Branch Manager II

CapEd Credit UnionMeridian, ID
8d

About The Position

The Branch Manager II promotes member financial well-being through ensuring the branch team provides the ultimate member experience by monitoring the day-to-day operations of the department and guiding the team. This position collaborates with the Retail Team and the AVP of Retail Services on strategies for innovative products, services, and efficiencies to best meet the Credit Union's mission and business objectives.

Requirements

  • Three years to five years of similar or related experience.
  • Position requires excellent communication and interpersonal skills.
  • Must have experience using computers and MS Office software.
  • A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.

Responsibilities

  • Oversees the day-to-day operations of the branch location, monitoring daily functions and ensuring staff are making appropriate decisions and operating within established credit union policies, procedures and applicable regulations.
  • Oversees department training of current and new employees to ensure they are confident in job functions. Arranges needed training to overcome knowledge gaps and coordinates cross-department training.
  • Coaches and motivates team members to achieve department goals and objectives including sales, service, production, and efficiency goals.
  • Collaborates with multiple departments to prepare, review and submit standard reports, monitor performance errors, and review process and service efficiencies.
  • Communicates company information and collaborative efforts with staff.
  • Represents the branch as appropriate in its relationships with members, schools/groups, community events, suppliers, and other financial institutions.
  • Prospects and on-boards new consumer and business memberships.
  • Responsible for hiring, assessing performance, coaching and developing employees in adherence to HR policies and employment law. Ensures appropriate staffing and adherence to policy.
  • Identifies gaps, makes recommendations, and collaborates with the AVP of Retail Services on procedures, techniques, and standards to implement new and/or improved ideas with the purpose of increasing effectiveness, service levels , and productivity of the department.
  • Contributes to efficient Credit Union operations by performing other job-related duties as assigned.
  • Maintains knowledge of all Credit Union products, services, and promotions.
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