Branch Manager I (Onsite – Baytown, TX)
About The Position
Assists the credit union by transforming communities through the power of financial freedom by delivering high-quality service and actively engaging members in a sales-driven environment. Identifies member needs through meaningful conversations and recommends appropriate products and services to enhance financial well-being. Responsible for directing all branch operations to achieve organizational, financial, service, and growth goals, with a strong focus on driving sales performance and member relationship growth. Coaches and develops staff to consistently meet sales and service expectations, while actively participating in community outreach to build new business relationships. Ensures adherence to all security procedures, internal controls, policies, and applicable federal and state regulation.
Requirements
- One year to three years of similar or related experience.
- Financial Management experience is strongly preferred.
- 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.
- Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
- Demonstrates professionalism at all times.
- Strong supervisory, PC (technology), compliance, leadership, written and verbal communication skills.
- Functional knowledge of Microsoft Office suite is essential.
- While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit.
- Specific vision abilities required of this job include close vision and ability to adjust focus.
- Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employees shall be trained annually in BSA/AML compliance.
Nice To Haves
- Financial Management experience is strongly preferred.
Responsibilities
- Directs Sales and Service activities to ensure monthly goals are met and that relationships with current and potential members are maximized. Contributes to the organizational goal by identifying and acting on product and sales opportunities consistent with established sales objectives to deepen member relationship.
- Meets the service standards for the credit union, direct, develop, motivate and coach branch staff. Monitors branch operating results relative to established objectives and ensure that appropriate steps are correct unsatisfactory conditions. Service members, open new accounts, take loan applications, conduct loan closings. Provides support to staff serving members and resolves problems as necessary.
- Represents the branch as appropriate in its relationships with members, sponsor organizations(s) supplier, other financial institutions, and similar groups. Participate in and attend various community, chamber and charitable organization meetings to enhance the credit union’s image and visibility to perspective members.
- Works with Learning and Development Manager to plan and develop specific training programs. Follows-up to ensure training is applied on the job and procedures are followed.
- Hires, trains, directs and evaluates employee’s performance within the department; recommend promotions, transfers and salary adjustments; identify performance problems and take appropriate disciplinary actions.
- Monitors all branch activities to ensure it’s compliance with established credit union policies and procedures.
- Performs other related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
