Branch Manager I

SUMMARY:

Responsible for leading a branch team of 1 to 4 employees providing coaching and guidance to ensure consistent high-quality member service and achievement of credit union goals. Responsible for business development within a campus or retail-partner environment. Ensures the branch team adheres to established policies and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Provides friendly responsive service to all members; cultivates and maintains appropriate relationships with members and co-workers; models UT Federal Credit Unions Service Standards and encourages consistent adoption within the branch.
• Supports team performance by communicating expectations related to service quality sales behaviors and member experience; escalates performance issues as needed.
• Coaches team on effective referral and relationship-building conversations to support branch-level loan and deposit goals as established by Retail Leadership.
• Generates new relationships through business development and outreach efforts predominately within campus or retail-partner environments. The focus is primarily consumer and small business relationships.
• Conducts regular one-on-one and team meetings to foster a positive and inclusive work environment and encourage personal accountability.
• Supports branch staffing and key human resource functions including interviewing scheduling onboarding performance reviews disciplinary actions and career development in coordination with Retail Leadership.
• Demonstrates comprehensive knowledge of credit union products and services and related policies and procedures to effectively serve as an initial escalation point for member questions and service recovery.
• Ensures member transactions account file maintenance and documentation are completed accurately and in accordance with established policies and procedures.
• Assists with fraud awareness and operational risk mitigation by following internal controls and escalating concerns appropriately.
• Actively participates in member-facing activities including service interactions new accounts and loans.
• Maintains branch appearance safety and professionalism in alignment with credit union standards and partner location requirements.
• Participates in branch department and all-staff meetings to maintain awareness of policies procedures and promotional campaigns.
• Engages in ongoing training and professional development to stay current on policies procedures and applicable regulations. Supports learning opportunities for branch team.

SUPERVISORY RESPONSIBILITIES:

Manages branch employees. Is responsible for the overall direction coordination and evaluation of the branch.

Carries out management responsibilities in accordance with the credit unions policies and applicable laws. Responsibilities include interviewing staffing training planning and scheduling work appraising performance; rewarding and disciplining employees addressing complaints and resolving problems and establishing sales goals.

PERFORMANCE STANDARDS:

Attain and maintain a level of membership satisfaction with credit union products and services that results in increased usage both in volume and frequency of use. Maintains functional procedures that ensure compliance with both federal and internal audit requirements for compliant operations.

MINIMUM REQUIREMENTS:

• Maintains the highest standards of ethical behavior
• Maintains a positive attitude with employees and members and remains flexible while focused on accepted practices policy productivity and effectiveness.
• Excellent management skills with proven leadership ability and skills necessary to coach mentor and motivate employees.
• Promotes awareness of the credit union mission and brand statement to the credit union membership.
• Inspired goal-oriented and disciplined leader with a strong work ethic.
• Must possess a teachable spirit that is open to direct coaching and feedback.
• Abides by the Service Standards established by the credit union. Exudes excellent member and employee relations skills. Has a friendly outgoing assertive confident and enthusiastic personality.
• Strong knowledge of financial products and services.
• Regular and predictable attendance.
• Excellent verbal and written communication skills to communicate professionally.
• Maintains a professional appearance in accordance with established dress code.
• Technological skills and knowledge including computer proficiency.
• Excellent time management and established organizational skills leading to high accuracy rates in all areas. Must be able to effectively multi-task and prioritize.

QUALIFICATION REQUIREMENTS:

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

Bachelors degree from a fouryear college or university in a related field; and at least three to five years related experience; or equivalent combination of education and experience.

LANGUAGE SKILLS:

Ability to read analyze and interpret general business periodicals professional journals technical procedures or governmental regulations. Ability to write reports business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers employees members and the general public.

MATHEMATICAL SKILLS:

Ability to work with mathematical concepts such as probability and statistical inference and fundamentals of financial management. Ability to apply concepts such as fractions percentages ratios and proportions to practical situations involved in service delivery functions and practices.

REASONING ABILITY:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written oral diagram or schedule form.

CERTIFICATES LICENSES REGISTRATIONS:

A Notary Public certification may be required.

A Medallion Signature Guarantee certification may be required.

OTHER SKILLS and ABILITIES:

Ability to operate a personal computer including a full working knowledge and ability to utilize the following software programs:

• Spreadsheet
• Word-processing
• Software that might be applicable from time to time to the service delivery function of the credit union.
• Familiarity with credit union accounting standards and credit union industry terminology.

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 this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; use hands to finger handle or feel objects tools or controls; reach with hands and arms; climb or balance; and stoop kneel crouch or crawl.

The employee must occasionally lift and/or move up to 30 lbs. Specific vision abilities required by this job include close vision distance vision color vision peripheral vision depth perception and the ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Required Experience:

Manager