Branch Manager

Job Title: Branch Manager

Department: Retail Delivery

Reports to: District Manager

Hours per Week: Salary Exempt

Company Summary

Welcome to Financial Plus Credit Union (FPCU) – 'The Place where it’s Possible.'

At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU – where you aren’t just making a living, but joining a PLACE where you can REACH your goals.

Position Summary:

Manages and influences the profitability of the assigned branch with particular emphasis on building member relationships; expands the sales culture and provides leadership and resources to achieve desired results; directs branch staff activities towards attainment of branch sales goals; includes a consultative sales approach and conducts on-site business visits; utilizes problem solving, decision making, team building skills, and maintains a high degree of flexibility; promotes high morale and exhibits positive attitudes towards members and fellow employees while instilling a sense of team spirit throughout the branch. Ensures all policies and procedures are followed.

Essential Function & Primary Responsibilities:

Managing the Branch by encompassing all aspects of sales, profitability, staffing and compliance.

This includes, but is not limited to:

• Serves as a sales leader; communicates sales philosophy; conducts weekly sales meeting; ensures branch is obtaining or exceeding sales goals; and utilizes sales, referral and member service skills to ensure the members’ and internal customers’ needs are being met through efficient and effective service.
• Reviews expectations of sales objectives with staff; monitors employee’s overall performance; coaches to quality and accuracy, teaches how to identify member needs to seize sales opportunities; provides positive reinforcement; and recognizes and rewards staff when warranted.
• Responsible for staff hiring, scheduling, training, and development. Identifies corrective actions in the event of substandard performance; counsels staff addressing specific behaviors contributing to substandard performance; solicits employee’s input for corrective action; monitors employee’s performance for improvement; works with Human Resource Department to initiate disciplinary action, including discharge, if warranted.
• Communicates frequently with staff through one-on one sessions, staff meetings, email and other forms of communication; addresses and resolves employee complaints and conflicts; shares information which affects the Credit Union branch/ and or employee; seeks employees’ ideas, feedback and opinion; and responds to employee communication in a reasonable time frame. Information may include, but is not limited, to policy, procedures, process changes and rationale, strategic and business plans, operational information, and legal issues.
• Attends salary staff meetings, actively participates in discussion, communicates sales achievements and challenges, suggests changes in policies, procedures, and processes which will improve the branch‘s effectiveness and efficiency; shares ideas and opinions pertaining to the enhancement of member sales/ service activities including product/service enhancements and sales campaigns.
• Loans: Ensures branch consumer loan applications and loan closings follow established policies and procedures as directed by the Senior Vice President of Lending.
• Works with Marketing Department to gain visibility through Community Relations events within the surrounding geographic area.
• Participates in the implementation and testing of technological enhancements including host system upgrades, LTS units, and electronic delivery channels.
• Receives and resolves high level inquiries and/or difficult member issues; forwards escalated member complaints to SVP OF People & Retail Delivery if unable to successfully resolve.
• Supervises branch audits and makes recommendations for operational changes as needed.
• Ensures branch follows all regulations and security procedures.
• Opens and or closes branch facility and participates in Saturday and Holiday rotations; monitors security devices and ensures building security; and coordinates needed maintenance with facilities manager, including building, grounds, furniture, fixtures, and equipment.
• Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations
• Perform other duties as assigned.

Compensation details: 75000-95000 Yearly Salary

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