AVP Branch Operations

Overview AVP Branch Operations role at Fort Bragg Federal Credit Union. Purpose: Leads all efforts related to directing and coordinating day-to-day operations within branches. Assists with coordinating training and skill-building activities to ensure staff is trained and adheres to policies, procedures, and member experience standards. Provides effective and motivational leadership to all employees within assigned branches. Primary Duties and Responsibilities Responsible for ensuring all required branch responsibilities and duties are conducted in a timely, accurate, and compliant manner, including the filing of CTRs and SARs. Assist VP Member Services with updates and revisions to policies and procedures. Establishes and maintains guidelines for branch operations. Support branch-wide training and development initiatives as facilitator for group meetings and a resource for Branch Managers. Identify and research opportunities to improve branch operations and member service levels. Collaborate with appropriate departments to resolve member service impacting challenges related to branch operations (ATMs, Phones, Lobby Management, Image Check Imaging, etc.). Support branches by assigning work, answering questions, solving problems, and helping with complex transactions and sensitive membership issues. Closely monitor incoming member call statistics to ensure adequate coverage and implement necessary changes. Review calls on a weekly basis and provide feedback to managers and staff. Evaluate the performance of employees under supervision. Establish staff development plans and make recommendations regarding promotions, reassignments, terminations, and other human resource functions. Help employees set goals for appraisals. Conduct frequent meetings to identify areas for improvement and collaborate with team members to implement changes. Monitor and track schedules and attendance to ensure adequate staffing levels at all locations. Participate in interviewing and hiring of staff. Ensure timely completion of individual development plans for all staff. Ensure the timely implementation of projects and initiatives as assigned. Work with the management team to ensure compliance controls are current and in place. Ensure branch personnel are familiar with safety and security procedures. Monitor and manage cash and deposit operations at all branch locations. Have full knowledge of Individual Retirement Accounts (IRA) for proper approval of departmental IRA transactions in Keystone and Ascensus. Verify IRA end-of-year reports (1099R, 5498, and FMV) for end-of-year tax reporting and other related monthly reports. Set up and process required Minimum Distribution (RMD) scheduled payments in Keystone and Ascensus, and verify all related monthly reports. Process IRA death claims in Ascensus. Assist VP Member Services with monthly reporting. Other Duties and Responsibilities Coordinate with Marketing for branch marketing materials. Participate in FBFCU in-house training sessions, professional seminars and continuing education as available. Participate in community events and civic organizations. Perform other duties, within or outside of assigned area, for the efficient and effective operations of FBFCU. Must comply with the Federal Bank Secrecy Act, Anti-Money Laundering, Customer Identification Program, OFAC and the Red Flag Identity Theft Policy. Minimum Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions. Education and Training Bachelor’s degree in business, management, or related field preferred. Annual mandatory training for Bank Secrecy Act, OFAC, CIP, AML and Red Flag Identity Theft. Prior Experience 5 years of credit union or financial institution experience (member service and/or lending) and a minimum of two years management/supervisory experience. Interpersonal Skills Significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact and often sensitive matters. Requires motivating, influencing or training others and fostering sound relationships with other entities. Other Special Skills and Abilities Thorough knowledge of all Credit Union services, policies and procedures. Ability to work with a variety of software applications. Strong communication skills, both verbal and written, and the ability to provide clear, concise instructions and direct the work of subordinates. Ability to work independently and a commitment to render the best possible service to all members. Physical Demands Physical stamina is low to moderate. Moderate to significant local travel is required. Working Conditions Minimal adverse working conditions. Some fluctuations in temperature in office settings. May require working beyond normal hours as needed by the organization. Seniority level Executive Employment type Full-time Job function Management and Manufacturing Industries Banking #J-18808-Ljbffr