Branch Manager II

Job Description

Job Description

Summary: To direct the operations of two or more Credit Union branch facilities, ensuring the branch meets organizational, financial, operational, service, and growth goals. Has limited lending authority.

Essential Functions & Responsibilities:

• Monitors all branch activities to ensure compliance with NCUA guidelines and established Credit Union policies and procedures. Ensures appropriate steps are taken to correct errors in a timely fashion.

• Assists members and associates as needed with deposit and loan account transactions and concerns. Identifies and makes recommendations for process improvements and improved products and services.

• Monitors production to ensure branch goals and objectives are met.

• Represents the branch as appropriate in its relationships with members, non- members, and community organizations and events.

• Hires, reviews, schedules, trains, and monitors the work of branch personnel: appropriately coaches and develops department personnel, conducts performance reviews; allocates resources to meet operational needs within the department.

• Performs other job-related duties as assigned.

Knowledge and Skills Experience:

• Maintain a cohesive, productive, highly trained, motivated staff sufficient to meet daily branch demands.

• Provide informed, professional and accurate service and support to all members and associates.

• Maintain or exceed annual branch operating and growth plan while maintaining or improving the financial stability of the branch.

• Develop and maintain business partner relationships with the community and area organizations by calling on and coordinating branch participation in community activities.

• Effectively evaluate the efficiency of the branch and develop specific recommendations for improvements to personnel, facilities, products, pricing, policies, and processes.

• Meet or exceed the established branch goals each month.

• Promote a sales culture within the branch by example. Coach and develop employees to identify cross-sales opportunities.

Knowledge and Skill Qualifications:

Three years to five years of similar or related experience.

Exceptional organizational and time management skills

Strong communication skills with the ability to interact across all levels of the company

Proficiency with Microsoft Office and Google Suite, Teams, Zoom

Attention to detail and ability to handle multiple priorities efficiently

Strong problem-solving skills and analytical abilities

Georgia Notary is a plus

Bilingual a plus

Education:

A high school education or GED

Interpersonal Skills:

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

*** The ideal candidate must be available to attend and actively participate in community events, demonstrating our commitment to fostering strong local relationships. ***

Excel Federal Credit Union is in its 74th year of providing superior service to its members. We are based in Peachtree Corners, GA, and offer membership to those who live, work, worship, or attend school in the following Metro Atlanta counties: Fulton, Gwinnett, Hall, and Forsyth counties.

Company Description

Excel Federal Credit Union is in its 74th year of providing superior service to its members. We are based in Peachtree Corners, GA, and offer membership to those who live, work, worship, or attend school in the following Metro Atlanta counties: Fulton, Gwinnett, Hall, and Forsyth counties.