What are the responsibilities and job description for the Branch Manager position at SUNY Fredonia Federal Credit Union?
Company Description SUNY Fredonia Federal Credit Union is a member-owned financial cooperative serving the SUNY Fredonia community and surrounding areas from its base in Irving, New York. The Credit Union focuses on providing accessible, affordable financial services such as savings accounts, loans, and other consumer financial products. As a not-for-profit institution, it prioritizes member satisfaction, financial education, and responsible lending practices. Team members join a mission-driven organization that values integrity, service, and community involvement. The work environment offers the opportunity to build long-term relationships with members and contribute to their financial well-being.
Role Description The Branch Manager is a full-time, on-site role located in Fredonia, NY, responsible for the daily operations and overall performance of the branch. This role oversees branch staff, assigns duties, and provides coaching to ensure excellent member service and efficient transaction processing. The Branch Manager monitors branch cash flow, approves transactions within delegated authority, and ensures compliance with credit union policies, procedures, and regulatory requirements. Day-to-day tasks include managing member inquiries, resolving escalated issues, supporting loan and account services, and tracking branch metrics such as growth, productivity, and service quality. The Branch Manager also participates in community outreach, supports marketing efforts, and collaborates with leadership on process improvements and strategic initiatives.
Qualifications
Role Description The Branch Manager is a full-time, on-site role located in Fredonia, NY, responsible for the daily operations and overall performance of the branch. This role oversees branch staff, assigns duties, and provides coaching to ensure excellent member service and efficient transaction processing. The Branch Manager monitors branch cash flow, approves transactions within delegated authority, and ensures compliance with credit union policies, procedures, and regulatory requirements. Day-to-day tasks include managing member inquiries, resolving escalated issues, supporting loan and account services, and tracking branch metrics such as growth, productivity, and service quality. The Branch Manager also participates in community outreach, supports marketing efforts, and collaborates with leadership on process improvements and strategic initiatives.
Qualifications
- Experience in branch or retail banking operations, including supervising staff and managing day-to-day workflows.
- Skills in member or customer service, relationship building, and conflict resolution.
- Knowledge of financial products and services, such as deposits, loans, and consumer banking regulations.
- Ability to interpret and apply policies, procedures, and regulatory guidelines, with strong attention to detail.
- Competence in basic accounting, cash handling, and balancing branch financials.
- Proficiency with standard office software and banking systems, including data entry and reporting tools.
- Strong organizational, time management, and problem-solving skills to handle multiple priorities.
- Effective written and verbal communication skills for working with members, staff, and leadership.
- Prior leadership or management experience in a financial services or credit union environment preferred.
- Associate’s or Bachelor’s degree in Business, Finance, or a related field, or equivalent combination of education and experience.