Branch Manager I

** Branch Manager I**

**Job Category****:** Member Services **Requisition Number****:** BRANC003072 Showing 1 location **Job Details**

**Description**

**PRIMARY PURPOSE:** Directs and manages sales of credit union products and services to members through well trained, motivated, and enthusiastic Member Service Representatives, Tellers and Receptionists. Lead staff to accurately and professionally provide members with a variety of financial products and services.

**ESSENTIAL FUNCTIONS** include the following. Other duties may be assigned.

* Manage employee schedules; assign various tasks to employees and direct daily operations for branch to run efficiently and effectively.

* Regulate staffing levels to optimize the level of member service, income and expenses, and employee needs.

* Regularly measure branch productivity and service levels to the organizations productivity standards.

* Interview and hire employees who demonstrate exceptional sales and quality service skills.

* Establish individual goals which support the organizational goals and develop a customized performance plan for continual development of each employee.

* Coach and counsel employees to meet and exceed their performance plan goals which in return exceed the goals for the department.

* Through observation and report tracking, regularly assess employee skill levels and ensure that employees receive ongoing sales, service and technical skills training.

* Plan and conduct regular sales and service focused staff meetings to support and reinforce continued development of employees sales and service skills.

* Develop a professional relationship with the employee to better understand their individual motivational needs.

* Continuously reinforce outstanding job performance through formal and informal recognition and rewards.

* Reward, discipline and appraise employee performance.

* Serves as a mentor by answering questions, reinforcing policies and procedures, providing hand-on support to complex decisions and issues or issues that need to be addressed by management.

* Solve problems and make sound decisions while being proficient and creative.

* Maintain competitor awareness and ensure employees are equipped with adequate knowledge to effectively sell credit union products.

* Ensure staff is adhering to Wings Financial CUs Standards of Professionalism.

* Ensure transaction accuracy, member and employee confidentiality.

* Develop annual department business plan directly linked to credit union and executive management goals.

* Work with the Director of Branch Operations in establishing annual budget.

* Be an effective team player promoting cooperation between branches, staff, managers, executives and other departments.

* Actively participate in management and committee meetings.

* Knows and understands the credit union philosophy, its mission and purpose and how the member service function fits into the overall operation of the credit union.

* Convey professional image at all times by being respectful, courteous and considerate of members and co-workers through verbal and non-verbal communications, adhering to dress code and maintaining a clean and organized work space.

**STANDARDS OF PERFORMANCE:**

* Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies.

* Provides members with courteous, friendly service, which exceeds their expectations while processing transactions promptly, efficiently and accurately.

* Follows Wings Financial CUs Standards of Professionalism to represent the credit union to members in a professional manner through written and verbal communications, attitude, business attire, work area, and thorough knowledge of our products and services.

* Meets individual quality service goals as identified in your performance action plan.

* Be an effective team leader through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training.

* Accurately applies technical job knowledge and skills to complete all work in a timely manner in accordance with policies, procedures and regulatory requirements while managing varying degrees of work.

**SUPERVISORY RESPONSIBILITIES:** Directly supervises five or more employees in the Branch Office. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and provide training to employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

**Requirements**

**QUALIFICATIONS:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

**EDUCATION and EXPERIENCE:** College degree preferred, high school diploma required and three years teller and member service experience in banking/financial institution.

* Demonstrated ability to lead, direct and motivate others to action through recognition and rewards.

* Proven sales leadership skills: ability to evaluate individual strengths and weaknesses and utilize coaching and counseling skills.

* Knowledge of credit union products, policies and procedures and of federal rules and regulations.

* Desire, ability and experience in working with and helping other people in a professional setting as demonstrated by a positive, enthusiastic attitude, exceptional interpersonal skills, professional business appearance, and previous work experience.

* Ability and desire to maintain quality of service while performing multiple tasks.

* Proven ability to develop, set and communicate measurable goals.

* Ability to analyze problems, formulate and implement solutions.

* Excellent oral and written communications skills.

* Working knowledge of computer software (i.e. Windows, Microsoft Office).

* Flexibility in scheduling. May require some travel.

* Attention to detail.

* Bondable.

**PHYSICAL DEMANDS / WORK ENVIRONMENT:** The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to walk and sit. The employee is occasionally required to stand; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must frequently or occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, ability to adjust focus. The noise level in the work environment is usually quiet.

**Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.**

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c)