Branch Manager
Company: Credit Union Texas
Location: Wylie
Posted on: June 22, 2022
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Job Description:
Branch Manager -Wylie TexasPosition Purpose and ObjectivesThe
primary purpose of the Store Leader is to develop a highly
effective team that consistently meets or exceeds sales and service
goals as defined by the strategic plan and core values for Credit
Union of Texas. The Store Leader is responsible for planning,
coordinating and managing of all credit union services and
activities of the Store. Additional duties include responsibility
for the daily maintenance, well-being and security of the physical
facility.Major Duties and Essential FunctionsDevelop each team
member through coaching and training to meet or exceed sales and
service standards.Review and evaluate reports of store activities,
including staffing, loans, deposits, overdrafts, charge-offs, and
audits to meet credit union performance objectives. Leverage
management tools to reports to analyze, identify and strategically
address trends.Meet with each team member regularly to review
performance and hold team member accountable to the sales and
service goals established by leadership.Lead sales training
meetings for store employees.Responsible for meeting or exceeding
store sales and service goals.Conduct annual performance
evaluations.Administer corrective action when necessary, including
termination, to hold team members accountable for their performance
and behavior.Identify exceptional talent through the credit union's
hiring process and makes recommendations for advancement, promotion
or other internal opportunities.Demonstrate enthusiastic support of
corporate mission, core values and long term objectives. Performs
job duties within our bylaws, regulations, Board of Directors
policies, established internal and external service standards and
our work procedures. This includes compliance with Bank Secrecy
Act/Anti-Money Laundering, Office of Foreign Assets Control and USA
Patriot Act as they apply to the duties of the position.Assign
and/or delegate daily work assignments to all store team
members.Accept responsibility for the overall security of the
store, including keys, combinations, documents, records and
negotiable items.Manage expenses within an approved budget, and
authorize the payment of store bills.Serve as Notary Public and
perform Signature Guarantee.Receive and respond to member
feedback.Work closely with Business Development to ensure growth
opportunities within the community.May perform other duties as
required to maintain credit union services and operations.Positions
directly supervised: Assistant Store Leader, Experience Expert,
Service Specialist and Member Engagement Specialist.Specific
knowledge, skills, and abilities required for this position:
Character built on integrity and sincerity; relatable.Effective
verbal communication and written communication skills.Tact and
diplomacy when communicating with internal and external
members.Must have the ability to multi-task and work under the
pressure of deadlines.Cognitive thinking, problem-solving skills
and sound decision-making.Excellent member-centric skills.Ability
to maintain an attitude of positivity, teamwork and cooperation
with internal members.Goal oriented and ability to stay on task in
a fast-paced environment.Ability to consistently coach and develop
team members.Basic mathematical skills as it relates to the
financial industry.Competence with computer programs, telephone,
10-key calculator and other office machinery.Education: Bachelor's
degree and/or equivalent experience and certifications.Experience:
Minimum 4-6 years related experience in financial institution
environment or equivalent preferred.Physical Activities and
Requirements of this PositionCATEGORYDESCRIPTIONFinger
DexterityUsing primarily just the fingers to make small movements
such as typing, picking up small objects, or pinching fingers
together.GraspingUsing fingers and palm on an
object.TalkingEspecially where one must frequently convey detailed
or important instructions or ideas accurately, loudly, or
quickly.Repetitive MotionsMovements frequently and regularly
required using the wrists, hands, and/or fingers.Average
HearingAble to hear average or normal conversations and receive
ordinary information.Average Visual AbilitiesAverage, ordinary,
visual acuity necessary to prepare or inspect documents or
products, or operate machinery. Sedentary WorkWhile performing the
duties of this job, the employee will frequently talk or hear, sit,
use hands to handle or feel, and reach with hands or arms. The
employee will occasionally, stand and walk, climb or balance, and
stoup, kneel, crouch, or crawl. The employee will occasionally lift
and move up to 10 pounds.Working Conditions of this
PositionDESCRIPTIONNone. No hazardous or significantly unpleasant
conditions.Mental Activities and Requirements of this
PositionReasoning Ability: The ability to use common sense or
logic.DetailedAbility to define problems, collect data, establish
facts, and draw valid conclusions. Ability to interpret an
extensive variety of technical instructions in mathematical or
diagram form and deal with several abstract and concrete
variables.Mathematical Ability: The level of ability required to
perform math skills and operations.BasicAbility to calculate
figures and amounts such as discounts, interest, commissions,
proportions, percentages, area, circumference, and volume. Ability
to apply concepts of basic algebra and geometry.Language Ability:
The level of ability required to communicate and understand written
and oral language.TypicalAbility to read, analyze and interpret
general business periodicals, professional journals, technical
procedures, or governmental regulations. Ability to write reports,
business correspondence, and procedure manuals. Ability to
effectively present information and respond to questions from
management, members, vendors and other employees in the
organization.
Keywords: Credit Union Texas, Wylie , Branch Manager, Executive , Wylie, Texas
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