Branch Manager I Metairie Airline 4729

SUMMARY

Under general supervision, the Branch Manager I is responsible for the efficient and effective management of the operation of a Level 1 branch (1-7 team members).

They will be relied on to coach, develop, and empower their team to provide extraordinary member service. The Branch Manager will be expected to have community involvement and excellent leadership skills.

They are responsible for motivating their team to reach all sales and production goals each month and year. The Branch Manager is relied on to ensure all aspects of Credit Union Policies and Procedures as well as the Credit Union Service Standards are followed by branch team members.

The Branch Manager I makes daily decisions as to work methods, work flow and member service, and implements decisions through their direct reports.

This position is expected to show initiative in proactively addressing branch performance issues. The Branch Manager I resolves member complaints within the scope and authority of the position.

SUPERVISORY RESPONSIBILITIES

Oversees branch operations and supervises branch staff, including interviewing, selecting, training, and scheduling team members;

coaching, counseling, and disciplining team members; evaluating performance; recommending team members for promotion, and transfer or termination.

Provides input as directed by the Director of Branch Operations, in the development of branch business plans and preparing the branch budget.

ESSENTIAL FUNCTIONS

• Responsible for ensuring that staff members conduct business in accordance with The Sales and Service Standard .
• Develops work schedules, assigns duties, and approves or denies leave requests which are implemented through direct reports.
• Supports branch operations by evaluating member requests that are exceptions to Procedures and providing overrides as is reasonable to service the membership.
• Utilizes The Sales and Service Standard to identify potential member service needs which can be met through the sale of credit union products and services.
• Effectively uses the CRM to create, monitor, and manage Sales and Referrals is required for consumer & business accounts.
• Works to resolve members concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge.

Refers problems through the chain-of-command for resolution. Utilizes the CRM to effectively track member concerns.

• Ensures the maintenance of the ATM including balancing, servicing and cleaning, through direct reports.
• Attends Community Functions and building SEG relationships within the community.
• Ensures that new team members are thoroughly trained in all phases of their position and the branch is thoroughly staffed.
• Ensures that all staff team members are informed of any changes to policies and procedures. Ensures that all team members are aware of all security memos or issues that arise in a timely manner.

Develops, applies and evaluates policies and procedures for the branch.

Ensures that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.

Works with internal auditors to ensure compliance with internal controls.

• Ensures the branch complies with internal controls by conducting monthly branch audits and reviews, maintaining Safety and Security Reports, and adhering to any procedure changes as instructed by Director of Branch Operations.
• Responsible for the periodic teller cash, money orders, and traveler’s checks audits. Responsible for the security of the branch safe or vault.
• Recommends revisions and alternatives to branch policies and procedures to the Director of Branch Operations.
• Ensures proper housekeeping is maintained. Is accountable for the overall appearance of the branch building, equipment and supplies.
• In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies.

Effectively uses The Sales and Service Standard skills to open new products and services for membership.

In the event of offsite external events (i.e. auto auctions, boat shows), manager may be granted temporary lending authority.

Must effectively make sound loan decision within scope of lending authority.

• Provides merchant referrals directly to the merchant for business accounts.
• Inspire and lead team members to reach their full potential. Utilizes developmental assessment and coaching tools leveraging talents and improvement opportunity areas.

Holds monthly sales development discussions in a safe environment. Coaches the team members to determine actions steps. Provide meaningful metrics of performance.

• Has an excellent knowledge of the features and benefits of Credit Union services and of selling skills employing both to successfully cross-sell Credit Union services when assisting staff or members in any capacity.
• Ensures members of the branch team meet the sales goals of the branch and the Credit Union.
• Prepares sales and service plans and communicate plans and goals with staff. Assigns duties and responsibilities related to the plans and goals.

Monitors progress against plans and report as directed.

• Must embrace the Keesler Federal Service Culture and possess the ability to create energy around Retail objectives and initiatives.
• Embrace and lead a technology driven member experience Performs branch servicing duties as required to include teller and lending functions.

Other Duties and Responsibilities :

• Assists in disaster preparedness and recovery.
• Performs other duties as may be assigned by the Director of Branch Operations.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and / or abilities required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education :

1) A two year college degree or equivalent or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.

Experience and Other Requirements :

• Three to five years similar or related financial institution experience.
• On-going ability to keep abreast of changing policies and procedures.
• Proven knowledge of credit union branch policies and procedures.
• Satisfactory completion of any required management / supervisory training.
• An outgoing personality with a helpful attitude and a well-developed sales culture attitude towards credit union services and products.
• Ability to influence or motivate employees to instill a member service / sales attitude.
• Accuracy and attention to detail.
• Excellent interpersonal skills with members, co-workers and others required.
• Confidentiality and diplomacy required.

Interpersonal Skills :

A significant level of trust and diplomacy is required in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature.

Work may involve motivating, influencing, or training others. Outside contacts become important and fostering sound relationships with other entities (companies and / or individuals) becomes necessary and often requires the ability to influence and / or sell ideas or services to others.

Computer Skills :

• Extensive use of personal PC required.
• Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail.
• Must be able to navigate the internet to Search for Data and be able to complete online forms.
• Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media.
• Familiarity with Home Banking and Bill Paying Services.

Certificates, Licenses and Registrations :

Must actively participate and successfully complete The Sales and Service Standard Training.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an individual 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 individual is regularly required to sit, stand, and walk; use hands to finger, handle, feel or grasp;

reach with hands and arms; and talk or hear. The individual is occasionally required to lift and / or move 25-50 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those that must be met by an individual to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Extensive use of desktop computer is required. The noise level is that of a normal office environment. When the branch lobby is busy, elevated noise levels are present.