Branch Manager I or II (DOE)

OneAZ Credit Union • Gilbert, AZ

3d • $73,769 - $92,211 • Onsite

About The Position

The Branch Manager I manages daily operations, sales, and member service of the full-service Credit Union branch. The Branch Manager I coaches, develops, and empowers Assistant Branch Manager and branch associates, while exceeding member expectations, managing risk, and supporting organizational growth.

Oversees the flow of cash and financial instruments in accordance with Credit Union policies and procedures.
Assesses risk of all financial transactions executed by branch personnel.
Directs, coordinates, and monitors activities to implement Credit Union’s policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, and consumer credit loans.
Directs activities involving implementation of establishment services and functions including collecting delinquent accounts, authorizing loans, or opening savings accounts.
Establishes procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
Develops branch goals and action plans to achieve those goals, while continuously monitoring branch performance.
Educates, promotes, and sells various Credit Union products and services to members.
Conducts community outreach efforts to promote brand awareness, establish and strengthen local community relationships, and support member growth.
Leads branch team of associates. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Collects data to analyze the present and future financial status of the branch.
Compiles and reports financial data as required by Credit Union and government regulations.
Prepares reports needed to satisfy tax requirements. Prepares financial and regulatory reports required by law, regulations, Credit Union management, and the Board of Directors.
Prepares and monitors annual budgets and staffing and facility needs.
Examines, evaluates, and processes loan applications.
Works directly with members to resolve issues and concerns.
Establishes and maintains contact with banking-related industries such as insurance, real estate, and securities.
Collaborates with internal business partners, including Business Development Officers, Commercial Loan Officers, Wealth Advisors, and Mortgage Loan Officers.
This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.
Complies with all policies and standards.
Position grades could fluctuate based on market value.

Requirements

• High School Diploma or General Educational Development (GED) required.
• Three to five (3-5) years of sales, customer service, or client-facing experience required.
• Minimum of one (1) year supervisory/management experience.
• Leadership experience within a financial institution required.
• Experience with policy and procedure compliance and management.
• Authorization for OneAZ to conduct a credit and criminal background check.
• Compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC).

Nice To Haves

• Associate’s Degree or Bachelor’s Degree preferred.
• Equivalent combination of education and experience.

Responsibilities

• Manages daily operations, sales, and member service of the full-service Credit Union branch.
• Coaches, develops, and empowers Assistant Branch Manager and branch associates.
• Exceeds member expectations, manages risk, and supports organizational growth.
• Oversees the flow of cash and financial instruments in accordance with Credit Union policies and procedures.
• Assesses risk of all financial transactions executed by branch personnel.
• Directs, coordinates, and monitors activities to implement Credit Union’s policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, and consumer credit loans.
• Directs activities involving implementation of establishment services and functions including collecting delinquent accounts, authorizing loans, or opening savings accounts.
• Establishes procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
• Develops branch goals and action plans to achieve those goals, while continuously monitoring branch performance.
• Educates, promotes, and sells various Credit Union products and services to members.
• Conducts community outreach efforts to promote brand awareness, establish and strengthen local community relationships, and support member growth.
• Leads branch team of associates, including interviewing, hiring, training, planning, assigning work, appraising performance, rewarding/disciplining, and resolving complaints.
• Collects data to analyze the present and future financial status of the branch.
• Compiles and reports financial data as required by Credit Union and government regulations.
• Prepares financial and regulatory reports required by law, regulations, Credit Union management, and the Board of Directors.
• Prepares and monitors annual budgets and staffing and facility needs.
• Examines, evaluates, and processes loan applications.
• Works directly with members to resolve issues and concerns.
• Establishes and maintains contact with banking-related industries such as insurance, real estate, and securities.
• Collaborates with internal business partners, including Business Development Officers, Commercial Loan Officers, Wealth Advisors, and Mortgage Loan Officers.
• Complies with all policies and standards.

Benefits

• Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time
• Low-cost Medical, Dental & Vision plans
• Paid childcare assistance
• Award-winning 401K
• Gym fee reimbursement
• Tuition Reimbursement
• Student loan repayment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED