Branch Manager

At Blue, we discover pathways to realize your possibilities! Our Branch Manager is responsible for leading, managing and directing branch activities to meet business objectives and growth plans. The Branch Manager is accountable for maximizing growth, revenues, and member satisfaction consistently across the footprint designing robust experience centers exceeding member expectations, and insuring compliance with all banking regulations. As a leader in our branch network, you will drive all facets of member development along with critical service objectives by motivating and developing your team while fully complying with banking regulations, policy and procedures. 

Major Duties and Responsibilities

• Responsible for managing and directing all activities of the branch to meet organizational, financial, operational, and growth goals in addition to ensuring the branch provides superior member service while building member loyalty.
• Maintains a cohesive, highly motivated, well-trained branch staff. Manages employee performance to include coaching, training, conducting regular employee observations, provides effective feedback, assists staff with building action plans to meet assigned scorecard and developmental goals. Authors and delivers annual and mid-year reviews, collaborates with Human Resources for hiring, corrective counseling and action plans as appropriate.
• Monitors branch operations and activities to identify opportunities for enhancement of policies, process, procedures, products and pricing. Develops and makes recommendations for these improvements maximize cost, efficiencies and provide consistent quality service to members.
• Ensures that the branch is in compliance with credit union regulations and procedures, federal and state laws and regulations set forth by the National Credit Union Administration and other regulatory agencies. Ensures branch compliance with all security, safety, and emergency preparedness procedures. Performs annual required training as needed. Takes appropriate steps to correct unsatisfactory conditions or violations.
• Holds frequent staff meetings and daily huddles to recognize employee achievements, discuss areas needing improvement, goal status, changes in procedures, new developments or services and to present general information.
• Occasionally approves and denies consumer loans for the branch within assigned underwriting authority in accordance with lending policies, procedures and guidelines. Identifies missed cross-selling opportunities and coaches staff on potential benefits to members.
• Performs Financial Specialist duties on an as needed basis, filling in for peak schedules or for any absence or shortage in the branch.
• Assists staff or members in researching and solving complex account problems in a timely manner with appropriate follow-up.
• Collaborates with the Business Development and the Community Relations team to help support credit union and community events, sponsorships, on-site select employee group functions, including membership drives, benefit fairs, and financial seminars.
• Prepares monthly branch reports and completes projects and assignments within timelines. Attends scheduled management meetings and trainings.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Follows established company policies and procedures, including but not limited to: Sarbanes Oxley controls, Business Ethics and Standard of Conduct, Electronic Communications, Confidentiality and Privacy.

Knowledge and Skills

Experience

Five years to eight years of similar or related experience, including preparatory experience.

Education/Certifications/Licenses

A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Other Skills

Ability to exercise judgment, employ initiative, implement programs, and guide/lead others towards work goals. Demonstrated effective planning, organizational, and problem-solving skills. Demonstrated abili