Branch Manager II

Branch Manager

Responsible for providing consistent leadership of the branch team, mentoring and coaching branch staff to ensure consistent quality service is provided to the membership and that the branch achieves goals set forth by the credit union. Responsible for business development within the branch market to meet or exceed business development goals. Responsible for the consistent performance of and adherence to established policies and procedures by all branch staff. Maintains a level of community involvement to ensure a positive presence for the credit union and to create an environment of continued growth. Essential duties and responsibilities include the following. Other duties may be assigned. Provides friendly, responsive service to all members; cultivates and maintains appropriate relationships with members and co-workers; abides by UT Federal Credit Union's Global and Departmental Service Standards and encourages teammates to do the same. Clearly communicates performance expectations and holds staff accountable for adherence to service standards to achieve individual and team member satisfaction goals. Sets appropriate sales goals for staff, coaches employees in effective use of sales skills, and monitors results to ensure that the branch achieves referral and/or sales goals set forth by the credit union. Generates new business through business development efforts within the branch market. Creates and fosters a caring work environment that attracts, develops, and retains the right people. Provides encouragement, motivation, and empowerment that fosters personal accountability to achieve goals. Conducts regular one-on-one and team meetings and promotes an environment where staff feel comfortable sharing opinions and providing regular feedback. Responsible for human resource processes for branch employees, including interviewing, staffing and scheduling, training, assignment of duties, monitoring timely completion of duties in accordance with policies and procedures established by credit union, performance reviews, disciplinary actions, and career development. Uses appropriate software to document as necessary, including timekeeping and performance review programs. Demonstrates a thorough knowledge and understanding of credit union products and services and related policies, procedures, rules, and regulations to serve as an escalation point for answering questions, finding solutions, managing complaints, and resolving complex problems. Ensures branch personnel have knowledge and a clear understanding of their job responsibilities so that member financial transactions and member account file maintenance are performed efficiently, accurately, and in accordance with the established policies and procedures of the credit union. Minimizes operational losses through fraud and other channels. Manages and performs member service functions in accordance with established policies and procedures, including transactions; new accounts; loan processing, underwriting, and decisioning. Develops and maintains a positive presence in the community to increase the credit union's visibility and establishes a rapport through networking with surrounding businesses and employees. Ensures that the branch image is favorable, reflecting a sound and secure financial institution that employs prudent housekeeping procedures and safety measures and provides a pleasant atmosphere for members, including privacy, confidentiality, and ease of use. Actively participates in branch and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns; stays current on policies, procedures, and applicable regulations. Attends training classes to continuously increase job knowledge and overall job performance, seeks opportunities to learn new skills, takes initiative for personal career development, and ensures a continuous program of education, training and development for branch staff.