Branch Manager Mobile Tillmans Corner 5191

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Position:            Branch Manager

Department:      Retail Operations

Reports To:        Director of Branch Operations – U.S. Branches

FLSA:                 Exempt                                   

SUMMARY:

Under general supervision, the Branch Manager is responsible for the efficient and effective management of the operation of one or more branches.  They will be relied on to coach, develop, and empower their team to provide extraordinary member service. The Branch Manager will be expected to have community involvement and excellent leadership skills. They are responsible for motivating their team to reach all sales and production goals each month and year. The Branch Manager is relied on to ensure all aspects of Credit Union Policies and Procedures as well as the Credit Union Service Standards are followed by branch team members.

The Branch Manager makes daily decisions as to work methods, workflow and member service, and implements decisions through their direct reports.  This position is expected to show initiative in proactively addressing branch performance issues.  The Branch Manager resolves member complaints within the scope and authority of the position. 

SUPERVISORY RESPONSIBILITIES:

Performs supervisory duties in accordance with the credit union's policies and procedures and all applicable federal, state, and local laws. Responsibilities include participating in the recruitment, interview, selection, and onboarding of employees; providing training and development; planning, assigning, and overseeing work; evaluating performance; coaching and counseling employees; administering recognition and corrective actions as appropriate; responding to employee concerns and supporting issue resolution; and supporting employment actions such as promotion, transfer, demotion, or separation in accordance with established policies and legal requirements.

ESSENTIAL FUNCTIONS:

• Supports branch operations by evaluating member requests that are exceptions to procedures and providing overrides within scope of authority.
• Creates, monitors, and manages Sales and Referrals is required for consumer & business accounts utilizing the Customer Relationship Management (CRM) tool.
• Evaluating and resolving members concerns, complaints, discrepancies, and problems withing scope of authority.
• Attends marketing-related events.
• Performs branch servicing duties as needed to include teller and lending functions.
• Responsible for daily branch opening and closing duties according to policies and procedures.
• Responsible for business continuity planning.
• Serves as point of contact for escalated issues.
• Responsible for audits as required by internal controls and shares responsibility for the security of the vault or safe.
• Performs quality reviews of incoming accounts and lending applications.
• Assists with researching/reconciling teller outages.
• Ensures quality review reports are uploaded into the document management program.
• Responsible for maintaining the branch cash dispensing equipment to include ATM, TCR (cash recycler), and coin machines for balancing, servicing, and cleaning.
• Responsible for maintaining branch supply and monetary instrument inventory.
• Makes recommendations for revisions or alternatives to branch operations procedures or policies.
• Attends Community Functions and building (Select Employer Groups) SEG relationships within the community.
• In support of sales and production efforts, makes outbound phone calls to contact members regarding products or services for which the member qualifies.
• Identifies potential member (internal or external) service needs which can be met through the sale of credit union products and services, or adherence to the department’s policy and procedures.
• Responsible for cross-selling credit union services.
• Stays abreast of credit union products and services for cross-selling opportunities and of credit union policies, procedures, and regulatory updates.
• Responsible for branch compliance and perform periodic teller cash audits, consignment items, etc , and audits.
• Responsible for maintaining branch standards.
• Provides merchant referrals directly to the merchant for business accounts. 
• Responsible for after-hour response to alarm calls.
• Serves as subject matter experts.
• Serves as primary point of contact for org initiatives as assigned.
• Responsible for branch compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies. 
• Responsible for compliance with all Federal regulations, including Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).

Other Duties and Responsibilities:

• Other duties as assigned.
• Travel of up to 15% required.
• Non-traditional work hours required. This can include but not limited to evenings, weekends, and/or holidays.

KNOWLEDGE AND SKILLS:

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, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

• Associate’s degree in a related field or equivalent combination of education and experience which demonstrates the ability to perform the functions of the position required.

Experience and Other Requirements:

• 3-5 years similar financial institution or sales experience.
• 1-3 years leadership or supervisory experience required.
• Basic math skills required
• Lending experience preferred

Computer Skills:

• Proficient in the use of computers and standard office technology, including Microsoft Office applications (Word, Excel, Outlook, and Teams).

Certificates, Licenses, and Registrations:

• LHA

Interpersonal Skills:

Demonstrates the ability to interact professionally and respectfully with members, coworkers, and external partners. Communicates information clearly and effectively, both verbally and in writing, and listens attentively to understand questions or concerns. Maintains a courteous, cooperative, and service-oriented approach in a variety of work situations, including those involving differing perspectives or needs. Builds positive working relationships and contributes to a collaborative, inclusive, and member-focused environment.

PHYSICAL DEMANDS:

The physical demands described below are representative of those that may be associated with performing the essential functions of this position. The essential functions of this role can be performed with or without reasonable accommodation, in accordance with the Americans with Disabilities Act (ADA) and applicable federal, state, and local laws.

While performing the duties of this job, the employee may be required to remain in a stationary position for extended periods, move within the work environment, and operate a computer and other standard office equipment. Job duties may also involve the use of hands and arms to operate tools, devices, or controls, and to exchange information using various communication methods. Occasional postural activities such as bending, kneeling, crouching, or stooping may be required. The position may occasionally require lifting or moving items weighing up to 100 pounds.

WORK ENVIRONMENT:

The work environment is primarily a professional office or branch setting, with a focus on member service and collaboration. The role may require working in shared workspaces and interacting with members, coworkers, and vendors through various communication methods. Work may involve extended periods of sitting or standing, repetitive motions such as computer or device use, and occasional movement throughout the facility.

The essential functions of the position can be performed with or without reasonable accommodation, in accordance with applicable federal, state, and local laws, including the Americans with Disabilities Act (ADA).

DECLARATION:

The Human Resources department retains the sole right and discretion to make changes to this job description.