Branch Manager II - Lake Mary

Insight Credit UnionLake Mary, FL
Onsite

About The Position

Insight Credit Union is seeking a skilled Branch Retail professional with experience in managing staff to excel in sales performance and member experience. The Branch Manager II directs the operations of the assigned retail location(s), ensuring the branch meets established goals for service, sales, productivity, and quality of work. This role is responsible for branches with total deposits between $30-$60 million or two locations under $40 million. The position is located in our Lake Mary Branch.

Requirements

  • Five years to eight years of supervisory/management experience within the financial industry.
  • A high school education or GED.
  • Must be able to pass a credit and background check.

Nice To Haves

  • A degree in Business Management or related field may substitute for some years of experience or branch deposit size requirement.

Responsibilities

  • Hires, reviews, schedules, trains, and monitors the work of branch personnel, conducts performance reviews, and allocates resources to meet operational needs.
  • Answers staff's questions, guides them through difficult issues, diffuses angry members, and handles escalated issues.
  • Leads team meetings, educates and coaches staff regarding processes and practices, and explains expectations.
  • Provides continual coaching toward performance improvement of Assistant Manager and/or Branch Operations Supervisor and develops their effective coaching of department staff.
  • Monitors branch operating results and ensures appropriate steps are taken to correct unsatisfactory conditions and ensure compliance with established Credit Union policies and procedures.
  • Monitors and improves service, and other procedures, and evaluates performance with key metrics.
  • Prepares reports for upper management and meets or exceeds department and company goals for service standards, quality control, audits, and production.
  • Assists members and potential members with opening and closing accounts, answers questions about products and services, and refers credit union products and services.
  • Resolves problems within their authority and refers problems beyond their authority to their supervisor with recommendations.
  • Assists other management team members in identifying trends and establishing sales and service goals.
  • Develops objectives for branch's day-to-day activities and conducts effective resource planning.
  • Assumes responsibility for budgeting and tracking expenses where applicable.
  • Takes on other tasks or projects to support employees, other managers, Virtual Services, and Credit Union operations.
  • Acts as a mentor and support for other Branch Managers in a peer support role.
  • Assists Senior Management by participating in organizational project teams.
  • Ensures communications with other departments and management is consistent, prepares and submits standard reports, and attends scheduled management meetings.
  • Participates in management meetings and works to create peer relationships to better the efficiency of the Credit Union.
  • Responsible for security and maintenance of building and equipment.
  • Performs other job related duties as assigned.

Benefits

  • Medical, Dental, Vision
  • Free and Voluntary Life and Disability Insurance
  • Pet Insurance
  • 401K with match up and 100% vested
  • Paid Time Off
  • Birthdays Off
  • Tuition Reimbursement
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