What are the responsibilities and job description for the Branch Manager - Southaven position at Orion Financial?
POSITION PURPOSE
Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account. Exhibit proficient and service oriented problem solving skills within established policies and guidelines. Manage the branch staff and oversee day to day operations of the branch. Maintain a positive level of service by adhering to company standards. Lead and advise entire branch team in the efficient handling of member needs and accurate transactional processes. Administer ongoing coaching for the branch team to assist in reaching all sales and other operating standard goals. Represent the Credit Union within the Southaven community by developing relationships with local businesses, organizations, and community partners while promoting the Credit Union's products, services, and commitment to serving the community.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
2. Maintain staffing standards in accordance with branch FTE analysis.
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. Evaluate the job performance of branch staff to ensure quality of work and service to members.
5. Monitor and track branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales and new accounts. Coach/Counsel staff as necessary in these areas.
6. Monitor key products and sales within branch to ensure profitable and sound business practices with a high quality of service for members.
7. Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis.
8. Ensure that staff receives on-going training on security and robbery procedures.
9. Schedule adequate staff to ensure efficient branch operation.
10. Conduct loan interviews. Process, approve and/or close loans.
11. Assist staff or members in solving complex account problems.
12. Create and maintain a cross-selling environment within the branch.
13. Maintain Credit Union benchmark score or above on mystery shops.
14. Promote CU marketing campaigns with branch team.
15. Track branch sales goals and/or achievements weekly, monthly, quarterly and annually for the branch.
16. Maintain ongoing coaching and counseling with team as necessary.
17. Investigate teller losses and institute corrective flow of work and/or corrective disciplinary actions where required.
18. Represent the Credit Union by participating in local community events, business organizations, and networking opportunities to build relationships and promote the branch within the Southaven market.
19. All other duties as assigned.
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school graduate or equivalent. Some college preferred.
REQUIRED KNOWLEDGE: Thorough knowledge of Credit Union services and products. Knowledge of branch functions, policies, and procedures. Sales experience required. Knowledge of the Southaven market and surrounding community preferred.
EXPERIENCE REQUIRED: 5-7 years in a sales environment related to financial industry. Minimum of 3-5 years management experience.
SKILLS/ABILITIES: Strong interpersonal, leadership, and supervisory skills. Well organized. Ability to operate related computer applications and related business equipment. Attention to detail. Ability to maintain an effective and efficient workflow. Ability to multitask on a daily basis and complete all assignments given by deadline provided. Ability to build relationships and represent the Credit Union professionally within the local community.
WORKING CONDITIONS: Typical office environment.
Successful candidates must pass pre-employment credit checks, background checks, and drug screens.
Orion Financial is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, national origin or any other federal or state protected class. We maintain a drug-free workplace and perform pre-employment substance abuse testing. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account. Exhibit proficient and service oriented problem solving skills within established policies and guidelines. Manage the branch staff and oversee day to day operations of the branch. Maintain a positive level of service by adhering to company standards. Lead and advise entire branch team in the efficient handling of member needs and accurate transactional processes. Administer ongoing coaching for the branch team to assist in reaching all sales and other operating standard goals. Represent the Credit Union within the Southaven community by developing relationships with local businesses, organizations, and community partners while promoting the Credit Union's products, services, and commitment to serving the community.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
2. Maintain staffing standards in accordance with branch FTE analysis.
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. Evaluate the job performance of branch staff to ensure quality of work and service to members.
5. Monitor and track branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales and new accounts. Coach/Counsel staff as necessary in these areas.
6. Monitor key products and sales within branch to ensure profitable and sound business practices with a high quality of service for members.
7. Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis.
8. Ensure that staff receives on-going training on security and robbery procedures.
9. Schedule adequate staff to ensure efficient branch operation.
10. Conduct loan interviews. Process, approve and/or close loans.
11. Assist staff or members in solving complex account problems.
12. Create and maintain a cross-selling environment within the branch.
13. Maintain Credit Union benchmark score or above on mystery shops.
14. Promote CU marketing campaigns with branch team.
15. Track branch sales goals and/or achievements weekly, monthly, quarterly and annually for the branch.
16. Maintain ongoing coaching and counseling with team as necessary.
17. Investigate teller losses and institute corrective flow of work and/or corrective disciplinary actions where required.
18. Represent the Credit Union by participating in local community events, business organizations, and networking opportunities to build relationships and promote the branch within the Southaven market.
19. All other duties as assigned.
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school graduate or equivalent. Some college preferred.
REQUIRED KNOWLEDGE: Thorough knowledge of Credit Union services and products. Knowledge of branch functions, policies, and procedures. Sales experience required. Knowledge of the Southaven market and surrounding community preferred.
EXPERIENCE REQUIRED: 5-7 years in a sales environment related to financial industry. Minimum of 3-5 years management experience.
SKILLS/ABILITIES: Strong interpersonal, leadership, and supervisory skills. Well organized. Ability to operate related computer applications and related business equipment. Attention to detail. Ability to maintain an effective and efficient workflow. Ability to multitask on a daily basis and complete all assignments given by deadline provided. Ability to build relationships and represent the Credit Union professionally within the local community.
WORKING CONDITIONS: Typical office environment.
Successful candidates must pass pre-employment credit checks, background checks, and drug screens.
Orion Financial is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, national origin or any other federal or state protected class. We maintain a drug-free workplace and perform pre-employment substance abuse testing. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.