Branch Manager - Credit Union exp preferred

Florida Central Credit Union•Tampa, FL

1d•Onsite

About The Position

The Branch Manager directs the operations of a medium-sized Credit Union facility (usually 1 to 4 people), ensuring the branch meets organizational financial, operational, service, and growth plans. The Branch Manager has limited lending authority and is responsible for coaching all staff in sales performance to achieve corporate goals. This role involves business development activities, including visiting businesses to build relationships and attract new members, and planning/attending events which may require lifting supplies. The manager must attend in-person sales/service training at the Corporate Training Office in Tampa. Responsibilities include monitoring branch operating results, controlling past due and charged-off accounts, underwriting consumer loans up to the assigned limit, and ensuring compliance with credit union policies and procedures. A key duty is the accurate completion and approval of Currency Transaction Reports (CTRs) for transactions over $10,000, including aggregating multiple transactions by the same person in a day. The manager must also report suspicious activity to the compliance officer for potential Suspicious Activity Report (SAR) generation. Additionally, the role involves directing, developing, coaching, motivating, hiring, and disciplining branch personnel, administering performance evaluations, and reinforcing a sales and service culture through cross-selling credit union products and services. All employees are trained on and must adhere to BSA/CIP/OFAC regulations and internal policies. Other related duties may be assigned.

Requirements

Two to five years of similar or related experience, including time spent in preparatory positions.
Requires NMLS and 02-29 CREDIT Insurance License Appointment, OR Successful Application, Issuance, and Appointment of NMLS and 02-29 CREDIT License Within 90 Days to be Eligible for Continued Employment.
A significant level of trust and diplomacy is required.
Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
Work may involve motivating or influencing others.
Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) become necessary.

Nice To Haves

Credit Union experience preferred.

Responsibilities

Direct the operations of a medium size Credit Union facility.
Ensure the branch meets organizational financial, operational, service, and growth plans.
Coach all staff in sales performance to achieve corporate goals.
Engage in business development activities, including driving to businesses to meet individuals, develop relationships, and gain new members.
Plan and attend functions and events, which may require lifting and carrying supplies.
Attend in-person sales/service training at the Corporate Training Office in Tampa.
Monitor branch operating results relative to established objectives and take corrective actions.
Control past due and charged off accounts for the branch.
Underwrite consumer loans up to the assigned amount per credit union policy.
Monitor all branch activities to ensure compliance with established credit union policies and procedures.
Ensure the completion and manager approval of a CTR for every cash transaction received and/or disbursed exceeding $10,000.
Make the compliance officer aware of any suspicious conduct and/or transactions.
Direct, develop, coach, motivate, hire, and discipline branch personnel.
Administer performance evaluations and recommend appropriate personnel actions.
Coach and reinforce the sales and service culture within the credit union.
Develop sales and service skills necessary to cross-sell credit union products/services.
Ensure all employees are aware of their responsibilities under BSA/CIP/OFAC regulations and adhere to internal policies and procedures.
Perform other related duties as assigned.