Cottonwood: 601 W. State Route 89A Cottonwood, AZ 86326
Summary: Manages the daily operations of a full service Credit Union branch with a combined asset size over $100 million. Ensures that the office is exceeding member expectations by empowering associates and maintaining a work environment which instills motivation, teamwork, and enterprising attitudes.
Duties: Oversees the flow of cash and financial instruments in accordance with CU policy.
Assesses risk of all financial transactions executed by branch personnel.
Collects data to analyze the present and future financial status of the branch.
Directs, coordinates, and monitors activities to implement CU's policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, and consumer credit loans.
Directs activities involving implementation of establishment services and functions including collecting delinquent accounts, authorizing loans, or opening savings accounts.
Establishes procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
Contacts members and business, community, and civic organizations to promote goodwill and generate new business.
Compiles and reports financial data as required by CU and government regulations.
Prepares reports needed to satisfy tax requirements. Prepares financial and regulatory reports required by law, regulations, Credit Union Managements, and the Board of Directors.
Prepares annual office budgets, forecasts staffing and facility needs, and monitors on a monthly basis.
Examines, evaluates, and processes loan applications.
Establishes and maintains contact with banking-related industries such as insurance, real estate, and securities.
Works closely with Business Development Officer, Commercial loan officers, Financial Advisors and Residential loan officers.
Sets branch goals and develops action plans to meet those goals. Monitors branch performance on a monthly basis.
Explains, promotes, sells, and cross informs members of various credit union products and services.
SUPERVISORY RESPONSIBILITIES Directly manages two subordinate supervisors, who supervise up to 6-8 associates each. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding and disciplining associates; addressing complaints and resolving problems.
Qualifications: Education and/or Experience Bachelor's degree in related field; 5-10 years Branch Manager II or III experience.
Credit Union Job Network - 16 months ago