Branch Supervisor

Tyndall Federal Credit Union•Panama City, FL

23h

About The Position

Tyndall Federal Credit Union is seeking a Branch Supervisor for its Parker Branch. The role ensures members and potential members receive fast, courteous, and accurate service; explains services, establishes new accounts, responds to problems, and directs member calls to the appropriate area. The supervisor directs and schedules branch resources and supervises, assists, trains, coaches, and develops Relationship Advisors and Service Advisors to support excellent member service and the credit union’s Core Values and WE Standards. The position supports branch operations, including cash and vault management, account documentation, regulatory compliance, and improvements to operating procedures. It may also support the Member Care Center during high call volumes or staffing needs. This position is eligible for remote or hybrid work, subject to an agreed-upon schedule and secure work location when working remotely. The stated salary is $76,440.00.

Requirements

One to three years of similar or related experience.
A two-year college degree, specialized certification or licensing, specialized vendor training, or job-specific skills acquired through an apprenticeship program.
Good listening and communication skills.
Basic to intermediate knowledge of Microsoft Windows, Word, Outlook, Teams, and Excel.
Ability to make appropriate decisions with minimal information.
Must pass registration based on SAFE Act requirements or already be registered.

Responsibilities

Assist members and employees with inquiries, answer questions about products and services, resolve problems within authority, and escalate other issues with recommendations.
Schedule and monitor the daily activities of Relationship Advisors and Service Advisors.
Schedule, train, and observe the work of Relationship Advisors and Service Advisors.
Evaluate and review employee performance and recommend salary adjustments or disciplinary actions to management.
Identify opportunities and cross-sell services to members.
Support the Member Care Center during high call volumes or staffing needs by assisting with incoming calls.
Order the branch’s daily cash requirement and manage vault cash.
Ensure member account information is properly recorded in the core system and paper documents are appropriately filed.
Monitor department activities for compliance with policies and regulations and take action to address compliance issues.
Identify and implement improvements to department operating methods and procedures.
Ensure compliance with applicable regulatory programs, including the Bank Secrecy Act, Office of Foreign Asset Control Program, and Customer Identification Program.
Maintain documentation to ensure Service Advisors balance within the range defined in Procedure 107.
Take measures to help ensure transactions are processed with minimal errors and to member satisfaction.
Provide training, development, support, and leadership for direct reports; maintain staffing sufficient to meet member demand.
Assist with answering telephone calls and maintain a professional appearance and atmosphere for the department.
Keep management informed of key branch operating issues.
Complete employee performance plans and evaluation reviews within prescribed time frames.
Coach and observe staff to help meet established branch goals.
Complete annual BSA/AML training with a passing grade of 80% or higher.
Accurately complete Monetary Instrument logs for cash purchases of cashier’s checks, money orders, and traveler’s checks as needed.
Complete Customer Identification and Red Flags Program requirements, including documenting discrepancies as needed.
Pass registration based on SAFE Act requirements or already be registered.
Perform other duties as assigned.