Branch Manager

Description:
**POSITION PURPOSE**

Responsible for directing and administering the operational efforts of the Branch. Ensures that established policies and procedures are followed. Oversees provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Trains, directs, and supervises Branch staff.

**_ Bi lingual in Spanish and English is preferred._**

**Requirements**:
**ESSENTIAL FUNCTIONS AND BASIC DUTIES**

**Assumes responsibility for the effective and efficient performance of Branch operations**.
- Supervises work scheduling and workflow of daily routine operations.
- Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements.
- Ensures Branch security. Opens and closes the building in accordance with set hours and tests security equipment quarterly.
- Acts as a Loan Officer; processing and approving member loans within established policies and limits.
- Supervises and assists with member services functions. Cross-sells Credit Union services.
- Implements changes to established policies and procedures within the Branch.
- Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.

**Assumes responsibility for maintaining the proper cash controls.**
- Ensures that all Branch transactions are balanced at the close of each day.
- Oversees individual accountability for the handling of cash and assists Tellers in resolving balancing problems.
- Controls and handles daily deposits in accordance with established policies and procedures.
- Periodically verifies cash in possession of Tellers and cash on the premises; submit weekly cash orders to Accounting to ensure the branch has sufficient cash on hand to handle member requests. Ensures staff members are available to verify shipment and ensures that appropriate signatures are on each cash strap with current date.

**Effectively supervises Branch staff, ensuring optimal performance.**
- Provides leadership through effective objective setting and communication.
- Directly supervises all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods through assigning, directing, coordinating, and reviewing tasks.
- Conducts regular meetings with Branch employees to inform and train. Discusses areas needing improvement and changes in procedures.
- Conducts frequent meetings with Branch management staff to coordinate activities.
- Ensures that personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures. Performs cross training as necessary. Conducts security training.
- Ensures that personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources.
- Tracks individual progress and conducts performance appraisals on each employee. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate. Provides leadership training to employees seeking management opportunities.
- Approves all sick leave, vacation, overtime, and time cards for each Branch employee. Keeps accurate payroll and attendance records.

**Assumes responsibility for establishing and maintaining effective, professional business relations with members.**
- Ensures that members' requests and questions are promptly resolved. Handles members' complaints.
- Ensures that members are informed of Credit Union services and policies. Counsels members regarding their financial needs and services requested.
- Ensures that the Credit Union's quality reputation is maintained and projected.

**Assumes responsibility for the effective administration of Branch functions**.
- Ensures that Branch operations are well coordinated with Credit Union accounting, loan processing, and credit functions.
- Manages and oversees expenses. Pursues cost-saving measures.
- Continually seeks ways to improve Branch operations and productivity and to meet established goals.
- Prepares periodic Branch activity reports and makes recommendations to management for improvements.
- Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal.
- Ensures that adequate supplies, forms, and equipment are available for personnel.
- Institutes prudent safety measures.
- Keeps management informed of Branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary.

**Assumes responsibility for related functions as required or assigned.**
- Fills in and performs duties in Branch positions as needed.
- Attends assigned training sessions and stays current on new operational procedures.

**PERFORMANCE MEASUREMENTS**
- Branch services are efficiently and effectively d