Branch Manager
3 weeks ago
As a Branch Manager at UNIFY Financial Credit Union, you will play a crucial role in overseeing the daily operations of our branch. This includes supervising staff, ensuring compliance with policies and procedures, and promoting excellent member and public relations.
Key Responsibilities- Supervise and perform functions as needed of branch staff, including Teller, New Accounts, and Lending duties within policies and procedures and security measures to protect the membership and avoid losses to the Credit Union.
- Ensure the application of and compliance with established operating policies and procedures within the department, including reviewing updates with branch staff to ensure appropriate knowledge and compliance.
- Assist in the establishment of branch goals and sales objectives, initiate actions to achieve the goals, ensure team members are trained and are consistently held accountable for achieving goals, sales objectives and the delivery of Superior Service, and assist in monitoring branch operating and sales results relative to established objectives.
- Solve issues within the branch in relation to member, team member and operational issues.
- Promote excellent member and public relations by interacting with sponsor employer groups (SEGs) and maintaining contacts, and developing relationships through prospecting and cross-selling.
- Establish, facilitate, and maintain proactive communications with the Regional Branch Manager, other departments, and branches.
- Attend scheduled management meetings.
- As a member of the Management Team, assist in the formulation/execution of Credit Union policies, objectives, programs, and promotions.
- Ensure satisfactory branch audits, including cash and negotiable items, security, and operational processes.
- Oversee balancing activities including ATMs, Cash Dispensing Machines (CDMs), etc, maintain control of vault combinations and alarm security codes and making appropriate recommendations to change security codes as necessary.
- Ensure branch facility, branch equipment, and software is up to date and ready to serve the membership; contacts appropriate parties for any maintenance, service, and repairs; ensures branch contains proper inventory and supplies.
- Conduct weekly branch meetings to inform team members of operational updates, new promotions, and procedures.
- Ensure that the branch's needs are met concerning the employment, counseling, Performance Evaluations, timecards, scheduling, training, and motivation, and developmental plans and performance expectations are set, reviewed, and achieved.
- Ensure full compliance with UNIFY Financial Credit Union Service Standards, policies, and procedures; and with the Bank Secrecy Act.
- Requires a high school diploma or equivalent, Bachelor's degree preferred with a minimum of five years related branch management experience in a financial institution including communicating and promoting corporate mission and vision, team and business development, coaching, mentoring, delegating, leading, problem solving, and working through employment challenges.
- Must have thorough knowledge of Credit Union (financial institution) services, products, procedures, and lending.
- Requires the ability to communicate effectively, both verbally and in writing, with individuals and groups and proficiency in Microsoft Word and Excel applications.
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