Branch Manager

At Blue, we discover pathways to realize your possibilities! Our Branch Manager is responsible for managing and directing all activities of the branch to meet organizational, financial, operational, and growth plans. They are also responsible for maintaining a cohesive, highly motivated, well-trained branch staff that provides superior member service and builds member loyalty.

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.
• 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.
• Prepares monthly branch reports and completes projects and assignments within timelines. Attends scheduled management meetings and trainings.
• 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.
• 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.
• 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.
• 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.

Knowledge and Skills

Experience

Two to Five years of similar or related experience, including time spent in preparatory positions.

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 ability to communicate effectively, orally and in writing, and interpret complex oral and written instructions. Demonstrated skills in managing multiple priorities. Skill in resolving member problems and developing/maintaining community relations. Experience with member/customer service operations to include understanding of effective member service philosophy. PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet. Requires inte