Branch Manager

Southwest Heritage Credit Union

About The Position

Job Summary: Guide and manage the branch office in providing quality service to members in account transactions, loan applications, and new accounts. Solve problems within established policies and guidelines. Manage a branch with fewer than ten full-time employees.

Responsibilities

  • Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
  • Apply and evaluate policies and procedures for the branch given by management. Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  • Evaluate the job performance of branch operations staff to ensure quality of work and service to members.
  • Monitor branch activity, including number of transactions, volume, teller errors, teller sales, and new accounts.
  • Manage the security and safety of the branch. Examine and monitory security an safety policies and procedures on an on-going basis.
  • Ensure that staff receives on-going training on security and robbery procedures.
  • Schedule adequate staff to ensure efficient branch operations.
  • Monitor branch operations to ensure a consistent, professional approach.
  • Assist staff or members in solving complex account problems.
  • Create and maintain a cross-selling environment within the branch.
  • Perform other responsibilities as assigned.
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