Branch Manager

Job Description

Role:

To direct the operations of a small, Credit Union facility, ensuring the branch meets organizational financial, operational, service, and growth plans.  Has lending authority.

Essential Functions & Responsibilities:

Directs, develops, motivates, hires and disciplines branch personnel; administers performance evaluations in conjunction with Executives and recommends appropriate personnel actions.

Monitors branch operating results relative to established objectives and ensures that appropriate steps are taken to correct unsatisfactory conditions.

Perform routine member service transactions.

Perform consumer loan officer duties.

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

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

Monitors all branch activities to insure they are in compliance with established credit union policies and procedures.

Performance Measurements:

 1. To maintain a cohesive, highly trained and motivated staff, sufficient to meet needs of members.

 2. To provide informed, professional and accurate service and support to all members and associates.

 3. To develop and maintain business partner relationships within the community and area schools. Coordinate branch participation in community activities.

 4. To ensure all documentation is completed, with a high accuracy rate.

 5. To meet or exceed the Branch's goal. Assist branch personnel with achieving all of their individual goals.

 6. To develop recommendations for cost efficiencies and enhancements to products, pricing and processes by monitoring trends in operations and deposit services.

 7. To offer insurance products to all new qualified loans. Promote benefit awareness within the branch, both by example and training employees to identify opportunities.

Knowledge, Skills and Abilities:

Five years to ten years of similar or related experience.

Experience:

A two-year college degree, or completion of a specialized course of study at a business, or trade school or Completion of a specialized and extensive in‐house training or apprenticeship program.

Education:

The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust.  Obtaining cooperation (internally and/or externally) is an important part of the job.

Interpersonal Skills

Other Skills:

Must have excellent communication skills.