Branch Manager II (Lexington)

SAFE FEDERAL CREDIT UNION•Lexington, SC

About The Position

Manages, directs, and administers the operations of a medium-sized branch office offering a full range of services. The Branch Manager maintains the branch’s sales and service culture, coaches employees, and works to achieve branch and individual sales and service goals while ensuring employees meet Member Experience Service Standards. The role manages lending, deposit, and related services, including assigned ATMs, and may perform the essential functions of a Teller, Member Service Representative, Loan Interviewer/Officer, and Senior Teller as needed. The Branch Manager hires, trains, develops, directs, motivates, and rewards branch personnel; oversees the branch’s facilities, equipment, grounds, communication systems, and security systems; prepares the annual budget; verifies general ledgers; and completes required reports and logs. The position conducts scheduled audits of ATMs, CDMs, recyclers, cash and coin vaults, and quarterly branch audits. It also represents SAFE in at least one social or civic organization, supports membership development at SEG events, maintains a visible presence in local communities by attending events—including those outside normal business hours—and provides support to other branch locations when possible and as needed. The role carries supervisory responsibilities, including interviewing, hiring, training, assigning and directing work, conducting annual performance reviews, rewarding and disciplining employees, addressing complaints, and resolving problems. The Branch Manager is expected to attain branch goals for savings, lending, account relationships, transactions, and profitability. The position must follow applicable Privacy Act, OFAC, and Bank Secrecy/Patriot Act procedures and complete annual training on those procedures.

Requirements

High school diploma or GED required.
At least two years of related experience and/or training, or an equivalent combination of education and experience, or successful completion of the SAFE Management Trainee Program.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to present information effectively and respond to questions from managers, clients, customers, and the general public.
Ability to calculate discounts, interest, and percentages.
Ability to solve practical problems and interpret varied written, oral, diagrammatic, or schedule-form instructions.
Notary Public certification or status required.
Mortgage Loan Origination (MLO) credential required.
Signature Guarantee Medallion required.
Insurance Sales Certification required.
Ability to operate a PC for member-account input, output, and inquiries, and to create and adjust Excel spreadsheets used to monitor branch statistics.
Ability to operate standard office equipment and tools, including a personal computer, fax machine, telephones, photocopier, DVR security system, biometric safe deposit box access system, ATMs, CDMs, and recyclers.
Familiarity with differences between products and services offered by other financial institutions and those offered by the credit union.
Ability to meet the position’s physical demands, including occasional lifting or moving of up to 35 pounds.

Nice To Haves

Bachelor’s degree in Business or a related field from an accredited university.

Responsibilities

Maintain a sales and service culture, coach employees, and achieve assigned sales and service goals for the branch and individual employees.
Ensure employees follow Member Experience Service Standards and provide exceptional service to members.
Perform essential Teller, Member Service Representative, Loan Interviewer/Officer, and Senior Teller functions as needed.
Manage branch lending, deposit, and related services, including assigned ATMs.
Hire, train, develop, direct, motivate, and reward branch personnel.
Maintain branch facilities, equipment, and surrounding grounds, and ensure effective operation of branch communication and security systems.
Prepare and submit the annual budget.
Verify branch general ledgers and complete over/short reports and other reports and logs by required deadlines.
Audit ATMs, CDMs, recyclers, cash vaults, and coin vaults at designated intervals.
Perform quarterly audits and submit the completed checklist to Internal Audit and the AVP Branch Administration by the required date.
Serve as the contact with Shaw Air Force Base officials when acting as Shaw Branch Manager.
Represent SAFE in at least one social or civic organization.
Support Membership Development at SAFE-sponsored SEG events and maintain a visible presence in local communities by attending events, including those outside normal business hours.
Provide staff support to other branch locations when possible and as needed.
Interview, hire, and train employees; plan, assign, and direct work; prepare and conduct annual performance reviews; reward and discipline employees; address complaints; and resolve problems.
Attain branch goals in savings, lending, account relationships, transactions, and profitability.
Follow procedures for Privacy Act, OFAC, and Bank Secrecy/Patriot Act compliance and complete annual training.
Annually complete SAFE FCU Policy, Procedure, Development and Enhancement Curriculum and achieve passing scores.