SUMMARY
In accordance with established policies and procedures, the Floating Branch Manager is responsible for the safe, secure, efficient, and effective management of the Branch Offices and coaches the branch office staff in providing quality service to members in areas of account transactions, loan applications, new accounts, and solving problems. The Floating Branch Manager is also responsible for the profitability of the Branch Offices by promoting Credit Union Services through visits to local businesses, attending community functions and other networking functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Responsible for branch staff meeting their individual and collective sales goals. Provides regular coaching to ensure that all personnel are demonstrating sales-driving behaviors and enlists the assistance of the Training department when necessary.
- Responsible for contributing to the assigned branch meeting its quarterly loan goals.
- Performs member service functions and exercises discretion and independent judgment in problem solving member service issues.
- Represents the branches by attending Business after Hours and other networking and community events.
- Supervises, assists in training, and directs staff personnel at covering location.
- Conducts performance reviews, performance improvement plans, and makes suggestions for further actions.
- Ensures branch is open and ready to conduct business each business day. Requests maintenance when needed and ensures that overall branch appearance is professional and welcoming to members.
- Performs lending functions by; interviewing, processing, closing, underwriting member loan applications and ensuring that loan files meet quality control guidelines.
- Delegates various operational duties to the Head Teller or Tellers but assumes overall administrative responsibility for operating the branch.
- Ensures that all security procedures are followed and that all surveillance and alarm systems are fully utilized and maintained.
- Performs a variety of account maintenance functions including error corrections and adjustments.
- Ensures that the branch balances all transactions at the close of each business day.
- Helps tellers to resolve balancing problems and authorizes over/short adjustments.
- Maintains a full understanding of the branches goals and where they stand.
- Acts in the capacity of Branch Manager is the various branch locations based on the scheduling needs.
- Exercises intermediary control over assigned personnel. Responsible for such things as interpreting and applying directions originating at a higher level, scheduling and assigning work, devising or changing methods, prepares and conducts performance appraisals.
Requirements
Qualifications
- Associate's degree (A. A.) or equivalent from two-year college or technical school; or three to five years related experience and/or training.
- Minimum if two years supervisory experience or equivalent combination of education and experience.
- Ability to work well on teams and independently while keeping internal and external service top of mind.
- Ability to interpret a variety of instructions furnished in written, oral or schedule form.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Essential computer or other knowledge including a thorough knowledge of lending policies and procedures, and the ability to make sound, intelligent underwriting decisions based on an understanding of lending policies and procedures.
- Considerable discretion, resourcefulness, and persuasiveness is required to achieve desired objectives.
Salary Description
$42,958.50-$64,447.50