Two to five years of similar or related experience, including time spent in preparatory positions.
An associate degree or completion of a specialized certification or licensing program at a business or trade school.
Must obtain the CCUFC Designation and Certified Lending Expert Designation within two years of the hire date.
Must maintain current Mortgage Loan Originator status.
Must comply with company policies and procedures and applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control requirements.
Ability to communicate in depth with members, staff, and third-party vendors.
Ability to thoroughly explain account, loan, and other Credit Union policies and procedures.
Ability to review and maintain confidentiality for highly sensitive financial and personal information.
Ability to motivate, influence, educate, and advise others on business-related concerns.
Ability to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 pounds, climb and descend stairs in an emergency, and operate standard office equipment.
Responsibilities
Manage the branch to ensure quality member service.
Oversee staff to ensure efficient and error-free account transactions, loan applications, and new account implementation.
Create and maintain a cross-selling environment within the branch.
Monitor key products and sales within the branch to ensure profitable and sound business practices and high-quality member service.
Apply and evaluate branch policies and procedures.
Ensure branch compliance with federal laws and regulations established by the National Credit Union Administration and other regulatory agencies.
Support a highly motivated and well-trained staff and ensure positive employee relations.
Evaluate branch staff job performance to ensure quality work and member service.
Monitor branch activity, including transaction volume, teller errors, loan volume, individual staff sales, and new accounts.
Assist staff and members with complex accounts and loans.
Conduct loan interviews and process, approve, or close loans.
Manage branch security and safety, examine and monitor related policies and procedures, and ensure consistent security and robbery-procedure training.
Coordinate with Facilities to maintain branch fixtures, grounds, and equipment.
Schedule adequate staff to ensure efficient branch operations.
Monitor branch operations to ensure a consistent and professional approach.
Perform other duties as assigned.
Description
Overview:
The Branch Manager reports to the EVP/COO and is responsible for managing the branch to ensure quality member service. Specifically, Branch Managers oversee staff to ensure efficient and error-free account transactions, loan applications, and new account implementation. In addition, Branch Managers problem-solve within established policies and guidelines.
Duties and Responsibilities:
Create and maintain a cross-selling environment within the branch. Monitor key products and sales within the branch to ensure profitable and sound business practices and high quality member service.
Apply and evaluate policies and procedures for the branch. Ensure branch compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
Support a highly motivated, well-trained staff, ensuring positive employee relations. Evaluate job performance of branch staff to ensure quality of work and extraordinary member service.
Monitor branch activity, including transaction volume, teller errors, loan volume, individual staff sales, and new accounts. Assist staff and members with complex accounts/loans.
Conduct loan interviews. Process, approve and/or close loans. Must maintain current Mortgage License Originator status.
Manage the security and safety of the branch, examining and monitoring related policies and procedures on an ongoing basis. Ensure that staff receives consistent security and robbery procedure training. Coordinate with Facilities to maintain branch fixtures, grounds, and equipment.
Schedule adequate staff to ensure efficient branch operations. Monitor branch operations to ensure a consistent, professional approach.
Perform other duties as assigned.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Education and Experience:
Experience
Two to five years of similar or related experience, including time spent in preparatory positions.
Education
One or more of the following educational paths are required:
Associates Degree
Completion of a specialized certification or licensing at a business or trade school
Must obtain CCUFC Designation and Certified Lending Expert Designation within two years of hire date.
Skills
A Branch Manager should possess a significant level of trust and diplomacy to include the following interpersonal skills:
Communicate in-depth with members, staff, and third-party vendors
Thoroughly explain account, loan, and other Credit Union policies and procedures
Review and maintain confidentiality for highly sensitive financial/personal information
Overall ability to motivate, influence, educate, and advise others on a variety of business-related concerns.
ADA Requirements:
Individuals must perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing and descending stairs in an emergency. Must operate standard office equipment including computer, conference room monitor, telephone, copier, facsimile, and calculator. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Acknowledgement:
This job description is not a contract and should not be presumed to guarantee employment. Infuze Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, gender, national origin, disability, age, or any other category protected by law.