Branch Operations Manager

• Medical, dental and vision insurance 


• 401(k) Retirement Plan with 100% match on the first 6% contributed by you and profit shares 


• Paid Federal Holidays 


• Employee Education Assistance Program (Tuition Reimbursement). Contract required with Terms and Conditions. 


• PTO (Paid time off)  


• Employee Assistance Program (EAP) 

• Ensure the member experience is courteous, attentive, and efficient at all times, and all member relations included, but not limited to complaints, concerns, problems, etc. are resolved quickly and efficiently. 


• Maintain a highly motivated, well-trained staff. 


• Schedule office staff, including PTO and all other time off, to ensure adequate staffing for efficient branch operation. 


• Maintain time cards and time sheets for all branch staff. 


• Evaluate the job performance of branch office staff to ensure quality of work and service to members. 


• Maintain and re-order office equipment and supplies inventory. 


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


• Monitor office activity, including the number of transactions, volume, teller errors, loan volume, teller and loan personal sales, new accounts, etc. 


• Perform Loan Processor duties, including loan interviewing and processing.  


• Complete all title paperwork, research loan values and research vehicle history reports.  


• Assist members in solving account problems. 


• Create and maintain a cross-selling environment within the branch. 


• Balance, replenish and maintain ATMs. 


• Oversee safe deposit box rentals, and maintain computer generated fee for annual rental. 


• Assist in performing various member transactions including opening and closing accounts (checking, savings, Share Certificates,   IRAs) withdrawals, transfers, etc. 


• Council members with financial problems.  


• Understand and is accountable for executing all job functions (and subordinates’ job functions) in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Program (CIP). Note: Failure to comply with  requirements may be subject to strong disciplinary action, up to and including termination by the credit union, as well as civil and criminal penalties.  


• Coach and develop branch staff pertaining to job performance. 


• Be knowledgeable of and be able to complete all duties of the Head Teller and FSR. 


• Exercises prudent care when making decisions to benefit members and protect the credit union from loss. 


• Performs as a leader who interacts with staff and members to ensure fair and unbiased treatment of all. 


• Manage the security and safety for the branch, with responsibility to maintain the alarm system and to alert staff of any changes. 


• Ensures application of and compliance with established credit union policies and procedures.  


• Resolves difficult member issues and exercise authority to make appropriate exceptions to policy and procedure. 


• Supports the credit union’s vision and philosophy and actively participates in training sessions and special promotions. 


• Seeks out, trains, and mentors’ potential candidates for leadership positions within the credit union. 


• Stays informed of credit union products, services, procedures, new developments, and knowledge of the competition and their  products. 


• Implement new programs and services in the branch.  


• Manage branch facility, with responsibility for its overall physical maintenance.  


• Produce and mail adverse action notices.  


• Other duties as assigned. 

• Ability to achieve extraordinary results through effective management of resources, systems, and processes. 


• A Full knowledge of all Credit Union policies and procedures and all branch services and products. 


• Judgment to apply broader aspects of established practices to situations, which go beyond clear, concise guidelines. 


• Educational equivalent to a four-year high school diploma, post-secondary coursework preferred. 


• Two to four years of supervisory experience in a Credit Union setting required. 


• A Full working knowledge of PC applications (Word, Excel, MS Outlook).  


• Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)  


• Well-developed interpersonal skills required for supervising the branch staff and projecting a positive and professional image as a  representative of the credit union. 


• May require travel for training as required by the credit union.


• Ability to Work effectively and productively with others, Balances team and individual responsibilities, exhibits objectivity and  openness to others' views, gives and welcomes feedback, contributes to building a positive team spirit, puts success of team above  own interests, Able to build morale and group commitments to goals and objectives, supports everyone's efforts to succeed,  recognizes accomplishments of other team members. 


• Demonstrates initiative, self-confidence, resiliency, and a willingness to take responsibility for personal actions. 


• Utilizes effective processes to make decisions. 


• Job requires being reliable, responsible, and dependable and fulfilling obligations. 


• Ability to achieve extraordinary business results through people, exhibits confidence in self and others, Inspires and motivates others  to perform well, Effectively influences actions and opinions of others, Inspires respect and trust, Accepts feedback from others,  Provides vision and inspiration to peers and subordinates, Gives appropriate recognition to others, Displays passion and optimism,  Mobilizes others to fulfill the vision. 


• Organizes time and resources to meet deadlines and accomplish all work assignments  


• Demonstrates proficiency, ability, and core competencies as required for the position. 


• Impeccable Business Ethics – Treats people with respect, keeps commitments, inspires the trust of others, works with integrity and  ethically, upholds organizational values. 


• Ability to express ideas and thoughts verbally and in written form, exhibits good listening and comprehension, keeps others  adequately informed, selects and uses appropriate communication methods. 


• Encourages open communication, confronts difficult situations, maintains objectivity, keeps emotion under control, uses negotiation  skills to resolve the conflict.


• Requires innovative and original thinking and creativity, meets challenges with resourcefulness, generates suggestions for improving  work, develops innovative approaches and ideas, presents ideas and information in a manner that gets others' attention. 


• Performance Coaching - Defines responsibilities and expectations, sets goals and objectives, gives timely performance feedback,  motivates for increased results, recognizes contributions, Encourages training and development. 

• Education/Experience - Bachelor’s degree (B.A.) from four-year college or university; or two to three years related experience and/or training; or equivalent combination of education and experience. 

• Must possess strong basic math skills, accuracy, and attention to detail. 


• Must demonstrate an ability to understand and implement changing policies and procedures.  


• Exceptional oral and written communication skills required.  


• Computer Skills – MS Word, Excel, Outlook, and PowerPoint.  


• Must possess interpersonal skills including courtesy, tact, and diplomacy as they are essential elements of the job. Work involves  much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building  relationships, or soliciting cooperation. 


• Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail.  


• Must be familiar with home banking and bill paying services.  


• Reasoning Ability – Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited  standardization exists.  Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. 

• Must successfully complete BSA training as required. 


• Employee must be bondable (insurable) 

• Primarily in-door office work with quiet to moderate noise level. 


• Occasional work outside the office.  


• Occasional travel for business-related functions.  


• Occasional evening and weekend schedules required. 

• U.S. Citizenship  


• Successfully passing a drug test for illegal drugs  


• Successfully passing a background investigation