Branch Manager, San Pedro/Marble, Bilingual Preferred at Rio Grande Credit Union in Albuquerque, New Mexico

Job Description:

Job Title: Branch Manager

Department: Sales and Service

Reports To: Assistant Vice President of Branch Administration

FLSA Status: Exempt

Grade: 11

Summary

This position is responsible for implementing a strong sales and service environment that will foster long-term financial relationships with our membership. This includes training, coaching, motivating and supporting branch staff to provide excellent member service.

Essential Duties and Responsibilities include the following. Other duties may be assigned. Include the following. Other duties may be assigned. This job description in no way implies that the duties listed here are the only ones that the employee can be required to perform. The employee is expected to perform other tasks, duties and trainings as dictated by their supervisors.

• Adhere to Service Standards.
• Responsible for the direct supervision, training, development, and performance of branch staff.
• Assist members to resolve account problems.
• Promote and cross-sell products and services as appropriate to member requirements.
• Monitor and analyze branch staffing and quality of service, including transaction volume, errors, and member wait time. Uses this information to make appropriate staffing recommendations.
• Review and recommend revisions as needed in the procedures used with the branch.
• Monitor internal and external member service to ensure excellent member service is provided
• Conduct yourself as an entrepreneur of “your” branch; be proactive, visible and have a passion for sales and service.
• Assure high quality service and delivery by fostering an environment that attracts and retains a competent workforce.
• Responsible for creating a strong team of successful employees through training, evaluation, mentoring, coaching, and discipline.
• Follow procedures and underwriting standards to control the quality of the consumer loan policies and procedures.
• Understand and adhere to Credit Union policies and applicable and compliance as it applies to member service and loans.
• Develop and maintain EG (employee groups) contacts that result in membership opportunities, orientation and enhanced member relationships.
• Maintain ongoing credit union prescribed and self-directed personal financial services education training.
• Maintain proficient use of all Credit Union CRM software in order to enhance sales, service and productivity.
• Perform routine audits on teller line to include, but not limited to: Assistant Branch Manager cash drawer, dispensers/recyclers, and branch cash vault.
• Review and develop branch strategic plans in relation to the overall goals of the Credit Union. Responsible for achieving all branch goals as directed by management.
• Implement the Credit Union’s products and services with a set of approved procedures.
• Implements all Credit Union procedures to ensure the branch is maintaining proper internal control.
• Conduct interviewing process, decides on new hires, scheduling, training, delegating assignments and documenting and evaluating performance of subordinates.
• Participate in community outreach as assigned.
• Assist in any other area as directed by the AVP of Branch Administration and/or President/CEO.
• Accurately identify all members using RGCU approved types of identification for all transactions.
• Completely and accurately obtain and input all CIP information for new accounts.
• Properly update all necessary CIP information in the core processor for prime and joint members and customers on all accounts for all transactions.
• Completely and accurately fill out CTRs for RGCU members or customers and Shared Branching guest members.
• Accurately perform OFAC during transactions such as but not limited to: opening new accounts; adding individuals to an account or shares; producing cashier’s checks or money orders; initiating wires, etc.
• Ensure that all accounts, loans, and transactions are reviewed for the appropriate red flags.
• Report all suspicious activity to the Risk Management department via the compliance group email

Supervisory Responsibilities

Manages Assistant Branch Manger who supervises a total of 2 to 12 employees. Is responsible for the overall direction, coordinator, and evaluations of this employee. Also, directly supervises 4 to 5 non-supervisory employees. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable lows. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems; processing timecards; creating and managing schedules.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Management Effectiveness - Delegates, then supervises performance. Maintains professional composure under trying/difficult situations. Utilizes personal time effectively. Shows personal organization in filing and record keeping.

Performance Management - Holding self accountable for all sales goals set forth by credit union.

Personal Management - Demonstrate initiative, willingness to learn, integrity and accountability in the work environment.

Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals and complies with all Federal and State compliance policies.

Qualifications

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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Experience- 2 to 5 years related experience.

Education- 4-year college degree or specialized course of study OR 5 years related 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 such as Standard Operating Manuals (SOPs). Ability to effectively present information and respond to questions from groups of managers, clients, members, and the general public.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, amortizations, proportions, percentages, cash flow, net present values, and depreciation. Ability to apply concepts of basic algebra and arithmetic.

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.

Computer Skills

To perform this job successfully, an individual should have knowledge Symitar's; Microsoft Excel Spreadsheet software and Microsoft Word Processing software.

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 accommodations 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 sit and use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms and talk or hear. The employee must frequently lift and/or move up to 25 pounds.

Work Environment

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

The noise level in the work environment is usually noisy.

PI250032154