Branch Manager - Grand Junction
FUNCTION DESCRIPTION:
Responsible for leading all aspects of customer relationships delivered
through the branch. This encompasses retail, small business relationships,
and community business development. Responsible for branch profitability and
branch operations.
ORGANIZATIONAL RELATIONSHIPS:
Reports to: District Manager
Supervises: Indirectly, all Branch positions; Directly nonexempt staff.
Contacts: Credit union members, other credit union
branches/departments, credit union officials, auditors, vendors,
local community members and businesses and all internal staff.
Branch size: Typically this position manages branches in the lower tier of
transaction volume, deposits, loans, member households, earnings and
marketplace potential. Branches identified as "minor" branches.
QUALIFICATIONS/REQUIREMENTS:
Education: Bachelor's degree in Business/Finance or equivalent work
experience.
Experience:
Minimum of 3 years financial services
Minimum 1 year of leadership experience including the MIT program, opening
and closing duties, etc.
Skills:
Loan experience preferred
Strong interpersonal, sales, and relationship management skills
Strong written, verbal and communication skills
Ability to provide leadership and handle multiple priorities under time
constraints
Working knowledge of Microsoft Office desktop applications
Equipment: On -line computer terminal keyboard and visual monitor,
(CRT), calculator, copier, FAX, telephone, printer, ATM,
cash dispenser (CDR), alarms.
ESSENTIAL FUNCTIONS:
Provides a valuable and enjoyable experience to both internal customers and
members during interactions. Consistently suggests ways to improve the
member/customer experience through improved processes and technology.
Responsible for overall branch financial results, operations
effectiveness, productivity, and cost effectiveness.
Responsible for the data-gathering, research, development and
accomplishment of an annual branch marketing, business development, sales
and service plan.
Successfully develops and follows an annual operating plan and budget leading
to expense control, select purchasing and efficient property management.
Understand and communicate various types of loan and deposit products.
Manages the branch to achieve sales and growth goals, conducts weekly sales
sessions, performs periodic sales audits, coaches and develops sales staff.
Ensures goals are met for other business groups/partners that work with the
branch (investments, etc.)
Maintain key customer relationships, responsible for the branch meeting
service standards in all interactions.
Evaluates, develops, motivates and trains branch personnel, coaches
staff in sales and service activities.
Ensures branch staff has strong product and process knowledge. Manages human
resource issues: recruiting, hiring, training and performance issues, etc.
Accurately enter and complete transactions including loan applications in
computer systems.
Manages losses and other risk issues and ensures financial losses are within
acceptable guidelines.
Personally manages the largest, most profitable relationships at the
branch, as identified by profitability analysis.
Ensures branch effectiveness and adherence to all branch operations,
procedures, and compliance.
Understands and effectively implements all appropriate regulations.
Maintains thorough knowledge of lending process, Security and Fraud
procedures, and functions of all automated equipment. Serves as a
branch-wide source of knowledge on credit union operating procedures in order
to provide necessary support to branch staff.
Conducts on going analysis of branch activities, workflow and operations
with a specific strategy devised towards meeting corporate goals.
Recommends and helps develop and implement new policies and procedures.
Assists in defining and developing strategy needed to set or meet
organizational goals.
Regular and p nctual in person attendance.
Management retains the discretion to add to or change the duties of the
position at any time.
WORKING CONDITIONS:
May necessitate movement to other branches or departments.
Office environment.
Mobility throughout department.
Our company requires all employees who drive their personal or a company
vehicle in
the routine performance of their jobs to have a valid Driver's License. They
must also provide proof of valid insurance