Branch Manager

1. Branch Assessment Card

• Develop, manage and monitor branch goals.
• Analyze results and inform staff of progress related to goals. Provide motivation, recognition and/or assistance to staff. 

2. New Member Growth

• Monitor branch statistics, research variances and make changes as necessary.
• *Recommend and implement product, policy and procedure changes to assist in achieving new member growth for the branch.

3. Member Relationships/Feedback/ Surveys

• Ensure that service is delivered according to established standards.  Review all member feedback received and identify issues for follow-up.
• Maintain member service standards according to feedback received in service surveys, and recommend and make changes/enhancements.

4. Staffing

• Supervise the department/staff to include delegation of work assignments, monitoring of performance, coaching and feedback, career development (successfully developing others to assume leadership and super-contributor roles), rewards and recognition, and effective communication to include timely resolution of more complex departmental issues, conflicts and/or concerns.
• Recommend and make changes in staffing levels, basic structure and/or organization of the department to ensure effective completion of objectives.
• Requisition new positions as needed, and coordinate the interviewing, hiring and training of all staff.
• Provide effective leadership which results in a positive work environment and high-performing, cohesive teams.

5. Loan Audits and Signature Card Review

• Ensure regular audits/reviews are conducted and inform Director of Operations of outcomes, issues or concerns and recommend procedural or other changes as needed.

6. Partnerships/Community Involvement

• Partner with Business Development to provide expertise in branch operations and to foster and maintain constructive relationships.
• Maintain positive relationships with partners and community involvement by attending events and activities.

7. Referrals

• Monitor branch statistics and provide recommendations for action.

8. Personal Loan Production

• Provide back-up support to Loan/Member Service staff.

9. Budget

• Administer the branch budget and conduct branch planning.
• Report variances and other budgetary issues/concerns to the Director of Operations.

10. Security, Compliance and Disaster Recovery

• Maintain security and fraud controls to protect assets.Address issues or concerns as they arise with the Director of Operations/Branches or the Security and Fraud Prevention Officer and make recommendations for improvements or resolutions.
• Maintain, recommend changes and communicate the disaster recovery plan for the branch.
• Maintain knowledge in and ensure adherence to all regulations, compliance standards and laws and how these apply to the branch operations (personally as well as the staff). 

11. Policies/Procedures/Processes

• Adhere to policies, procedures and established processes for the department.
• Recommend policy / procedural changes and process improvements to assist in the achievement of the strategic goals of the organization.

12. Branch Trends

• *Research best practices and make recommendations for new programs or improvements.

20% Individual and Team Development

1. Individual Development

• Dedicate time for self development for on-going leadership, technical, and personal growth.
• Stay informed of developing issues in all functional areas

2. Staff Development

• Manage the performance, training requirements, and professional development of staff, including planning, needs assessments, design and development and evaluation of leadership skills.
• Provide effective leadership, mentoring and coaching to staff in order to assist them in reaching their career goals, increase their competency and promote team depth and unity. 
• Communicate branch direction and enable staff to perform at the highest standards.

10% Projects

1. Branch Projects, Business Priority Teams, Consulting

• Participate and/or consult on branch or organizational projects.
• Contribute as an effective project team member and complete all tasks and assignments in a timely manner.

STANDARDS OF PERFORMANCE NECESSARY FOR POSITION:

Leadership Competencies:

• Ethics and Integrity
• Learning Agility
• Adaptability
• Setting Vision and Strategy
• Developing Others
• Communicating Effectively
• Problem Solving / Decision Making
• Building/Maintaining Relationships

Core Standard:

• Contribute to the evolvement of STCU's culture and strategic vision; the achievement of organizational goals; and support and emulate the Core Values

SUPERVISORY RELATIONSHIPS:

• This position supervises the following staff:
• Assistant Branch Manager
• Loan & Member Service staff (indirectly)
• Teller staff (indirectly)

JOB QUALIFICATIONS:

• Minimum of Associate’s degree (A.A. or equivalent), and five years progressive experience in a credit union or other financial institution or equivalent combination of education and experience.
• Minimum three years supervisory experience preferably in a financial services environment.
• Working knowledge in all aspects of financial institution products and services to include consumer lending, member service, and teller operations.
• Demonstrated ability to interact with other professionals to gather and disseminate information. The essential skills for this requirement include:
• A demonstrated ability to write reports, business correspondence, procedures, etc;
• A demonstrated ability to effectively present information and respond to questions from members, managers, staff, as well as other employees, senior management, and vendors;
• Effective listening skills;
• A demonstrated ability to quickly establish rapport on a professional level.
• Ability to solve practical problems and deal with a variety of situations exercising flexibility and sound judgment. 
• Self-directed, with the ability to plan and work in an organized manner, coordinating multiple projects and work well under pressure within changing deadlines and time constraints.
• Proficiency in Microsoft Office products (Word, Outlook, Excel, PowerPoint), and ten-key calculator. Financial Services Platform (FSP) knowledge is a plus.
• Notary Public License required.

Meets physical requirements of the job as described:

• Sitting for long periods of time.
• Ability to speak, hear and see.
• Ability to operate a computer and mouse.
• Some lifting (typically not more than 25 pounds)