Branch Manager I is a management position responsible for selling products and services, coaching member satisfaction through the branch delivery channels, and managing a branch with less than $50 million in assets.
Essential Functions, in Priority Order (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary)
Provide leadership and supervision to the Tellers, MSAs and ABM, including staffing, training, evaluating performance, maintaining daily operations, staff scheduling, problem solving and decision making, enabling the department to function efficiently and providing quality member service. Time: 30%
Responsible for the performance of the branch. Maintain and grow sales and member satisfaction through regular coaching and training of branch staff, which results in improved sales performance, service skills, product knowledge, and policy and procedure competencies. Time: 20%
Responsible for Business Development to promote Corporate Member engagement, membership, deposit, and loan growth, and positive public relations. Partnering with Branch Partners to maximize new member relationships and identify additional opportunities for loans and deposits. Time: 20%
Responsible for all necessary daily service functions, as needed. These would include but not be limited to check cashing decisions and other member exceptions, performing all MSA duties, complete members’ transactions at the teller window with accuracy, maintain and balance cash drawer, opening and closing of branch, processing ATM and mail transaction, supervise the electronic records process and assist records management staff. Manage vault duties and maintain working knowledge of vault procedures. Time: 10%
Responsible for ensuring security of the branch and adhering to policies and procedures, rules and regulations, building security, responding to member complaints, concerns, suggestions or compliments and communicating and/or distributing information to branch staff and/or the corporate office. Fulfills all reporting requirements and communicates relevant information. Time: 10%
Responsible for assisting and supporting FOC to ensure operational excellence is prioritized for staff and for branch. (If applicable). Accountable for ensuring that all departmental procedures are updated and accurate to the conduct of the job tasks on an ongoing basis. Consistently looking for ways to improve processes and efficiencies. Time 10%
Education (Minimum education required to perform the duties of this position)
Bachelor’s degree or two years of related work experience preferred.
Experience (Minimum experience required to perform the duties of this position)
In addition to the education requirements:
Minimum two year's sales, financial, retail, or related experience required.
Minimum of one year leadership or management experience.
NMLS registration required upon hire.
Knowledge, Skills and Abilities (Minimum technical and communication skill levels and licenses/certificates normally required to perform the duties of this position)
Business development or external sales calling skills.
Excellent communication skills.
Leadership skills in team development.
Working knowledge of quality service components.
Knowledge of management techniques and strategies.
Ability to develop and implement effective policies and procedures.
Conflict management skills.
Mental Requirements
Ability to analyze budgets, trends, training/staffing needs, reports, and statistics.
Ability to use good judgment and make sound decisions quickly.
Ability to work under pressure.
Proven problem-solving abilities.
Ability to understand strategic objectives.
Ability to concentrate in a multi-task environment.
Ability to maintain a positive attitude and professional image.
Interpretation of market and financial data.
Ability to train and evaluate results.
Capable of creatively implementing new products and motivating staff.
Required Competencies
Innovation Management
Drive for Results
Building Effective Teams
Demonstrates Courage
Customer Focus
Integrity and Trust
Self-Development
Business Acumen
Developing Direct Reports & Others
Managing Through Systems
Organizational Agility
Problem Solving
Tools and Equipment Used
All available general office equipment as needed.
All available computer software and hardware as needed.
Cash dispense machine.
Drive-thru equipment.
Working Relationships/Contacts (Positions with which incumbent has frequent contact)
Daily, personal/written/phone contact with Credit Union staff.
Daily, personal/written/phone contact with Credit Union members.
Daily, personal/written/phone contact with home office.
Weekly, personal/written/phone contact with existing and potential Corporate Members.
As needed, personal/written/phone contact with other Credit Union managers.
Physical Demands (Physical effort generally associated with this position)
Work involves standing and walking for brief periods of time, but most work is done from a seated position. There is potential for eyestrain from reading detailed reports and computer screen. Deadlines, workloads and pressure to achieve goals may cause increased stress levels.
Working Conditions (Typical working conditions associated with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position)
Internal - Work is normally performed in climate controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings.
External - Some travel is required; however, information on environmental conditions is not available.
