Branch Supervisor

Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams.

Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed.

Our values are at the heart of everything we do. We believe in:

• Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
• Excellence: We strive to provide our members with the best possible service.
• Teamwork: We believe that we can achieve more together than we can alone.
• Respect: We treat each other with dignity and respect.
• Community: We are committed to giving back to the communities we serve.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive benefits package, including a very generous PTO policy. We are always looking for talented and motivated individuals to join our team.

Position Title: Branch Supervisor

Department: Retail Banking

Classification: Non-Exempt

Salary Range: $23.57 - $29.46 per hour depending on experience, plus monthly incentives.

REPORTING RELATIONSHIPS

Position Reports To: Branch Manager

Positions Supervised: Retail Banking Staff

POSITION PURPOSE

Responsible for providing outstanding member service; recommending products and services, performing member transactions and supervising the Retail Banking Staff.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

1. Provide outstanding member service by accurately processing member transactions and actively promoting products and services. Transactions include deposits, withdrawals, loan payments, transfers, check cashing, traveler’s checks, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc.
2. Responsible for continual improvement in member service quality in all areas of the Credit Union.
3. Maintain knowledge of all credit union products and services.
4. Provide the teller staff with appropriate amount of guidance with transactions and keep tellers abreast of new policies and procedures.
5. Mentor and coach teller line staff, stressing the importance of cross-selling while maintaining a highly motivated teller staff.
6. Monitor branch operations to ensure a consistent, professional approach. Ensure the branch is up to the Credit Union’s standards of excellence.
7. Supervise, train and evaluate branch staff; performance and evaluation process. Utilize proactive discipline processes, as necessary to correct performance concerns.
8. Monitor branch activity, including number of transactions, volume, teller differences cross-sells and new accounts.
9. Run and analyze credit reports and counsel members on improving score, if applicable, and recommend products and services to assist members in building/maintaining a strong financial future.
10. Ensure that teller station is properly stocked with forms, supplies etc.
11. Perform member service responsibilities; answering questions and requests, researching and resolving member issues, etc.
12. Recommend changes, workflow, efficiencies and quality.
13. In the absence of the Branch Manager, supervise the branch; being responsible for opening/closing procedures, the smooth operation of the branch and the branch staff.
14. Prepare the monthly audit package for the Branch Manager to review.
15. Assist Branch Manager as needed.
16. Performs additional duties as assigned.

PERFORMANCE MEASUREMENTS

Performance is measured against the core competencies as outlined by the position and against goals established by the supervisor.

Education/Certification:

• High School Diploma or GED
• Two years customer service and cashier experience; or a comparable combination of education and experience.
• Notary designation or ability to attain within 6 months.

Experience Required:

• Experience using P.C. based software including Microsoft Office. Previous experience in retail banking preferred.
• This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.

Skills/Abilities:

• Ability to project a professional appearance and positive attitude at all times.
• Excellent customer service and communication skills.
• Bilingual a plus.

Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.