Branch Manager

Description

Branch Manager

Department

Operations

Reports To

VP of Branch Operations/Chief Member Experience officer

Pay Classification

Salary

FLSA Status

Exempt

Summary

To assist the credit union in achieving its mission statement, PFCU WILL DELIVER FINANCIAL WELL-BEING WITH VALUE, CONVENIENCE AND EXCEPTIONAL SERVICE, the branch manager will establish and maintain an office that is successful financially in growth and income while being a visible and positive contribution to the well-being of the community it serves. Responsible to ensure that each member of their staff understands their individual role in the success of their office, success of their department and overall success of the credit union. This is to be done through leadership by example, training and coaching to ensure that the full range of services are understood and presented by each individual within their responsibility. Support, model & adhere to PFCU’s Service Standards as outlined in My MARC.

Essential Functions, Duties, & Responsibilities

· Set a positive example and be a role model by building relationships, being dependable, demonstrating initiative, responsibility, integrity, professionalism, and take responsibility to see that all tasks are done correctly. Manage complex situations with confidence, knowledge and creativity. Be a leader.

· Maintain an atmosphere that encourages cross selling and a positive attitude, with well-trained staff and self-motivated individuals.

· Provide leadership level consultation in the areas of coaching, employee growth & development and performance management. Provide encouragement and recognition for outstanding performance and when needed, institute corrective disciplinary action.

· Provide leadership oversight for PFCU’s Branch Operations team.

· Meet with direct employees on a monthly basis to provide customized coaching and mentorship in the area of performance. Set goals and assist employees with developing plans for continual growth and success within their position. In a timely manner, utilize PFCU’s performance management software to document all employee performance management and development conversations.

· Actively participate in the Cross-Education program and support employees to reach their cross-education goals by providing in the moment coaching to help employees enhance their product knowledge and improve their cross-educating abilities.

· Monitor employees’ performance; conduct performance appraisals in a timely manner.

· Participate in the development and facilitation of presentations to employees including preparing for and conducting regular daily, weekly and full staff meetings. Discuss My Marc, PFCU’s Service expectations, opportunities for improvement, product knowledge, and changes in procedure or policy along with any general information for discussion. Effectively communicate with employees to ensure a positive and clear understanding of PFCU goals and direction.

· Assume the responsibility of any branch operation position, as needed, at any location.

· Have advanced knowledge of PFCU products & services, policies and procedures, or rules and regulations; and assist members and employees as needed and as opportunities present themselves.

· Perform all duties outlined in PFCU’s Vault Addendum.

· Review and verify monthly branch reports to ensure they are accurate and completed by the 10th of each month or the next business day.

· Certified in Financial Counseling. Will actively participate and obtain certification as the opportunity is available.

· Provide management with new or innovative ways for improvement of employees, service quality or products offered.

· Understand basic accounting functions as well as balance sheet and income statement for branch.

· Develop and apply procedures for the branch. Evaluate and recommend policies and enhancements for the branch; including but not limited to Building Security and Robbery Procedures. Host mock robbery and security exercises quarterly.

· Assist in the recruitment and select quality applicants for vacancies, ensuring that the credit union is efficiently staffed with competent employees.

· Access, modify and approve payroll for your employees, meeting established payroll deadlines.

· Ensures the branch maintains a positive image as a trustworthy and secure financial institution by implementing effective housekeeping practices, safety measures and creating a welcoming environment for members, with a focus on privacy confidentiality, and ease of use.

· Conducts administrative duties including scheduling employees, maintaining inventory control, ordering all supplies, furniture and equipment needed for the branch. Coordinates general maintenance including repairs and cleaning.

· Work with other management to ensure compliance with internal controls.

· Ensure that the branch is in compliance with federal laws and regulations set forth by the NCUA and other regulatory agencies.

· Pull reports needed to complete employee monthly performance sheets. Monitor office activity, including number of transactions, volume, employee errors, branch cross sales, new accounts, etc. to ensure the highest level of quality service to members.

· Monitor and investigate teller losses/errors and institute corrective flow of work and/or corrective disciplinary action where required.

· Provide new membership follow-up on all accounts opened. Schedule time for employees to follow up on their new membership accounts.

· Participate in the credit union’s long- and short-term planning.

· Attend PFCU Management, Team, and committee meetings, as requested.

· Perform any special jobs or projects as directed by Executive Management.

· Communicate properly with all employees and management to ensure positive and clear understanding of credit union goals and direction.

· Effectively present product and service information while representing PFCU at community events.

· Seek training opportunities to develop or enhance knowledge through training, conferences, reading, etcetera. Willingly prepare, participate in, and attend educational functions and meetings as requested by management.

· Complete and advance through the Leadership Evolution Program while steadily progressing through the steps outlined in your career development plan.

· Be able to assist with computer functions. Know the basic hardware configurations and routine software troubleshooting.

· Maintain cleanliness and security of work area and equipment including protecting the confidentiality of member information.

· Perform all other duties as assigned.

Regulatory Compliance

Follows regulatory and policy compliance requirements which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), Red Flag and Anti-Money Laundering (AML) Regulations, and other compliance related policies.

Confidentiality

This position requires maintaining confidentiality with regard to non-public information about our members, employees and the Credit Union. We must protect the confidentiality of member information. Financial transactions are confidential and private. With account access, employees are to handle member information responsibly and confidentially.

Security

To ensure the safety and security of all employees, employees must follow all security policies and procedures at all times. Security is the responsibility of all employees.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education Requirements Two-year college degree or completion of specialized certification in a similar or related field. A combination of education and experience will be considered in lieu of a two-year degree or specialized certification.

Work Experience Three to five years of similar or related experience, with a minimum of two years’ experience as an Assistant Branch Manager, Branch Manager, or equivalent leadership role is required.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, employees, clients, members, and the general public.

Mathematical Skills

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentages.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Must have the capability to deal with problems involving concrete variables in standardized and non-standardized situations.

Other Skills & Abilities

· Excellent knowledge of the credit union’s core system.

· Excellent working knowledge of the forms and documentation used by the credit union.

· Strong knowledge of credit union products and services.

· Excellent understanding of the Credit Union departments and procedures.

· Punctual, self-motivated, confident and accurate.

· Excellent communication and interpersonal skills both written and verbal.

· Able to stay calm under pressure.

· Professional attitude; supportive management.

· Neat and professional in appearance and dress.

· Ability to create good word of mouth; proven ability to effectively refer products and services.

· Ability to operate related computer applications and other business equipment to sufficiently perform all job duties.

· Good typing skills.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, and feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to walk and stand. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in work environment is usually moderate. While performing the duties of this job, the employee occasionally works near moving mechanical parts, and is occasionally exposed to risk of electrical shock.

Mental Demands

The employee is frequently required to use alertness, precision, resourcefulness, problem solving, numeric calculations, persuasiveness, auditory perception, memory, creativity, judgment, writing ability, reading ability, reasoning, imagination, patience, visual perception, comparing, and analyzing.