Branch Supervisor

Job Description

Job Description

As a UNIFY Branch Supervisor, you’ll help UNIFY’s credit union members safeguard their assets!

At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.

Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions ).

We are all about making sure that our members get the knowledge and assistance they need. The Branch Supervisor works beside their team with members to do just that!

Daily, you will :

• Travel between the Plano and Frisco branch, as needed.
• Ability to work rotational Saturdays (2-3 / month)
• Ensures security of all cash and negotiable items by overseeing balancing activities including ATMs, Cash Dispensing Machines (CDMs), etc.
• Step in and help the team through peak hours in all areas (Teller, lending, mortgage, and member calls).
• The ability to build rapport with all team members to assist in the growth of the team member and branch(es).
• An ability to understand, acknowledge, and adapt to the changes within the branch, region, and the organization.
• Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.).
• Encourage business development by implementing promotions, training staff to reach goals, bringing in new business, and coordinating special events.
• Provide solutions based on training and available resources.
• Attends scheduled management meetings.
• Conduct huddles and one-on-one meetings for staff training and progression.

What you will get from us :

• Competitive pay $32.27 / hour
• Extensive job-preparedness training.
• A leadership team compassionate about preparing you and supporting you for growth within UNIFY FCU.
• A leadership team committed to growth, motivation and a positive environment.
• A culture of inclusivity, belonging and fairness
• Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives
• Bilingual and weekend hourly pay differential, where applicable.

What we need from you :

• The ability to travel at a moment’s notice to the Frisco branch.
• Ability to work weekends.
• Passion for helping people and an empathetic ear to our teams’ and member’s needs.
• Desire for growth.
• Ability to build relationships with credit union members and teammates. Also the ability to work alone.
• Willingness to work at all branch levels.
• Ability to pivot in daily tasks, procedures, and workspace.
• High school diploma or equivalent
• 3 years related branch lead / supervisory experience in a financial institution.

Overview :

UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented.

We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, providing superior service to our members.

In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful

Summary :

Assists Branch Manager and / or Regional Branch Manager with financial oversight, profitability, and accountability over all aspects of the branch’s operations.

Responsibilities :

• Supervises and performs functions as needed of branch staff including Teller, New Accounts, and Lending duties within policies and procedures and security measures to protect the membership and avoid losses to the Credit Union.
• Ensures the application of and compliance with established operating policies and procedures within the department, including reviewing updates with team members to ensure appropriate knowledge and compliance.
• Assists in the establishment of branch goals and sales objectives, initiates actions to achieve the goals, ensures team members are trained and are consistently held accountable for achieving goals and sales objectives, and assists in monitoring branch operating and sales results relative to established objectives
• Ensures branch related situations are resolved in a timely manner and refers items that are beyond scope of authority to the Manager / Regional Branch Manager, along with recommendations for resolution.
• Works with the Branch Manager and / or Regional Branch Manager and Business Development Department to develop relationships with appropriate SEG(s) group.
• Assists in the formulation / execution of Credit Union policies, objectives, programs, and promotions.
• Assists in ensuring satisfactory branch audits, including cash and negotiable items, keys, security, and operational processes.
• Ensures security of all cash and negotiable items by overseeing balancing activities including ATMs, Cash Dispensing Machines (CDMs), etc.
• Establishes, facilitates, and maintains proactive communications with the Manager and / or Regional Branch Manager, other departments, and branches.
• Attends scheduled management meetings.
• Ensures branch facility, branch equipment, and software is up to date and ready to serve the membership; contacts appropriate parties for any maintenance, service, and repairs;

ensures branch contains proper inventory and supplies.

• Conducts weekly branch meetings to inform team members of operational updates, new promotions, and procedures.
• Assists the Branch Manager and / or Regional Branch Manager with branch needs regarding employment, counseling, Performance Evaluations, training, motivation, timecards, and scheduling of assigned employees.
• Ensures full compliance with UNIFY Financial Credit Union Service Standards, policies, and procedures; and with the Bank Secrecy Act.
• Performs other duties as assigned.

Qualifications :

• Requires a high school diploma or equivalent, Bachelor’s degree preferred with a minimum of three years branch lead / supervisory experience in a financial institution including communicating and promoting corporate mission and vision, team and business development, ability to coach, mentor, delegate, lead, problem solve, and work through employment challenges.
• Requires thorough knowledge of Credit Union (financial institution) services, products, procedures, and lending.
• Requires the ability to communicate effectively, both verbally and in writing, with individuals and groups and proficiency in Microsoft Word and Excel applications.

See the UNIFY Difference!

At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed.

UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.

Competitive Compensation and Excellent Benefits Package* Includes :

Medical (PPO / HMO), Prescription, Dental (PPO / DMO), Vision, Life, and Short- and Long-Term Disability Insurance

Dependent and Medical Care - Flexible Spending Accounts

Vacation, Sick, Personal and Holiday Pay

401(K) Plan with employer match

Education reimbursement for approved programs

UNIFY banking privileges for you and your family

All programs subject to review and change

An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation.

UNIFY is proud to be a drug-free, EOE including disability / vets. For more information on UNIFY, visit us at www.unifyfcu.com