Branch/Dept Manager S

Description

Summary/Objective
Responsible for all aspects of day-to-day operations of the branch. This includes providing exceptional leadership, communication, team development, and member service. As the leader of the branch, it is important to initiate and coach staff towards strategic goals and ensure that they align with our FIRST Values.  Maintain high standards and provide exceptional service to our members.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Leadership responsibility for all aspects of day-to-day branch operations. 
2. Maintain communications between the branch and management by preparing daily, weekly, and monthly reports regarding branch operations and productivity.
3. Provide leadership, guidance, and training while assisting with problem solving efforts, including but not limited to, assessing situations and making judgment calls, member related issues, member engagement/service experience, out of balance conditions, ensuring compliance with CU policy and all State/Federal regulations.
4. Coach staff to fulfill annual business plan goals.
5. Conduct monthly one-on-one coaching sessions with all team members, providing feedback to ensure they meet expectations, and are on target to meet assigned goals.
6. Maintain knowledge of the Credit Unions’ products and services to efficiently train and motivate staff to cultivate strong member relationships through cross sales.
7. Schedule, supervise, and motivate branch staff to maintain optimal member service satisfaction levels.
8. Represent and promote the Credit Union professionally and positively within the community (SEG visits, Chamber networking, community events).
9. Ensure oversight of audit procedures to maintain adherence with controls, and promptly notify the Director of Branch & Member Experience, Operations of any identified weaknesses.
10. Monitor branch activity, including number of transactions, loan volume, sales volume, and overall branch performance to ensure the team is maximizing opportunities to enhance member engagement with products and services.
11. Holds responsibility for quality assurance/compliance of all branch records including review of all new membership applications.  Deviances from procedure will be documented and reviewed with staff.
12. Provide consistent communication, follow-up and follow-thru with team members, solution teams, and management.
13. Promotes process improvements that enable optimal member experiences (simple and easy to do business with).
14. Evaluate individual staff performance by preparing and presenting annual reviews and conducting/logging consistent coaching sessions.
15. Coordinate and communicate performance related matters timely in partnership with HR.
16. Ensure timely communication, follow-up on work including member and solution team requests.
17. Uphold the security and safety of the branch, by analyzing security and safety policies and procedures.  Notify staff of any changes.
18. Ability to handle confidential/sensitive information in a professional manner.
19. Formulate recommendations and provide feedback to management regarding operational policies and procedures.
20. Ensure compliance with all internal controls and established policies and procedures.
21. Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).

Competencies

1. Outstanding customer service orientation.
2. Strong numeric ability.
3. Accuracy and attention to detail.
4. Computer proficiency.
5. Stress management/composure.
6. Good listening and communication skills.
7. Honesty and integrity.
8. Teamwork.
9. Leadership and supervisory skills.

Supervisory Responsibility
This position has supervisory responsibilities.

Work Environment
This job operates in a branch or office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, cash recyclers, ATM, Instant Issue, cash advance machines, multi-function machines, and video.  Physical presence in the branch setting is required.

Physical Demands
This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping, or standing as necessary. 

Position Type/Expected Hours of Work
Ability to work flexible schedule Monday through Friday. 

Travel
Periodic travel to other FCU locations may be required.

Qualifications

Required Education and Experience

1. High school diploma or equivalent.  College graduate highly desirable.
2. Three years related experience and/or training; or equivalent combination of education and experience.

Preferred Education and Experience

1. Previous cash handling experience.
2. Previous experience with a credit union highly desirable.

Additional Eligibility Qualifications

1. Multi-lingual capabilities to include Spanish are a plus.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities, and activities may change at any time with or without notice.