JOB SUMMARY
Provide leadership and direction to branch staff by fostering employee development through comprehensive training, performance coaching, regular evaluations, motivational strategies, and goal-setting initiatives.
ESSENTIAL FUNCTIONS
May include any and/or all of the following:
- Oversee daily branch operations, ensuring adherence to organizational standards, regulatory compliance, and the consistent delivery of exceptional member service.
- Align branch objectives with strategic organizational goals, with a focus on membership growth, deposit acquisition, and loan portfolio expansion.
- Design and implement actionable plans to achieve established branch performance targets.
- Submit annual capital budget proposals and manage branch-controlled expenses (e.g., overtime) to maintain fiscal responsibility and cost efficiency.
- Maintain effective vendor relationships to support operational needs of the branch, including oversight of vendor performance, contract compliance, and service-level agreements.
- Oversee branch participation in CO-OP Shared Branching, ensuring system connectivity, regulatory compliance, staff adherence to participation guidelines, and maintaining strong relationships with network partners.
- Build and sustain positive relationships with local law enforcement.
- Prepare and analyze daily and monthly operational reports; lead regular departmental meetings to ensure alignment and communication.
- Provide member service support as needed to ensure seamless service delivery.
- Oversee daily ITM operations, ensuring consistent service delivery, system uptime, and member satisfaction. Collaborate with the ITM Department to troubleshoot issues and implement enhancements.
- Provide oversight of ITM staff responsible for operational reporting, including CD quality checks; ensure reports are accurate, timely, and aligned with quality control standards.
- Support ITM expansion initiatives, including planning, compliance, implementation, and staff training for new ITM deployments across branch locations.
- Oversee the safe deposit area, ensuring secure access, accurate recordkeeping, and compliance with applicable procedures; manage and support employees assigned to the tasks of safe deposit operations.
- Ensure compliance with Federal Reserve requirements by serving as or supporting End User Authorization Contacts (EUACs) for system access, including credential management.
- Lead branch-level implementation and support of Real-Time Payments (RTP) systems; monitor transaction activity, resolve escalations, and ensure staff and member education on RTP capabilities.
- Assist senior leadership with special projects and organizational initiatives.
- Represent the organization at community events to enhance visibility and engagement.
- Manage staff scheduling to ensure optimal coverage and operational continuity.
- Coordinate workflow with other departments such as Consumer Lending, Mortgage Lending, Contact Center, Business Services, and Credit Resolutions.
- Develop, maintain, and update branch procedures to ensure operational consistency and compliance.
- May include flexibility in travel required to assist with ITMS deployments and support new branch openings, including on-site system setup, staff coordination, and ensuring operational readiness.
- Perform additional duties and responsibilities as assigned.
KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS
- Knowledge of:
- Modern office equipment
- Credit Union operations, procedures, products, services, philosophies, practices, and systems
- Technology and various software programs
- Ability to:
- Speak with confidence and ability
- Strategic thinking and planning capability
- Develop, motivate, guide, and evaluate staff
- Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
- Self direct with the initiative and drive necessary to activate a project from conception through completion
- Organize and prioritize in order to meet deadlines
- Solve practical problems and deal with variables in situations
- Write reports and correspondence and to speak effectively before members and employees
- Maintain confidentiality and professionalism
- Skill in:
- Excellent communication and interpersonal skills to effectively work with members and co-employees
- Strong attention to detail and analytical skills
- Interpersonal and human relations
- Making effective and timely decisions
- Effectively operate the various software applications required for branch operations
QUALIFICATIONS
Critical Development Experiences:
Pursue opportunities for professional growth and development through training, education and self-study
Successfully complete all applicable compliance training and testing
Education and experience equivalent to:
Five to eight years of similar or related experience, including preparatory experience
A high school degree or equivalent.
REQUIREMENTS
Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.
Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.
This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.
Equal Opportunity Employer/Veterans/Disabled
Truity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 918.336.7662 or [email protected] for assistance. You may also contact us at that same number and email, if you would like to see a copy of our Affirmative Action Plan.
