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Carthage Branch Manager

TruPartner Credit Union

November 3, 2022
Cincinnati, Ohio
POSITION PURPOSE

The Branch Manager is responsible for branch operations and branch compliance. They are responsible for managing, staffing, and scheduling all direct reports. The Branch Manager will provide direction and guidance to branch staff on operational/regulatory procedures. A primary focus of the role is to build, coach, develop, lead, and motivate a team that is capable of providing excellent member service in all interactions. This leadership position requires the ability to deal effectively with members and co-workers in person, by telephone, and in writing along with the ability to work in a fast paced environment and collaborate with other branches and departments.

ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assume responsibility for Branch operations and Branch Compliance.

Ensure that the branch operations are conducted in accordance with established policies, procedures, legal and regulatory requirements and are well coordinated with other departments. Provide guidance and direction to branch staff.
Ensure branch security. Respond to alarms originating at the branch and back up employees of other branches in responding to other branch alarms if necessary. Ensure that your staff receives initial and on-going training on security and robbery procedures.
Develop a thorough knowledge of credit union products and services. Solicit new deposit accounts by selling member appropriate products and services to meet member's financial needs. Meet those needs by opening accounts, solving problems and closing accounts according to established policies and procedures.
Process loan requests by interviewing members, analyzing applications, preparing and handling closings, processing documents and disbursing proceeds, as directed, according to established lending limits, policies, and procedures.
Ensure proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal.
Ensure branch procedures are written and kept up to date.
Ensure Credit Union's Brand Attributes and Service Standards are adhered to.
Build relationships by promoting a member focused branch and addressing member needs and issues promptly and effectively.
Manage and oversee branch expenses. Pursue cost-saving measures.
Keep management informed of area activities and of any significant problems. Provides suggestions and input for policy/procedure changes, improved member service, and/or greater account retention.
Participate in branch development in coordination with Business Development staff and Credit Union Management. Meet or exceed goals and objectives for the Branch consistent with the Strategic Business Plan and budget.
Fill in for Branch personnel and other Branch Managers as needed.
Effectively supervise area personnel, ensuring optimal performance.
Participate in recruiting, interviewing, hiring, training, developing, and coaching branch staff. Evaluate resumes, applications, and interviews resulting in good hiring decisions.
Coordinate, supervise, and effectively schedule the branch staff.
Actively coach, develop, motivate, and support branch employees so they can provide an exceptional member experience.
Ensure branch staff are well trained in all phases of their respective jobs. Ensure branch staff handles complaints through proper research, proposing solutions, and resolving problems according to established policies and procedures.
Conduct regular meetings with staff to inform, coach, and train. Discuss areas needing improvement and any changes in procedures. Schedule additional training opportunities as appropriate.
Track individual employee progress and conduct performance appraisals at least annually. Give ongoing feedback via 1:1 meetings and keep complete, accurate, and legal documentation concerning employee performance. Handle corrective actions or terminations according to established policies and procedures.
Contact: Tricia Metzner
Keywords: Manager
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