Branch Manager

Purpose:

The Branch Manager is responsible for leading and guiding the branch office staff in providing exceptional service to our members. This includes overseeing account transactions, loan applications, new accounts, and problem resolution within established policies and guidelines. The Branch Manager utilizes credit union sales and service techniques to consult with members, understand their needs, and recommend appropriate product and service offerings.

Duties and Responsibilities:

• Team Leadership: Maintain a highly motivated, well-trained staff while fostering effective employee relations through active team development.
• Professional Image: Uphold a professional image for the credit union both within the community and during interactions with members.
• Procedure Development: Develop, apply, and evaluate procedures for the branch, making recommendations for changes when necessary.
• Performance Reviews: Schedule and deliver performance reviews for branch staff in collaboration with the Area Manager or Director of Branch Operations.
• Compliance: Work with the Area Branch Manager and Director of Branch Operations to ensure compliance with internal controls, credit union policies, and procedures.
• Communication and Problem Resolution: Effectively communicate with others and handle routine as well as complex daily transactions, including researching and resolving member issues.
• Sales Objectives: Oversee the branch's progress toward meeting objectives for sales, service, and referrals.
• Consumer Lending: Oversee the lending functions of the branch and serve as the primary consumer lender. Work directly with members from start to finish on their lending needs.
• Financial Counseling: Advise members on lending products and services that help them reach their personal financial goals. Effectively handle loan denials and council members to improve their qualifications for future loans.
• Monitoring and Reporting: Monitor and report office activity, including transaction volumes, teller errors, loan volumes, and new account activity.
• Maintenance: Ensure proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment.
• Interpersonal Skills: Possess strong interpersonal skills, be candid with others, and lead by example. Encourage a progressive attitude and be willing to share ideas to increase branch membership and better serve existing members.
• Communication and Training: Communicate effectively with all employees to ensure a positive and clear understanding of credit union goals and directives. Serve as the training officer at the branch, providing motivation and administrative support.
• Security and Safety: Manage the security and safety of the branch in collaboration with the Director of Branch Operations.
• Community Involvement: Participate in community volunteerism activities and events hosted and/or sponsored by 1ST Gateway Credit Union.

This position requires a dynamic and engaged leader who can inspire a team, uphold credit union values, and drive positive member experiences. The Branch Manager plays a critical role in achieving our mission of providing exceptional financial services to our members.

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