Branch Manager - Meridian

PIONEER FEDERAL CREDIT UNION • Meridian, ID

4d • Onsite

About The Position

As a progressive financial institution, we are seeking a dynamic and enthusiastic individual to fulfill the role of Branch Manager at our Meridian Branch. Candidates must be eligible for membership at Pioneer to obtain employment. This position is responsible for managing, motivating, coaching and supporting branch team members. Also responsible for achieving team goals and growth objectives related to member growth and retention, branch deposits, branch loans, and product/service solutions. The Branch Manager will ensure that members are being greeted and provided WOW service promptly and professionally. The Branch Manager will direct and coordinate the activities of personnel in the Credit Union facility to make sure the branch meets organizational, financial, operational, service, and growth goals. The Manager is responsible for supervising branch operations on a day to day basis and maintaining a line of communication with the Regional Manager on any pertinent items. Also ensures that all established policies and procedures are followed. The Branch Manager trains, directs, and proactively manages all branch personnel. Conducts interviews and hiring practices according to Pioneer’s standards. Maintains a professional business appearance, and continually delivers Pioneer’s brand through service, appearance, and attention to branch look and feel. The manager assists or oversees members and potential members with their financial needs; explains services, sets up new accounts, responds to problems, assists members with their loan applications; processes loan disbursements, and seek the assists of appropriate departments. Matches Credit Union services and products to member’s needs, and proactively seek new business with members or potential members by utilizing and participating in community events. All branches will have monthly goals and will be held accountable to those goals. Responsible for offering and explaining electronic and video services for member’s convenience. Must be proficient with Pioneer’s electronic channels to include, but not limited to, home banking, mobile banking, and myPioneer Personal Assistant products. Also, will provide a variety of paying and receiving functions, including processing deposits, withdrawals, transfers, loan payments, cashier’s checks, money orders, and cash advances. Verifies that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds. Balances each day’s transactions and verifies cash totals. Performs specific assigned side-jobs and assists other team members with a variety of duties. Essential Functions & Responsibilities include: Will complete on the spot coaching with each team member to help staff with areas of development and to ensure a high service standard is held. Meets regularly with the branch team to discuss their performance and development. Ensures the team is trained to be relationship driven and not transaction driven. Accountable for reaching assigned monthly goals for the branch. The Manager needs to lead by example and sets high expectations for positive behavior and attitude. Monitors the quality and quantity of the teams work to maintain both efficiency and compliance within organizational policies, procedures, and objectives. Coordinates the opening and closing of the building in accordance with set hours. Ensure that the branch is cash ordering correctly for all machines and vaults. Tests security equipment as required. Tracks individual team members progress and conducts performance appraisals. Formulates and implements corrective disciplinary actions in coordination with the Regional Manager and HR. Utilize a variety of communication methods to assist and resolve member and team member situations. Demonstrates excellent verbal and written communication skills. This requires a dedication to follow-up, professionalism, and sound judgment. Assists members with opening and closing accounts, answers questions about product and services and resolves problems that are within their authority to resolve. Identifies opportunities and matches members needs to credit unions products and services to establish relationships. Takes member loan applications and prepares them for review by an underwriter. Follows up with the underwriters to determine status. Works with centralized loan processors to ensure the loan is closed correctly, timely, and disbursed. Network within communities to find and attract new business to broaden the Credit Union membership base. Ensure sales staff achieves pre-determined sales goals around credit union products and services. Responsible for proactively coaching staff around established sales goals or objectives; and to hold staff accountable for their achievement, by doing so the credit union will meet the needs of the members while leading to revenue enhancement for the credit union. Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; verifies that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds. Sells money orders, cashiers checks to members; transfers amounts from member accounts as directed and within credit union policies. Balances daily transactions and ensures that cash recycler inventory is correct at closing. Welcomes members and provides routine information concerning services. Answers questions and helps team members.

Requirements

• Minimum three years of similar or related experience.
• A high school education or GED
• Excellent public relations skills
• Knowledge of Credit Union services and products
• Organizational skills to ensure the proper recording and dissemination of required information.
• Efficiency and accuracy, as well as professionalism in communication, is vital to the successful execution of this position.
• Proficiency with Pioneer’s electronic channels to include, but not limited to, home banking, mobile banking, and myPioneer Personal Assistant products.

