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Branch Manager - Homewood Branch

Current Openings

Branch Manager - Homewood Branch

Role:

To direct the operations of a Credit Union branch, ensuring the branch meets organizational financial, operational, service, and growth plans.

Essential Functions & Responsibilities:

  • E 30% Underwrites consumer loans up to the amount assigned per credit union policy; reviews and approves underwriting decisions of subordinate personnel.
  • E 15% Opens and maintains member accounts; IRA maintenance. Resolves members' concerns and problems account related and otherwise.
  • E 10% Directs, develops, motivates, interviews, and disciplines branch personnel; administers performance evaluations and recommends appropriate personnel actions.
  • E 10% Monitors branch operating results relative to established objectives and ensures that appropriate steps are taken to correct unsatisfactory conditions.
  • E 10% Maintains communications with administrative office; prepares and submits standard reports; attends scheduled management meetings.
  • E 10% Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions, and similar groups.
  • E 5% Monitors all branch activities to ensure they are in compliance with established credit union policies and procedures.
  • E 5% Works with the collection department to control past due and charged-off accounts for the branch.
  • N 5% Performs other related duties as assigned.

Performance Measurements:

  • To maintain a cohesive, highly trained, and motivated staff, sufficient to meet the needs of members.
  • To provide friendly, professional, and accurate service and support to all members and associates.
  • To complete performance reviews within the prescribed time frame.
  • To develop and maintain business partner relationships within the community and area schools by calling on potential SEGs and coordinating branch participation in community activities.
  • To ensure all documentation is completed with minimum errors.
  • To meet or exceed the minimum of the established incentive goals each month.
  • To develop recommendations for cost efficiencies and enhancements to products, pricing, and processes by monitoring trends in operations and deposit services.
  • To sell credit life insurance to new qualified loans. Promote a cross-sales culture within the branch, both by example and by training employees to identify opportunities.

Knowledge and Skills:

  • Experience

Three years to five years of similar or related experience.

  • Education

A high school education or GED.

  • Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

  • Other Skills
  • Physical Requirements
  • Work Environment

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