Job description
Branch Manager
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Major Duties and Responsibilities
- Manages direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including: hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate.
- Ensures customers’ requests and questions are promptly resolved. Handles customers’ complaints. Ensures customers are informed of Company services and policies. Counsels customers regarding their financial needs and services requested.
- Oversees, plans, organizes and directs the daily activities of the origination, processing, underwriting, closing, funding and quality control of consumer, home equity and mortgage loans. Ensures compliance with Credit Union guidelines and policies. Reviews new account documents for accuracy and completeness. Completes garnishments/subpoenas/lien perfections as needed. Acts as a Loan Officer, processing and approving customer loans within established policies and limits. Ensures that branch achieves assigned loan production goal.
- Troubleshoots and resolves internal and external inquiries. Assists with Notary and Service Support/Safe Deposit services when applicable.
- Ensures all branch transactions are balanced at the close of each day. Oversees individual accountability for the handling of cash and assists in resolving balancing problems. Performs audits of service representative drawers, cash dispense machines and branch vaults.
- Prepares assigned month-end management reports which apprise executive management of the status of branch activities. Coordinates and monitors workflow and prepares staffing schedules and monthly staff meetings.
- Responsible for maintaining office building, grounds, equipment and fixtures of the branch. Is responsible for efficient and cost effective operations of the branch; responsible for the maintenance and repair of the branch facility and equipment.
- Monitors closely industry trends in lending and deposit operations to feed research and development activities and assure that the company’s products, services and processes are remaining competitive. Manages and oversees expenses.
- Knowledgeable of all policies and services of the Credit Union and has an overall understanding of the duties and responsibilities of each member of the branch staff. Familiar with performing the personal service and service representative responsibilities including establishing and maintaining new member accounts and capable of supervising these functions, including, but not limited to, working cash including ordering, receiving and disbursing cash, reconciliation of checks disbursed and received cash management spreadsheets, operation of the ATM/ITM machines where applicable, ordering, verifying, and securing money orders, Travel Money and Gift Cards.
- Works with the Marketing and Communications area to develop member promotions to increase membership.
- Includes participating in community events, as available, to enhance new and existing business opportunities in coordination with the Business Development area.
- Primary Security Officer for the branch. Conducts required security meetings with staff to ensure compliance.
- Opens and closes the building in accordance with set hours and tests security equipment quarterly.
- Develops and implements annual department budget; review monthly to analyze variances and assure
- expenditures remain within limits.
- Promotes a positive relationship between members (internal and external) and the Credit Union and understands that service delivery to members is the number one priority of the Credit Union.
- Completes all other tasks, assignments or functions as assigned and/or required.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Ensures compliance of Regulation CC, Bank Secrecy Act, SAFE Act and other applicable regulations and laws. Meets all registration/compliance requirements as it relates to applicable regulations and laws. Proactively protects the Credit Union from fraud/loss.
Knowledge & Skills
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3 years previous related experience and 3 years supervisory experience. Bachelor degree (preferred) or previous industry
experience
required.
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A high school degree or equivalent. The equivalent combination of education and/or experience will be considered. Supervisory employees are required to complete the first six books of the Management Enrichment Training Program within the first 12 months of employment or within 12 months of transferring to a position in a supervisory capacity. Completion of annual training hours.
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A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.
O
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k
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Ability to accurately perform basic numeric calculations. Intermediate to advanced personal computer skills and working knowledge of Microsoft Office
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