Job Summary
Under general direction of the Branch Manager, supervises all branch office activities, including coordinating and directing daily operations.
Directs personnel activities to ensure convenient and efficient operation of staff and branch within the framework of federal and state laws, NCUA regulations and UFCU policies and procedures.
Successfully resolves escalated member issues, and effectively collaborates with other UFCU departments. Empowers and develops employees to support the branch and Credit Union initiatives.
About UFCU
Our credit union was chartered in 1936 and has grown to serve over 384,816 members. At UFCU, we are more than just a financial institution, and our people are more than just employees.
We are dedicated to serving our Members, empowering their financial success, and building financially healthy communities.
Our aspiration is to be loved by millions of members and built to thrive for generations . Our employees are not only part of our team but also Members themselves.
They are innovative, agile, and Member-obsessed leaders who strive to be the best and always do the right thing. We offer a competitive compensation and benefits package to support our employees and their loved ones, reflecting the fact that our people are at the center of everything we do.
UFCU fosters a collaborative, diverse, and inclusive environment that fosters innovation, performance excellence, and career growth.
If you’re looking for a challenging, purpose-driven career that makes a difference in our communities, UFCU is the place for U.
Join us and work with purpose.
Essential Functions
Employee Development :
- Effectively coaches frontline staff in the successful promotion and sales of assigned UFCU products and services to meet and exceed both personal and branch sales objectives.
- Utilizes leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive team.
Promotes UFCU’s cultural values and contributes to the success of UFCU’s strategic vision and organizational and team goals.
Monitors performance and, if necessary, corrects course to reach established goals.
Branch Management :
- Use principles of continuing process improvement to streamline and enhance branch operations according to UFCU’s strategic initiatives.
- Responsible for managing the overall ongoing operations of the branch including the staffing, training and employee relations of all branch office employees.
- Responsible for the branch staff's delivery of personal financial services through the teller, new accounts, loan closing and electronic delivery systems located at the branch.
Ensure quality service is provided by all branch employees.
Hold staff accountable to goals, initiatives and UFCU’s policies and procedures.
Leadership & Development :
- Continually seeks opportunities for personal and staff ongoing professional growth and learning.
- Uses effective staffing and talent management strategies to hire, develop, and grow future leaders; and ensures that team is empowered and professionally trained to achieve maximum productivity, quality of performance, job satisfaction and work-life balance.
- Performs other duties as assigned.
- Adhere to all company policies, procedures and business ethics codes.
- Complete required regulatory Training as assigned.
- Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.
Knowledge / Skills / Abilities
- Ability to meet goals and deadlines.
- Excellent interpersonal, verbal and written communication skills required.
- Must demonstrate a passion for people and service, as well as a dedication to building relationships.
- Ability to work with members and staff tactfully and professionally, both in-person and via phone.
- Experience coaching and motivating staff
- Ability to think strategically as well as tactically while continually seeking sales, service and operations delivery efficiencies.
- Strong analytical and reporting skills.
- Bilingual in Spanish preferred.
- Must be bondable.
Core Competencies
- Delivering Member Obsession
- Delivering Performance Excellence
- Delivering Innovation
- Delivering Empowered Leadership
Experience
Minimum Requirements
- High school diploma or equivalent experience required.
- Minimum of two (2) years supervisory experience required.
- Minimum of two (2) years of related financial services or retail experience.
- Proven ability and demonstrated success in a sales and service role.
- Demonstrated ability to resolve difficult situations.
- Must be bondable.
Preferred Requirements
- Bilingual in Spanish preferred.
- Credit union experience preferred.
- Bachelor's degree
- Experience working in a fast-paced, high volume environment
Things You Need to Know Before You Apply
Physical Demands
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel;
reach with hands and arms; and talk or hear.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
- The employee is frequently required to stand and walk.
- Employee will make extensive use of the telephone requiring the ability to effectively and accurately explain complex information.
- The employee must regularly lift and / or move up to 10 pounds and frequently lift and / or move up to 10 pounds
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- This position may involve periodic stressful conditions.
- May occasionally require an adjusted work schedule, overtime, and evening / weekend hours.
- May occasionally move from one work location / branch to another.
- Public contact position, requiring appropriate professional appearance.
- Frequent computer uses at a workstation up to two hours at a time.
- The noise level in the work environment is usually moderate.
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