AVP Branch Manager

This is a retail management position based out of our Allen Street branch in Rutland, Vermont. In this role, you will guide and manage the operational efforts and services of the branch to provide a consistent world class experience to credit union members, co-workers, and community partners with each interaction. Ensures established policies and procedures are followed and that members are served promptly and professionally. Trains, directs, and supervises branch employees in branch operations including transacting with a high degree of accuracy, cross-selling products and offering services appropriate to member needs to meet branch production and growth goals. Represents the credit union in a friendly, courteous, and professional manner.

Starting Salary:

We offer a wide variety of benefits to support the wellbeing of our employees including reasonable and steady work schedules with paid holidays. We are proud of our Values in Action Program, Wellness Initiatives, Growth/Learning Opportunities, 401k, Volunteerism Pay program. We offer a generous benefits package, including health, dental, vision and more, for employees who work 24+ hours per week

Benefits Include:

• Paid time off in addition to paid federal holidays
• Comprehensive medical, dental, and vision benefits starting first of the month following hire date for employees who regularly work 24+ hours a week
• Health Savings Account with discretionary quarterly employer contributions
• 401k match & additional discretionary contribution
• Opportunities for growth and ongoing learning
• 8 hours of volunteer time with an organization important to you
• Up to $25/month reimbursement for gym memberships
• Up to $25/month reimbursement for hobby purchases

Who We Need:

We exist for SERVICE to our MEMBERS, EMPLOYEES, and COMMUNITIES through INTEGRITY, COMPASSION and EDUCATION. Employees at our Allen Street branch enjoy working in a creative and fun environment that encourages personal and professional growth. We are looking for a motivated, friendly, professional candidate who has the ability to work full time hours. This position works exclusively in branch, with a primary branch, and requires travel for training purposes and to assist at other branches as needed.

Essential Functions and Basic Responsibilities:

• Maintain a highly motivated, well-trained branch and effective employee relations.
• Evaluate the job performance of assigned staff regularly to ensure quality of work and service to members.
• Ensure branch safety and security. Open and close the building in accordance with set hours. Analyze and monitor security and safety policies and procedures on an on-going basis. Ensure employees are aware and alert at all times.
• Responsible for establishing and maintaining effective and professional business relations with members and that members are greeted and welcomed to the credit union in a friendly, professional and timely manner.
• Responsible for the effective and efficient performance of branch operations which include prompt, accurate, and efficient member service as well as implementing the provision of services in accordance with credit union policies and procedures established for branch operations.
• Maintain policy compliance privacy of confidential information and other related legal and regulatory requirements which include BSA, CIP, and Reg CC requirements.
• Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the branch, including robbery procedures.
• Always exhibit a courteous, professional, and equitable attitude toward staff and members by showing enthusiasm and dedication.
• Develop and maintain strong relationships with area businesses and members to bring in new business and foster continued growth of the branch.
• Supervise effective work scheduling and workflow of branch operations accounting for peak schedules, absences or shortages.
• Monitor branch activity including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts. Ensure a consistent, professional approach to branch operations.
• Assume responsibility for maintaining proper cash controls. Ensure all branch transactions are balanced at the close of each day. Oversee individual accountability for the handling of cash and assist in resolving balancing or discrepancies as needed. Oversee TCR’s and servicing of Automatic Teller Machines both in-house and those located at off-site locations.
• Respond and resolves member inquiries and requests regarding their accounts promptly and professionally representing the credit union in a friendly, courteous, and professional manner. Maintain an up-to-date and comprehensive knowledge on all credit union products and services.
• Ensure branch employees have sufficient skills and knowledge to handle, explain, and process with accuracy and efficiency all deposit and loan products and account maintenance offered by the credit union.
• Monitor key products and sales within branch to ensure profitable and sound business practices and a high quality of service for members. Coach employees regularly and review cross-selling activities. Review organizational and branch goals with staff.
• Keep management informed of branch activities, progress toward established objectives, and of any significant problems. Request assistance when necessary.
• Attend training sessions and complete required training in a timely manner. Attend and participate in other group or company meetings as required.
• Ensure proper maintenance and general housekeeping of the building, grounds, work and break areas, desks, and equipment is carried out to maintain a clean and well-organized environment, including snow and ice removal. Institute prudent safety measures.
• Performs other duties or miscellaneous requests as required or assigned and assist other departments as needed, respond to email and phone inquiries, file, fax and mail information. Assume responsibility for related functions as required or assigned.

Required Education and Job Competencies

A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports, and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.

• Associates Degree with two to five years management experience, or five plus years experience servicing and managing within a financial institution preferred. Experience in a member service role with consumer loan experience is preferred. Sales and sales coaching a plus.

• Strong interpersonal, leadership, and supervisory skills.

• Excellent writing and verbal communication skills and ability to prepare organized and well written documents. Excellent phone skills/etiquette and the ability to communicate clearly and effectively in person and over the phone and through electronic channels.

• Computer literate, proficient use of calculator, keyboard, and experience with Microsoft Office Products required. Experience with financial institution software systems preferred.

• Handle all information/documents in a confidential and secure manner. Be aware of surroundings when working with member files and when speaking with members, both in person or over the phone, when discussing or gathering personal and confidential information.
• Ability to balance workload efficiently keeping a member service focus in a busy office environment.
• Demonstrates a high level of organizational, communication and business writing skills to exhibit professionalism and deal effectively with internal and external contacts.
• Extremely conscientious, excellent with detail, and has ability to be multi-tasked to coordinate and prioritize the workday efficiently while maintaining a consistent level of high-quality work. Comfortable working under pressure, self-motivated and able to work in a team environment.
• Ability to understand and monitor compliance functions and responsibilities assigned within a credit union and the ability to stay current in the changing environment of compliance.
• Ability to work cooperatively with others to identify, recommend and implement opportunities for increased efficiency.

Working Conditions/Environment:

A typical office setting. This position requires sitting for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion, as well as extensive use of the phone. Stretching breaks are recommended to avoid injury. Some lifting or moving of bags of coin 25+ lbs. in weight. Physical activity as required for cleaning and maintaining buildings including use of various cleaning products.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. Heritage Family Credit Union reserves the right to revise or change the essential functions and employment standards as the need arises. This description does not constitute a written or implied contract of employment. E.O.E.