Full Job Description
Summary:
Responsible for leading, developing and managing day-to-day branch operations to ensure safety and security, increase production, profitability, market share, and member satisfaction. Directs, supervises and coordinates the work of branch personnel to include assistant branch leaders, platform and tellers of a full service branch whose focus is lending, membership growth, training, employee development, business development, service and sales management. Responsible for the general supervision of daily activities of staff and implementation and adherence to branch policies, procedures and federal regulations.
Essential Duties & Responsibilities:
Operations and Risk Management:
• Manage operational, physical, human capital, reputational and business risk.
• Exercise leadership, authority and sound decision making to mitigate risk, protect member assets, and ensure the security of branch, personnel, members and their financial transactions.
• Implement and ensure compliance with regulatory guidelines, adherence to established policies and procedures, federal regulations and enforcement of dual control.
• Provide for accurate completion of daily branch settlement, cash management and maintenance of branch records, reports and statistics.
• Define and delegate authority, as appropriate to maintain efficiency of operations.
• Take necessary actions to ensure physical branch appearance meets standards.
• Responsible for reporting building safety or maintenance concerns.
• Evaluate quality of work produced and ensure timely error resolution, promoting risk mitigation and member satisfaction.
Culture and Leadership:
• Manage priorities through planning and execution to lead all aspects of branch performance.
• Create member loyalty through consultative interactions and solutions to help build wealth.
• Coordinate and lead the work of up to 15 direct reports engaged in providing efficient and courteous services comprised of opening new accounts, establishing business banking relationships, promoting products and services, performing day-to-day teller activities and conducting loan interviews and closings.
• Drive and prioritize employee experience by building a high performing team through the attraction, onboarding, coaching and development of branch team members.
• Embody APGFCU values by cultivating and supporting a safe and secure workplace.
• Provide direction to Assistant Branch Leader assigning and scheduling personnel to ensure efficient performance.
• Demonstrate commitment and interest to ensure employees achieve performance expectations through effective and ongoing performance management, performance appraisals, providing feedback specific to employee performance, recommending development actions and discipline, collaborating with Branch Operations leadership and Human Resources on employee relations matters, and adhering to credit union personnel, policies, and procedures.
• Implement plans to promote continuous learning for self and staff through various learning channels.
• Anticipate and identify causes for inadequate results and take corrective action.
• In collaboration with Regional Branch Leader or AVP Branch Strategy & Operations, develop annual branch budgets and ensure expenses remain in line within approved budgets.
• Actively identify areas for efficiencies and make contributions by sharing ideas; fostering an environment of continuous improvement.
• Communicate in a clear, concise and professional manner regardless of channel or audience, ensuring good employee and member relations.
• Communicate goals, operational changes and updates to staff as appropriate.
• Take timely action in response to member service concerns and escalations, working towards resolution to meet service satisfaction expectations.
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Member Experience and Sales:
• Lead, plan and implement a branded sales process in support of our mission of empowering members to build wealth.
• Optimize best practices through service and sales meetings, tracking, coaching and follow up.
• Enforce ethical sales practices through inspections, coaching, observations, and staff meetings.
• Grow branch profitability through member acquisition, loan and deposit growth.
• Coach consultative selling, maximizing all tools available and promoting daily service and sales activities.
• Coordinate efforts of entire branch to achieve assigned monthly goals.
• Provide coaching to members of staff to develop skills and experience by completing or facilitating observational coaching, recommendations for additional training, and inspection of work produced.
• Enforce established Performance Standards set for each position.
• Oversee the preparation and review of monthly standards tool with each branch employee.
Business Development:
• Develop and promote APGFCU through community involvement and business associations.
• Encouraged to actively serve on community associated boards or committees.
• Work with Business Development Directors to create awareness of APGFCU and promote membership growth.
• Participate in various outreach activities such as local APGFCU sponsored events and open enrollments.
• Support continued due diligence on business banking relationships.
Other: Perform other related duties as assigned or associated with the responsibility.
Additional: Responsible for completion of applicable training and compliance on federal regulations and APGFCU policies and procedures as related to the duties of this position (Bank Secrecy Act, Information Security as examples, if applicable).
Qualifications:
Leadership: Strong leadership, motivation and managerial skills. Must have a professional demeanor. Demonstrate integrity and ethical standards. Demonstrate understanding and application of effective selling strategies and techniques.
Education: Bachelor's degree in Business Administration, Management, Finance or other related field.
Equivalent experience may be substituted.
Experience: Minimum of 5 years of financial institution experience in branch operations management and demonstrated success in a quality service-oriented banking environment with substantial lending background.
Knowledge, Skills and Abilities: Team player who operates well in a dynamic, all hands-on deck environment. Well organized, with the ability to manage multiple tasks on tight deadlines with a great attention to detail. Strong problem solving, priority-setting and decision-making skills. Positive, resourceful, and flexible. Familiar with branch administrative procedures, business computer operation, verifying and documenting financial transactions. Requires supervisory, analysis, human relations, communications and organization skills.
Compensation: $74,000.00 - 125,800.00 Annual - Offers are based on experience and education.
APGFCU provides comprehensive benefits such as medical and dental (shared expense), vision, 401(k), life and disability insurance, flexible spending account, employee assistance program, referral program, educational assistance, holidays, annual leave and sick leave.
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 stand; walk; use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is frequently required to sit, stoop, kneel, or crouch. The employee must frequently lift and/or move up to 25 pounds and be capable of transporting related supplies and equipment. Specific vision abilities by this job include vision, distance vision, color vision, peripheral vision, depth perception and the ability to focus.
