Branch Manager

POSITION PURPOSEThe Branch Manager is accountable for the daily operations, achieving member services and lending goals, and growth of the branch while delivering exceptional member service and employee engagement. This role is responsible for coaching and developing staff, driving profitability, and supports the credit union’s strategic goals through effective leadership, operational excellence, and compliance with all policies and regulatory requirements.POSITION RESPONSIBILITIESOversee their branch to achieve lending growth, membership growth, and member service satisfaction.Coach, develop, and hold team members accountable for performance, service excellence, sales goals, operational accuracy, and professional growth.Assist with employee interviews, training, scheduling, and evaluating branch staff as needed.Monitor branch performance metrics, including loan performance, new accounts, and product and services activity.Promote a solution orientated approach and relationship building culture that supports cross selling, member retention, and business growth.Open new accounts, refer products and services, originate loan applications, review credit reports to identify additional lending opportunities, provide lending recommendations, and complete loan documentation and closing.Support members and staff with account inquiries, transaction research, and the resolution of complex account issues, concerns, and complaints.Communicate branch performance, trends, and concerns to management and recommend solutions as needed.Participate in ongoing training and ensure staff are trained in operational, security, and regulatory requirements.Perform other duties as assigned.PERFORMANCE MEASUREMENTSWork is completed accurately and timely.Personal and department goals are consistently met or exceeded.Good working relationships exist with Credit Union personnel and management.Workflows and assignments are completed in accordance with established standards, policies, and procedures.QUALIFICATIONSEducation/Certification: High school graduate or equivalentRequired Knowledge: Knowledge in a financial industry, related account products, and sales focus environmentKnowledge of Credit Union regulations, policies, and proceduresAbility to lead, manage, and motivate their teamExperience Preferred/Required: A minimum of 5 years’ experience in a financial institution with lending (preferred)A minimum of 2 years’ management experience (preferred)Skills/Abilities: Excellent interpersonal, written, and oral communication skillsCooperative and willing to assist othersAnalytical and critical thinking skillsWell organized with attention to detailProfessional appearance, dress, and attitudeAbility to use existing technology to increase accuracy and efficienciesAbility to learn new technologyAbility to change teaching techniques based on learnerExcellent decision-making skillsPHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITIONTalking: Clear, concise speech is necessary. Must frequently convey detailed or importantInstructions or ideas accurately, loudly, or quickly.Average Hearing: Able to hear average or normal conversations and receive ordinaryInformation.Repetitive Motion: Movements frequently and regularly required using the wrists, hands,and/or fingers.Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspectdocuments or products or operate machinery.Physical Strength: Sedentary work and standing for long periods of time. Exerts up to 10 lbs. of forceoccasionally. (Almost all office jobs.) Must be able to exert up to 25 lbs. of forceWORKING CONDITIONNone: No hazardous or significantly unpleasant conditions (such as in a typical office) #J-18808-Ljbffr