Branch Manager I

WHITEFISH CREDIT UNION ASSOCIATION•Columbia Falls, MT

About The Position

Responsible for maintaining and overseeing integrity of assigned branch’s operations practices. Develops new deposit and loan business; provides a superior level of member relations and promotes the sales and service culture through coaching, guidance, and staff motivation; achieves individual and branch sales goals through new business sales, referrals and retention of account relationships. Provides leadership, training and supervision; and knows how to delegate. Participates in community affairs in order to increase the Credit Union's visibility, and to enhance new and existing business opportunities.

Requirements

Valid Montana driver’s license and good driving record, plus the ability to maintain insurability under Whitefish Credit Union’s vehicle insurance policy.
Ability to communicate effectively verbally, in writing, and over the phone, with members, co-workers, external professionals, and senior management.
Excellent organizational, analytical, problem-solving, and negotiation skills.
Possess and display a high level of interpersonal skills, including the development and maintenance of professional relationships.
Proficient in Microsoft Office Suite or related software.
Advanced understanding of clerical procedures, office equipment and computer systems, including recordkeeping and filing.
Ability and willingness to go above and beyond expected work schedule to accomplish what is needed within assigned department(s) and the organization as a whole.
Ability and willingness to pursue and obtain additional professional training and/or certifications as needed.
Ability and willingness to travel to other branches.
Ability to lift up to 50 pounds, with or without accommodations.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy laws and guidelines.
Protect Member and Whitefish Credit Union confidential information.
High school diploma or equivalent.
Comprehensive knowledge of branch processes and regulations required.
3-5 years professional experience in accounting, finance or banking required.
1-2 years supervisory experience in banking or credit union environment required.

Nice To Haves

Associate or bachelor’s degree in accounting, finance or banking preferred.

Responsibilities

Effectively communicate relevant branch-related information to supervisor.
Develop forecasts, financial objectives, and business plans.
Meet goals and metrics.
Manage budget and allocate funds appropriately.
Determine proactive solutions to issues and problems within assigned branch.
Serve as organizational role model, both on and off Whitefish Credit Union facility premises.
Serve as primary liaison between assigned branch and all other branches.
Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs.
Address member and employee satisfaction issues promptly.
Adhere to high ethical standards and comply with all regulations/applicable laws.
Stay abreast of competing markets and provide reports on market movement and penetration to supervisor.
Effectively manage time, resources, and personnel, with working knowledge of principles and practices of supervision, shift scheduling, training and performance evaluation.
Review and approve staff timecards within prescribed timeline.
Ensure that all staff complies with the 5-consecutive-days out-of-office policy.
Participate in Whitefish Credit Union-sponsored and community-centered events.
Serve as organizational role model, both on and off Whitefish Credit Union facility premises.
Perform other duties as assigned.