Branch Manager I

Infuze Credit UnionFort Wood, MO
Onsite

About The Position

The Branch Manager reports to the EVP/COO and is responsible for managing the branch to ensure quality member service. Specifically, Branch Managers oversee staff to ensure efficient and error-free account transactions, loan applications, and new account implementation. In addition, Branch Managers problem-solve within established policies and guidelines.

Requirements

  • Two to five years of similar or related experience, including time spent in preparatory positions.
  • Associates Degree OR Completion of a specialized certification or licensing at a business or trade school.
  • Must obtain CCUFC Designation and Certified Lending Expert Designation within two years of hire date.
  • Communicate in-depth with members, staff, and third-party vendors.
  • Thoroughly explain account, loan, and other Credit Union policies and procedures.
  • Review and maintain confidentiality for highly sensitive financial/personal information.
  • Overall ability to motivate, influence, educate, and advise others on a variety of business-related concerns.
  • Must maintain current Mortgage License Originator status.

Responsibilities

  • Create and maintain a cross-selling environment within the branch.
  • Monitor key products and sales within the branch to ensure profitable and sound business practices and high quality member service.
  • Apply and evaluate policies and procedures for the branch.
  • Ensure branch compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  • Support a highly motivated, well-trained staff, ensuring positive employee relations.
  • Evaluate job performance of branch staff to ensure quality of work and extraordinary member service.
  • Monitor branch activity, including transaction volume, teller errors, loan volume, individual staff sales, and new accounts.
  • Assist staff and members with complex accounts/loans.
  • Conduct loan interviews.
  • Process, approve and/or close loans.
  • Manage the security and safety of the branch, examining and monitoring related policies and procedures on an ongoing basis.
  • Ensure that staff receives consistent security and robbery procedure training.
  • Coordinate with Facilities to maintain branch fixtures, grounds, and equipment.
  • Schedule adequate staff to ensure efficient branch operations.
  • Monitor branch operations to ensure a consistent, professional approach.
  • Perform other duties as assigned.
  • Comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
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