At OnPath Credit Union, we share a passion for delivering exceptional service.
Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success.
If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you!
Voted twelve years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer:
- Competitive Compensation
- Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan
- Paid Vacation, Wellness, Sick Time, and more!
Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are.
We are looking for a Branch Manager for our upcoming location in Lafayette! The salary range for this position is $58,920.89 to $73,651.12 based on skills and experience plus incentives. This position is classified as On-site.
Role:
As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our member’s and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve.
Scope:
The Branch Manager is responsible for overseeing the daily operations of the branch, ensuring exceptional customer service, and achieving business goals. This role involves managing staff, enhancing customer relationships, and driving sales and service excellence. The Branch Manager is a leader who fosters a positive and productive work environment, aligning branch activities with the credit union’s strategic goals.
The Branch Manager will assist employees and all appropriate internal credit union partners. Conducts daily business interactions and maintains constant alignment with OnPath’s mission, culture, and core values. Encourages others to act with mission, culture, and core values in mind always. Demonstrates initiative and sound judgment in the absence of specific direction from management. Ensures value through decision making that supports credit union goals and interests. Passionately displays a desire to build rapport and expand relationships with all members both internally and externally. Stays informed on OnPath’s products and services to provide the right recommendations to the right members at the right time. Promotes and maintains a positive image of the credit union to peers, members, and communities we serve.
Major Duties and Responsibilities:
- Provides leadership, guidance, and support to branch staff to ensure branch operates in alignment with the Credit Union’s strategic goals and objectives. Regularly conducts employee performance evaluations, set goals, and develops career development plans for branch staff to enhance their professional growth. Fosters a positive and inclusive work environment that promotes teamwork, accountability, and continuous development.
- Regularly analyzes branch performance to identify opportunities for improvement and growth.
- Collaborates with District Branch Manager to develop and implement strategies that drive the achievement of branch goals.
- Conducts required security meetings with staff to ensure compliance and safety. Opens and closes the building in accordance with set hours and tests security equipment quarterly.
- Ensures that branch staff consistently delivers a high level of service that meets or exceeds member expectations. Addresses and resolves member concerns promptly and satisfactorily, maintaining strong member relationships. Promotes and supports community involvement initiatives to enhance the Credit Union’s presence and reputation.
- Ensures that branch is in compliance with regulatory requirements and internal policies by conducting regular audits and assessments to identify and mitigate risks. Stays informed of changes in laws, regulations, and industry standards that may impact branch operations.
- Monitors and manages branch performance metrics, including sales, member service, and operational efficiency, to drive consistent results. Implements and maintains best practices to enhance and uphold excellence in member service.
- Orders currency according to policy.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge and Skills
Experience
2-5 years of similar or related experience, including preparatory experience
Education/Certifications/Licenses
High school education or GED
Interpersonal Skills
A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
Other Skills
Strong decision-making skills, and high emotional intelligence is required. Proficiency in conflict resolution and effective delegation is essential. Exceptional time management and communication skills are vital, along with a commitment to fostering creativity, mentoring team members, and driving continuous improvement. Adaptability, customer focus, financial acumen, are also necessary for success in this role.
ADA Requirements
Physical Requirements
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 sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that 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.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
