Summary:

The Branch Manager is responsible for efficiently supervising the daily operations of his/her business unit to ensure extraordinary member service in areas of account transactions, loan applications, loan turnaround, new accounts and problem solving within established guidelines and procedures. The Branch Manager I position is also charged with motivating and coaching the staff to achieve all branch goals. This position will also remain current on all laws, rules, and regulations including BSA and CIP programs.

Essential Duties and Responsibilities:

1. Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
2. Prepare, implement and supervise the budget for the branch that is consistent with overall strategic plan and budget of the Credit Union.
3. Responsible for implementing company policies and procedures in relation to teller and new account operations. Formulate recommendations concerning important policies and services for review. Remain current on all laws, rules, regulations, policies and procedures pertaining to loans, savings BSA and CIP programs
4. Recruit quality applicants, train and develop tellers and new accounts personnel to maintain proper member relations. Responsible for counseling, performance evaluations, and discipline of assigned employees.
5. Responsible for teller maintenance of required cash limitations, minimal branch and teller cash differences as well as limited teller and new account procedural errors. Monitor office activity, including number of transactions, volume, branch profitability, loan volume, loan turnaround, sales and new accounts.
6. Responsible for monthly alarm tests, audits and certifications to ensure minimal branch audit exceptions. Work with Internal Auditor and Risk Management to ensure compliance of controls.
7. Plan, organize and assign the daily workflow of the teller and new account area via lunch schedules, controlling absenteeism, pro-active problem resolution, etc.
8. Ensure acceptable Shoppers Survey scores are maintained or exceeded by monitoring the quality of member service and sales performance.
9. Review and approve loan applications within authorized limits and approval criteria.
10. Establish weekly staff meetings and product knowledge workshops.
11. Manage the security and safety of the branch with responsibility to analyze security and safety policies and procedures, and to alert all staff.
12. Perform other duties as may be assigned.

Position Requirements and Qualifications:

1. High School diploma or equivalent.
2. Minimum of three years supervisory experience in a financial institution.
3. Two years of experience working with savings and checking accounts with an emphasis in consumer lending.
4. Professional written and verbal communication skills including excellent grammar and telephone etiquette.
5. Ability to handle people and/or situations with tact, diplomacy, and professionalism.
6. Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
7. Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge.
8. Proficiency with Microsoft Office Products, on-line computer system, and 10 key adding machines.
9. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
10. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.