Branch Manager Seminole

Florida Central Credit Union•Seminole, FL

About The Position

The Branch Manager directs the operations of a medium-sized credit union facility, usually with one to four people, and ensures the branch meets organizational financial, operational, service, and growth plans. The role has limited lending authority and coaches staff in sales performance to achieve corporate goals. The manager is responsible for business development and branch goals through relationships with members, sponsor organizations, suppliers, other financial institutions, and similar groups. Business development includes visiting local businesses to raise awareness of the credit union, build relationships, and gain new members, as well as planning and attending functions and events. The role requires attending in-person sales and service training at the Corporate Training Office in Tampa. The manager monitors branch results against objectives, takes steps to correct unsatisfactory conditions, controls past-due and charged-off accounts, and underwrites consumer loans up to the limit assigned under credit union policy. The manager monitors branch activities for compliance with credit union policies and procedures, oversees required currency transaction reporting, and alerts the compliance officer to suspicious conduct or transactions. The manager also directs and develops branch personnel, coaches and motivates staff, and hires, disciplines, evaluates, and recommends personnel actions. The position reinforces the credit union's sales and service culture and develops employees' skills in cross-selling products and services. Employees receive continuing training on their responsibilities under BSA/CIP/OFAC regulations and are expected to follow internal policies and procedures.

Requirements

Two to five years of similar or related experience, including time spent in preparatory positions.
Requires an NMLS and 02-29 Credit Insurance License Appointment, or successful application, issuance, and appointment of the NMLS and 02-29 Credit Insurance License within 90 days to be eligible for continued employment.
A significant level of trust and diplomacy, in addition to normal courtesy and tact.
Ability to handle extensive personal contact, including contact of a personal or sensitive nature.
Ability to motivate or influence others.
Ability to foster sound relationships with outside entities, companies, and individuals.

Responsibilities

Direct branch operations and ensure financial, operational, service, and growth plans are met.
Coach branch staff in sales performance and achievement of corporate goals.
Manage business development and branch goal criteria through relationships with members, sponsor organizations, suppliers, other financial institutions, and similar groups.
Visit businesses to promote awareness of the credit union, develop relationships, and gain new members.
Plan and attend functions and events, including handling event supplies as needed.
Monitor operating results against established objectives and take appropriate corrective steps when results are unsatisfactory.
Control past-due and charged-off accounts for the branch.
Underwrite consumer loans up to the authority assigned under credit union policy.
Monitor branch activities to ensure compliance with credit union policies and procedures.
Ensure a CTR is completed for qualifying cash transactions exceeding $10,000, including qualifying multiple transactions, and approve completed forms before forwarding them to the operations team for final approval.
Notify the compliance officer of conduct or transactions considered suspicious.
Direct, develop, coach, motivate, hire, and discipline branch personnel; administer performance evaluations and recommend personnel actions.
Reinforce the credit union's sales and service culture and develop staff skills to cross-sell products and services.
Attend in-person sales and service training at the Corporate Training Office in Tampa.
Perform other related duties as assigned.
Ensure employees receive continuing training on BSA/CIP/OFAC responsibilities and adhere to internal policies and procedures.