In this position, the expectation of the Branch Manager I is to think and act like a Business Owner making decisions to improve the member experience and increase revenue to the branch and Partners Federal Credit Union. The Branch Manager I will be responsible for leading and managing multiple branches within a designated regional area. This role involves overseeing branch operations, driving up performance, and ensuring the alignment of each branch with organizational goals. The Branch Manager I will work closely with branch managers and staff across the region to foster collaboration, consistency and service delivery, and achievement and key performance indicators. Responsible for directing and administering the sales, service, and operational efforts of the branch. Ensures that established policies and procedures are followed. Oversees a full range of products and services to Members and prospective Members. Ensures that Members are promptly and professionally served. Trains, directs, and supervises branch employees. Responsible for attainment of production goals and operating budget.
Essential Responsibilities:
Develops and Implements Sales Strategies, Manages the Branch Sales Team, and Ensures Achievement of Sales Targets
Ensures Delivery of High-Quality Member Service in All Aspects of Sales and Operational Activities
Tracks and Assesses Sales Performance, Communicating Results to Employees
5. Supports Retail Branch Sales Goals by Personally Demonstrating the Selling of Financial Products and Services
Enhances Branch Effectiveness Through Policy Suggestions, Security Management, and Cross-Selling Credit Union Services.
Manages Branch Financials, Including Controllable Expenses, and Ensures Budget Goals are Met
Oversees Branch Audits, Coordinates with Accounting and Loan Functions, and Seeks Continuous Operational Improvement.
Maintains Effective, Professional Business Relations with Members, Promptly Resolving Requests, Questions, and Complaints
Implements Policy and Procedural Changes Within the Branch and Oversees Branch Functions Effectively
Manages Telemarketing Activities for the Branch, Including Identifying Lists, Scheduling Employees, Summarizing, and Reporting Results
Additional Responsibilities:
1. Fills in and performs duties in branch positions as needed.
2. Attends assigned training sessions and stays current on new operational procedures.
3. Knowledgeable of the branch’s members, demographics, channel usage, trends, and uses data to shift member behaviors
KNOWLEDGE & SKILLS
Minimum Education Required to Perform Job: High School Diploma or GED
Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 5 to 7 years
Specific Experience Required:
Other Measurable Abilities Required:
• Leadership - Demonstrates leadership through skillful and effective written and oral communication. Undertakes continuous self-development of both functional and leadership skills.
• Solid interpersonal, decision making and supervisory abilities.
• Excellent oral and written communication skills
This role has extensive contact with all PFCU departments as resources to assist in resolving Member issues. Daily contact with Branch Leadership is required to communicate on the branch’s performance. Periodic contact with the California Credit Union League and the Florida Credit Union League is necessary for research and validation of laws and regulations.
This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions.
This position requires the ability to:
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