Branch Manager/Team Leader

GESA CREDIT UNION•Vancouver, WA

31d•$37 - $61•Onsite

About The Position

The Branch Manager/Team Leader is responsible for all operational oversight and delegation, direct and indirect supervision of all full-time equivalency (FTE) within the branch, budget and effective cost management, and overall performance of the branch. This position will oversee an Assistant Branch Manager/Team Leader in their branch. They are also proactively engaged in business development activities in the community. The Branch Manager/Team Leader is a coach and mentor to team members and uses their exceptional member service and senior experience to onboard all new team members in the branch. Additionally, the Branch Manager/Team Leader can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, Personal Financial Representative (PFR), Sr. PFR, and Assistant Branch Manager/Team Leader. The Branch Manager/Team Leader is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. Team members assigned to this position have the substantial responsibility of developing, mentoring, and training Assistant Branch Manager/Team Leaders to be successful and effective leaders within the credit union.

Requirements

Professional written and verbal communication
Make sound decisions that minimizes risk in a timely manner
Ability to ask open-end and clarifying questions to understand member needs and deepen relationships
Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership
Respect and support all areas of diversity in the workplace and our membership
Complete assigned training programs in timely and accurate manner
Participate in, encourage, and support a team environment
Meet or exceed established service levels, job performance, and organizational goals
Constantly adapt to changing priorities with a positive attitude
Ability to prioritize tasks, delegating when appropriate.
Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
Exercises the utmost discretion and sensitivity when assisting with member transactions.
Leaders at Gesa Credit Union are lifelong learners who, by developing themselves, are better able to grow our team members and our organization as well as serve as influential role models for each other.
We believe that every team leader, no matter their position or years of experience, must model and continue to strengthen these competencies which are foundational to our view of leadership and support the achievement of our strategic goals.
Leading Others
Developing Others
Emotional Intelligence
Social Responsibility
Performance & Results Orientation
High School Degree (or equivalent) required.
At least two years of management experience required.
At least one year of lending and account opening experience required
At least two years of financial industry experience required
Sales/relationship building experience required
Cash handling experience preferred
At least one year of customer service experience required
Demonstrate and support credit union values and service standards
Attend and engage in community events on behalf of the credit union
Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements
Demonstrate a high level of personal integrity and ethics
Report for work on time and maintain a schedule of regular attendance
Some travel may be required
Proficient with varying levels of technology
Notary Public

Nice To Haves

Two-year degree in related field preferred

Responsibilities

Provide exceptional member service to all whom we serve
Solve problems, take ownership of member concerns, provide prompt resolutions, and provide timely follow-up on concerns and resolutions when necessary
Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members
Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures
Offer appropriate products and/or services to deepen member relationships and refer to other expert team members and/or departments as appropriate
Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships
Ensure branch equipment is always working properly and promptly acts when equipment is malfunctioning
Proactively engage in business development activities in the community that contribute to branch and organizational goals.
Participate in outreach activities to strength community relationships.
Responsible for the oversight of the branch budget and cost management
Responsible for managing the overall branch performance and profitability
Fluidly transition between tasks as an MSA, Sr. MSA, PFR, Sr. PFR, Assistant Branch Manager/Team Leader, as necessary
Review documents and transactions prepared by team members to ensure they accurately adhere to regulations and credit union policies and procedures
Oversee scheduling, interviewing, hiring, the progressive action disciplinary process, and perform timely team member performance appraisals
Designs comprehensive and individualized leadership plans to ensure continual growth and clear expectations of the Assistant Branch Manager/Team Leader.
In partnership with the Assistant Branch Manager/Team Leader, onboard, train, and mentor new branch team members
In partnership with the Assistant Branch Manager/Team Leader train team members to broaden their understanding of financial literacy, products, and services.
In partnership with the Assistant Branch Manager/Team Leader hold team members accountable to the expectations as outlined in their job descriptions.
Take timely action upon the corrective and progressive disciplinary action process
Responsible for overall branch safety and security policies.
Ensures strict adherence to safety policy and procedure.
Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions
Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
Understands and completes branch audits and certifications
Assist non-members with establishing membership and with opening new accounts
Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
Discusses IRAs and HSAs with members and non-members and meets predetermined goals
Process international and domestic wire requests
Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies
Observe and monitor cash activity to ensure the branch and team members are established cash limits
Open consumer deposit accounts and consumer account maintenance
Place cash orders, supply orders, balance vault cash, and maintain ATMs
Review and process overrides/approvals within your authority while minimizing risk
Demonstrate the ability to perform branch certifications, cash drawer audits, cash drawer overages, and OFAC reports
Perform transactions and service requests on member accounts in an accurate and timely manner
Accurately follow all cash handling procedures and balance cash drawer (vault) at the end of every day and load/balance Cash Dispenser/Recycler/ITM
Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
Oversee team members while they assist members with Digital Banking enrollment, navigation, resets, and maintenance.
May perform these duties, as required.
Assist members complex and sensitive with fraud disputes
Understands and is able to discuss and enroll and or demonstrate member “self-service” options
Adheres to and/or helps manage Gesa Credit Union Attendance Policy
Participates in community events and volunteering events to give back and promote Gesa Credit Union