Branch Manager III- Multi-Site - Empower Federal Credit Union
Syracuse, NY 13219
About the Job
Role: Accountable for achieving the sales, service, and operations goals of a level three branch with the expectation of delivering an exceptional member experience.
Essential Functions & Responsibilities:
25% Delivery of products and services to our members in a manner that adds member value and makes it easier to do business with us. Thorough knowledge and demonstrated ability to use all branch systems and equipment to perform all branch functions including BSR, MSR, FSR and Branch Supervisor functions. Work directly with members on escalated issues to insure they are satisfied. Ensure the branch achieves its sales and referral goals. Adhere to all daily processing guidelines and timeframes for fulfillment and servicing of branch-based account opening and transactions.
25% Actively engages with members to identify referral and sales opportunities across all business lines. Engages in relationship management activities in accordance with established corporate objectives and goals. Has working knowledge of both consumer and business loan applications and closes loans within established guidelines, loan policy and procedures and compliance regulations. Conducts sales and services calls to existing and potential members/SEGs to ensure existing member needs are met and to prospect new sales leads. Engages in Business/Community Development activities that continue to grow brand recognition along with membership while adding awareness as a valued community partner. 20% Responsible for building a talented and engaged team by direct management of branch staff. In collaboration with Human Resource and the Regional VP execute the Human Resources functions of branch staff including hiring and termination, creating development plans for all employees, conducting monthly one on one sessions, providing ongoing coaching on best practices, recognizing and monitoring individual and branch performance to set goals. Conduct at least monthly staff meeting. Effectively providing feedback to employees and addressing performance related issues of all direct reports. Responsible for communication to all employees in the branch.
15% Developing operational excellence with a focus on member service while also minimizing risk. Overall responsible for adherence to branch and credit union policy, procedure and compliance standards. Monitor key service and operational performance reports to ensure adherence to set standards. Keep informed of changes to policy and procedure and implement the changes at the branch. Collaborate with other departments to support their goals and the overall goals of the credit union.
10% Attend meetings and provide feedback to Regional VPs on front line activities to support the branch channel in operations, compliance, technical equipment needs, budgeting, and sales. Empower has identified and established role specific BSA compliance course training that will be assigned by role requirements through BVS and must be completed by the deadline specified.
5% Perform all other duties as assigned.
Performance Measurements: 1. See Dayforce for Performance Goals.
Knowledge and Skills:
Experience: Three years to five years of similar or related experience.
Education: A two-year college degree or completion of a specialized course of study at a business or trade school. NMLS Licensing required.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills 1. Ability to manage and maintain a high level of education and training for all branch staff. 2. Must have excellent verbal and written communications skills along with the ability to conduct employee training. 3. Must have working knowledge of spreadsheets and word processing software; must be able to use a PC and all types of general office equipment. 4. Strong decision-making / problem solving skills are required. 5. Ability to plan and organize multiple tasks and assignments.
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 the 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 required to sit for long periods at a time, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 35 pounds.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Knowledge, Skills and Abilities:
Experience Three years to five years of similar or related experience.
Education A two year college degree or completion of a specialized course of study at a business or trade school.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills 1. Ability to manage and maintain a high level of education and training for all branch staff. 2. Must have excellent verbal and written communications skills along with the ability to conduct employee training. 3. Must have working knowledge of spreadsheets and word processing software; must be able to use a PC and all types of general office equipment. 4. Professionalism in appearance, dress, and attitude a must. 5. Comply with all credit union/departmental training requirements. 6. Occasional travel is required. 7. Strong decision making / problem solving skills are required. 8. Ability to plan and organize multiple tasks and assignments. 9. Ability to lead and motivate staff of 10 or more employees.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the 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 required to sit and stand for long periods at a time, use hand to finger, handle, or feel, and to talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 60 pounds. The mental characteristics necessary to competently perform this job include the occasional need to be resourceful, perceptive and persuasive in solving problems, the frequent need to take initiative, and the continuous need to concentrate and exercise sound judgment and patience in dealing with members, employees, and vendors. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The normal office environment is free from discomfort due to temperature, dust, noise, etc. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.