Branch Manager/LO

Overview:

This position is responsible for a wide variety of duties. Responsible for directing and administering the operational efforts of the Branch. Ensures that established policies and procedures are followed. Oversees provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Directs and supervises branch staff.

Reports to: Director of Operations

Roles and Responsibilities (including, but not limited to):

Assumes responsibility for the effective and efficient performance of Branch operations.

• Supervises work scheduling and workflow of daily routine operations.
• 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.
• Acts as a Loan Officer, processing and approving member loans within established policies and limits.
• Supervises and assists with Member Services functions. Cross-sells Credit Union services.
• Implements changes based on established policy and procedures within the branch.

Assumes responsibility for maintaining the proper cash controls.

• 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 verifies cash in possession of tellers and cash on the premises.

Effectively supervises branch staff, ensuring optimal performance.

• Provides leadership through effective objective setting and communication.
• Directly supervises all branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks.
• Conducts meetings as needed with branch associates to inform and train. Discusses areas needing improvement and changes in procedure.
• Ensures that personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures. Performs cross training as necessary. Conducts security training.
• Ensures that personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources.
• Tracks individual progress and conducts performance appraisals on each employee. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate.
• Approves all sick leave, vacation, overtime, and time cards for each branch employee. Keeps accurate payroll and attendance records.

Assumes responsibility for establishing and maintaining effective, professional business relations with members.

• Ensures that members' requests and questions are promptly resolved. Handles members' complaints.
• Ensures that members are informed of Credit Union services and policies. Counsels members regarding their financial needs and services requested.
• Ensures that the Credit Union's quality reputation is maintained and projected.

Assumes responsibility for the effective administration of branch functions.

• Ensures that branch operations are well coordinated with Credit Union accounting, loan processing, and credit functions.
• Pursues cost-saving measures.
• Continually seeks ways to improve operations and productivity.
• 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.
• Keeps management informed of branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary.

Assumes responsibility for related functions as required or assigned.

• Fills in and performs duties in branch positions as needed.
• Attends assigned training sessions and stays current on new operational procedures.
• Assists with marketing and business development for the surrounding area.
• Represents the credit union at local and surrounding area events.

Minimum Qualifications (Education, Experience, Skills):

• Commitment to the TCU mission and understanding of our core values.
• Ability to communicate respectfully, foster unity, serve compassionately, radiate positivity, cultivate growth and learning, and act with integrity.
• Ability to work independently, with little to no supervisory oversight.
• Requires excellent communication skills, good time management skills and the ability to initiate and embrace change.
• High School Diploma
• 3-5 years of banking experience preferred
• Prior supervisory or management experience preferred.
• Ability to work in a fast-paced environment.
• Strong decision-making process that is consistent, thoughtful and informed, with the ability to consider alternate conclusions and actions.
• Good interpersonal skills and an ability to remain professional when dealing with different situations.
• Ability to make objective observations, examinations, evaluations, and recommendations.
• Strong member service skills.
• General mathematical, analytical, and organizational skills.
• Team player with a positive attitude.
• Regular, timely attendance during assigned work hours.
• Ability to sit or stand for extended periods of time.
• Occasional lifting and transporting up to 25 lbs.

The TelComm Promise

TelComm Credit Union is a people-minded financial institution who truly understands that no matter how big we get we are still people helping people. We know the people who work for us are by far our biggest asset and vital to our continued success. We want to help you help others. At TelComm we Communicate Respectfully, Foster Unity, Serve Compassionately, Act with Integrity, Radiate Positivity, and Cultivate Growth and Learning. Those are the core values most important to us. Keeping promises is also important to us and, as a company, we make a promise to all associates....

To empower you. Your education, experience, and life knowledge will all be drawn from in your day-to-day activities, and regardless of how much or how little you believe you have - we want to build on it. Once hired into a position, we will train you to know how to do what we do. We promote goal setting and career development as a shared responsibility and will provide the knowledge and resources needed on your path to success. We have classes explaining the basics to the not so basics. And will do one on one training when needed. You will have hands on help until there is confidence on both sides. We believe in cross training into different departments. Nothing is beyond your reach here. All of our executives were once front line or entry level workers who were promoted so we know talent can and will be found at every level.

To do the right thing for you. Our CEO evaluates our pay structure annually to ensure we stay competitive, our bountiful benefits include paid medical after 30 days, PTO, 11 paid holidays per year, a 401k retirement with matching funds*, profit sharing, tuition reimbursement, business casual dress code, and jean days. We respect your life outside of work and want you to have a positive life work balance. Schedules are given in advance and meetings are scheduled with ample time to prepare. We have activities we do as a group – a holiday party in the winter, a collaborative meeting in the summer, and a family friendly outing in the fall.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.