AVP Branch Operations

Purpose:

Leads all efforts related to directing and coordinating all aspects of day-to-day operations within branches. Assists with the coordination of training and skill-building activities to ensure staff is trained and adheres to policies, procedures, and member experience standards. Provides effective and motivational leadership to all employees within assigned branches.

Primary Duties and Responsibilities:

• Responsible for ensuring all required branch responsibilities and duties are conducted in a timely, accurate, and compliant manner, including the filing of CTR’s and SAR’s.
• Assist VP Member Services with updates and revisions to policies and procedures. Establishes and maintains guidelines for branch operations.
• Supports branch-wide training and development initiatives as facilitator for group meetings and a resource for Branch Managers.
• Responsible for identifying and researching opportunities to improve branch operations and member service levels.
• Works with appropriate departments to resolve member service impacting challenges related to branch operations (ATMs, Phones, Lobby Management, Image Check Imaging, etc.).
• Supports branches by assigning work, answering questions, solving problems, and helping with complex transactions and sensitive membership issues.
• Closely monitors incoming member call statistics to ensure adequate coverage and implement necessary changes. Monitors calls on weekly basis and provides feedback to managers and staff.
• Responsible for evaluating the performance of employees under his/her supervision. Establishes staff development plans and makes recommendations regarding promotions, reassignments, terminations, and other human resource functions. Prepares and assists employees in setting goals for appraisals.
• Conducts frequent meetings to identify areas for improvement and collaborates with team members to implement changes.
• Monitors and tracks schedules and attendance to ensure adequate staffing levels at all locations.
• Participates in the interviewing and hiring of staff. Ensures the timely completion of individual development plans for all staff.
• Responsible for the successful and timely implementation of projects and initiatives as assigned.
• Works with the management team to ensure compliance controls are current and in place.
• Ensures branch personnel are familiar with safety and security procedures.
• Monitors and manages cash and deposit operations at all branch locations.
• Have full knowledge of Individual Retirement Accounts (IRA) for proper approval of departmental IRA transactions in Keystone and Ascensus.
• Verifying IRA end-of-year 1099R, 5498, and FMV reports for end-of-year tax reporting and other related monthly reports.
• Set up and process required Minimum Distribution (RMD) scheduled payments in Keystone and Ascensus, as well as verifying all related monthly reports.
• Process IRA Death Claims in Ascensus.
• Assists VP Member Services with monthly reporting.
  
  
  

Other Duties and Responsibilities:

• Coordinates with Marketing for branch marketing materials.
• Participates in FBFCU in-house training sessions, professional seminars and continuing education as made available.
• Participates in community events and civic organizations.
• Performs other duties, within or outside of assigned area, for the efficient and effective operations of FBFCU.
• Must comply with the Federal Bank Secrecy Act, Anti-Money Laundering, Customer Identification Program, OFAC and the Red Flag Identity Theft Policy.
  
  
  

Minimum Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Training:

• Bachelor’s degree in business, management, or related field preferred.
• On an annual basis, required to complete all mandatory Bank Secrecy Act, OFAC, CIP, AML and Red Flag Identity Theft training.
  
  
  

Prior Experience:

• 5 years of credit union or financial institution experience (member service and/or lending) and a minimum of two years management/supervisory experience.
  
  
  

Interpersonal Skills:

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work involves motivating, influencing or training others. Fostering sound relationships with other entities (companies and/or individuals) is necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Special Skills and Abilities:

• Thorough knowledge of all Credit Union services, policies and procedures.
• Ability to work with a variety of software applications.
• Strong communication skills, both verbal and written, and the ability to provide clear, concise instructions and have the ability to efficiently direct the work of subordinates.
• Must have the ability to work independently and a commitment to render the best possible service to all members.
  
  
  

Physical Demands:

The need for physical stamina is low to moderate. Moderate to significant local travel is required

Working Conditions:

Minimal adverse working conditions. Some fluctuations in temperature experienced in office setting. May need to work beyond normal working hours, pending organization needs.