About this role
Job Summary : The Branch Manager - Bilingual strikes the balance between placing the member at the center of all we do, while acting in the best interest of the membership. The Manager mentors and develops their staff to deliver the valued service behaviors that build deep connections and loyal relationships with the members. The Manager owns and sets the standard for the execution of our Creed - We are here to serve our members; without them we would not exist. The Manager utilizes the Core Beliefs to filter day-to-day operations to bring the Credit Union Dream to fulfillment - To be the best financial partner for our members by delivering unparalleled, enhanced member value. The Branch Manager leads the operation of a Credit Union branch, ensuring the branch meets organizational, financial, operational, service, and growth plans. The Branch Manager hires, motivates, develops, and directs staff to achieve optimal branch growth.
Essential Functions & Responsibilities :
- Utilizes Credit Union tools to improve or reinforce behaviors that result in improved member service.
- Assists members with opening and closing accounts and safe deposit boxes; answers questions about products and services; and resolves problems promptly that are within authority.
- Interviews potential employees to fulfill staffing needs. Hires, motivates, develops and directs staff to achieve optimal branch growth. Evaluates employee performance and recommends promotions, transfers, and salary adjustments.
- Processes and closes consumer loans and credit cards for members, complying with all underwriting requirements.
- Develops and mentors Assistant Branch Managers and Head Tellers to prepare them to assume a leadership role in the branch.
- Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; sells money orders and cashier checks to members; transfers amounts form member accounts as directed.
- Creates, monitors, and manages the branch budget and accounts for any variance.
- Participates in community clubs or Chamber events to promote Credit Union awareness to the public at large.
- Conducts monthly security audits, surprise vault audits, and weekly currency machine replenishment.
- Ensures appropriate records are maintained and required reports are prepared to include budget, scheduling, and audit requirements.
- Conducts staff meetings and training; schedules staff and reviews daily timesheets.
- Maintains member service standards and responds accordingly.
- Performs other job-related duties as assigned.
Experience:
- Minimum 3 years of customer service experience. Required
- Minimum 1 year of financial services experience. Required
- Minimum 1 year of employee management experience. Required
Education:
- Associate's degree in Business, Financial Management, or in a related field, or an equivalent combination of education, relevant work experience, or military experience. Required
Other Skills Required:
- Bilingual Spanish-speaking required. Must be able to read, write, and speak English and Spanish fluently, including translating for members as needed.
- Must be proficient in Word, Excel, and PowerPoint, with the ability to give presentations to medium to large-sized groups.
- Must have the ability to coach, mentor, and build consistent behavioral skills in staff and leaders for performance and execute disciplinary action if needed.