Branch Manager - East Office

Job Description

Branch Manager

Category of Employment

Full Time; Exempt. Grade 10

WFH Hybrid Eligible

No

Position Purpose

To direct the operations of a medium-sized, remote Credit Union facility, ensuring the branch meets organizational, financial, operational, service, and growth plans.

Reporting Relationships

This position reports to the Director of Branch Operations.

Essential Functions and Accountabilities

• Responsible for the operation of the branch office with respect to quality service to members with all requests
• Has a thorough knowledge of Credit Union policy and procedure and applies this knowledge in the operation and supervision of the branch. Holds employees accountable for standards
• Hires, reviews, schedules, trains, and monitors the work of branch personnel: conducts performance reviews; allocates resources to meet operational needs within the department
• Maintains branch change fund, daily deposits, credit union inventory, and replenishments of branch cash
• Engage members in meaningful financial conversations that include understanding what is important to them and recommend services, when appropriate, to improve their financial lives further
• Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions, and similar groups
• Serve as a role model for others on the team in providing an excellent experience for members
• Act as a liaison between branch staff and leadership
• Keep abreast of operational and regulatory changes that affect the branch office
• Follow all policies and procedures required to maintain accuracy, manage risk, prevent fraud, and protect members
• Assure proper maintenance, cleanliness, and security of the branch
• Perform other duties as leadership requires and assist other departments when necessary

Performance Expectations

• Provide informed, professional, and accurate service and support to all members and associates.
• Be knowledgeable about services offered to Credit Union members
• Contribute to the overall efforts of the Credit Union in reaching its goals and objectives, which include:

- Providing quality service to Credit Union members

- Meeting WFCU Service Standards

- Maintaining efficient and productive credit union operations

- Exceed referral expectations for referrals to internal specialists.

- Coach and develop employees to identify cross-sales opportunities

• Demonstrate willingness to achieve professional growth through on-the-job training and educational opportunities
• Demonstrate willingness to participate in Credit Union related activities
• Maintain friendly working relationships with management and coworkers
• Maintain a dependable record of attendance and timeliness