Branch Manager II

Horizon Credit UnionMissoula, MT
11h$31 - $48

About The Position

This position is responsible for and directs the activities of a branch or branches. Activities include coaching staff to utilize sales and service skills to build strong financial relationships with members. The Branch Manager II drives results in developing branch staff, to meet and exceed sales and service goals and expectations while exemplifying CORE Values. Responsible for Branch Risk Management through adherence to established policies and procedures. The Branch Manager is expected to attain branch goals in savings, lending, account relationships, transactions, and profitability. Productivity standards are determined from time to time to reflect the traffic, volume and market opportunities for the branch.

Requirements

  • Bachelor's degree (B. A.) from four-year college or university; plus, three to five years’ related experience and/or training; or equivalent combination of education and experience. Technically savvy, sales-oriented background preferred. Related work experience may substitute for education.
  • This position may require NMLS Certification
  • Ability to operate a personal computer and relevant software to access the credit union's member account information.
  • Basic input, output, error correction, general ledger account structure knowledge essential to be able to perform the job.
  • Spreadsheet application knowledge desirable
  • ability to converse with others, detect sound, identify and detect objects, count, read, write, operate a computer, handle and feel objects, reach with hands/arms and be stationary and/or stand and/or move for long periods of time.
  • Occasionally an employee will lift/pull/push and carry up to 25 to 50 pounds, stoop, kneel, crouch, crawl, climb and be able to maintain balance doing these activities.
  • Position requires sound reasoning, good judgement and ability to apply knowledge toward work activities.
  • The noise level is moderate and typical of a normal office environment.

Responsibilities

  • Branch Operations
  • Cultivate and nurture relationships with members and community, while attaining and monitoring branch goals and progress.
  • Apply and evaluate policies and procedures set for the branch. Ensure that the branch is in compliance with credit union regulations and procedures, and federal and state laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  • Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis. Ensure that staff receives on-going training on security and robbery procedures.
  • Be the community Credit Union Representative. Participate in branch networking opportunities.
  • Create and maintain a cross-selling environment within the branch.
  • Monitor branch activity, including number of transactions, volume, teller errors, loan volume, product sales and new accounts. Recommend and monitor budget to management relative to the physical, human resource and other costs of the branch operation.
  • Conduct loan interviews. Process, recommend approval and/or close loans.
  • Assist staff or members in solving complex account problems.
  • Management
  • Responsible for the overall direction, coordination, and evaluation of staff
  • Maintain a highly motivated and well-trained staff, maintaining effective employee relations. Support hiring efforts of qualified applicants
  • Lead effective sales meetings and related activities
  • Evaluate the job performance of branch office staff to ensure quality of work and service to members. Schedule and cross-train adequately to ensure effective branch succession and efficient branch operation
  • Monitor branch operations and appearance to ensure a consistent, professional approach. Appearance and operations include but are not limited to policies such as Dress Code and Branch Facilities as well as actions expected per our CORE Values
  • Training employees; planning, assigning and directing work
  • Conducting performance appraisals; rewarding and disciplining employees
  • Addressing complaints and resolving problems per policies, procedures and applicable laws

Benefits

  • Medical, Dental, & Vision Insurance for full-time and reduced full-time employees & their families
  • Telemedicine for part-time employees
  • Paid Group Life and Disability Insurance
  • Employee Assistance Program
  • Tuition Reimbursement Program
  • 401K Retirement Savings
  • Employer 401K Retirement Contributions & Matching upon eligibility
  • Discretionary Annual Incentive Bonus based on eligibility criteria
  • Paid Time Off per Full Calendar Year:
  • 10 hours of PTO per month (prorated for reduced full-time and part-time)
  • Paid Birthday Holiday
  • 2 Paid Wellness Days
  • Up to 24 hours of Paid Volunteer Time annually
  • 11 Paid Holidays
  • And More!
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