Nice To Haves

• Candidates must be eligible for membership at Pioneer to obtain employment.

Responsibilities

• Managing, motivating, coaching and supporting branch team members.
• Achieving team goals and growth objectives related to member growth and retention, branch deposits, branch loans, and product/service solutions.
• Ensuring that members are being greeted and provided WOW service promptly and professionally.
• Directing and coordinating the activities of personnel in the Credit Union facility to make sure the branch meets organizational, financial, operational, service, and growth goals.
• Supervising branch operations on a day to day basis and maintaining a line of communication with the Regional Manager on any pertinent items.
• Ensuring that all established policies and procedures are followed.
• Training, directing, and proactively managing all branch personnel.
• Conducting interviews and hiring practices according to Pioneer’s standards.
• Maintaining a professional business appearance, and continually delivering Pioneer’s brand through service, appearance, and attention to branch look and feel.
• Assisting or overseeing members and potential members with their financial needs; explaining services, setting up new accounts, responding to problems, assisting members with their loan applications; processing loan disbursements, and seeking the assistance of appropriate departments.
• Matching Credit Union services and products to member’s needs, and proactively seeking new business with members or potential members by utilizing and participating in community events.
• Offering and explaining electronic and video services for member’s convenience.
• Providing a variety of paying and receiving functions, including processing deposits, withdrawals, transfers, loan payments, cashier’s checks, money orders, and cash advances.
• Verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
• Balancing each day’s transactions and verifying cash totals.
• Performing specific assigned side-jobs and assisting other team members with a variety of duties.
• Completing on the spot coaching with each team member to help staff with areas of development and to ensure a high service standard is held.
• Meeting regularly with the branch team to discuss their performance and development.
• Ensuring the team is trained to be relationship driven and not transaction driven.
• Accountable for reaching assigned monthly goals for the branch.
• Leading by example and setting high expectations for positive behavior and attitude.
• Monitoring the quality and quantity of the team's work to maintain both efficiency and compliance within organizational policies, procedures, and objectives.
• Coordinating the opening and closing of the building in accordance with set hours.
• Ensuring that the branch is cash ordering correctly for all machines and vaults.
• Testing security equipment as required.
• Tracking individual team members progress and conducting performance appraisals.
• Formulating and implementing corrective disciplinary actions in coordination with the Regional Manager and HR.
• Utilizing a variety of communication methods to assist and resolve member and team member situations.
• Assisting members with opening and closing accounts, answering questions about products and services and resolving problems that are within their authority to resolve.
• Identifying opportunities and matching members needs to credit unions products and services to establish relationships.
• Taking member loan applications and preparing them for review by an underwriter.
• Following up with the underwriters to determine status.
• Working with centralized loan processors to ensure the loan is closed correctly, timely, and disbursed.
• Networking within communities to find and attract new business to broaden the Credit Union membership base.
• Ensuring sales staff achieves pre-determined sales goals around credit union products and services.
• Proactively coaching staff around established sales goals or objectives; and holding staff accountable for their achievement.
• Receiving and processing member financial transactions, including deposits, withdrawals, and loan payments.
• Selling money orders, cashiers checks to members; transferring amounts from member accounts as directed and within credit union policies.
• Balancing daily transactions and ensuring that cash recycler inventory is correct at closing.
• Welcoming members and providing routine information concerning services.
• Answering questions and helping team members.

Benefits

• An excellent compensation package
• An 8% Employer Matching dollar-for-dollar 401(k) program after Year One
• Health, dental and vision insurance
• Pioneer pays a minimum of 80% of the premiums for team members AND dependents
• 12 paid holidays including day after Thanksgiving for Team Member Appreciation Day
• Accrue up to 16 days of Paid Time Off in Year One, plus Birthday and Work Anniversary Floating Holidays
• PTO accrual increases with Pioneer seniority
• Up to $300 in Interest-free Wardrobe Salary Advance available on Day One!
• Up to $2,000 in Interest-free Technology Salary Advance
• Up to $1,000 Interest-free Wellness Advance to purchase gym membership, Peloton, or any exercise equipment
• Up to $2,300 in Tuition reimbursement per semester
• Childcare reimbursement up to $100 per child per month
• So much more!

What This Job Offers

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