Branch Manager I

Infuze Credit Union•Branson, MO

12d

About The Position

The Branch Manager reports to the EVP/COO and manages the branch to ensure quality member service. The role oversees staff and branch operations, including account transactions, loan applications, and new account implementation, while resolving problems within established policies and guidelines. The Branch Manager supports sound, profitable business practices and regulatory compliance; develops and evaluates staff; monitors branch activity; conducts and processes loans; and manages branch security, safety, staffing, facilities, and equipment. The role must maintain current Mortgage License Originator status and comply with company policies and applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Requirements

Two to five years of similar or related experience, including time spent in preparatory positions.
At least one of the following: an associate degree, or completion of a specialized certification or licensing program at a business or trade school.
Must obtain the CCUFC Designation and Certified Lending Expert Designation within two years of hire.
Must maintain current Mortgage License Originator status.
Ability to communicate in depth with members, staff, and third-party vendors.
Ability to explain account, loan, and other Credit Union policies and procedures thoroughly.
Ability to review and maintain the confidentiality of highly sensitive financial and personal information.
Ability to motivate, influence, educate, and advise others on business-related concerns.

Responsibilities

Create and maintain a cross-selling environment and monitor branch products and sales to support profitable, sound business practices and high-quality member service.
Apply and evaluate branch policies and procedures, ensuring compliance with federal laws and regulations, including those established by the National Credit Union Administration and other regulatory agencies.
Support and train staff, foster positive employee relations, and evaluate branch employees’ job performance and quality of service.
Monitor transaction volume, teller errors, loan volume, staff sales, and new accounts; assist staff and members with complex accounts and loans.
Conduct loan interviews and process, approve, and/or close loans.
Maintain current Mortgage License Originator status.
Manage branch security and safety, review related policies and procedures, and ensure consistent staff training on security and robbery procedures.
Coordinate with Facilities to maintain branch fixtures, grounds, and equipment.
Schedule adequate staff and monitor branch operations to ensure efficient, consistent, and professional service.
Perform other duties as assigned.
Comply with company policies and procedures and applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.