Branch Manager

POSITION SUMMARY

The primary responsibility of this position is to lead staff in providing an exceptional experience to our membership by promoting the mission, lending philosophy and values of the organization. Coach and develop staff to identify opportunities to improve our members’ financial lives through counseling and education. Lead the sales team to successfully offer products and services using the needs-based sales approach. Maintain a high level of quality standards.

ESSENTIAL JOB FUNCTIONS

• The primary focus of this position is on sales and new business development. Responsible for the overall sales results of the branch. Cross-sells products and services to members to enhance overall member relationship.
• Responsible to coach and develop sales staff to cross-sell products and services and maximize overall member relationship. Responsible for keeping staff informed of progress toward sales goals.
• Responsible for maintaining and developing relationships with Business and Community leaders.
• Manages the Assistant Branch Manager and MSR Supervisor to ensure compliance with all credit union policies and procedures; member service and quality standards are met. Keeps staff informed regarding changes in policy or procedures affecting branch operations. Manages the Assistant Branch Manager to ensure audit controls are met.
• Evaluates the performance of personnel within the department. Effectively manages daily staff issues to maximize employee effectiveness and morale. Also responsible for ongoing coaching, staff development and assessment of skills. Must maintain the staff at the highest level of skill necessary to meet credit union goals and objectives.
• Responsible for ensuring that branch appearance meets the CU high standards at all times.
• Responsible for maintaining physical security and loss prevention within the branch.
• Oversees all aspects of loan administration and makes recommendations on decisions for all types of loans. Approve loans within established lending authority.
• Responsible for taking a leadership role in understanding and implementing all aspects of policy, procedure and compliance with regulations and laws for the specific area of responsibility.
• Evaluate the performance of personnel within all areas. Effectively manages daily staff issues to maximize employee effectiveness and morale. Also responsible for, ongoing coaching, staff development and assessment of skills. Must maintain the staff at the highest level of skill necessary to meet credit union goals and objectives.
• Keeps informed of the latest changes in consumer protection laws, current credit union policy and procedures, rate changes and related issues.
• Required to participate in First Source Federal Credit Union events as well as maintaining community relationships with various businesses and schools.
• Required to attend or participate in necessary compliance training or departmental training as needed, including but not limited to Bank Secrecy, OFAC, and Privacy.
• Must be registered under the SAFE Act Guidelines as established in 2011.
• Required to attend training sessions as appropriate.
• Required to travel as needed.
• Performs other duties as assigned.

UNIVERSAL BEHAVIORS

Knowledgeable and Experienced

• I promise to take personal ownership for learning and using that knowledge to provide value to those that I serve by:

• • Looking for answers until I find them.
  • Seeking opportunities to learn from others.
  • Appreciating and respecting others views.
  • Acknowledging mistakes and learning from them.
  • Going out of my way to share my knowledge and experience.

Striving for Operational Consistencies

• I promise to make it easy for you through consistency, efficiency, and accuracy by:

• • Doing it right the first time, being thorough and accurate.
  • Taking pride and ownership in my work
  • Making and keeping commitments.
  • Continuing to look for better ways to do things and challenging the status quo.

Rewarding Work Environment

• I promise to show care, compassion, and respect toward everyone I interact with by:

• • Being approachable and accessible to others.
  • Creating a pleasant work environment for each other.
  • Always asking what more I can do.
  • Resolving differences promptly
  • Recognizing the contributions of others.
  • Embracing diversity in the workplace.

Committed to Member Service

• I promise to deliver exceptional member service by:

• • Interacting with a natural and genuine friendliness.
  • Being courteous and respectful.
  • Creating a welcoming environment.
  • Exceeding your expectations.
  • Sharing the moment and finding common ground.

QUALIFICATIONS, SKILLS AND EXPERIENCE

• Related business degree plus 3-5 years’ experience.
• Excellent communications skills.
• Proven skills as consensus builder/team orientation.
• 3-5 years leadership/supervisory experience.
• Computer aptitude.