Branch Manager- 27th Ave

Educational Federal Credit Union•Miami, FL

About The Position

The Branch Manager serves as the senior leadership representative of the assigned location and promotes Credit Union products, services, and solutions to members in the branch and through targeted outreach in the local community. The role leads and develops branch staff, oversees branch operations and compliance, and supports an exceptional member experience. The Branch Manager also represents the Credit Union in community settings, develops plans to grow branch business and membership, and coordinates resolution of escalated member concerns.

Requirements

Ability to travel throughout the branch network to provide staffing assistance at branch locations when necessary.
Ability to maintain compliance with BSA rules and regulations and applicable NCUA and other regulatory requirements.

Responsibilities

Motivate, coach, and develop branch staff to provide outstanding service and advocacy, deepen member relationships, and strengthen member loyalty.
Develop and deliver annual and mid-year staff evaluations.
Maintain expert-level knowledge of branch workflows, including loan application processing, new account originations, cash vault management, compliance, and other operational processes; assist with these functions as needed.
Conduct daily staff huddles and monthly meetings to recognize achievements, provide product education, and share business updates.
Participate in external networking and promotional events with local schools, colleges, and community business partners.
Collaborate with Branch Services leadership on strategies to optimize branch business and expand membership.
Supervise and recommend facility maintenance needs, including ATM, custodial, security, and other vendor services.
Represent the Credit Union as a community liaison at community functions and leadership forums.
Create an annual branch business plan and present periodic performance updates to Senior Leadership, highlighting business trends and opportunities for competitive differentiation.
Model servant leadership and inspire others to embrace the Credit Union mission of people helping people through personal conduct and performance.
Serve as the branch escalation point for member issues and concerns, coordinate resolutions with other departments, and exercise sound judgment when making policy or procedure exceptions for members.
Ensure adequate branch staffing and schedules that reflect traffic patterns and support efficient workflows and an exceptional member experience.
Hire, advance, mentor, and address disciplinary matters involving staff; recommend termination when necessary.
Travel throughout the branch network to provide staffing assistance at any branch location when necessary.
Ensure the branch follows prescribed policy, operational, and security procedures and complies with internal and external procedures, NCUA requirements, and other regulations.
Comply fully with BSA rules and regulations.
Review OFAC matches within designated risk scores and clear false-positive matches for staff.
Perform other duties as assigned by management.