Branch Manager

Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment.

Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work.

This position is for U if you are a trustworthy person with previous experience leading in a financial institution and are able to work at our New Haven, IN, full-time, 40 hrs/wk, with a rotating schedule of:

(Week

A) Mon & Tues: 8:15am-5:15pm, Wed: 9:15am-6:15pm, Thurs & Fri: 8:15am-5:15pm, & Sat:
Off

(Week

B) Mon & Tues: 8:15am-5:15pm, Wed: 8:15am-12:45pm, Thurs & Fri: 8:15am-5:15pm, & Sat: 8:45am-12:15pm

Role

Responsible for the overall management of respective branch activities, including sales and service, community leadership, human resource management, meeting goals and financial and compliance standards, and increased branch profitability. Oversees the efficient execution of operational and lending processes within the branch, ensuring compliance with policies, procedures and regulatory compliance. Enhances the member experience by implementing member relationship sales strategies that drive growth and optimize branch performance to deliver seamless service and achieve financial success.

Trains, directs, and supervises branch staff, while maintaining a professional and cohesive work environment.

Major Duties and Responsibilities

20% Manage direct reports to maximize monthly sales, meeting loan and deposit growth goals, increasing branch profitability, and creating efficiencies. Oversight of branch personnel of the credit union, including: hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Appraise performance and provide recommendations for staff promotion and termination, as appropriate.

Provides leadership and development.

20% Acts as a loan liaison, between member and centralized underwriting department. Ensures loan requests are within established policies, limits and loaded properly before loan approval. Responsible for proper documentation and funding. Ensures that branch achieves assigned loan production goal by asking for a comfortable payment range and offering a fully protected loan. Demonstrates sales skills and abilities.

20% Responsible for member engagement leading to growth and profitability of branch. This includes involvement in community engagement activities providing credit union awareness and establishing new business, creating positive member experience enhancing the member experience with the goal of member retention and growth. Provides the best experience possible by ensuring members’ requests and questions are promptly resolved. This may include performing teller transactions and handling member complaints.

Ensures members are informed of credit union services and policies. Counsels members regarding their financial needs and services requested. Troubleshoots and resolves internal and external inquiries.

10% Ensures branch personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall branch procedures. Actively participates in cross-training personnel and assures staff is kept abreast of all products and services. Conducts security training.

10% Ensures all branch transactions are balanced at the close of each day. Servicing ATMs as required. Oversees individual accountability for the handling of cash and assists in resolving balancing problems.

5% Responsible for maintaining and communicating needs of the office building, grounds, equipment and fixtures of the branch.

5% Prepares assigned management reports to executive management of the status of branch…