BRANCH MANAGER

JOB DESCRIPTION

I. Position Reports To: Sr Manager of Regional Branch Services

II. Basic Function:
Accountable for day-to-day operations of the branch and assisting the Sr Manager of Regional Branch
Services with managerial, and administrative functions. Maintains communication between staff and
the Sr Manager of Regional Branch Services. Provides support, guidance, and training to staff.
III. Essential Functions:

Maintains communication between the branch and management by preparing daily,

weekly, and month-end reports regarding operations and productivity.

Formulates recommendations and provides feedback to management regarding

operational policies and procedures.

Maintains control over audit procedures to ensure compliance with controls. If

weaknesses are identified, reports them to the Sr Manager of Regional Branch
Services.

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

Monitors office activity, including number of transactions, loan volume, sales volume,
etc.

Holds responsibility for auditing all new membership cards and for compliance before
cards are signed by the Branch Membership Chairman. Deviances from procedure
will be documented by the Sr Manager of Regional Branch Services and reviewed
with staff.

Maintains knowledge of the Credit Unions products and services in order to

efficiently train and motivate staff to cross-sell.

Provides training to staff in regard to operations and policies.

Schedules, supervises, and motivates branch staff in an effort to maintain optimal

member service satisfaction levels.

Coaches staff to fulfill business plan goals.

Assists in evaluating staffs work performance by helping to prepare and deliver

annual reviews and performing coaching sessions.

Monitors quality of service for members, and ensures that employees are maximizing
opportunities to sell products.

Assists in managing the security and safety of the branch, by analyzing security and
safety policies and procedures. Alerts staff of any changes.

Assists in the interviewing, hiring and training of new tellers and member service
team members.

Represent and promote the Credit Union within the business community.

IV. Other:

Completes projects on a timely basis as assigned by management.

May perform duties of member service representative, teller, or other operational
positions on an as needed basis.
Cross-sells credit union products and services.
Resolves member complaints as they occur.
Performs other various duties as assigned.

V. Knowledge

Must possess a high school degree and/or at least one (1) year experience in a related
field (branch operations).
Skills

Excellent verbal and written communication skills.

Strong organizational skills.
Must possess leadership and supervisory skills.

Abilities

Ability to motivate staff.

Ability to handle confidential/sensitive information in a professional manner.
Ability to manage multi-functional tasks.

VI. Working Environment

x
Must be able to sit, walk or stand for extended periods.
x
Must be able to travel to branch locations.
x
Must be able to travel for business related matters.

Note:

The above information on this job description has been designed to indicate the general nature and level of work
performed by employees within this classification. It is not designed to contain or be interpreted as a
comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this
job.