Branch Manager

Y-12 Credit Union•Pineville, KY

1d•Onsite

About The Position

The Branch Manager is responsible for overseeing all branch activities, ensuring compliance with policies and procedures, and monitoring operating results. This role involves developing and deepening relationships with commercial business members through personal outreach and offering appropriate credit union products and services. The manager also monitors industry trends to recommend improvements in technology, equipment, products, services, or processes. Additionally, the Branch Manager conducts various member account functions, including teller transactions, processing new service requests, providing counseling, cross-selling products, and interviewing members for consumer loan applications, analyzing financial positions, and reviewing documentation for compliance.

Requirements

Three years to five years of similar or related experience.
Excellent communication skills.
Knowledge of operations, policies, procedures, services related to the financial industry.
Strong leadership, organizational, and problem solving skills.
Ability to monitor and promote a high quality environment within the credit union.
Ability to lead, motivates, and supervises the work of branch personnel.
Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound effective approaches.
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
Work involves extensive personal contact with others and is usually of a personal or sensitive nature.
Work may involve motivating, influencing or training others.
Outside contacts become important and fostering sound relationships with other entities becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Nice To Haves

A B.S. Degree in Business, and/or a combination of education and five years to ten years of relevant experience is required.

Responsibilities

Hire, direct, develop, motivate, and discipline branch personnel; administer performance evaluations and recommend appropriate personnel actions.
Coach, train, develop and set individual sales goals for staff.
Monitor sales activity to ensure that the branch meets or exceeds organization sales goals.
Monitor all branch activities to ensure they are in compliance with established credit union policies and procedures.
Monitor branch operating results relative to established objectives and ensure that appropriate steps are taken to correct unsatisfactory conditions.
Develop and deepen account relationships with commercial business members by making personal calls/visits, assessing needs and offering credit union products/services.
Monitor trends in the financial services industry and make recommendations for new or improved technology, equipment, product, services or processes.
Assist in the development, testing and implementation of new products and/or services.
Conduct all member account functions, including teller transactions, processing request for new services, providing counseling and cross-selling appropriate credit union products or services.
Interview members and process applications for all types of consumer loans.
Analyze the financial position of each applicant to determine the level of risk for extending credit.
Review all documentation for completeness and accuracy according to credit union compliance guidelines.
Represent the credit union in its relationships with members, sponsor organizations, suppliers, other financial institutions, and similar groups.
Perform other related duties as assigned.