OVERVIEW
To assist the Branch Managers by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff. Provide timely and quality member services according to credit union policies, practices, and procedures to meet the Loan Production Goals and all other goals established for the credit union. Performs all duties in conformance with University Credit Union policies and procedures, with all Federal and State rules and regulations including BSA/AML/OFCA/CIP/Fact Act and all other applicable regulations.
RESPONSIBILITIES:
· Supervise and lead branch team to provide members the full range of University Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts
· Assist the Manager in monitoring cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits
· Manage staff to ensure vault opening, closing and balancing procedures are completed
· Participate in outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events
· Participate in recruiting efforts, on-boarding and initial training of team members
· Participate in budget, purchasing, tracking and records retention for business expenses
· Guide team development for continual growth in technical, soft and leadership skills
· Provide applicable support to ensure team achieves and maintains product, service and business goals, including cross servicing of products and services
· Assist with leading and training team members to deliver high quality service to our members
· Analyze reports and conduct trend analysis to optimize business performance
· Ensure compliance with all security, safety and emergency preparedness procedures
· Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.
· Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures with BSA/AML/OFAC.
· Perform supervisory/managerial responsibilities:
· Supervise daily activities
· Ensure adequate/skilled staffing; select employees
· Establish performance goals and priorities
· Prepare, conduct and review performance appraisals
· Develop, mentor, and counsel staff
· Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)
· Ensure section/branch goals and objectives align with division/department strategy
· Ensure efficiency of operations
· Act as Manager in the incumbent's absence
· Perform other duties as assigned
QUALIFICATIONS
· Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience
· Working knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
· Working knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts
· Working knowledge of functions relating to cash and ATM operations
· Ability to manage multiple priorities independently and/or in a team environment
· Exposure to member/customer service operations
· Exposure to mentoring and leading employees
· Effective organizational, planning and time management skills
· Effective skill exercising initiative and using good judgment to make sound decisions Effective skill interacting with staff, management, vendors and members diplomatically and tactfully
· Effective verbal and written communication skills • Effective word processing and spreadsheet software skills
DESIRED QUALIFICATIONS
· Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
· Familiarity with financial institution and lending practices, principles and regulations
· Desired - Familiarity with retail banking industry best practices
· Ability to supervise, delegate, discipline, and motivate staff.
· Possess the ability to:
o Listen intently and objectively to others.
o Maintain self-confidence.
o Manage conflict fairly and directly.
o Perceive problems and evolve strategies for their solutions.
o Collaborate effectively and fairly as a team player.
o Challenge, test and expect high performance from self and others.
o Guide persons and systems into new developmental growth.
o Respond to change.
o Be persistent in job completion.
o Exhibit positive, outgoing behavior while being sincere at the same time.
o Motivate people to take action by using persuasive skills.
o Be a strong project manager.
o Be proactive.
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person