Job Description
POSITION PURPOSEResponsible for achieving the production goals of sales and new membership. Directing and administering the operational efforts of the branch. Ensures that established policies and procedures are followed. Oversees provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Must be available to travel to other offices as needed. Trains, directs, and supervises branch staff. Conduct business development through SEG visits, business expos and other community or chamber events.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assumes responsibility for the effective and efficient performance of branch and sales operations.
a. Ensures that operations are conducted in accordance with established credit union policies and with legal and regulatory requirements.
b. Ensures branch security. Opens and closes the building in accordance with set hours and tests security equipment monthly.
c. Processing and approving membership and loan applications within established policies and limits.
d. Manages member service functions. Cross-sells credit union services.
e. Implements changes to established policy and procedures within the branch.
f. Monitors established sales goals through conducting regular sales meetings to ensure team meets or exceeds production goals.
g. Directs branch sales and operations activities in alignment with mission statement and core values.
h. Develops strategies to generate ideas and feedback from employees to increase sales effectiveness and enhance productivity.
Assumes responsibility for maintaining the proper cash controls.
a. Ensures that all branch transactions are balanced at the close of each day.
b. Oversees individual accountability for the handling of cash and assists tellers in resolving balancing problems.
c. Controls and handles daily deposits in accordance with established policies and procedures.
d. Periodically verifies cash in possession of tellers and cash on the premises.
3. Effectively manages branch staff, ensuring optimal performance.
a. Provides leadership through effective objective setting and communication.
b. Directly manages all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks.
c. Ensures that staff members are well trained in all phases of their respective jobs. Completes orientation of new employees in overall branch procedures. Performs cross training as necessary. Conducts security training.
d. Ensures that staff members are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources.
e. Tracks individual progress and conducts performance appraisals on each employee annually. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate. Provides leadership training to employees seeking management opportunities.
f. Approves sick leave, vacation, overtime, and timecards for each branch employee. Keeps accurate payroll and attendance records.
Assumes responsibility for establishing and maintaining effective, professional business relations with members.
a. Ensures that members requests and questions are promptly resolved. Handles members complaints.
b. Ensures that members are informed of credit union services and policies. Counsels members regarding their financial needs and services requested.
c. Ensures that the credit union's quality reputation is maintained and conveyed.
5. Assumes responsibility for the effective administration of Branch functions.
a. Ensures that branch operations are well coordinated with credit union accounting, loan processing, and credit functions.
b. Manages and oversees expenses. Pursues cost-saving measures.
c. Continually seeks ways to improve branch operations and productivity and to meet established goals.
Prepares periodic branch activity reports and makes recommendations to management for improvements.
e. Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out.
f. Ensures that adequate supplies, forms, and equipment are available for staff members.
g. Institutes prudent safety measures and maintains robbery alertness (i.e., robbery training and security equipment).
h. Keeps management informed of branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary.
6. Assumes responsibility for related functions as required or assigned.
a. Fills in and performs duties in branch positions as needed.
b. Attends assigned training sessions and stays current on new operational procedures.
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school graduate or equivalent. Additional college coursework in business or finance preferred.
REQUIRED KNOWLEDGE: Understanding of the Credit Union?s field of membership.
Thorough knowledge of Credit Union services and products.
Understanding of related legal and regulatory requirements.
Understanding of branch functions, policies, and procedures.
EXPERIENCE REQUIRED: At least five years of related experience in a financial institution, with a minimum of two years of
sales, managerial and business development. Symitar experience a plus.
SKILLS/ABILITIES: Strong interpersonal, leadership, and managerial skills.
Well organized.
Ability to operate related computer applications and related business equipment.
Attention to detail.
Ability to maintain an effective and efficient work flow.
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