Branch Manager

Description

The Branch Manager is responsible for directing and administering the operational efforts of the Branch. Ensures that established policies and procedures are followed. Oversees provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Trains, directs, and supervises Branch staff.

• Supervises work scheduling and workflow of daily routine operations.
• Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements.
• Ensures Branch security. Opens and closes the building in accordance with set hours and tests security equipment quarterly.
• Supervises and assists with member service functions. Cross-sells Credit Union products and services.
• Implements changes to established policy and procedures within the Branch.
• Ensures that all Branch transactions are balanced at the close of each day.
• Oversees individual accountability for the handling of cash and assists tellers in resolving balancing problems.
• Controls and handles daily deposits in accordance with established policies and procedures.
• Periodically verifies cash in possession of tellers and cash on the premises.
• Provides leadership through effective objective setting and communication.
• Directly supervises all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks.
• Conducts regular meetings with Branch employees to inform and train. Discusses areas needing improvement and changes in procedure.
• Conducts regular meetings with Branch management staff to coordinate activities for the following week.
• Ensures that personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures. Performs cross training as necessary. Conducts security training.
• Ensures that personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources.
• Tracks individual progress and conducts performance appraisals on each employee annually. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate. Provides leadership training to employees seeking management opportunities.
• Approves all PTO, overtime, and time records for each Branch employee. Keeps accurate payroll and attendance records.
• Ensures that members' requests and questions are promptly resolved. Handles members' complaints.
• Ensures that members are informed of Credit Union services and policies. Counsels members regarding their financial needs and services requested.
• Ensures that the Credit Union's quality reputation is maintained and projected.
• Ensures that Branch operations are well coordinated with Credit Union accounting, loan processing, and credit functions.
• Manages and oversees expenses. Pursues cost‑saving measures.
• Continually seeks ways to improve Branch operations and productivity and to meet established goals.
• Prepares periodic Branch activity reports and makes recommendations to management for improvements.
• Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal.
• Ensures that adequate supplies, forms, and equipment are available for personnel.
• Institutes prudent safety measures.
• Keeps management informed of Branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary.
• Fills in and performs duties in Branch positions as needed.
• Attends assigned training sessions and stays current on new operational procedures.
• Completes other duties as assigned, including cross training in current or other departments.

• High School Diploma or equivalent.
• 2+ years’ experience & related supervisory experience preferred.

• Understanding of the Credit Union’s field of membership.
• Thorough knowledge of Credit Union services and products.
• Understanding of related legal…