General Summary (What is done and why) Branch Manager I is a management position responsible for selling products and services, coaching member satisfaction and sales through the branch delivery channels and managing a branch with less than $50 million in assets.
Essential Functions, in Priority Order (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary) 1.
Provide leadership and supervision to the Tellers and MSAs, including staffing, training, evaluating performance, maintaining daily operations, staff scheduling, problem solving and decision making, enabling the department to function efficiently and providing quality member service.
Time : 40% 2.
Responsible for the performance of the branch.
Maintain and grow sales and member satisfaction through regular coaching and training of branch staff, which results in improved sales performance, service skills, product knowledge, and policy and procedure competencies. 20% 3.
Responsible for Business Development to promote Corporate Member engagement, membership, deposit, and loan growth, and positive public relations.
Partnering with Branch Partners to maximize new member relationships and identify additional opportunities for loans and deposits.
Time : 15% 4.
Responsible for all necessary daily service functions, as needed. These would include but not be limited to check cashing decisions and other member exceptions, performing all MSA duties, complete members’ transactions at the teller window with accuracy, maintain and balance cash drawer, opening and closing of branch, processing ATM and mail transaction, supervise the electronic records process and assist records management staff.
Manage vault duties and maintain working knowledge of vault procedures.
Time : 10% 5.
Responsible for ensuring security of the branch and adhering to policies and procedures, rules and regulations, building security, responding to member complaints, concerns, suggestions or compliments and communicating and / or distributing information to branch staff and / or the corporate office.
Fulfills all reporting requirements and communicates relevant information.
Time : 10% 6.
Responsible for assisting and supporting FOC to ensure operational excellence is prioritized for staff and for branch.
Accountable for ensuring that all departmental procedures are updated and accurate to the conduct of the job tasks on an ongoing basis.
Consistently looking for ways to improve processes and efficiencies.
Time 5%
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