Branch Manager

Abri Credit UnionPlainfield, IL
Onsite

About The Position

As a Branch Manager, you will be responsible for supervising the daily operations of the branch, including work schedules and workflow, while adhering to established policies and guidelines. A key part of the role involves training, coaching, mentoring, and evaluating branch staff to ensure they meet all branch goals, productivity standards, and effectively deliver service to members. You will continuously seek improvements in branch operations, prepare reports, and make recommendations. The role also involves business development within the branch market area, making sales calls to local businesses, and representing the credit union at community events. You will conduct and/or supervise face-to-face interviews for loans, deposit accounts, and other special services, ensuring members are knowledgeable about all credit union products and satisfied with their transactions. Maintaining a professional branch image, applying prudent housekeeping and safety measures, and ensuring staff have appropriate tools and information are also key. Additionally, you will adhere to the Branch Security policy, act as Branch Credit Manager to approve member loans within established policies, contact management for credit decisions exceeding authority, and prepare and disburse loan documents.

Requirements

  • High School Graduate required.
  • Minimum of three to five years of supervisory experience within a financial institution.
  • Excellent knowledge of savings and lending programs offered by most financial institutions.
  • Intermediate to advanced knowledge of Microsoft Windows, Word, Excel, Outlook, and Power Point.
  • Strong positive interpersonal and leadership skills.
  • Prior business development and community involvement.
  • Working knowledge of current regulations governing financial institutions.

Nice To Haves

  • Bachelor's degree in business related field preferred or combination of education and experience in lieu of degree

Responsibilities

  • Supervise work schedules and workflow of branch daily operations within the established policies and guidelines.
  • Train, coach, mentor and evaluate branch staff to achieve all branch goals and productivity standards as well as to effectively and efficiently deliver service to members.
  • Continually seek ways to effectively improve branch operations, to achieve goals and productivity standards, and maintain on-going staff training and development programs for the effective and efficient delivery of member services.
  • Prepare branch reports and make recommendations.
  • Develop new business in the branch market area.
  • Make sales calls to surrounding businesses and represent the credit union at community events.
  • Perform and/or supervise face-to-face interviews for loans, deposit accounts, and other special services.
  • Be knowledgeable about all credit union products and explain features and benefits to members in accordance with credit union policy, standard procedures, and regulations.
  • Provide assistance in ensuring member transactions are completed pleasantly and to the members' satisfaction.
  • Ensure that the branch image is that of a financial institution by applying prudent housekeeping procedures, safety measures, and by supplying staff with appropriate tools, forms, and information consistent with a professional financial environment.
  • Adhere to the Branch Security policy and updates when necessary.
  • Act as Branch Credit Manager approving member loans within the established policies set by the Board of Directors.
  • Contact management for credit decisions on loan applications that exceed authority limits.
  • Prepare all notes, contracts, and ECOA notices.
  • Disburse loans as authorized by the Credit Manager.

Benefits

  • Our 401k Match is as high as 7.98%
  • We offer Blue Cross health insurance with up to 90% employee/70% dependent premiums paid
  • You'll accrue 18 days of vacation per year
  • be given 5 days of personal leave per year
  • be given up to 13 paid holidays per year
  • Our dress code is relaxed, business casual and company logo wear
  • We have a team of trainers to get you ready to be fabulous on the job!
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