Branch Manager II
Insight Credit Union - Deltona, FL

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DESCRIPTION

To direct the operations of a medium sized Credit Union branch (usually 5 10 employees), ensuring the branch meets organizational, financial, operational, service, and growth plans.

This position will be located at:
1235-A Providence Blvd
Deltona, FL 32725

This is a new branch location that is projected to open late June.

  • Bilingual in Spanish a must
DUTIES

30% - Hires, reviews, schedules, trains, and monitors the work of branch personnel: conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates. Coaching of branch personnel on a regular basis to update on new promotions.

20% - Assist members/non members with opening and closing accounts using Leadbuilder/Activity Manager program. Answers questions about products and services, and refers credit union products and services beyond the members stated needs. Resolves problems that are within their authority to resolve and refers problems that are beyond their authority to their supervisor, along with their recommendations.

15% - Monitors branch operating results, including Leadbuilder/Activity Manager usage and ensures appropriate steps are taken to correct unsatisfactory conditions.

10% - Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions and similar groups.

5% - Maintains communications with main office; prepares and submits standard reports; attends scheduled management meetings.

5% - Monitors all branch activities to ensure they are in compliance with established Credit Union policies and procedures.

5% - Responsible for ensuring that all membership applications and loan documents are complete and distributed to the appropriate departments.

5% - Responsible for security and maintenance of building and equipment.

5% - Performs other job related duties as assigned.

Performance Measurements:
1. To provide and ensure that the Credit Union Services Standards are met on a consistent basis. The employee should obtain an average Quality Loop score of 2.0 or better each quarter.
2. Responsible for compliance with BSA, AML, OFAC, and CIP as set forth in Credit Union policy.
3. Maintain a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.
4. Maintain or exceed annual budgeted branch operating and growth plan while maintaining or improving the financial stability of the branch.
5. Develop and maintain business partner relationships with the community and area schools by calling on potential SEG's and coordinating branch participation in community activities.
6. Effectively evaluate the efficiency of the branch and develop specific recommendations for improvements to personnel, facilities, products, pricing, policies, and processes.
7. Meet or exceed the established branch/credit union goals each month and ensure direct reports achieve 100% of their individual goals.
8. Ensure recovery of all critical branch functions for business contingency within recovery times set by business constraints or disaster recovery plan.
9. Note observations of employee performance. Give and receive feedback from employee on the same; completing performance reviews within the prescribed timeframe.
10. To make Transamerica referrals.
11. Consistently refer credit union products and services using Leadbuilder/Activity Manager to grow the credit union and serve our members.
12. Ensure staff is consistently using Leadbuilder/Activity Manager software to refer credit union products and services.
13. Encourage staff to participate in the credit union's Insight Inspire volunteer program.
14. To maintain a dependable record of attendance and timeliness.

QUALIFICATIONS

Experience: Three years to five years of similar or related experience.

Education: A high school education or GED.

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

EQUAL OPPORTUNITY EMPLOYER 30% - Hires, reviews, schedules, trains, and monitors the work of branch personnel: conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates. Coaching of branch personnel on a regular basis to update on new promotions.

20% - Assist members/non members with opening and closing accounts using Leadbuilder/Activity Manager program. Answers questions about products and services, and refers credit union products and services beyond the members stated needs. Resolves problems that are within their authority to resolve and refers problems that are beyond their authority to their supervisor, along with their recommendations.

15% - Monitors branch operating results, including Leadbuilder/Activity Manager usage and ensures appropriate steps are taken to correct unsatisfactory conditions.

10% - Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions and similar groups.

5% - Maintains communications with main office; prepares and submits standard reports; attends scheduled management meetings.

5% - Monitors all branch activities to ensure they are in compliance with established Credit Union policies and procedures.

5% - Responsible for ensuring that all membership applications and loan documents are complete and distributed to the appropriate departments.

5% - Responsible for security and maintenance of building and equipment.

5% - Performs other job related duties as assigned.

Performance Measurements:
1. To provide and ensure that the Credit Union Services Standards are met on a consistent basis. The employee should obtain an average Quality Loop score of 2.0 or better each quarter.
2. Responsible for compliance with BSA, AML, OFAC, and CIP as set forth in Credit Union policy.
3. Maintain a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.
4. Maintain or exceed annual budgeted branch operating and growth plan while maintaining or improving the financial stability of the branch.
5. Develop and maintain business partner relationships with the community and area schools by calling on potential SEG's and coordinating branch participation in community activities.
6. Effectively evaluate the efficiency of the branch and develop specific recommendations for improvements to personnel, facilities, products, pricing, policies, and processes.
7. Meet or exceed the established branch/credit union goals each month and ensure direct reports achieve 100% of their individual goals.
8. Ensure recovery of all critical branch functions for business contingency within recovery times set by business constraints or disaster recovery plan.
9. Note observations of employee performance. Give and receive feedback from employee on the same; completing performance reviews within the prescribed timeframe.
10. To make Transamerica referrals.
11. Consistently refer credit union products and services using Leadbuilder/Activity Manager to grow the credit union and serve our members.
12. Ensure staff is consistently using Leadbuilder/Activity Manager software to refer credit union products and services.
13. Encourage staff to participate in the credit union's Insight Inspire volunteer program.
14. To maintain a dependable record of attendance and timeliness.

Insight Credit Union - 15 months ago - save job - block
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