VP, Branch Manager
About The Position
The VP, Branch Manager is responsible for all activities of a full-service Credit Union branch, including managing, leading, and providing administrative guidance to team members. The role is accountable for achieving established performance initiatives, maintaining quality service standards, and overseeing the branch’s overall performance and operations. The Branch Manager leads branch staff through hiring, training, coaching, supervision, and performance management. The role also oversees member relations, business development, branch marketing, financial and operational controls, security, compliance, budgeting, and the effective implementation of Credit Union policies and procedures. The manager supports the development of the Assistant Branch Manager and promotes teamwork and cooperation across the organization. The schedule is Monday through Friday, 8:00 a.m. to 5:30 p.m., and Saturday, 8:30 a.m. to 5:00 p.m.; Sunday is off. This is a full-time position of 40 hours per week.
Requirements
- Bachelor’s degree or equivalent work experience.
- At least four years of professional experience in financial services operations.
- At least two years of successful experience supervising and managing branch staff and programs in a financial institution.
- Demonstrated ability to plan, organize, lead, and oversee people and activities.
- Professional and effective verbal and written communication skills.
- Organization skills sufficient to manage multiple projects, establish priorities, and meet deadlines.
- Track record of applying critical thinking and emotional intelligence in a wide variety of situations.
- Ability to meet the physical demands described, including regularly talking or hearing; frequently sitting and using hands to handle objects, tools, or controls; occasionally standing, walking, reaching, and lifting or moving up to 10 pounds.
- Ability to perform the role in a work environment with usually moderate noise.
Responsibilities
- Manage and oversee all activities and overall performance of the branch.
- Lead, coach, and develop branch staff through meetings, one-on-ones, observations, skill building, feedback, mentoring, and performance evaluations.
- Coordinate hiring, training, supervision, counseling, documentation, and dismissal of branch personnel in partnership with Human Resources as appropriate.
- Ensure staff are trained on Credit Union products, services, policies, procedures, security, emergency processes, and required ongoing learning.
- Maintain positive member relations, resolve member complaints promptly and accurately, provide assistance as needed, and maintain quality member service standards.
- Generate new business through business development, branch marketing, and off-site participation; plan and lead activities aligned with strategic and corporate goals.
- Oversee loan audit integrity and review loan reports; maintain awareness of financial market conditions and their effects on loan and deposit products.
- Control and maintain negotiable items and safeguard Credit Union assets.
- Monitor branch balancing, general ledger accounts, reports, and accounts for accuracy and audit conformity; ensure operational policies and procedures are followed and prudent judgment is applied.
- Act as the branch Security Officer and ensure staff training and daily compliance with branch security requirements.
- Control branch expenses in accordance with the branch budget and prepare recommendations and justifications for annual budget planning.
- Recommend improvements to the professional appearance of the branch, building, and grounds, including annual budget requests.
- Support the development of the Assistant Branch Manager using in-house and external training resources.
- Suggest improvements to Credit Union functions and promote cooperation, respect, and teamwork with other branches and departments.
- Complete assigned AML/BSA training and follow AML/BSA requirements, including CTR procedures, referring suspicious activity, performing OFAC comparisons, and identifying individuals according to branch procedures.
- Provide managerial oversight of assigned staff and functional deliverables.
- Consult with Human Resources on performance or behavior issues outside the normal scope, promptly report safety or legal issues, and partner with HR on employment decisions.
- Monitor approved schedules, review and approve staff timesheets, ensure expenses are reported according to policy, and provide meal and rest breaks while maintaining operational coverage.
- May serve on ad hoc committees and perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
