Operations Manager

Love Where You Work•St George, UT

33d•Onsite

About The Position

Responsible for directing and administering the operational efforts of the Branch. This includes managing a team of Member Service Representatives. Trains, directs, and supervises. Monitors and analyzes department performance, implementing strategies to improve the member experience, branch efficiency, and leads the administration of all branch operations. Ensures that established policies and procedures are followed. Creates and enhances long-term relationships with both new and existing members. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and efficient performance of Branch operations. a. Supervises work scheduling and workflow of daily routine operations. b. Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements. c. Ensures Branch security. Opens and closes the building in accordance with set hours and tests security equipment quarterly. d. Acts as an MSR, processing and approving member loans within established policies and limits. e. Supervises and assists with member service functions. Cross-sells Credit Union services. f. Implements changes to established policy and procedures within the Branch. 2. Assumes responsibility for maintaining proper cash controls. a. Ensures that all Branch transactions are balanced at the close of each day. b. Oversees individual accountability for the handling of cash and assists MSR’s in resolving balancing problems. c. Controls and handles daily deposits in accordance with established policies and procedures. d. Periodically verifies cash on hand at branch premises. 3. Effectively supervises Branch staff, ensuring optimal performance. a. Provides leadership through effective objective setting and communication. b. Directly supervises all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks. c. Conducts regular meetings with Branch employees to inform and train. d. Conducts weekly meetings with Branch management team to coordinate activities for the following week. e. Ensures that personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures. Performs cross training as necessary. Conducts security training. f. Ensures that personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources. g. Tracks individual progress and conducts performance appraisals on each employee. Formulates and implements corrective action as needed. Recommends promotions for employees as appropriate. Provides leadership training to employees seeking management opportunities. h. Approves all sick leave, vacation, overtime, and timecards for each Branch employee. Keeps accurate payroll and attendance records. i. Conducts interviews and hires as needed. 4. Assumes responsibility for establishing and maintaining effective, professional business relations with members. a. Ensures that members’ requests and questions are promptly resolved. Handles members’ complaints. b. Ensures that members are informed of Credit Union services and policies. Counsel’s members regarding their financial needs and services requested. c. Ensures that the Credit Union’s quality reputation is maintained and projected. 5. Assumes responsibility for the effective administration of Branch functions. a. Ensures that Branch operations are well coordinated with Credit Union accounting, loan processing, and credit functions. b. Manages and oversees expenses. Pursues cost-saving measures. c. Continually seeks ways to improve Branch operations and productivity and to meet established goals. d. Prepares periodic Branch activity reports and makes recommendations to management for improvements. e. Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, equipment is carried out, including snow and ice removal. f. Ensures that adequate supplies, forms, and equipment are available for personnel. g. Institutes prudent safety measures. h. Keeps management informed of Branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary. 6. Assumes responsibility for related functions as required or assigned. a. Fills in and performs duties in Branch positions as needed. b. Attends assigned training sessions and stays current on new operational procedures. c. Works a regular and predictable schedule.

Requirements

High school graduate or equivalent.
Understanding of the Credit Union’s field of membership.
Knowledge of Credit Union philosophy, services, and products.
Understanding of leadership functions.
At least three to five years of management experiences preferred.
Strong interpersonal, leadership, and supervisory skills.
Well organized.
Ability to operate related computer applications and related business equipment.
Attention to detail.
Ability to maintain an effective and efficient work flow.

Nice To Haves

Additional college coursework in business or finance preferred.

Responsibilities

Directing and administering the operational efforts of the Branch
Managing a team of Member Service Representatives
Training, directing, and supervising
Monitoring and analyzing department performance
Implementing strategies to improve the member experience and branch efficiency
Leading the administration of all branch operations
Ensuring that established policies and procedures are followed
Creating and enhancing long-term relationships with both new and existing members
Supervising work scheduling and workflow of daily routine operations
Ensuring that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements
Ensuring Branch security
Acting as an MSR, processing and approving member loans within established policies and limits
Supervising and assisting with member service functions
Cross-selling Credit Union services
Implementing changes to established policy and procedures within the Branch
Maintaining proper cash controls
Ensuring that all Branch transactions are balanced at the close of each day
Overseeing individual accountability for the handling of cash and assists MSR’s in resolving balancing problems
Controlling and handling daily deposits in accordance with established policies and procedures
Periodically verifying cash on hand at branch premises
Effectively supervising Branch staff, ensuring optimal performance
Providing leadership through effective objective setting and communication
Directly supervising all Branch personnel
Ensuring that high quality work and efficiency in operations are maintained
Determining work methods and flow through assigning, directing, coordinating, and reviewing tasks
Conducting regular meetings with Branch employees to inform and train
Conducting weekly meetings with Branch management team to coordinate activities for the following week
Ensuring that personnel are well trained in all phases of their respective jobs
Completing orientation of new employees in overall Branch procedures
Performing cross training as necessary
Conducting security training
Ensuring that personnel are effective and optimally used
Determining appropriate staffing levels for proper utilization of human resources
Tracking individual progress and conducts performance appraisals on each employee
Formulating and implementing corrective action as needed
Recommending promotions for employees as appropriate
Providing leadership training to employees seeking management opportunities
Approving all sick leave, vacation, overtime, and timecards for each Branch employee
Keeping accurate payroll and attendance records
Conducting interviews and hires as needed
Establishing and maintaining effective, professional business relations with members
Ensuring that members’ requests and questions are promptly resolved
Handling members’ complaints
Ensuring that members are informed of Credit Union services and policies
Counseling members regarding their financial needs and services requested
Ensuring that the Credit Union’s quality reputation is maintained and projected
Ensuring that Branch operations are well coordinated with Credit Union accounting, loan processing, and credit functions
Managing and overseeing expenses
Pursuing cost-saving measures
Continually seeking ways to improve Branch operations and productivity and to meet established goals
Preparing periodic Branch activity reports and makes recommendations to management for improvements
Ensuring that proper maintenance and general housekeeping of the building, grounds, work areas, desks, equipment is carried out, including snow and ice removal
Ensuring that adequate supplies, forms, and equipment are available for personnel
Instituting prudent safety measures
Keeping management informed of Branch activities, progress toward established objectives, and of any significant problems
Requesting assistance when necessary
Filling in and performing duties in Branch positions as needed
Attending assigned training sessions and stays current on new operational procedures
Working a regular and predictable schedule