Branch Manager II (Sandhills)

SAFE FEDERAL CREDIT UNION•Columbia, SC

12d

About The Position

The Branch Manager manages, directs, and administers the operations of a medium-sized branch office offering a full range of services. The role maintains a sales and service culture, coaches employees, and works toward branch and individual sales and service goals while ensuring employees follow Member Experience Service Standards. The manager oversees lending, deposit, related services, and assigned ATMs; hires, trains, develops, directs, motivates, and rewards branch personnel; and may perform the essential functions of a Teller, Member Service Representative, Loan Interviewer/Officer, and Senior Teller as needed. The position is responsible for branch facilities, equipment, grounds, communications, and security systems; preparing and submitting the annual budget; verifying general ledgers; completing reports and logs; and performing scheduled ATM, CDM, recycler, cash vault, coin vault, and quarterly audits. The manager is also expected to represent SAFE in at least one social or civic organization, support membership development at SEG events, maintain a visible presence in local communities, and provide support to other branches when needed. The Branch Manager supervises employees under organizational policies and applicable laws, including hiring, training, assigning and directing work, conducting annual performance reviews, recognizing and disciplining employees, and resolving complaints and problems. The role is expected to attain branch goals in savings, lending, account relationships, transactions, and profitability. The position requires compliance with applicable Privacy Act, OFAC, and Bank Secrecy/Patriot Act procedures, and annual completion of SAFE FCU policy, procedure, development, and enhancement curriculum.

Requirements

High school diploma or GED.
At least two years of related experience and/or training, or an equivalent combination of education and experience, or successful completion of the SAFE Management Trainee Program.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations.
Ability to write reports, business correspondence, and procedure manuals, and to present information and respond to questions from groups, clients, customers, managers, and the public.
Ability to calculate discounts, interest, and percentages.
Ability to solve practical problems involving concrete variables and limited standardization, and interpret written, oral, diagrammatic, or schedule-based instructions.
Ability to operate a PC to access and update member accounts and related account information, and to create and adjust Excel spreadsheets for branch statistics.
Ability to operate standard office equipment and tools, including a personal computer, fax machine, telephones, photocopier, DVR security system, biometric safe deposit box access system, ATMs, CDMs, and recyclers.
Familiarity with differences between products and services offered by other financial institutions and those offered by the credit union.
Notary Public credential.
Mortgage Loan Origination (MLO) credential.
Signature Guarantee Medallion credential.
Insurance Sales Certification.
Ability to meet the physical demands of the role, including occasionally lifting and/or moving up to 35 pounds.

Nice To Haves

Bachelor’s degree in Business or a related field from an accredited university.

Responsibilities

Maintain a sales and service culture, coach employees in continuous improvement, and achieve assigned sales and service goals for the branch and individual employees.
Ensure employees follow Member Experience Service Standards to meet member needs and provide exceptional service.
Perform the essential functions of a Teller, Member Service Representative, Loan Interviewer/Officer, and Senior Teller as needed.
Manage branch lending, deposits, related services, and assigned ATMs.
Hire, train, develop, direct, motivate, and reward branch personnel.
Ensure proper maintenance of branch facilities, equipment, and grounds, and effective operation of communication and security systems.
Prepare and submit the annual budget.
Verify branch general ledgers and complete over/short reports and other reports and logs by required deadlines.
Perform audits of ATMs, CDMs, recyclers, cash vault, and coin vault at designated intervals.
Perform quarterly audits and submit the completed checklist to Internal Audit and the AVP Branch Administration by the required date.
Serve as the contact with Shaw Air Force Base officials for the Shaw Branch Manager role.
Represent SAFE in at least one social or civic organization.
Support Membership Development at SAFE-sponsored SEG events and maintain visibility in local communities by attending events, including events outside normal business hours.
Provide staff support to other branch locations when possible and as needed.
Interview, hire, train, assign, and direct employees; conduct annual performance reviews; reward and discipline employees; and address complaints and resolve problems.
Attain branch goals in savings, lending, account relationships, transactions, and profitability.
Complete annual SAFE FCU Policy, Procedure, Development and Enhancement Curriculum and achieve passing scores.
Perform other duties as assigned.