Role:

To manage the operations and personnel of the branch while acting as the branch sales manager to ensure quality service while achieving the goals of the branch.

Essential Functions & Responsibilities:

Accountable for maximizing branch revenue, sales, member satisfaction, branch staffing and minimizing operating losses. Prioritize, manage, and communicate promotional campaigns and product initiative. Conduct weekly sales meetings. Coach and train staff on a weekly ongoing basis. Underwrites consumer loans up to the amount assigned per credit union policy; reviews and approves underwriting decisions of subordinate staff.

Monitors branch operating results relative to established objectives and insures that appropriate steps are taken to correct unsatisfactory conditions. Monitors all branch activities to insure they are in compliance with established credit union policy and procedure.

Hires, reviews, schedules, trains, directs, and monitors the work of direct reports; conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations for subordinates.

Maintains communications with main office; prepares and submits standard reports; attends scheduled management meetings.

Monitors all branch activities to insure they are in compliance with established credit union policies and procedures. Performs other job related duties as assigned.

Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions, and similar groups.

Performance Measurements:

1\. To maintain a cohesive, highly trained and motivated staff, sufficient to meet needs of members.

2\. To note coaching and observations of employee performance weekly.

3\. To provide informed, professional and accurate service and support to all members and associates.

4\. To complete performance reviews within the prescribed time frame.

5\. To develop and maintain business partner relationships within the community and area schools by calling on potential SEG's and coordinating branch participation in community activities.

6\. To meet or exceed the minimum of established incentive goals each month and direct reports achieve 100% of all their individual goals.

7\. To develop recommendations for cost efficiencies and enhancements to products, pricing and processes by monitoring trends in operations and deposit services.

8\. To promote a cross sales culture within the branch, both by example and training employees to identify opportunities.

9\. To ensure all activities within the department are carried out within the prescribed time frames and with zero errors.

Knowledge and Skills: Experience Two years to five years of similar or related experience. Education A college degree 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/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. TALKING
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
AVERAGE HEARING
Able to hear average or normal conversations and receive ordinary information.
FINGER DEXTERITY
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
REPETITIVE MOTION
Movements frequently and regularly required using the wrists, hands, and/or fingers.
AVERAGE VISUAL ABILITIES
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
PHYSICAL STRENGTH
Sedentary Work; sitting most of the time. Exerts up to 10 lbs of
force occasionally. (Almost all office jobs.)
REASONING ABILITY
Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions. Able to deal with difficult concepts and complex variables.
MATHEMATICS ABILITY
Ability to compute discount, interest, profit and loss: commission markup and selling price; ratio and proportion and percentage. Able to perform very simple algebra and basic statistical calculations.
LANGUAGE ABILITY
Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.