Branch Manager

CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION • Toledo, OH

7h • Onsite

About The Position

The Branch Manager with partner will other retail leaders to lead the branch teams to successfully fulfill the needs of CCF and its membership through consistent coaching and development, networking, and cross-departmental collaboration. The branch leader will manage, plan, control, and coordinate activities of branch operations and create member value through member interactions and outreach. This is a highly visible position and ultimately responsible for the growth of the branch and fostering an empowered work environment that allows team members to promote a consistent member experience across in-person and outbound interactions as defined by living and demonstrating the core mission, values, and goals of the CCF.

Requirements

• Two to Five years of similar or related experience, including time spent in preparatory positions.
• A two-year college degree or completion of a specialized course of study at a business or trade school.
• Proficiency in the Microsoft suite of products including Word, Excel, Outlook and PowerPoint.  
• Demonstrates the ability to process and analyze loan applications.
• Demonstrates knowledge of business, personal, and insurance products and services.  
• Demonstrates knowledge of current industry offers, market trends, competitors, CU lending, and member service policies and procedures.  
• Demonstrates the ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, and ratios).
• Demonstrates the ability to consult, provide member services, and achieve relationship sales objectives by anticipating and understanding member’s needs and recommending products that will benefit them.  
• Demonstrates analytical thinking, problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues.  
• Demonstrates the ability to prioritize and organize work, handle multiple tasks, and meet deadlines in a fast paced, high-volume environment.  
• Proficient in speaking and writing the English language.  
• Proficient in leading, coaching, developing, and holding team accountable.  
• Demonstrates ability to communicate effectively in person, by phone, or by using electronic and virtual forms of communication.
• Ability to be bonded 
• Ability to obtain and maintain NMLS ID.   
• Ability to obtain and maintain notary designation.

Nice To Haves

• Experience with successful coaching and leadership of people preferred.

Responsibilities

• Leads, coaches and develops the branch team to meet goals and deadlines as established to include, but not limited to ensuring team members meet monthly sales requirements under CCF’s Sales and Service Plan, meet volume participation requirements for the sale of ancillary products such as credit insurance, GAP, and MBP, and effectively document member interviews in CCF’s core system.
• Leads the branch team to assist all members with their questions and concerns and to improve the financial lives of our membership. Recruits, schedules, motivates, coaches, trains, and develops the branch team holding them accountable to the service promises, mission, vision, goals and productivity standards defined by the Credit Union.  Coaches team to maintain strong product knowledge through frequent observations, work inspection, and providing regular feedback.
• Serves as primary point person for branch day-to-day member and team members issues. Provides branch expertise to the organization while fostering cooperation, teamwork and frequent communication between the branch and internal departments to ensure the best experience for CCF's membership.  Guides and coaches branch team through challenging and complex member interactions.  Assists with member escalations to resolve concerns and issues.   
• Plans, controls, manages and coordinates activities of branch operations, to include scheduling, maintaining adequate staffing, cross-training, reporting, overseeing loan, teller and member services operations.
• Ensures a positive community presence and image through community outreach and business development initiatives in the branch surrounding area (charity events, chamber meetings, indirect lending relationships, SEGs, etc.). 
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Benefits

• Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives.
• Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year.
• Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement.
• Health Insurance Coverage: Multiple low deductible medical plan options, as well as dental and vision coverage.
• Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage.
• Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs.
• Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career.
• Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution.
• Employee Assistance Program (EAP): Confidential support services for personal and professional challenges

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree