Branch Manager I-Tucson at Catalina

Job Description

GENERAL SUMMARY

The primary responsibility of the Branch Manager II is to oversee the branch staff, providing leadership and direction in an effort to achieve desired member service and sales goals. This position oversees daily branch operations, ensuring compliance with Credit Union procedures and standards. The position level (I or II) is determined based on a combination of number of branch members and Assets under Management.

COMPETENCIES:

Managerial Courage

Developing Direct Reports

Drive for Results

Conflict Management

Decision Quality

Ethics and Values

MAJOR ACCOUNTABILITIES &TASKS:

1. Oversees daily branch operations and ensures employee functions and transactions are accurate, timely, and efficient. Schedules, supervises and evaluates branch work flow and staffing.

2. Conducts performance evaluations and creates development plans for branch staff. Actively mentors employees on career path goals through feedback and action plans.

3. Provides vision and leadership to department staff. Supervises and coaches teams on the proper behaviors, sales techniques, service expectations and compliance guidelines.

4. Supports credit union member service objectives and achieves sales goals by ensuring staff is actively cross-selling and referring products and services to members.

5. Ensures staff maintains comprehensive, current knowledge of products and services through completion of all required training and updates.

6. Provides high level service to Credit Union members and associates. Maintains a professional work environment and appearance.

7. Ensures branch compliance through monitoring, tracking, and completing appropriate transaction reports, transaction logs and security records and reports all suspicious activity to the appropriate department. Maintains and regularly reviews the controls over negotiable items, asset inventory, security procedures, etc.

8. Resolves difficult member service situations, builds strong member relationships and ensures member satisfaction through proactive problem resolution.

9. Performs other duties as assigned.

Job Requirements

QUALIFICATIONS

Education & Experience

A Bachelors Degree in Business Administration or a related field or equivalent experience is required. Requires a minimum of four years banking/credit union experience to include two years management or supervisory experience.

Skills & Abilities

Requires strong member service skills and demonstrated ability to consistently lead, drive, motivate, and develop staff. Must display professionalism and possess excellent business communication skills (verbal and written). Requires strong active listening, problem solving and decision making skills. Must have the ability and drive to solicit new business proactively. Must be proficient in Microsoft Office (Word, Excel, Outlook).

Miscellaneous Requirements

Must comply with and ensure staff adheres to all policies and procedures, including Bank Secrecy Act (BSA). Must be a licensed Mortgage Loan Officer (MLO) or be eligible to become a licensed MLO.

PHYSICAL REQUIREMENTS:

This job requires the incumbent stand or sit for the majority of time and be able to lift up to 50 lbs. Must be able to work a flexible schedule Monday through Saturday as needed.

Country: USA, State: Arizona, City: Catalina, Company: Vantage West Credit Union.