Directs all aspects of the branch. Responsible for managing human, financial and operational resources of the branch. Ensures overall branch sales and service strategy, marketing plans, and operations are aligned with the strategic direction and long term success factors of the Credit Union. Provides leadership within a proactive, consultative sales environment with overall accountability to ensure branch sales and growth targets are met. Promotes the Credit Union within the community by participating in community service clubs and supporting community events.
(E) Essential or (N) Nonessential
30% Contributes to the Credit Union's sales and service culture by building effective relationships and providing "best of market" service consistent with corporate service standards. Matches the needs of members to Credit Union's products and services.
Is aware of community issues and activities; selectively participates in and/or
promotes community involvement which leads to business development. E
30% Contributes to the achievement of the financial goals of the Credit Union by applying sound judgment in decision-making. Ensures member interests are protected through prudent application of risk management and related policies and procedures. E
25% Builds and contributes to a positive environment that inspires the Credit Union staff
to display pride, passion and commitment. Accepts personal responsibility for one's commitments and obligations to others. Provides opportunities that enable others to contribute to their fullest potential. E
10% Builds and maintains positive internal relationships through effective interpersonal
skills as well as clear and concise communication. Accepts personal responsibility
to share information before being asked. E
5% Understands the financial services sector. Understands the strategic direction of the Credit Union. Understands the Credit Union's business processes and knows the Credit Union's products, services, markets and competition. Applies fundamental
business principles to positively impact Credit Union performance. E
Applies Credit Union strategies to ensure effective implementation of sales and service culture. Maintains long-term valuable relationships with members. Is part of the Credit Union's story of success through business development. Actively seeks ways to promote the Credit Union. Meets business development goals as set forth by the Credit Union.
Performs or delegates and ensures accuracy of administrative functions such as balancing general ledger accounts, reconciling, posting and approval of payroll and attendance records, maintaining employee audits and records, and vault maintained and reconciliation in the time frame set forth by the Credit Union.
Accountable for the achievement of specific branch financial and sales goals as set forth by the Credit Union.
Operates with a high degree of authority regarding financial implications making complex financial decisions. Manages significant risk factor(s). Impact of decisions has significant effect on the achievement of the Credit Union's results.
Contributes to the realization of the Credit Union's success by selling and reinforcing the Credit Union's direction. Coaches and/or develops staff to enable them to reach their full potential and progress within the organization.
Meets with branch staff on a recurring and ongoing basis to ensure that staff are working towards meeting the goals of the Credit Union. Provides ongoing training to staff as needed and/or required. Provides staff feedback through frequent meetings and timely evaluations and coaching sessions. Conducts sales meetings with all staff.
Reinforces and clarifies Credit Union communication to ensure understanding and enhance internal relationships. In response to Credit Union issues and/or needs, actively seek opinions, assimilates information, develops actions and/or provides feedback.
Keeps abreast of best practices within own field and of developments which could impact the Credit Union's business success. Applies this knowledge to develop and implement business processes that improve productivity and service quality in the branch/department.
Comply with all Credit Union corporate expectations such as, but not limited to: maintain member confidentiality, adhere to all Credit Union corporate policies, adhere to Credit Union security policies, attend and actively participate required meetings, training sessions and participate in committees as required.
Serves at the point of reference for member complaints. Provides back-up support for all positions which report to the Branch Manager. Provides coverage for all branch locations as needed.
Keeps Vice President Member Services informed regarding key issues within the branch or with branch staff.
Accomplish all major duties and responsibilities according to Credit Union policies and procedure and federal and state laws and regulations.
Performs other related duties and responsibilities as required or assigned and assists others to complete tasks and work assignments.
Branch Managers exhibit excellent communication skills by listening to members' needs and offering expert advice on products and services in a positive, friendly manner in order to build lasting relationships with members. Branch Managers exhibit excellent coaching skills to develop staff to enable them to reach their full potential and progress within the organization. Branch Managers exhibit the ability to tactfully discuss sensitive situations with the member and respond satisfactorily to any member's question. Branch Managers also exhibit patience and empathy, and are responsive when dealing with members and staff members. The successful Branch Manager will be a focused, well-organized individual, with the ability to think on their feet. Integrity, a team spirit, and the ability to work in a dynamic environment are essential. Branch Managers are able to think creatively in all situations and take appropriate initiative.
