AVP Branch Operations

Fort Bragg Federal Credit Union • Fayetteville, NC

2d

About The Position

AVP Branch Operations Purpose: Leads all efforts related to directing and coordinating all aspects of day-to-day operations within branches. Assists with the coordination of training and skill-building activities to ensure staff is trained and adheres to policies, procedures, and member experience standards. Provides effective and motivational leadership to all employees within assigned branches.

Requirements

• Bachelor’s degree in business, management, or related field preferred.
• On an annual basis, required to complete all mandatory Bank Secrecy Act, OFAC, CIP, AML and Red Flag Identity Theft training.
• 5 years of credit union or financial institution experience (member service and/or lending) and a minimum of two years management/supervisory experience.
• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
• Work involves extensive personal contact with others and is usually of a personal or sensitive nature.
• Work involves motivating, influencing or training others.
• Fostering sound relationships with other entities (companies and/or individuals) is necessary and often requires the ability to influence and/or sell ideas or services to others.
• Thorough knowledge of all Credit Union services, policies and procedures.
• Ability to work with a variety of software applications.
• Strong communication skills, both verbal and written, and the ability to provide clear, concise instructions and have the ability to efficiently direct the work of subordinates.
• Must have the ability to work independently and a commitment to render the best possible service to all members.

Responsibilities

• Responsible for ensuring all required branch responsibilities and duties are conducted in a timely, accurate, and compliant manner, including the filing of CTR’s and SAR’s.
• Assist VP Member Services with updates and revisions to policies and procedures.
• Establishes and maintains guidelines for branch operations.
• Supports branch-wide training and development initiatives as facilitator for group meetings and a resource for Branch Managers.
• Responsible for identifying and researching opportunities to improve branch operations and member service levels.
• Works with appropriate departments to resolve member service impacting challenges related to branch operations (ATMs, Phones, Lobby Management, Image Check Imaging, etc.).
• Supports branches by assigning work, answering questions, solving problems, and helping with complex transactions and sensitive membership issues.
• Closely monitors incoming member call statistics to ensure adequate coverage and implement necessary changes.
• Monitors calls on weekly basis and provides feedback to managers and staff.
• Responsible for evaluating the performance of employees under his/her supervision.
• Establishes staff development plans and makes recommendations regarding promotions, reassignments, terminations, and other human resource functions.
• Prepares and assists employees in setting goals for appraisals.
• Conducts frequent meetings to identify areas for improvement and collaborates with team members to implement changes.
• Monitors and tracks schedules and attendance to ensure adequate staffing levels at all locations.
• Participates in the interviewing and hiring of staff.
• Ensures the timely completion of individual development plans for all staff.
• Responsible for the successful and timely implementation of projects and initiatives as assigned.
• Works with the management team to ensure compliance controls are current and in place.
• Ensures branch personnel are familiar with safety and security procedures.
• Monitors and manages cash and deposit operations at all branch locations.
• Have full knowledge of Individual Retirement Accounts (IRA) for proper approval of departmental IRA transactions in Keystone and Ascensus.
• Verifying IRA end-of-year 1099R, 5498, and FMV reports for end-of-year tax reporting and other related monthly reports.
• Set up and process required Minimum Distribution (RMD) scheduled payments in Keystone and Ascensus, as well as verifying all related monthly reports.
• Process IRA Death Claims in Ascensus.
• Assists VP Member Services with monthly reporting.
• Coordinates with Marketing for branch marketing materials.
• Participates in FBFCU in-house training sessions, professional seminars and continuing education as made available.
• Participates in community events and civic organizations.
• Performs other duties, within or outside of assigned area, for the efficient and effective operations of FBFCU.
• Must comply with the Federal Bank Secrecy Act, Anti-Money Laundering, Customer Identification Program, OFAC and the Red Flag Identity Theft Policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager