Branch Manager I (Onsite – Baytown, TX)
About The Position
Assists the credit union in the achievement of its goal to always make a positive difference in each member's financial life. This is accomplished by providing the highest quality service to internal/external members, identifying their financial needs and recommending products and services that would meet those needs. Responsible for directing all operations of the branch, to meet organizational, financial, operational, service and growth plans. Ensures proper training of branch staff and actively participates in the community to develop new business relationships. In addition, assure that all security and internal controls are practiced daily. Adheres to policies and procedures and Federal and State laws and regulations.
Requirements
- One year to three years of similar or related experience.
- Financial Management experience 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.
- Regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear.
- Frequently required to stand, walk, and sit.
- Specific vision abilities required of this job include close vision and ability to adjust focus.
- Employees are to receive detailed instructions and procedures to follow in order to minimize risk.
- 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. Employee shall be trained annually in BSA/AML compliance.
Nice To Haves
- Financial Management experience strongly preferred.
Responsibilities
- Meets the service standards for the credit union, direct, develop, motivate and coach branch staff. Monitors branch operating results relative to established objectives and insure that appropriate steps are taken to correct unsatisfactory conditions. Service members, open new accounts, take loan applications, conduct loan closings. Provides support to staff serving members and resolve problems as necessary.
- Identifies and acts on product and sales opportunities consistent with established sales objectives, standards/objectives.
- Directs Sales and Service activities to ensure annual goals are met and that relationships with currrrent and potential members are maximized.
- 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 assure training is applied on the job and procedures are followed.
- Hires, trains, directs and evaluates employees performance within the department; recommend promotions, transfers and salary adjustments; identify performance problems and take appropriate disciplinary actions.
- Monitors all branch activities to ensure they are in 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
