Branch Manager

Polish & Slavic Federal Credit Union is committed to supporting our employees’ overall wellbeing by providing valuable benefits. The credit union proudly offers a competitive benefits package, that includes: Medical, Vision and Dental Insurance, Retirement Plans, Life Insurance Plans, Tuition Reimbursement and Pet Insurance, among other benefits. We also have a generous Paid Time Off policy including Vacation, Personal and Sick Time, as well as, a Birthday Day off. 

ESSENTIAL FUNCTIONS:
1. Represent the Credit Union to the members in a courteous and professional manner and provide prompt, efficient and accurate service; according to established Credit Union Service Standards and continuously monitor staff for the same;
2. Develop an understanding of the Credit Union philosophy, organization, bylaws and operational procedures;
3. Provide general and specific service-related information concerning Credit Union products, services or policies, in person and/or by telephone;
4. Respond to members’ requests, problems, and complaints, and/or direct members to the proper person/department for specific information and assistance;
5. Responsible for appropriate handling of member mail and member mail and other incoming mail as well as business telephone calls;
6. Develop and maintain a good working relationship with Credit Union vendors;
7. Attend, represent and actively participate in Credit Union community events and act as host for local events sponsored by the assigned branch;
8. Responsible for the management of all branch personnel, the development of staff schedules; assuring adequate staffing and job assignments;
9. Assist the HR/Training department in staff trainings and the continuation of the learning process for self and staff;
10. Responsible for the development of staff training plans and the subsequent realization of those plans in cooperation with the HR Department;
11. Conduct objective and fair employee performance evaluations and salary reviews pursuant to Credit Union policy and procedure and recommend promotions for branch personnel;
12. Develop staff training plans and the subsequent realization of those plans in cooperation with the HR department;
13. Supervise staff to ensure professional and high quality delivery of products and service to members and to encourage and promote a superior sales and service model;
14. Supervise and monitor staff to ensure a high quality of service for the members and that employees are maximizing opportunities to promote and sell products;
15. Monitor key products within branch to ensure profitability and sound business practices for the Credit Union;
16. Handle member complaints and provide appropriate resolutions;
17. Manage and maintain the security of the branch, analyze security and safety policies and procedures, and to communicate any necessary modifications or changes in practices or procedures to staff;
18. Responsible for maintaining accurate Key/Combo Control Record.
19. Responsible for periodic teller and vault surprise cash audits.
20. Safeguard the assets of the branch;
21. Analyze branch policies and procedures, make recommendations for changes as needed to the Head of the Department ;
22. Maintain proficiency in Credit Union polices and procedures pertaining to all aspects of branch operations;
23. Responsible for branch staffs’ knowledge and proficiency in Credit Union Policies and Procedures;
24. Ensure that the branch is in compliance with all federal laws and regulations put forth by the NCUA and other regulatory agencies;
25. Develop a professional working relationship with branch staff. Create a professional and friendly work environment;
26. Treat all branch employees equally, professionally and with respect. Motivate and provide leadership, guidance and mentoring to employees;
27. Identify and develop staff in accordance with Credit Union succession plan;
28. With the assistance of the Head of Branch Operations, develop an annual branch budget and operate within that annual branch budget;
29. With the assistance of the Head of Branch Operations, develop goals, objectives and strategies for the branch;
30. Develop strong working knowledge of core computer data processing systems utilized by the Credit Union;
31. Perform Loan Specialist, MSR and Teller IV responsibilities when necessary:
32. Prepare various branch reports for management;
33. Monitor office activity, including number of transactions, volume, teller errors, loan volume, new accounts, etc;
34. Maintain storage of office records, equipment and branch supplies inventory;
35. Participate in meetings as required at various Credit Union locations;
36. Conduct interviews and assist in the hiring process;
37. In cooperation with the Marketing Department, assist in research, development and implementation of a marketing program for their branch;
38. Follow established Credit Union Service Standards to provide superior customer service and continuously monitor staff for same;
39. Continuously monitor staff to ensure that Credit Union products and services are offered through the use of established sales and service techniques;
40. Administer and service coin machines;
41. Act as Safe Deposit Box Administrator: tracking use, recording and assisting with surrenders, running reports, placing controls and restrictions on access and related functions;
42. Handle all branch administrative work as necessary;
43. Assist in various Credit Union projects as assigned;
44. Perform other duties, responsibilities and projects as assigned.

Requirements:

• Bachelor’s Degree in Business, Finance, Banking or related field. Equivalent work experience may be considered.
• 3 - 5 years experience in a financial institution including teller operations, new accounts, loans and other platform services.
• 1 - 2 years managerial experience in a financial or similar institution.
• Demonstrated ability to provide courteous and professional service to members.
• Effective and efficient oral, written and telephone skills.
• Demonstrated effective customer service skills (friendliness, tact and diplomacy).
• The ability to deal with numbers effectively; proficient math knowledge.
• Demonstrated knowledge of Credit Union products and services.
• The ability to develop and present policy and procedure recommendations.
• The ability to implement and maintain the organizations’ performance evaluation system and Incentive Compensation program.
• Written and oral fluency in Polish.

AN EQUAL OPPORTUNITY EMPLOYER