Credit Union Branch Manager

Purpose: Direct operations of branch to ensure effective and efficient operations, quality of member service, and compliance with regulations, policies, and procedures for branch. Participate in the strategic planning and management for branch office.

Scope: Under the direct supervision of the V.P. of Operations/Branch Coordinator, incumbent is responsible for managing the operations of the branch by monitoring the facility needs. This position is responsible for overseeing all audit functions within the branch. Must comply with applicable statutes and regulations including, but not limited, to the Bank Secrecy Act, the USA Patriot Act, and follow all policies and procedures set forth by the credit union.

Reports To: V.P. of Operations/Branch Coordinator

Supervises Approximately 7 to 10 employees

Machine Skills: P.C. with windows environment, Copy Machine, 10 Key and Scanner.

Job Specifications: High school graduate or equivalent. College coursework preferred. Strong communications and personnel management skills required. Five years of financial institution experience plus two years related supervisory, or management skills required.

Physical Requirements: Must be capable of lifting up to 25 pounds. Job requires frequent viewing of computer screen, continual eye coordination and hand/wrist movement and finger manipulation. Must be able to sit for long periods of time as well as stoop, bend and reach overhead.

Duties & Responsibilities:

• Participate in the credit union’s long and short term strategic planning as it relates to branch
• Responsible for branch profitability
• Develop a plan for new member acquisition and provide tactical steps for implementation
• Communicate goals and direction with branch staff to ensure clear understanding of requirements and expectations
• Maintain efficient flow of incoming traffic phone calls and walk-in traffic
• Coordinate building and equipment maintenance to include interior and exterior components
• Hire, train and supervise Member Service Supervisors
• Hire and oversee MSR I-III’s indirectly
• Assist in the development of training for branch personnel
• Monitor performance standards of Operations staff; provide coaching and mentoring to support and develop the staff
• Create and maintain a cross-selling environment within the branch
• Competently perform all duties of Receptionist/Phone Attendant, MSR I-III and Member Service Supervisor as necessary
• Performs all monthly audit functions and prepares reports accordingly
• Perform secure opening/closing procedures
• Maintain dual control procedures
• Coordinate activities to implement the credit union’s policies, procedures, and practices in daily operations serving as an expert on the credit union products, services and policies.
• Ensure the security and safety of the branch
• Maintains IRA product knowledge and acts as an in branch administrator reviewing all IRA documentation
• Monitor branch activity: number of transactions, volume, MSR errors, MSR sales and new accounts
• Review, maintain and monitor commercial account documentation
• Assists staff and members with in solving complex account problems
• Performs work as requested by the supervisor
• Ability to maintain good working relationships with co-workers, supervisor, management, department head staff and various agency personnel
• Ensures that work area is clean, secure, and well maintained
• Other duties as assigned

Job Type: Full-time

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Weekends as needed

Education:

• High school or equivalent (Required)

Experience:

• Customer Service: 5 years (Required)
• Financial Institution: 5 years (Preferred)

Work Location: In person