Branch Manager​/Team Leader

Overview

Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

Get to know us:
About - Gesa Credit Union

The Branch Manager/Team Leader is responsible for all operational oversight and delegation, direct and indirect supervision of all full-time equivalent (FTE) within the branch, budget and effective cost management, and overall performance of the branch. This position will oversee an Assistant Branch Manager/Team Leader in their branch. They are also proactively engaged in business development activities in the community. The Branch Manager/Team Leader is a coach and mentor to team members and uses their exceptional member service and senior experience to onboard all new team members in the branch.

Additionally, the Branch Manager/Team Leader can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, Personal Financial Representative (PFR), Sr. PFR, and Assistant Branch Manager/Team Leader. The Branch Manager/Team Leader is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. Team members assigned to this position have the substantial responsibility of developing, mentoring, and training Assistant Branch Manager/Team Leaders to be successful and effective leaders within the credit union.

• Provide exceptional member service to all whom we serve
• Solve problems, take ownership of member concerns, provide prompt resolutions, and provide timely follow-up on concerns and resolutions when necessary
• Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members
• Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures
• Offer appropriate products and/or services to deepen member relationships and refer to other expert team members and/or departments as appropriate
• Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships
• Ensure branch equipment is always working properly and promptly acts when equipment is malfunctioning
• Proactively engage in business development activities in the community that contribute to branch and organizational goals; participate in outreach activities to strengthen community relationships
• Responsible for the oversight of the branch budget and cost management
• Responsible for managing the overall branch performance and profitability
• Fluidly transition between tasks as an MSA, Sr. MSA, PFR, Sr. PFR, Assistant Branch Manager/Team Leader, as necessary
• Review documents and transactions prepared by team members to ensure they accurately adhere to regulations and credit union policies and procedures
• Oversee scheduling, interviewing, hiring, the progressive action disciplinary process, and perform timely team member performance appraisals
• Design comprehensive and individualized leadership plans to ensure continual growth and clear expectations of the Assistant Branch Manager/Team Leader
• In partnership with the Assistant Branch Manager/Team Leader, onboard, train, and mentor new branch team members
• In partnership with the Assistant Branch Manager/Team Leader, train team members to broaden their understanding of financial literacy, products, and services
• In partnership with the Assistant Branch Manager/Team Leader, hold team members accountable to the expectations as outlined in their job descriptions; take timely action upon the corrective and progressive disciplinary action process
• Responsible for overall branch safety and security policies; ensures strict adherence to safety policy and procedure
• Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions
• Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
• Understands and completes branch audits and certifications
• Assist non-members with establishing membership and with opening new accounts
• Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
• Discusses IRAs and HSAs with members and…