Branch Manager: Lake Odessa

PFCU•Lake Odessa, MI

2d•Onsite

About The Position

The Branch Manager will establish and maintain a financially successful office in terms of growth and income, while also being a visible and positive contributor to the community. This role is responsible for ensuring that each staff member understands their role in the office's, department's, and credit union's success through leadership by example, training, and coaching. The manager must ensure the full range of services are understood and presented by each individual within their responsibility and support, model, and adhere to PFCU’s Service Standards.

Requirements

Two-year college degree or completion of specialized certification in a similar or related field. A combination of education and experience will be considered in lieu of a two-year degree or specialized certification.
Three to five years of similar or related experience, with a minimum of two years’ experience as an Assistant Branch Manager, Branch Manager, or equivalent leadership role is required.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, employees, clients, members, and the general public.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percentages.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Capability to deal with problems involving concrete variables in standardized and non-standardized situations.
Excellent knowledge of the credit union’s core system.
Excellent working knowledge of the forms and documentation used by the credit union.
Strong knowledge of credit union products and services.
Excellent understanding of the Credit Union departments and procedures.
Punctual, self-motivated, confident, and accurate.
Excellent communication and interpersonal skills both written and verbal.
Able to stay calm under pressure.
Professional attitude; supportive management.
Neat and professional in appearance and dress.
Ability to create good word of mouth; proven ability to effectively refer products and services.
Ability to operate related computer applications and other business equipment to sufficiently perform all job duties.
Good typing skills.
Regularly required to stand; use hands to finger, handle, and feel objects, tools, or controls; reach with hands and arms; and talk or hear.
Frequently required to walk and stand.
Occasionally required to stoop, kneel, crouch, or crawl.
Occasionally lift and/or move up to 50 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Frequently required to use alertness, precision, resourcefulness, problem solving, numeric calculations, persuasiveness, auditory perception, memory, creativity, judgment, writing ability, reading ability, reasoning, imagination, patience, visual perception, comparing, and analyzing.

Nice To Haves

Certified in Financial Counseling. Will actively participate and obtain certification as the opportunity is available.

Responsibilities

Set a positive example and be a role model by building relationships, being dependable, demonstrating initiative, responsibility, integrity, professionalism, and taking responsibility to see that all tasks are done correctly.
Manage complex situations with confidence, knowledge, and creativity.
Maintain an atmosphere that encourages cross selling and a positive attitude, with well-trained staff and self-motivated individuals.
Provide leadership level consultation in the areas of coaching, employee growth & development, and performance management.
Provide encouragement and recognition for outstanding performance and, when needed, institute corrective disciplinary action.
Provide leadership oversight for PFCU’s Branch Operations team.
Meet with direct employees on a monthly basis to provide customized coaching and mentorship in the area of performance.
Set goals and assist employees with developing plans for continual growth and success within their position.
Utilize PFCU’s performance management software to document all employee performance management and development conversations.
Actively participate in the Cross-Education program and support employees to reach their cross-education goals by providing in-the-moment coaching to help employees enhance their product knowledge and improve their cross-educating abilities.
Monitor employees’ performance and conduct performance appraisals in a timely manner.
Participate in the development and facilitation of presentations to employees, including preparing for and conducting regular daily, weekly, and full staff meetings.
Discuss My Marc, PFCU’s Service expectations, opportunities for improvement, product knowledge, and changes in procedure or policy along with any general information for discussion.
Effectively communicate with employees to ensure a positive and clear understanding of PFCU goals and direction.
Assume the responsibility of any branch operation position, as needed, at any location.
Have advanced knowledge of PFCU products & services, policies and procedures, or rules and regulations; and assist members and employees as needed and as opportunities present themselves.
Perform all duties outlined in PFCU’s Vault Addendum.
Review and verify monthly branch reports to ensure they are accurate and completed by the 10th of each month or the next business day.
Actively participate and obtain certification in Financial Counseling as the opportunity is available.
Provide management with new or innovative ways for improvement of employees, service quality, or products offered.
Understand basic accounting functions as well as balance sheet and income statement for the branch.
Develop and apply procedures for the branch.
Evaluate and recommend policies and enhancements for the branch, including but not limited to Building Security and Robbery Procedures.
Host mock robbery and security exercises quarterly.
Assist in the recruitment and selection of quality applicants for vacancies, ensuring that the credit union is efficiently staffed with competent employees.
Access, modify, and approve payroll for employees, meeting established payroll deadlines.
Ensure the branch maintains a positive image as a trustworthy and secure financial institution by implementing effective housekeeping practices, safety measures, and creating a welcoming environment for members, with a focus on privacy, confidentiality, and ease of use.
Conduct administrative duties including scheduling employees, maintaining inventory control, ordering all supplies, furniture, and equipment needed for the branch.
Coordinate general maintenance, including repairs and cleaning.
Work with other management to ensure compliance with internal controls.
Ensure that the branch is in compliance with federal laws and regulations set forth by the NCUA and other regulatory agencies.
Pull reports needed to complete employee monthly performance sheets.
Monitor office activity, including number of transactions, volume, employee errors, branch cross sales, new accounts, etc., to ensure the highest level of quality service to members.
Monitor and investigate teller losses/errors and institute corrective flow of work and/or corrective disciplinary action where required.
Provide new membership follow-up on all accounts opened.
Schedule time for employees to follow up on their new membership accounts.
Participate in the credit union’s long- and short-term planning.
Attend PFCU Management, Team, and committee meetings, as requested.
Perform any special jobs or projects as directed by Executive Management.
Communicate properly with all employees and management to ensure positive and clear understanding of credit union goals and direction.
Effectively present product and service information while representing PFCU at community events.
Seek training opportunities to develop or enhance knowledge through training, conferences, reading, etcetera.
Prepare, participate in, and attend educational functions and meetings as requested by management.
Complete and advance through the Leadership Evolution Program while steadily progressing through the steps outlined in your career development plan.
Be able to assist with computer functions.
Know the basic hardware configurations and routine software troubleshooting.
Maintain cleanliness and security of work area and equipment, including protecting the confidentiality of member information.
Perform all other duties as assigned.
Follow regulatory and policy compliance requirements, including those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), Red Flag and Anti-Money Laundering (AML) Regulations, and other compliance-related policies.
Maintain confidentiality with regard to non-public information about members, employees, and the Credit Union.
Follow all security policies and procedures at all times.