Branch Manager

FIRST FLORIDA CREDIT UNION•Jacksonville, FL

15d•Onsite

About The Position

Directs the operations of a Credit Union branch facility to ensure it meets organizational, financial, operational, service, and growth plans. The role includes leading branch personnel, managing member and community relationships, overseeing cash and branch equipment, monitoring results and compliance, processing consumer loans, and maintaining the branch facility. The position also supports member loyalty, branch goals, cross-selling, employee development, operational improvements, and required licensing.

Requirements

One to three years of similar or related experience.
A bachelor's degree, or formal industry-recognized certifications equivalent to a bachelor's degree.
Excellent communication skills.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Ability to motivate, influence, and train others, and to foster relationships with outside entities.
Qualify for, obtain, and maintain annual registration in the Nationwide Mortgage Licensing System and Registry (NMLS).
Qualify for and obtain a Credit Life and Disability License.

Responsibilities

Direct, develop, motivate, hire, and hold branch personnel accountable; administer performance evaluations and recommend personnel actions.
Represent the branch and foster relationships with members, sponsor organizations, suppliers, other financial institutions, and community groups.
Manage and order vault cash and monetary instruments; maintain and balance the ATM, cash dispenser, and night depository.
Maintain department logs, complete weekly, monthly, and quarterly reports, and conduct required audits.
Monitor branch operating results against objectives and take appropriate steps to correct unsatisfactory conditions.
Maintain communications with the main office, submit standard reports, and attend scheduled management meetings.
Process consumer loans and forward them to the Centralized Lending Department; complete required documents and close approved loans.
Monitor branch activities to ensure compliance with Credit Union policies and procedures, including the Bank Secrecy Act and Customer Identification Program.
Maintain a professional appearance inside and outside the branch and ensure facility improvements and ongoing maintenance are handled appropriately, with prior supervisor approval for improvements.
Meet periodically with direct reports, document coaching sessions, complete performance reviews on time, and maintain a trained and motivated staff.
Develop community business-partner relationships by contacting potential SEG organizations and coordinating branch participation in community activities.
Ensure Credit Union records, files, and documentation are completed and forwarded promptly.
Meet or exceed monthly branch incentive goals; train and evaluate employees to support individual goals.
Promote cross-selling of Credit Union products and train employees to identify opportunities.
Recommend cost efficiencies and enhancements to products, pricing, and processes based on operational and deposit-service trends.
Obtain and maintain annual registration in the Nationwide Mortgage Licensing System and Registry (NMLS), and obtain a Credit Life and Disability License.
Offer protection products to all qualified or eligible members and use the action Step process as required.
Review Participation Tracking reports regularly and coach employees based on them.
Perform other related duties as assigned.