Branch Manager

Financial Plus Credit Union•White Lake Charter Township, MI

8d•$70,000 - $85,000•Onsite

About The Position

Manages and influences the profitability of the assigned branch with particular emphasis on building member relationships; expands the sales culture and provides leadership and resources to achieve desired results; directs branch staff activities towards attainment of branch sales goals; includes a consultative sales approach and conducts on-site business visits; utilizes problem solving, decision making, team building skills, and maintains a high degree of flexibility; promotes high morale and exhibits positive attitudes towards members and fellow employees while instilling a sense of team spirit throughout the branch. Ensures all policies and procedures are followed.

Requirements

Three to Five years of progressive management experience in a Financial Industry with proven results
Sales and service, planning, organizational, analytical, leadership, presentation, and problem-solving skills
Strong attention to detail and accuracy
Ability to adhere to internal policies as well as external policies and regulations set forth by the NCUA
Adaptable to change and embrace service standards
Excellent written and oral communication skills
Proficiency in Microsoft Software
Level of trust and diplomacy is required, in addition to normal courtesy and tact
Working knowledge of Microsoft Outlook, Word and Excel
Must be able to communicate effectively with staff, Board of Directors, members, and other external contacts. External contacts may include member companies, vendors, financial institutions, auditor/examiners, attorneys, law enforcement agencies, and business associations
Must be able to work extended hours in order to accomplish organizational and or sales function goals
Must be able to quickly learn core processing system (Symitar) and possess business computer experience with word processing, spreadsheet, and other general business software
Presents a positive and professional image to members through effective and courteous verbal and written communications
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation
Ability to apply logical thinking to define problems, collect data, establish facts, and draw conclusions
Must be bondable.
Internal annual compliance testing required

Nice To Haves

Bachelor’s degree in Sales, Marketing, Finance or Business is a plus

Responsibilities

Managing the Branch by encompassing all aspects of sales, profitability, staffing and compliance.
Serves as a sales leader; communicates sales philosophy; conducts weekly sales meeting; ensures branch is obtaining or exceeding sales goals; and utilizes sales, referral and member service skills to ensure the members’ and internal customers’ needs are being met through efficient and effective service.
Reviews expectations of sales objectives with staff; monitors employee’s overall performance; coaches to quality and accuracy, teaches how to identify member needs to seize sales opportunities; provides positive reinforcement; and recognizes and rewards staff when warranted.
Responsible for staff hiring, scheduling, training, and development. Identifies corrective actions in the event of substandard performance; counsels staff addressing specific behaviors contributing to substandard performance; solicits employee’s input for corrective action; monitors employee’s performance for improvement; works with Human Resource Department to initiate disciplinary action, including discharge, if warranted.
Communicates frequently with staff through one- on-one sessions, staff meetings, email and other forms of communication; addresses and resolves employee complaints and conflicts; shares information which affects the Credit Union branch/ and or employee; seeks employees’ ideas, feedback and opinion; and responds to employee communication in a reasonable time frame. Information may include, but is not limited, to policy, procedures, process changes and rationale, strategic and business plans, operational information, and legal issues.
Attends salary staff meetings, actively participates in discussion, communicates sales achievements and challenges, suggests changes in policies, procedures, and processes which will improve the branch‘s effectiveness and efficiency; shares ideas and opinions pertaining to the enhancement of member sales/ service activities including product/service enhancements and sales campaigns.
Ensures branch consumer loan applications and loan closings follow established policies and procedures as directed by the Senior Vice President of Lending.
Works with Marketing Department to gain visibility through Community Relations events within the surrounding geographic area.
Participates in the implementation and testing of technological enhancements including host system upgrades, LTS units, and electronic delivery channels.
Receives and resolves high level inquiries and/or difficult member issues; forwards escalated member complaints to SVP OF People & Retail Delivery if unable to successfully resolve.
Supervises branch audits and makes recommendations for operational changes as needed.
Ensures branch follows all regulations and security procedures.
Opens and or closes branch facility and participates in Saturday and Holiday rotations; monitors security devices and ensures building security; and coordinates needed maintenance with facilities manager, including building, grounds, furniture, fixtures, and equipment.
Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations.
Perform other duties as assigned.