Satellite Branch Manager - Temple College

Job Summary 

As a member of UFCU’s Retail Leadership Team and working under the supervision of the Sr Retail Manager – Satellite Network, the Satellite Branch Manager (SBM) will lead multiple satellite teams to grow memberships, impact communities, deepen relationships, and provide exceptional service to existing and future members. The Satellite Branch Manager performs the overall administrative supervision of multiple satellite branches,  activities and teams,  including coordinating and directing personnel activities to ensure ongoing operational effectiveness within the framework of federal and state laws, NCUA regulation, and UFCU policies and procedures.  

About UFCU 

As Austin’s largest locally owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our members.  Our mission at UFCU is simple: to provide for the well-being of our members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.  

Consistently receiving awards as the Top Credit Union and Top Mortgage Company, UFCU is proud of its people-first culture. We value our employees as much as our members.  We offer an environment where people care about each other – like family.  If you want to love what you do, make an impact in your community, and have the power to help people change their lives – then we’re glad you’re here. 

Essential Functions 

Leadership: 

• Responsible for managing the overall ongoing operations of multiple satellite branches in support of staffing, training, and employee relations of all satellite branch employees.   

• Provide direction and support to the Satellite Branch Manager (SBM) to ensure a high level of overall operations is achieved. 

• Hold staff accountable to team goals, initiatives, and UFCU’s policies and procedures.     

• Utilizes leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive teams. 

• Promotes UFCU’s cultural values and contributes to the success of UFCU’s strategic vision and organizational and team goals. Monitors performance and, if necessary, corrects course to reach established goals. 

• Use principles of continuing process improvement to streamline and enhance branch operations according to UFCU’s strategic initiatives. 

Business Development: 

• Engage in appropriate business development activities in the local communities of the designated market area, including visible participation in business, community, and charitable organizations. 

• Deliver content and presentations to various types of audience. 

• Host highly engaging events throughout our markets to drive membership growth, brand awareness, and community impact. 

• Support and coordinate with branch leaders with any opportunities related to campus and  community impact  

• Coordinate with marketing team in the creation of compelling Satellite Branch collateral to demonstrate Credit Union benefits and enhance partner relationships. 

Branch Operations: 

• Use principles of continuing process improvement to streamline and enhance each Satellite operation according to UFCU strategic initiatives. 

• Responsible for overseeing multiple satellite locations and in support of staffing, training, and employee relations of multiple satellite branches and its employees. 

• Hold teams accountable to goals, initiatives, and UFCU’s policy and procedures. 

Sales & Service: 

• Responsible for the branch staff's delivery of personal financial services through new accounts and loan closings.  Ensure quality service is provided by all branch employees. 

• Effectively demonstrate successful promotion and sales of assigned UFCU products and services to meet and exceed both personal and Satellite branch sales objectives, while simultaneously coaching Satellite branch staff to same standards. 

• Maintain a good working relationship with all Credit Union team members and work closely with other lines of business within the Credit Union to cross-sell products and promote a strong referral network. 

Operations & Logistics: 

• Setting up, and taking down, tables, booths, and tents for events. 

• Maintain strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations. 

Community Relations: 

• Participate in frequent networking and professional events to enhance Credit Union’s brand awareness in the community to develop new business prospects and promote the cooperative. 

• Coordinate with SABM, Campus Ambassadors and the Business Development team  to schedule engaging events for the public. 

Other: 

• Perform other duties as assigned. 

• Complete required regulatory training as assigned. 

Knowledge/Skills/Abilities 

• Ability to meet goals and deadlines. 

• Excellent interpersonal, verbal, and written communication skills required. 

• Must demonstrate a passion for people and service, as well as a dedication to building relationships. 

• Ability to work with members and staff tactfully and professionally, both in-person and via phone. 

• Experience coaching and motivating staff. 

• Ability to think strategically as well as tactically while continually seeking sales, service, and operations delivery efficiencies. 

• Strong analytical and reporting skills. 

• Bilingual in Spanish preferred. 

• Must be bondable. 

Competencies 

• Leading & Developing Self  

• Leading & Developing Others  

• Building Member Loyalty 

• Organizational Impact  

• Adaptability 

• Building Partnerships 

• Focus on Results 

• Emotional Intelligence 

Experience 

Minimum Requirements  

• High school diploma or equivalent required. 

• Minimum two (2) years of financial services or retail experience.   

• Minimum two (2) years of general management experience.  

• Minimum three (3) years with demonstrated success selling products within a retail environment or financial services industry. 

• Must be bondable.  

Preferred Requirements  

• Bachelor’s degree in related field preferred  

• Minimum two (2) years with demonstrated success selling products and/or services  

Things You Need to Know Before You Apply 

Physical Demands 

The physical demands described are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Frequent 

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.  

• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.  

• The employee is frequently required to stand and walk.  

• Employee will make extensive use of the telephone; requiring the ability to explain complex information effectively and accurately.  

• The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.  

Work Environment 

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• This position may involve periodic stressful conditions.  

• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.  

• Frequent computer use at a workstation up to two hours at a time.  

• The noise level in the work environment is usually moderate to loud.