Branch Manager - Credit Union exp preferred

Floridacentral Credit Union•Tampa, FL

2d•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 is responsible for business development, including out-of-office activities like visiting businesses to build awareness, develop relationships, and gain new members. It also involves planning and attending functions, which may require lifting and carrying supplies. In-person sales/service training at the Corporate Training Office in Tampa is required. The manager monitors branch operating results, controls past due and charged-off accounts, and underwrites consumer loans up to the assigned amount per credit union policy. Compliance with credit union policies and procedures is essential, including the accurate completion and approval of CTRs for cash transactions exceeding $10,000 and reporting suspicious activity to the compliance officer. The manager directs, develops, coaches, motivates, hires, and disciplines branch personnel, administers performance evaluations, and recommends personnel actions. A key aspect of the role is coaching and reinforcing the sales and service culture, developing sales and service skills to cross-sell credit union products/services. All employees are made aware of their responsibilities under BSA/CIP/OFAC regulations and receive continuing training. Other related duties are performed as 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.
Awareness of responsibilities under BSA/CIP/OFAC regulations.

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 out-of-office visits to businesses.
Plan and attend functions and events, which may require lifting and carrying supplies.
Monitor branch operating results 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.
Ensure compliance with established credit union policies and procedures.
Complete and approve CTRs for cash transactions exceeding $10,000.
Report suspicious conduct and/or transactions to the compliance officer.
Direct, develop, coach, motivate, hire, and discipline branch personnel.
Administer performance evaluations and recommend personnel actions.
Coach and reinforce the sales and service culture.
Develop sales and service skills to cross-sell credit union products/services.
Ensure employees are aware of their responsibilities under BSA/CIP/OFAC regulations.
Perform other related duties as assigned.