Branch Manager

Job Description

Job Description

Home Branch: Lebanon Branch - Lebanon, PA

Position Title:  Branch Manager

Department:  Retail Operations

Supervisor's Title: Regional Manager

Classification: Exempt

Starting Salary Range:  $59,785.31 - $74,731.63

Benefit Highlights: 

- Competitive compensation!

- Medical, Dental, and Vision Insurance!

- 401K with up to 4% company match!

- Holiday Pay starting at day 1!

- Paid Vacation Time!

- Medical Benefits starting at your 31st day of employment!

And Many More!

Summary:

Responsible for leading and overseeing staff and the operation of the branch to meet or exceed organizational loan and deposit growth goals through cultivating and developing deeper member relationships. Oversees financial reporting, hiring, leading, training, and branch profitability figures. Main duties include leading employees, assisting, directing, and educating members on various delivery channels and providing and ensuring an excellent member experience. 

Essential Functions:

1. Leads, coaches, supports, and empowers branch employees to ensure exceptional member experience. 
2. Recruits, interviews, selects, and trains new branch employees. 
3. Set and oversee performance standards that meet and exceed sales and service goals for the branch, monitor employee performance through observiation, monthly 1 on 1 employee meetings, mid-year performance reviews, completion of performance evaluations, and oversight of employee development plans. 
4. Responsible for the day-to-day operation, service levels, and oversight of the branch. 
5. In conjunction with the Regional Manager, creates and drives the branch business plan focused to growing the loans, shares, membership, and dollars under management of the branch.
6. Resolves escalated and/or complex member issues.
7. Assists, directs, and educates members on financial transactions, opening accounts, loans and maintenance of accounts and loans.
8. Responsible for completing, generating, and analyzing monthly reports, including goal tracking, volume, and statistical analysis of the branch.
9. Schedules branch employees to meet the needs of the business with the support from the Assistant Branch Manager.
10. Oversee the branch budget, focusing on expense monitoring and control and effectively forecasting and communicating future needs. 
11. Able to work independently and as part of a team to create and deepen member and business member relationships within the local market of the branch. 
12. Works to meet and exceed the credit union’s annual strategic goals and initiatives as determined by Executive leadership. 
13. Abides by and ensures that staff abide by Belco’s policies, procedures, designated standards, and federal and state regulations and compliance mandates. 
14. Represents the credit union to it’s members and the public in a courteous, professional, and confident manner at all times. 
15. Embodies Belco’s mission, vision, behavioral expectations, and the Belco Life Brand. 
16. All other duties as assigned by the Regional Managers. 

 

Competencies :

• Functional Skills: Budgeting, Planning, Dependability
• Operating Skills: Quality Of Work, Communication, Change Management
• Strategic Skills: Results Oriented, Innovative Thinking
• People Management: Leadership, Managing Employee Performance 
• Behavorial Expectations

 

Work Environment: This job operates in the branch-assigned, this role may be performed in any Belco branch location, this position is not eligible for hybrid work, this is an 100% in branch position. Branches are a professional office environment. This role routinely uses standard office equipment such as ipads or tablets, computers, phones, printers, filing cabinets, and fax machines.  

 

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. Ability to operate general office equipment such as ipads/tablets, computers, copiers, fax machines, scanners, phones, hole-punchers, and staplers. Keyboarding or PC data entry capabilities required. A large majority of the workday requires working on a computer independently or with members/employees. Movement throughout the branch is required, walking, sitting, standing, bending, and hand dexterity required. Ambulation – able to move from one area to another throughout one-floor office layout. Reliable transportation with the ability to operate a vehicle. 

 

Travel: 

This position requires travel to all branch locations and Belco’s business partners in the seven-county credit union footprint. Including Adams, Cumberland, Dauphin, Lancaster, Lebanon, Perry, & York counties. 

 

Minimum Required Education and Experience:

A High School Diploma and a two-years of similar or related experience, including time spent in preparatory roles. 

Preferred Education and Experience:

Higher education with more than two-years experience in a sales, leadership role within a financial institution. Well-versed in sales techniques and technology, knowledge and comfortability with all Office 365 products is perferred. 

 

Disclaimer:

Please note this position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee f