3951 - Branch Manager I - Lake Harbour - Ridgeland, MS - Keesler Federal Credit Union

Description

** Branch Manager I - Lake Harbour - Ridgeland, MS**

**Job Category****:** Branch Ops **Requisition Number****:** 3951I02010 Showing 1 location **Job Details**

**Description**

****BE EXTRAORDINARY AND JOIN THE KEESLER FEDERAL TEAM****

**Keesler Federal Credit Union team members enjoy competitive salaries and a wide range of benefits, some of which include:**

*Medical, dental, and vision insurance*

*Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses*

*Employee and Dependent Life Insurance*

*401(k) Retirement Plan with 100% match on the first 5% contributed by you*

*Paid Leave*

*Tuition Reimbursement*

*Short Term & Long Term Disability Benefits*

****Position: Branch Manager I****

**Department:** Retail Operations

**Reports To:** Director of Branch Operations U.S. Branches

**FLSA:** Exempt

**SUMMARY**

Under general supervision, but following established policies and procedures, is responsible for the efficient and effective management of the operation of a Level 1 branch (1-7 team members). The Branch Manager I may function as a Receptionist, Teller, Loan Officer, or Financial Counselor as needed or directed by the Director of Branch Operations. The key role of the Branch Manager I is to provide coaching to Assistant Branch Manager, Head Teller, and Loan Officers if they are direct reports. Also provides input to lobby and teller staff on the delivery of service and product sales efforts. Primarily responsible for ensruing all aspects of Credit Union Policies and Procedures are followed by branch team members. Uses The Member Advantage (TMA) Training, interacts with internal and external members by adapting to their behavioral styles and if applicable the AIDINC Process.

The Branch Manager I makes daily decisions as to work methods, work flow and member service, and implements decisions through their direct reports. This position is expected to show initiative in proactively addressing branch performance issues. The Branch Manager I resolves member complaints within the scope and authority of the position.

**SUPERVISORY RESPONSIBILITIES**

Oversees branch operations and supervises branch staff, including interviewing, selecting, training, and scheduling team members; coaching, counseling, and disciplining team members; evaluating performance; recommending team members for promotion, and transfer or termination.

Provides input as directed by the Assistant Vice President, in the development of branch business plans and preparing the branch budget.

**ESSENTIAL FUNCTIONS**

Responsible for ensuring that staff members conduct business in accordance with The Member Advantage (TMA) Training and that member interactions follow the AIDINC Process. Coaches to the TMA program and Behavior Style of the staff member as needed.

Develops work schedules, assigns duties, and approves or denies leave requests which are implemented through direct reports.

Supports branch operations by evaluating member requests that are exceptions to policy and providing overrides as is reasonable to service the membership.

Utilizes The Member Advantage AIDINC system to identify potential member service needs which can be met through the sale of credit union products and services.

Effectively uses the Synapsys CRM to create, monitor, and manage Sales and Referrals is required for consumer & business accounts.

Works to resolve members concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the Synapsys CRM to effectively track member concerns.

Ensures the maintenance of the ATM including balancing, servicing and cleaning, through direct reports.

Provides feedback on work performance and authors annual performance evaluations. Conducts counseling sessions as needed.

Ensures good communications between the branch staff and management, prepares required reports as needed.

Attends Community Functions and building SEG relationships within the community.

Supervises and has a working knowledge of payoffs, allotment forms, opening & closing new accounts, certificates of deposits, and individual retirement accounts, direct deposit forms, cross referencing correspondence to member account numbers, researching accounts, providing notary service, balancing daily work, accomplishing POD requirements on a timely basis, teller outages and is responsible for providing overrides as needed to service the membership.

Provides account information such as current balances, transaction history, dates & amounts of deposits and loan pay-offs (excluding business loans), only for the member account owner(s) for consumer & business accounts.

Ensures that new team members are thoroughly trained in all phases of their position and the branch is thoroughly staffed.

Ensures that all staff team members are informed of any changes to policies and procedures. Ensures that all team members are aware of all security memos or issues that arise in a timely manner. Develops, applies and evaluates policies and procedures for the branch.

Ensures that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies. Works with internal auditors to ensure compliance with internal controls.

Ensures the branch complies with internal controls by conducting monthly branch audits and reviews, maintaining Safety and Security Reports, and adhering to any procedure changes as instructed by Director of Branch Operations.

Responsible for the periodic teller cash, money orders, and travelers checks audits. Responsible for the security of the branch safe or vault.

Recommends revisions and alternatives to branch policies and procedures to the AVP of Branch Operations.

Ensures proper housekeeping is maintained. Is accountable for the overall appearance of the branch building, equipment and supplies.

Responsible for performance of weekly alarm checks. Manages the security and safety of the branch, with responsibility to analyze security and safety policies and procedures and to alert staff of any changes.

Serves members in a professional and caring manner to satisfy member needs. Investigates complaints and takes corrective action as needed. Responsible for the handling of ATM and Debit card disputes and fraud.

Monitors and ensures that all branch team members are assisting with the sales and marketing efforts to achieve the maximum level of member penetration for deposits, loans and income.

In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Effectively uses TMA skills to open new products and services for membership.

Using Opening Act and/or Symitar, opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit.

Uses Opening Act system and the AIDINC process to complete quality consumer & business loan applications over the phone or in person. The goal of the loan application interview is to meet member needs and minimize pending applications.

In the event of offsite external events (i.e. auto auctions, boat shows), manager may be granted temporary lending authority. Must effectively make sound loan decision within scope of lending authority.

Provides merchant referrals directly to the merchant for business accounts.

Responsible for relationship development with new business members which will include a follow up letter and phone call for all business accounts opened at the branch within established guidelines.

Leads, coaches and manages the functions of the Branch Sales staff.

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