To direct, provide general direction, team leadership, support, and operational management for a branch office to meet credit union goals. Assist with the development, modification and implementation of procedures for daily branch operations. Assure the financial service needs of each member are promptly, accurately, and courteously fulfilled. Responsible for the maintenance and security of the branch facility and its contents.
Essential Functions & Responsibilities:
Responsible for overall branch performance regarding staff production and positive financial results. Actively pursue new business opportunities in the community, give presentations, and develop new member relationships. Participate in community activities, events and functions to further the strategic business plan of the credit union. Responsible for developing and implementing individual staff goals, based on branch goals and overall credit union strategic plan, and motivating staff to attain the goals set by senior management. Responsible for being knowledgeable in all areas of branch and lending operations and remaining current on all credit union products and services. Maintain operational compliance with all credit union procedures, policies, governing regulations and codes, and internal controls including maintaining proper cash limits. Must be available to travel to any branch location for support as requested by management, as well as work on Saturdays when scheduled.
Experience: Two years to five years of similar or related experience. Minimum five (5) years experience in a full service financial institution or other retail customer service profession with exposure to a variety of programs/products. Three to five years lending background in a financial institution or related field. Two or more years experience in developing new business or community involvement.
Education: A high school education or GED; college degree preferred. Knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements a plus.
Other Skills: The ability to speak and write clearly and effectively to achieve the desired effect in a variety of communications settings and styles. The ability to prepare and maintain confidential records and reports. The dedication to meeting the expectations and requirements of internal and external members, use feedback for continuous improvement, and develop and maintain effective relationships. The ability to generate new and unique ideas as solutions to operational or member service issues, and develop non-traditional ways of doing business. The ability to analyze statistical and financial data and present findings. Must have workable knowledge of Microsoft Office products, including but not limited to Word, Excel and Outlook. Advanced leadership, communication, and organizational skills. Ability to maintain a high level of confidentiality at all times.