Branch Manager

LOCATION

Pleasant Grove Branch

1953 W Pleasant Grove Blvd
Pleasant Grove, UT 84062

SCHEDULE

Full Time: Monday - Friday 8:45am - 6:15pm; Rotating Saturdays 8:45am - 2:15pm

To be effective, an individual must be able to perform each job duty successfully.

• Exemplifies MACU values and philosophy while fulfilling responsibilities as a leader in the

• branch environment and of the credit union

• Leads by example in establishing a branch culture of world-class member service
• Trains and coaches branch staff on credit union policies, procedures, philosophies and branch functions to encourage the achievement of branch operational and sales goals
• Takes ownership for member and employee concerns. Resolves concerns; follows up in a timely manner.  Seeks assistance as necessary.
• Evaluates direct report employees in their six month and annual Performance Evaluations and assists the Assistant Branch Manager in the MSR evaluations
• Implements employee hiring development and retention strategies.
• Plans and conducts regular team sales and operations training meetings
• Develops and implements a branch sales plan including goals, strategies, and budgets consistent with the credit union strategic and marketing plans
• Approves and denies loans
• Responsible for the Marketing and brand awareness in branch and community
• Utilizes judgment and responsibility in fulfilling members' needs using the credit union policies
• Responsible for security and maintenance of the branch building and property.
• Acts as a credit union representative in the community where the branch is located and successfully meet the needs of sponsor groups
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Abilities usually acquired in four years of leadership experience with three years financial institution experience preferred.

Education

Two year college degree or equivalent work experience is required, Bachelor’s degree in business or related field is preferred.

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Licenses, Certificates, Registrations, Trainings

• Must meet all Branch Progression training expectations of all positions supervised
• Notary Public or have ability to obtain within first 90 days where possible
• Medallion Certification
• Operations Refreshers (every two years)
• Planning for Success
• Presenting with Confidence and Credibility
• Leadership MACU Style
• Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
• The branch manager is responsible to ensure that the branch is appropriately staffed with employees that are trained to reasonably meet the needs of the member including ensuring appropriate staff coverage of all Credit Union products and services including but not limited to: depository, lending, online, mobile, safe deposit (where applicable), notary and medallion services.

Computer/Office Equipment Skills

• Basic computer operating skills
• Intermediate to advanced skills in Microsoft Office (Outlook, Word, Excel and PowerPoint)
• Symitar experience
• Type a minimum of 35 words per minute preferred

Managerial Responsibility

• Has supervisory/managerial responsibilities that are direct or through work leaders or assistants, typically
• with a subordinate group of 3 to 10 employees.
• Estimates personnel needs and assigns work to meet these needs.
• Supervises, coordinates and reviews the work of assigned staff.
• Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy.

Other Skills and Abilities

• Must have a thorough knowledge and understanding of credit union policies and procedures as well as related work experience in operations (teller and new account functions), lending (loan origination) and sales in a financial institution.
• Must have the ability to make sound decisions based on credit union policies.
• Must have the ability to supervise, train and lead others in providing quality service and selling credit union products and services.
• Must have leadership skills which include the ability to motivate and coach employees and gain team buy in.
• Must have a proven track record of building trust and confidence with others inside the organization, members and potential customers.
• Must have the ability to develop a strong MACU presence in the community. Also, through your marketing efforts and working with other skilled managers you must be able to develop reputable relationships and communicate with Select Employee Groups (SEG’s) and the business community.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently

Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusually environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

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