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, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
A college degree is preferred for this position in addition to two to five years of similar or related experience with performance management skills. Familiar with standard concepts, practices, and procedures within a particular field. Relies on experience and judgment to plan and accomplish expectations. Must be PC literate and able to use Windows 2000 or higher release software with the ability to learn new software and proficient with common office equipment such as, but not limited to 10-key calculator, copier, fax machine, and telephone. Must be able to learn and use the Credit Union's core data processing system for input/output transactions. Such usage includes, but is not limited to, retrieval of information, printing out individual account documents, inputting data, updating information, special access to certain fields, and general maintenance of credit union records.
Must be able to perform under stress when confronted with unusual situations in which working speed and sustained attention are critical aspects of the job.Must display good time management and organizational skills.Able to handle multiple tasks simultaneously. Must be able to work a flexible schedule to correspond with variable workload.
Diversified procedures, specialized job standards, and specific policies limit the latitude permitted for independent judgment. Ability to collect data, establish facts and draw valid conclusions. Ability to effectively analyze and make decisions. Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in or from standardized situations.
Ability to work with mathematical concepts such as addition, subtractions, multiplication and division. Ability to compute ratios, rates and percentages.
Ability to deliver, understand and apply the English language to problem solving situations. Ability to exchange information with others clearly and concisely, to present ideas, facts and technical information. Ability to read, analyze and interpret general technical procedures. Ability to write and respond to instructions and routine correspondence. Skilled in preparing and maintaining records. Ability to motivate or influence others is part of the job, requiring a level of diplomacy and trust.
Ability to effectively respond to individual members and the general public. A significant level of trust and diplomacy is required, in additional to normal courtesy and tact. Fostering sound relationships with others becomes necessary. Ability to listen effectively.
Responsible for the accurate and timely completion of all job duties listed in the Job Descriptions in compliance with all Credit Union policies and procedures. The staff member is expected to follow instructions; receive guidance and supervision; follow work rules, safety practices, work procedures; meet deadlines; observe punctuality and attendance standards, present a professional appearance, cooperative attitude, and pleasant demeanor.
Ability to use full range of body motion including manual and finger dexterity and hand eye coordination. Regularly required to use the hands to finger, handle, or feel/discern objects,
tools, or controls, such as, but not limited to: personal computer, typewriter and 10-key calculator. Must occasionally lift and/or move up to 51 pounds. The position requires hearing to normal range. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. Required to stand and/or sit for long periods. Occasionally required to stoop, crouch, kneel or crawl. Some travel may be required.
While performing the duties of this job, the staff member is continuously required to be alert, remember a significant amount of details, concentrate, exercise judgment, read, write, reason, and take initiative to start and complete tasks, and exercise patience. Problems encountered are somewhat complex, requiring analysis of data; weighing the outcomes of a decision. Problems are generally similar in nature, with previous precedent to draw upon.
Normal office environment where there is little physical discomfort due to temperature, noise and dust. A staff member may be involved in a potentially hazardous situation (i.e., robbery). Detailed instructions and procedures are provided to minimize the robbery risk. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
INTENT AND FUNCTION OF JOB DESCRIPTIONS
Disclaimer: Job descriptions are not intended as and do not create employment contracts. The above information on this description has been designed to indicate the general nature and level of work performed by staff members within this classification. Only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded.
Requirements, skills and abilities included have been determined to be the minimal standards required to successfully perform the position. In no instance, however, should the duties, responsibilities and requirements delineated be interpreted as all-inclusive. Supervisors as deemed appropriate may assign additional functions and requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of staff members assigned to this job. Nothing in this description should be considered as a contract or promise, expressed or implied, to staff members that perform any or all the duties described above. The Credit Union maintains its status as an at-will employer. Staff members can be terminated for any reason not prohibited by law.
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