[Hiring] Branch Supervisor/Assistant Branch Manager @SAFE Credit Union

Role Description

Branch Supervisor:

Responsible for providing internal and external clients with quality service. Actively performs as a leadership team member in developing the branch staff’s capacity for meeting sales and service objectives, standards, and goals. Provides members with appropriate Credit Union products and services. Ensures that staff members provide continuous quality service to all Credit Union members. Supports and assures compliance with Credit Union policies and procedures. Directly supervises branch employees, carrying out supervisory responsibilities in accordance with the organization's policies and applicable laws.

Essential Functions and Basic Duties:

• Develop and maintain positive member and staff relationships.
• Ensure that staff members are providing consultative member service.
• Conduct member profiling methodology to determine member needs.
• Confer with members on various products and services to meet their needs.
• Open accounts, accept loan applications, and conduct loan closings.
• Act as a bridge between members and departments to promote and enhance new and existing relationships.
• Resolve errors and member complaints.
• Initiate sales-and-service activities.
• Assist in achievement of branch sales and service goals.
• Convert sales strategies provided by leadership into tactical, implemented daily actions.
• Develop and maintain a proactive book of business.
• Track and assess results of subordinates.
• Perform operational duties.
• Responsible for the balancing functions of the branch and the Service Representatives.
• Maintain files and complete regulatory reports.
• Conduct staff meetings on operational and regulatory matters.
• Perform branch audit functions.
• Monitor and perform overrides and check approvals for team.
• Manage the branch’s cash and negotiable items, within approved limits.
• Perform duties of a Service Representative, as needed.
• Conduct training programs on product knowledge, sales and service techniques, and security procedures.
• Review and monitor training progress for staff members.
• Train and develop subordinates to reach their full potential.
• Participate in community activities on a voluntary basis.
• Review and approve attendance reports and timecards.
• Prepare memos and correspondence.
• Complete and transmit timely sales referral and tracking reports.
• Establish schedules and develop work assignments.
• Conduct monthly and annual staff performance reviews.
• Implement emergency procedures, when necessary.
• Other duties, as assigned.

Assistant Branch Manager:

The Assistant Branch Manager, under the leadership of the Branch Manager, is responsible for providing internal and external clients with quality service. Exercises management responsibility for the team in meeting the Credit Union’s administrative, operational, and sales-and-service objectives.

Essential Functions and Basic Duties:

• Initiate sales-and-service activities.
• Participate in setting and communicating branch sales and service goals.
• Refer members to other areas of the Credit Union for assistance.
• Assist in the development and carrying out of branch sale and service programs.
• Convert strategies into tactical, executable, and obtainable daily actions for branch staff.
• Implement and monitor the process of member and non-member contact.
• Track and assess results of all sales campaigns.
• Ensure all staff members are providing consultative member sales and service.
• Conduct member interviews to determine member needs.
• Open accounts, accept loan applications, and conduct loan closings, as needed.
• Promote and enhance new and existing member relationships.
• Resolve errors and member complaints.
• Establish branch and individual performance plans.
• Develop and maintain positive member and staff relationships.
• Responsible for the balancing functions of the branch.
• Conduct staff meetings on operational and regulatory matters.
• Perform branch audit functions.
• Manage the branch’s cash and negotiable items, within approved limits.
• Participate in training and development.
• Review and monitor the ongoing training progress of staff members.
• Cross-train and encourage coworkers and subordinates.
• Participate in community activities and events.
• Review and approve attendance reports and timecards.
• Prepare memos and correspondence.
• Complete and transmit timely sales referral and tracking reports.
• Assign responsibilities and accountabilities to appropriate individuals.
• Conduct management staff meetings.
• Conduct weekly and/or monthly staff performance reviews.
• Implement emergency procedures, when necessary.
• Complete other duties, as assigned.

Qualifications

• Bachelor's degree from four-year college or university; or one to two years of related experience and/or training; or equivalent combination of education and experience.
• Four-year college degree or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience.

Requirements

• Effective communication skills.
• Ability to function in a team environment; proven team player.
• Capacity to organize, supervise, and delegate effectively.
• Ability to motivate self and others.
• Ability to make decisions and assume responsibility for them.
• Ability to manage time effectively.

Benefits

• Full medical, vision, dental, 401k matching, HSA, and FSA.
• Professional Development Opportunities: Offering training programs, workshops, and mentorship.
• Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
• Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
• Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
• Career Growth: Clear paths for career advancement and internal promotions.
• Work-Life Balance: Encouraging a healthy balance between professional and personal life.
• Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
• Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
• Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
• Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
• Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.