Branch Manager

About the position

The primary purpose of this position is to assist the credit union in achieving its service mission of building trusted relationships by providing our members with superior financial solutions and outstanding service. The Branch Manager leads their branch staff to achieve the strategic initiatives set forth for the branch by the credit union. The Branch Manager is responsible for the growth and development of the branch and its staff while ensuring compliance with the credit union's policies and procedures.

Responsibilities

• Monitors branch operating results relative to established objectives and ensures appropriate steps are taken to correct unsatisfactory conditions.
• Developing forecasts, financial objectives, and business plans.
• Assess local market conditions and identify current and prospective sales opportunities.
• Manage budget and allocate funds appropriately.
• Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities.
• Maintains communications with main office; prepares and submits standard reports; attends scheduled management meetings.
• Monitors all branch activities to ensure they are in compliance with established credit union policies and procedures.
• Monitor, analyze and create branch metrics to determine branch performance toward strategic initiatives.
• Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs.
• Represents the branch as appropriate in its relationships with members, sponsor organization(s), suppliers, other financial institutions, and similar groups.
• Develops new business and expands credit union relationships.
• Stay abreast of competing markets and provide reports on market movement and penetration.
• Attends business functions during and after hours to increase visibility in the community.
• Develops branch staff and coaching team on their potential career paths.
• Manages branch staff which may include hiring, terminations, coaching, training, scheduling, and discipline while enforcing policies and procedures.
• Monitors responsibilities of Assistant Manager to ensure they are being completed efficiently and accurately.
• Performs all other tasks and duties as assigned.

Requirements

• Bachelor's Degree or equivalent.
• 5-7 years leadership experience.
• Familiarity with the industry's rules and regulations.
• Ability to meet sales targets and production goals.
• Excellent organizational skills.
• Results driven and member focused.
• Experience with branch profitability, planning, sales goals, coaching and development in a financial institution such as a bank or credit union.
• Strong interpersonal, communication, organizational, customer service skills, and attention to detail.
• Knowledge and/or training, and compliance with Laws and Regulations pertaining to BSA/AML/OFAC.

Benefits

• Good work-life balance.
• Great family atmosphere.
• Paid time off.
• Paid holidays.