Branch Manager

Job Description

The primary function of this position is to assist Community Credit Union of Florida in living out our Mission, “Always improve the financial well-being of our members and make a positive difference in our community .” One of the primary means of achieving this end is to build a highly effective team and develop each employee to their full potential through coaching and leadership. The Branch Manager is responsible for ensuring that outstanding service is delivered to both internal and external members, and ensures that branch sales, service, and operational activities run smoothly and efficiently. The incumbent provides leadership, training, and supervision to the branch team and develops new membership, deposits, and loans for the credit union by maintaining exceptional member service. The incumbent is responsible for ensuring established branch goals are obtained through active coaching and development of Tellers, Teller Managers, Member Service Representatives, and Member Service Lenders.

Community Credit Union is an Equal Opportunity Employer (EEO) and supports a drug-free workplace.

1. Demonstrates enthusiastic support of corporate mission, core values, and long-term objectives by performing job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures while possessing adequate product knowledge as measured by the annual product knowledge assessment.

1. Delivers service to both internal and external members that is in alignment with the credit union’s Service Promises and meets all established service goals.

1. Abides by CCU’s Service Promises when helping a member or co-worker to ensure timely responsiveness to the individual’s needs. Promotes teamwork, respects opinions, abilities, and contributions of others, and conveys a willingness to assist and cooperate with others for the benefit of the organization.

1. Assists in attaining established departmental goals and adheres to all credit union standard operating policies and procedures, as well as state and federal regulations and guidelines.

1. Manages direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including hiring, directing job assignments, setting performance expectations, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, service standards, policies, and work rules. Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate.

1. Coordinates activities of the retail branch team. Communicates sales information, marketing initiatives, policy, procedure, and/or operational changes to the branch team.

1. Coordinates scheduling for branch team members and ensures teller stations and platform stations are ready for business throughout the business day and that all members are served in a timely manner. Performs as a Member Service Lender and assists branch team members with difficult transactions and decisions.

1. Assists the Teller Manager or performs in the absence of a Teller Manager the monthly audits required for compliance. Investigate teller out-of-balances. Ensures daily balancing procedures are followed, reconciles teller operations at the end of the day, and assists team members in balancing.

1. Contributes to the overall profitability of the branch through cost controls, income generation, and branch marketing efforts. Monitors key products and sales within the branch to ensure profitable and sound business practices and a high quality of service for members.

1. Instills and maintains a positive sales environment through education of the credit union’s products and services; monitors team in quality of service and product presentation compared to goals. Coaches team members to maximize opportunities to cross-sell products and services.

1. Assists with telephone support by responding to member inquiries and problems in a professional, timely manner; follows up on inquiries with informational materials and/or phone contact; investigates and corrects errors and resolves problems or other issues; helps members to utilize electronic delivery channels for convenience.

1. Maintains ongoing communication with supervisor, informing the individual of all pertinent problems, irregularities, new developments, changes, and other important information within the area of responsibility.

1. Ensures maximum security is maintained concerning cash, operating procedures, and other valuables according to the established security policy; ensures the branch complies with established credit union policies, procedures, and state and federal regulations.

1. Conducts all necessary activities relating to branch maintenance. Communicates all branch facility and maintenance needs to the appropriate team member.

1. Ensures accurate completion/communication of assigned operational reports.

1. Maintains loan and membership portfolio in a manner that is consistent with annual branch goals. Consistently applies sound decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures; keeps within assigned approval limits and uses instances of assisting staff as learning tools for development.

1. Creates, develops, and implements the steps necessary to support policy, product, or procedural changes and to ensure smooth implementation.

1. Attends training sessions and meetings as required and actively participates in special functions geared toward SEG (select employee groups) and network development.

1. Follows policy and procedures related to