Senior Branch Supervisor

Primary Function:

The Senior Branch Supervisor is actively involved in the day-to-day activities of all Credit Union branches, ensuring a high level of quality service to members and accuracy in transactions. The Senior Branch Supervisor will guide the branches in account transactions, loan applications, and new accounts and will resolve complex problems. The Senior Branch Supervisor will plan, oversee, and coordinate staff schedules among the branches and work activities for assigned personnel to ensure the highest level of quality service. Handles all member transactions with complete discretion and confidentiality. Performs all managerial responsibilities as assigned within the areas supervised, pursuant to Article XXII of the Collective Bargaining Unit Agreement.

1. Supervises daily activities of staff for the branches and ensures proper coverage to provide a consistent high level of member service in each branch.
2. Supports the Manager in providing direction, guidance, and training on branch and regulatory procedures. Researches problems and resolves discrepancies for employees and members on complex issues.
3. Assists staff in the main office with non-routine transactions, balancing issues, or difficult member relationships.
4. Maintains communications with the membership relative to account inquiries, questions, or concerns.
5. Ensures member problems are resolved in an efficient, accurate, and timely manner.
6. Ensures compliance with branch and regulatory procedures; and completes routine audits to ensure compliance with established policies/procedures and federal/state regulations. Remains current on any regulatory changes.
7. Assists in branch opening and closing.
8. In absence of the Branch Manager, makes branch decisions consistent with the Credit Union's policies and procedures.
9. Attends training sessions upon request.
10. Prepares and initiates training and cross-training of staff, ensuring that staff is trained on all products and services as well as external rules and regulations.
11. Ensures that the staff is up-to-date on safety and security procedures, including robbery procedures.
12. Actively participates in and provides input on employee personnel actions including promotions, disciplinary processes, and/or terminations.
13. Provides input and participates in annual performance reviews and performance objectives for direct reports.
14. Participates in the interview and hiring process of new employees.
15. Conducts monthly staff meetings to apprise staff of new/revised policies and procedures, marketing promotions, new regulations; and promotes staff interest in all credit union activities.
16. Performs supervisory duties and special assignments within the organization as directed.
17. Ability to travel from one branch to another with as much notice as possible;
18. Assists the Branch Manager in managing all functions of the branch.
19. Adheres to the anti-money laundering policy and the Bank Secrecy laws.
20. Assumes other duties as new products, services, or technology are introduced.

Note: The above is a description of the ordinary and essential duties of the position. Other duties both related and unrelated to the above may be assigned and therefore required.

Knowledge, Skills, and Experience Required:

1. Professional and pleasant interpersonal and communication skills are essential for servicing Credit Union members and projecting a positive image as representative for the Credit Union.
2. Work requires extensive knowledge of all credit union products and services including all loan products. Requires extensive knowledge of credit policies as well as external rules and regulations, including BSA. Requires extensive knowledge of robbery and security procedures.
3. Associate Degree in Business Administration, Finance, or related field, or the equivalent combination of education and experience is required. Proficiency with computer software applications is required.
4. A minimum of four years of experience in a member services department or branch office of a credit union or financial institution is required. Supervisory experience is preferred.
5. Position requires the: ability to read, analyze, and interpret financial reports, procedures, legal documents and external regulations; ability to respond professionally to varied inquiries or complaints from members; ability to direct subordinates; and ability to effectively communicate, negotiate, and present information to a wide range of audiences including senior management.
6. Intermediate mathematical skill required (adding, subtracting, multiplying, dividing, percentages, interest) are required.
7. Position requires the ability to travel from branch to branch.

Disclaimer:

The above information on this position has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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Employee's Signature Date

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Manager's Signature Date