Description

Department: Operations Reports To : SVP Retail Services

Employment Status: Full-Time Classification: Exempt

Position Summary:

The branch manager develops a highly effective team while helping employees attain their highest potential through coaching and leadership. This position is responsible for ensuring that outstanding service is delivered to internal and external members. A key component of this service is ensuring member financial needs are identified and met with appropriate Credit Union suggestions and solutions.

Responsibilities:

• Demonstrates a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise, by openly contributing to the success of others on the team, and by living by the core values that define the CARING culture.
• Develop direct reports to their highest potential by identifying areas for improvement and appropriately coaching, training, or correcting the employee's performance. Recognize direct reports who perform at a high level.
• Coaches direct reports to serve as member advocates and ensure assigned branches meet and exceed defined benchmarks for member satisfaction, as measured within the member satisfaction survey.
• Hold employees accountable for their performance, attitude, and behavior. Meet with direct reports monthly to review previous months' performance, set goals for upcoming months' performance, and develop plans to improve employees' performance. Ensures personnel are meeting or exceeding sales goals.
• Corresponds with or interviews loan applicants; prepares necessary documents for approval and processes approved loan documents for disbursement/filing, ensuring they are in compliance with Credit Union policies and legal requirements.
• Ensures team achieves, maintains, and implements expert levels of product and operational knowledge to provide exceptional member service while adhering to federal laws and regulations set forth by the NCUA and other regulatory agencies.
• Interviews potential new members; prepares necessary documents, opens new sub accounts, and establishes new services, ensuring compliance with Credit Union policies and legal requirements.
• Schedules and monitors daily activities of branch staff.
• Maintains communications with the main office and VP Branch Operations; prepares and submits standard reports; attends scheduled meetings.
• Monitors branch operating results relative to established objectives and ensures that appropriate steps are taken to correct unsatisfactory conditions.
• PrimeWay Federal Credit Union
• Maintains membership in local community groups such as the Chamber of Commerce and develops a professional network to increase organizational visibility and expand local business.
• Identifies local advertising opportunities and coordinates with Marketing and Leadership stakeholders on an annual marketing plan.
• Collaborates with VP Business Services to actively build business clientele and meet business lending goals.
• Collaborates with the Business Development team and leads team efforts supporting the sponsor on-site events, including membership drives, benefit fairs, financial seminars, and open enrollment events.
• Monitors all branch activities to ensure they are in compliance with established credit union policies and procedures. Performs cash and merchandise audits and oversees both the ordering and receiving functions.
• Performs facility management for the branch office. Performs other related duties as assigned.
  
  
  

Qualifications

Knowledge and Skills

Ability to provide and inspire exceptional member service to every member, every time in alignment with our Service Goals.

Ability to maintain a cohesive, highly trained and motivated staff, sufficient to meet needs of members. Assign, direct, coordinate and review work performed by staff.

Work with management regarding key operating issues affecting the department.

Ability to supervise and complete performance reviews within the prescribed time frame.

Ability to assess and provide recommendations for cost efficiencies and enhancements to products, pricing and processes by monitoring trends in operations and deposit and loan services.

A team player who demonstrates enthusiastic support of corporate mission, core values and long term objectives.

Able to comply with policies and procedures

Discretion and diplomacy related to personal contact with others and/or is interaction of a personal or sensitive nature. Work may involve motivating or influencing others.

Excellent communication skills for training and motivating staff.

Proficiency in applicable software applications.

Abilities

Team Leadership - ability to create strong organizational loyalty, share successes, foster open dialogue among staff, and delegate responsibility.

Member Focus - dedication to meeting the expectations and requirements of internal and external customers, use feedback for continuous improvement, develop and maintain effective relationships.

Ability to effectively prioritize tasks to use time efficiently and attend to a broad range of activities.

PrimeWay Federal Credit Union

Communications - ability to speak and write clearly to achieve the desired effect in a variety of communication settings and styles.

Creativity - ability to generate new and unique ideas as solutions to issues, brainstorms, and develops non-traditional ways of doing business.

Education and Experience

Bachelors degree in related field or equivalent in education and work experience.

Three to five of experience in developing new business, managing operations in a service environment, and supervising staff.

ADA Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.