Mission: We help people improve their lives financially and support the communities we serve
Job Summary: Supervise, manage, coordinate and control Credit Union services and activities of the branch office.
All job positions at 7 17 Credit Union may be assigned further duties with or without notice, verbally or in writing. Essential duties and responsibilities include the following.
Train and coach branch personnel to develop the skills necessary to determine member financial needs and deepen relationships while ensuring the 7 17 CU brand promise as well as the selling value and ethics.
Provide motivation and tools to support the branch goals while monitoring and sharing individual and branch results in order to maintain a strong sales and service culture.
Conduct individual and group coaching sessions and sales huddles for the purpose of training and/or reviewing procedures, services or branch sales and service results.
Conduct individual employee annual reviews and employee trimester sales and service reviews. Perform the required observations per employee per year.
Assist with interviews for branch employee candidates when necessary.
Work regularly with VP Branch Operations, VP Corporate Sales and Retail Development Specialist to build a strong member financial relationship-building culture.
Schedule staff to ensure that members are serviced professionally, promptly, efficiently while using member service (teller transaction) and platform sign-in reports to determine appropriate number of employees.
Responsible for branch compliance with all Credit Union policies, procedures and prescribed controls including but not limited to loan application information and documentation, new account and account maintenance information and documentation, proper member identification, remaining within established branch and individual cash limits, enforcing all required dual control processes, etc.
Responsible for timely and accurate completion of criminal referral reports regarding suspicious activity and currency transaction reports
Visit businesses and organizations within the branch market to establish business relationship and raise 7 17 CU awareness within the community.
May be required to obtain consumer lending limits.
Ability to handle member complaints with fairness and consistency while maintaining the best interest of the CU membership and remaining within policies and procedures.
Responsible for submitting and remaining within approved yearly employee hours, office expense and furniture and equipment branch budgets and remaining within approved personnel and operating budgets.
Use discretion and good judgement when making decisions and making exceptions as authorized while maintaining consistency and fairness to all branch personnel and members.
Keep track of all branch employee attendance including but not limited to paid and unpaid time off, vacation, tardiness and leaves of absence using prescribed attendance control software.
Timely delivery of prescribed employee counseling and discipline as outlined in the 7 17 CU employee handbook and collective bargaining unit agreement including but not limited to tardiness, attendance, cash/check accuracy policy, member privacy, etc.
Development and onboarding during probationary period and evaluation process to determine likelihood for success of respective branch new employees as well as employees to new positions within the branch.
Responsible for the assignment and performance of audits of vault cash, cash drawers and cash dispensers, cash recyclers, ATM’s & PTM’s, Instant Issue Debit Cards, key and combination logs and any consignment items with the required compliant record keeping.
Responsible for branch office security and safety.
Submit recommendations for changes to Credit Union policies or procedures.
This position manages the following jobs: Branch Personnel
Confidentiality Requirements: Must keep members' transactions and other Credit Union business in strictest confidence.
Travel Demands: Must be able to travel as necessary.
High school diploma or equivalent
Bachelor’s degree in related field or significant experience
Must have a minimum of three years Credit Union or related financial experience.
Must have the ability to supervise and manage employees and be able to maintain an effective and efficient work schedule.
Required knowledge, skills and abilities once in the job:
1. Customer service attitude and skills to include:
Team player attitude, commitment, patience, enthusiasm, creativity,
listening, comprehension, initiative, cooperation, attention to detail,
2. Professionalism to include:
Confidence, good judgment, appropriate demeanor and appearance, ability to
interact with employees and members.
3. Skills to include:
Problem solving, decision making, time management, interpersonal communications, presentation and organization.
Certifications, licenses required once in the job: None.
Physical, Mental or Visual Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to: stand walk sit use hands to finger, handle, or feel objects, tools, or controls reach with hands and arms climb or balance stoop, kneel, crouch, or crawl talk or hear taste or smell.
This job regularly requires the employee to lift 1 to 10 pounds 1 time per day.
Specific vision abilities required by this job include close vision distance vision color vision peripheral vision depth perception the ability to adjust and focus.
Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
