Branch Manager - Smart Branch

Credit Union of Texas•Little Elm, TX

About The Position

The primary purpose of the Branch Manager – Smart Branch is to work with the students at our in-school branches to develop servant leaders who are able to perform operational job duties, develop and deliver financial literacy classes, and execute marketing and business development activities. The Branch Manager is responsible for planning, coordinating and managing all credit union services and activities of the branch and working with school leadership to meet criteria of the Smart Branch program. Additional duties include developing students in their roles, delivering Financial Literacy curriculum to students and the community, and uncovering opportunities with students and school administration to develop business for the Smart Branch.

Requirements

Character built on integrity and sincerity; relatable.
Effective verbal communication and written communication skills.
Tact and diplomacy when communicating with internal and external members.
Must have the ability to multi-task and work under the pressure of deadlines.
Cognitive thinking, problem-solving skills and sound decision-making.
Excellent member-centric skills.
Ability to maintain an attitude of positivity, teamwork and cooperation with internal members.
Goal oriented and ability to stay on task in a fast-paced environment.
Ability to consistently coach and develop team members.
Basic mathematical skills as it relates to the financial industry.
Competence with computer programs, telephone, 10-key calculator and other office machinery.
Bachelor’s degree and/or equivalent experience and certifications.
Minimum 4-6 years related experience in financial institution environment or equivalent preferred.

Responsibilities

Ensure team is trained in their job functions and provide continues training and coaching to improve those skills.
Develop relationships with key school personnel to ensure the SMART Branch can participate in school activities and CUTX is meeting financial curriculum expectations.
Coach students on how to communicate the Financial Literacy program to their peers in a classroom setting.
Work closely with Community Engagement to ensure growth opportunities within the community.
Track production of branch on a daily basis including products opened, financial literacy classes created and presented, and events attended by students.
Lead sales training for branch employees
Train students on service standards that are expected within the SMART Branch.
Coordinate Financial Literacy opportunities for students and the community with the respective schools.
Work with school to address any behavior and performance concerns.
Identify students and their roles (Marketing, Manager, MRS, teller, etc.) for the Smart Branch program through the student selection process and work with school administration to determine schedules and program requirements.
Float to other Branch locations when the smart branch is closed during school holidays and Summer.
Demonstrate enthusiastic support of corporate mission, core values and long-term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures. This includes compliance with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA Patriot Act as they apply to the duties of the position.
Assign and/or delegate daily work assignments to all branch team members.
Accept responsibility for the overall security of the branch, including keys, combinations, documents, records and negotiable items.
Manage expenses within an approved budget and authorize the payment of branch invoices.
Receive and respond to member feedback.
May perform other duties as required to maintain credit union services and operations.