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Job description
POSITION PURPOSE Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account. Exhibit proficient and service oriented problem solving skills within established policies and guidelines. Manage the branch staff and oversee day to day operations of the branch. Maintain a positive level of service by adhering to company standards. Lead and advise entire branch team in the efficient handling of member needs and accurate transactional processes. Administer ongoing coach for branch team to assist in reaching all sales and other operating standard goals.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
Maintain staffing standards in accordance with branch FTE analysis.
Apply and evaluate policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
Evaluate the job performance of branch staff to ensure quality of work and service to members.
Monitor and track branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales and new accounts. Coach/Counsel staff as necessary in these areas.
Monitor key products and sales within branch to ensure profitable and sound business practices with a high quality of service for members.
Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis.
Ensure that staff receives on-going training on security and robbery procedures.
Schedule adequate staff to ensure efficient branch operation.
Conduct loan interviews. Process, approve and/or close loans.
Assist staff or members in solving complex account problems.
Create and maintain a cross-selling environment within the branch.
Maintain Credit Union benchmark score or above on mystery shops.
Promote CU marketing campaigns with branch team.
Track branch sales goals and/or achievements weekly, monthly, quarterly and annually for the branch.
Maintain ongoing coaching and counseling with team as necessary.
Investigate teller losses and institute corrective flow of work and/or corrective disciplinary actions where required.
All other duties as assigned.
QUALIFICATIONS EDUCATION/CERTIFICATION
High school graduate or equivalent. Some college preferred.
REQUIRED KNOWLEDGE
Thorough knowledge of Credit Union services and products. Knowledge of branch functions, policies, and procedures. Sales experience required.
EXPERIENCE REQUIRED
5-7 years in a sales environment related to financial industry. Minimum of 3-5 years management experience
SKILLS/ABILITIES
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 workflow.
Ability to multitask on a daily basis and complete all assignments given by deadline provided.
WORKING CONDITIONS
Typical office environment
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.