Position Summary: The basic function is to manage the sales impact and service efforts of a full-service branch. Manages branch operations to ensure operational integrity is maintained. Trains and coaches staff to provide excellent member service through ongoing coaching, training and feedback as needed. Maintains appropriate relationships with members, staff, and SEG companies and represents the credit union in a professional manner.

Principle Accountabilities:

• Organizes and manages day-to-day activity with branch operations and branch staff.
• Hires, trains, develops, evaluates, counsels, schedules, and assigns work to branch staff.
• Serves as liaison between branch and support departments.
• Responsible for branch achieving its goals and objectives while adhering to member service standards, policies and procedures for all products and services.
• Maintains strict adherence to security policies and procedures to ensure the safety and security of members, staff, and assets.
• Develops, implements, and improves processes related to sales and service.
• Leads high performance team in achieving established sales and service goals.
• Focuses on strategies to enhance overall performance effectiveness.
• Function as a teller, performing all related duties as needed.
• Open new accounts within credit union parameters.
• Identify fraudulent activity to prevent potential loss.
• Open, close and assist members with Safe Deposit Box operations.
• Read and interpret credit bureau reports and explain information to members as needed.
• Originate, process and close loans.
• Take initiative for self-directed training and acquire skills to enhance personal performance.
• Register with NMLS and maintain registry annually in compliance with the S.A.F.E. Act.
• Promote and protect the interests of the credit union at all times.
• Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
• Perform other duties as assigned.

Position Type/Expected Hours Of Work:

This is a full-time position of 41 hours weekly. Days and hours of work are Monday through Friday between the hours of 8:00 a.m. to 6:00 p.m. and occasional Saturdays 9:00 a.m. to 12:00 p.m. May be required to work extended hours and weekend as job duties demand.

Travel:

Occasional travel is required for this position. The employee must be able to independently operate a motor vehicle and travel for work activities.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position the employee is regularly required to talk and hear.

The employee must be able to think, reason, use sound judgment and decision making skills.

The employee is frequently required to use hands or fingers, handle or feel objects, tools or controls. The employee is frequently required to stand, walk, sit, and reach with hands and arms. The employee is rarely required to climb or balance, and stoop, kneel, crouch or crawl.

The employee may occasionally lift/push/carry up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision and the ability to adjust focus.

Disclaimer:

This job description is not a complete statement of all duties and responsibilities compromising the position.

5+ years' experience in a financial institution.

3+ years' experience selling both in person and over the phone.

5+ years of cash handling experience.