relationships, open new accounts and loans, conduct appropriate follow-up and assist members in solving problems.
- Ensures that members' requests and questions are promptly resolved in a professional manner. Handles members' complaints and assists members in resolving problems.
- Ensures that members are informed of Credit Union services and policies. Counsel’s members regarding their financial needs and services requested.
- Ensures that the Credit Union's quality reputation is maintained and projected.
- Encourages Credit Union mission and brand.
- Strives to exceed member expectations and anticipate needs through skillful questions, listening, communicating benefits, gaining commitment and addressing member concerns.
- Keeps Senior Management informed of Branch activities, progress toward established goals and any significant issues. Requests assistance when necessary
- Communicates effectively with Managers and staff to coordinate activities and serve Members’ needs.
- Encourages and supports Credit Union mission and Brand. Promotes Credit Union’s sales and service culture.
- Attends and participates in meetings and committees as required.
- Assists other branches and departments as required.
- Ensures that Branch operations are well coordinated with Credit Union accounting, loan processing, and credit functions.
- Manages and oversees Branch expenses. Pursues cost-saving measures.
- Continually seeks ways to improve Branch operations and productivity to meet established goals.
- Prepares periodic Branch activity reports and makes recommendations to management for improvements.
- Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal.
- Ensures that adequate supplies, forms, and equipment are available for personnel.
- Institutes prudent safety measures.
- The employee is responsible for reading and shall strictly adhere to all the policies, rules, regulations, and training that have been or that may hereafter be established by or applicable to Company for the conduct of its employees, and further, Employee shall strictly adhere to all the provisions of the Company’s handbook(s).
- Fills in and performs duties in Branch positions as needed.
- Attends assigned training sessions and stays current on credit union, operational, and supervisory issues.
- Participates in Credit Union’s strategic planning process.