We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!
Role Overview
Reports to Regional Director Branch Operations and is responsible for planning, directing, organizing and controlling the operational activities and staff of assigned branch to offer a full range of products and quality services to current and potential members. Ensures the application and compliance with established operating policies and procedures of the Credit Union. Reviews and approves loan applications within operating policies and procedures of the credit union guidelines. Formulates recommendations concerning policies and services for review.
How You'll Make an Impact
- Responsible for branch membership and lending growth through business development.
- Actively participate in community organizations to develop contacts and growth opportunities.
- Coordinates deposit, lending, and member service functions in accordance with Addition Financial policies, principles, and procedures.
- Develops plans and schedules for efficient utilization of employees, resulting in outstanding service delivery.
- Responsible for the cash vault and the cash flow of the branch, as well as daily and monthly balancing.
- Processes credit union loans, acts as source of information to members and staff.
- Attain branch goals in savings, lending, account relationships, transactions, profitability and cross sell ratios.
- Ensures that the branch image is favorable, reflecting a sound and secure financial institution.
- Provides a pleasant atmosphere for members, including privacy and confidentiality.
- Carries out supervisory responsibilities in accordance with Addition Financial policies and applicable laws.
- Evaluates work of employees and conducts performance appraisals.
- Recommends promotions, reassignments, hiring of new employees and related functions.
- Provides assistance to employees to ensure efficient and effective delivery of member services.
- Ability to write reports, business correspondence, effectively present information and respond to questions from managers, staff, members, and the general public.
- Able to effectively coach and motivate employees.
- Ability to work in a fast-paced, multi-task environment.
- Must be flexible and a strong team player.
- Adjust quickly to changing operational procedures and responsibilities.
Requirements
- Bachelor’s degree in business or pursuing related study preferred; plus 3-5 years financial management experience; or equivalent combination of education and experience.
- Excellent organization, prioritization, analytical, and problem-solving skills in order to effectively manage service center and attain goals set for service center.
- Extensive knowledge and understanding of Credit Union products, services, policies, and procedures, including mortgages, consumer loans and deposit products.
- Extensive knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities. This includes but is not limited to SAFE ACT and BSA/AML.
- Must exercise sound judgment and independent discretion in all areas of responsibility outlined above.
Please note, this job posting is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, and activities may change at any time.
Working With Us:
We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:
- 401k with profit sharing contribution
- Comprehensive medical, dental and vision coverage from leading insurance providers
- Continuing education and up to $5,000 in tuition assistance annually
- Generous vacation and sick pay
- Paid parental leave and volunteer time off
- Major holidays off including Federal holidays that many other industries don't observe
- Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts
At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member’s diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In®.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
