Branch Manager II

Title: Branch Manager

Location: Emory Road Branch

SUMMARY:

Responsible for providing consistent leadership of the branch team, mentoring and coaching branch staff to ensure consistent quality service is provided to the membership and that the branch achieves goals set forth by the credit union. Responsible for business development within the branch market to meet or exceed business development goals. Responsible for the consistent performance of and adherence to established policies and procedures by all branch staff. Maintains a level of community involvement to ensure a positive presence for the credit union and to create an environment of continued growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Provides friendly, responsive service to all members; cultivates and maintains appropriate relationships with members and co-workers; abides by UT Federal Credit Union's Global and Departmental Service Standards and encourages teammates to do the same.
• Clearly communicates performance expectations and holds staff accountable for adherence to service standards to achieve individual and team member satisfaction goals.
• Sets appropriate sales goals for staff, coach's employees in effective use of sales skills, and monitors results to ensure that the branch achieves referral and/or sales goals set forth by the credit union.
• Generates new business through business development efforts within the branch market.
• Creates and fosters a caring work environment that attracts, develops, and retains the right people. Provides encouragement, motivation, and empowerment that fosters personal accountability to achieve goals. Conducts regular one-on-one and team meetings and promotes an environment where staff feel comfortable sharing opinions and providing regular feedback.
• Responsible for human resource processes for branch employees, including interviewing, staffing and scheduling, training, assignment of duties, monitoring timely completion of duties in accordance with policies and procedures established by credit union, performance reviews, disciplinary actions, and career development. Uses appropriate software to document as necessary, including timekeeping and performance review programs.
• Demonstrates a thorough knowledge and understanding of credit union products and services and related policies, procedures, rules, and regulations to serve as an escalation point for answering questions, finding solutions, managing complaints, and resolving complex problems.
• Ensures branch personnel have knowledge and a clear understanding of their job responsibilities so that member financial transactions and member account file maintenance are performed efficiently, accurately, and in accordance with the established policies and procedures of the credit union.
• Minimizes operational losses through fraud and other channels.
• Manages and performs member service functions in accordance with established policies and procedures, including transactions; new accounts; loan processing, underwriting, and decisioning.
• Develops and maintains a positive presence in the community to increase the credit union's visibility and establishes a rapport through networking with surrounding businesses and employees.
• Ensures that the branch image is favorable, reflecting a sound and secure financial institution that employs prudent housekeeping procedures and safety measures and provides a pleasant atmosphere for members, including privacy, confidentiality, and ease of use.
• Actively participates in branch and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns; stays current on policies, procedures, and applicable regulations.
• Attends training classes to continuously increase job knowledge and overall job performance, seeks opportunities to learn new skills, takes initiative for personal career development, and ensures a continuous program of education, training and development for branch staff.

SUPERVISORY RESPONSIBILITIES:

Manages branch employees. Is responsible for the overall direction, coordination, and evaluation of the branch.

Carries out management responsibilities in accordance with the credit union's policies and applicable laws. Responsibilities include interviewing, staffing, training, planning and scheduling work, appraising performance; rewarding and disciplining employees, addressing complaints and resolving problems, and establishing sales goals.

PERFORMANCE STANDARDS:

Attain and maintain a level of membership satisfaction with credit union products and services that results in increased usage both in volume and frequency of use. Maintains functional procedures that ensure compliance with both federal and internal audit requirements for compliant operations.

MINIMUM REQUIREMENTS:

• Maintains the highest standards of ethical behavior.
• Maintains a positive attitude with employees and members, and remains flexible while focused on accepted practices, policy, productivity and effectiveness.
• Excellent management skills, with proven leadership ability and skills necessary to coach, mentor, and motivate employees.
• Promotes awareness of the credit union mission and brand statement to the credit union membership.
• Inspired, goal-oriented and disciplined leader with a strong work ethic.
• Must possess a teachable spirit that is open to direct coaching and feedback.
• Abides by the Service Standards established by the credit union. Exudes excellent member and employee relations skills. Has a friendly, outgoing, assertive, confident, and enthusiastic personality.
• Strong knowledge of financial products and services.
• Regular and predictable attendance.
• Excellent verbal and written communication skills to communicate professionally.
• Maintains a professional appearance in accordance with established dress code.
• Technological skills and knowledge, including computer proficiency.
• Excellent time management and established organizational skills leading to high accuracy rates in all areas. Must be able to effectively multi-task and prioritize.

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 accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

Bachelor's degree from a four‑year college or university in a related field; and at least three to five years related experience; or equivalent combination of education and experience.