Description

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

Get to know us:  About - Gesa Credit Union

Role Summary:

The Branch Manager/Team Leader is responsible for all operational oversight and delegation, direct and indirect supervision of all full-time equivalency (FTE) within the branch, budget and effective cost management, and overall performance of the branch. This position will oversee an Assistant Branch Manager/Team Leader in their branch. They are also proactively engaged in business development activities in the community.  The Branch Manager/Team Leader is a coach and mentor to team members and uses their exceptional member service and senior experience to onboard all new team members in the branch.  Additionally, the Branch Manager/Team Leader can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, Personal Financial Representative (PFR), Sr. PFR, and Assistant Branch Manager/Team Leader. The Branch Manager/Team Leader is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.  Team members assigned to this position have the substantial responsibility of developing, mentoring, and training Assistant Branch Manager/Team Leaders to be successful and effective leaders within the credit union.

What You Will Be Doing:

1. Provide exceptional member service to all whom we serve
2. Solve problems, take ownership of member concerns, provide prompt resolutions, and provide timely follow-up on concerns and resolutions when necessary
3. Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members
4. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures
5. Offer appropriate products and/or services to deepen member relationships and refer to other expert team members and/or departments as appropriate
6. Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships
7. Ensure branch equipment is always working properly and promptly acts when equipment is malfunctioning
8. Proactively engage in business development activities in the community that contribute to branch and organizational goals. Participate in outreach activities to strength community relationships.
9. Responsible for the oversight of the branch budget and cost management
10. Responsible for managing the overall branch performance and profitability
11. Fluidly transition between tasks as an MSA, Sr. MSA, PFR, Sr. PFR, Assistant Branch Manager/Team Leader, as necessary
12. Review documents and transactions prepared by team members to ensure they accurately adhere to regulations and credit union policies and procedures
13. Oversee scheduling, interviewing, hiring, the progressive action disciplinary process, and perform timely team member performance appraisals 
14. Designs comprehensive and individualized leadership plans to ensure continual growth and clear expectations of the Assistant Branch Manager/Team Leader.
15. In partnership with the Assistant Branch Manager/Team Leader, onboard, train, and mentor new branch team members
16. In partnership with the Assistant Branch Manager/Team Leader train team members to broaden their understanding of financial literacy, products, and services.
17. In partnership with the Assistant Branch Manager/Team Leader hold team members accountable to the expectations as outlined in their job descriptions. Take timely action upon the corrective and progressive disciplinary action process
18. Responsible for overall branch safety and security policies. Ensures strict adherence to safety policy and procedure.
19. Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions
20. Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
21. Understands and completes branch audits and certifications
22. Assist non-members with establishing membership and with opening new accounts
23. Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
24. Discusses IRAs and HSAs with members and non-members and meets predetermined goals
25. Process international and domestic wire requests
26. Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies
27. Observe and monitor cash activity to ensure the branch and team members are established cash limits 
28. Open consumer deposit accounts and consumer account maintenance
29. Place cash orders, supply orders, balance vault cash, and maintain ATMs
30. Review and process overrides/approvals within your authority while minimizing risk
31. Demonstrate the ability to perform branch certifications, cash drawer audits, cash drawer overages, and OFAC reports
32. Perform transactions and service requests on member accounts in an accurate and timely manner
33. Accurately follow all cash handling procedures and balance cash drawer (vault) at the end of every day and load/balance Cash Dispenser/Recycler/ITM
34. Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
35. Oversee team members while they assist members with Digital Banking enrollment, navigation, resets, and maintenance. May perform these duties, as required.
36. Assist members complex and sensitive with fraud disputes
37. Understands and is able to discuss and enroll and or demonstrate member “self-service” options
38. Adheres to and/or helps manage Gesa Credit Union Attendance Policy
39. Participates in community events and volunteering events to give back and promote Gesa Credit Union

About You:

1. Professional written and verbal communication
2. Make sound decisions that minimizes risk in a timely manner
3. Ability to ask open-end and clarifying questions to understand member needs and deepen relationships
4. Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership
5. Respect and support all areas of diversity in the workplace and our membership
6. Complete assigned training programs in timely and accurate manner
7. Participate in, encourage, and support a team environment
8. Meet or exceed established service levels, job performance, and organizational goals
9. Constantly adapt to changing priorities with a positive attitude
10. Ability to prioritize tasks, delegating when appropriate.
11. Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
12. Exercises the utmost discretion and sensitivity when assisting with member transactions.

Leadership Core Competencies:

Leaders at Gesa Credit Union are lifelong learners who, by developing themselves, are better able to grow our team members and our organization as well as serve as influential role models for each other. We believe that every team leader, no matter their position or years of experience, must model and continue to strengthen these competencies which are foundational to our view of leadership and support the achievement of our strategic goals.

• Leading Others
• Developing Others
• Emotional Intelligence
• Social Responsibility
• Performance & Results Orientation

Qualifications

What You Will Need:

1. Education: High School Degree (or equivalent) required. Two-year degree in related field preferred
2. Experience:
   • At least two years of management experience required.
   • At least one year of lending and account opening experience required
   • At least two years of financial industry experience required
   • Sales/relationship building experience required
   • Cash handling experience preferred
   • At least one year of customer service experience required
3. Demonstrate and support credit union values and service standards
4. Attend and engage in community events on behalf of the credit union
5. Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements
6. Demonstrate a high level of personal integrity and ethics
7. Report for work on time and maintain a schedule of regular attendance
8. Some travel may be required
9. Proficient with varying levels of technology
10. Notary Public

Our Team Member Value Proposition:

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year accrual of Paid Time Off – Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product discounts
• Engaging Work Environment
• Rewards and Recognition Programs

Salary Range:

$74,679.01 - $112,018.51

Get wise to what’s possible with a career at Gesa. Join us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or hrmail@gesa.com to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment credit/background check.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Equal Employment Opportunity (gesa.com)