Branch Manager - Over-The-Rhine Location - TruPartner Credit Union

Our OTR location has a rich history in the neighborhood. When banks pulled out, we stepped in to make sure everyone in the community has access to affordable, accessible banking. We are looking for a community leader who believes in the economic empowerment of all and will help us deliver on the credit union promise of "people helping people." See what Cincinnati magazine had to say about our leadership in OTR back in the day. (https://books.google.com/books?id=tusCAAAAMBAJ&lpg=PA29&ots=6n_18JofCX&dq=cincinnati%20central%20credit%20union%20over%20the%20rhine%20branch&pg=PA28#v=twopage&q&f=true) If you can continue that legacy, we want you on our team.

Leadership experience is a must. You will be leading your internal team of staff to deliver our products and services in the most friendly, efficient way. You will also need to be a leader in the community, making connections and spreading the word about the credit union's mission, vision, and values.

Financial institution experience is preferred, but we are willing to train the right person to help us serve our existing members and grow the OTR branch to realize its full potential.

Position Reports To: Director of Retail Operations

Positions Supervised: Branch Staff

POSITION PURPOSE

The Branch Manager is responsible for branch operations and branch compliance. They are responsible for managing, staffing, and scheduling all direct reports. The Branch Manager will provide direction and guidance to branch staff on operational/regulatory procedures. A primary focus of the role is to build, coach, develop, lead, and motivate a team that is capable of providing excellent member service in all interactions. This leadership position requires the ability to deal effectively with members and co-workers in person, by telephone, and in writing along with the ability to work in a fast paced environment and collaborate with other branches and departments.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Assume responsibility for Branch operations and Branch Compliance.
  • Ensure that the branch operations are conducted in accordance with established policies, procedures, legal and regulatory requirements and are well coordinated with other departments. Provide guidance and direction to branch staff.
  • Ensure branch security. Respond to alarms originating at the branch and back up employees of other branches in responding to other branch alarms if necessary. Ensure that your staff receives on-going training on security and robbery procedures.
  • Develop a thorough knowledge of credit union products and services. Solicit new deposit accounts by selling member appropriate products and services to meet member's financial needs. Meet those needs by opening accounts, solving problems and closing accounts according to established policies and procedures.
  • Process loan requests by interviewing members, analyzing applications, preparing and handling closings, processing documents and disbursing proceeds, as directed, according to established lending limits, policies, and procedures.
  • Ensure proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal.
  • Ensure branch procedures are written and kept up to date.
  • Ensure Credit Union's Brand Attributes and Service Standards are adhered to.
  • Build relationships by promoting a member focused branch and addressing member needs and issues promptly and effectively.
  • Manage and oversee branch expenses. Pursue cost-saving measures.
  • Keep management informed of area activities and of any significant problems. Provides suggestions and input for policy/procedure changes, improved member service, and/or greater account retention.
  • Participate in branch development in coordination with Business Development staff and Credit Union Management. Set goals and objectives for the Branch consistent with those of the Strategic Business Plan.
  • Fill in for Branch personnel and other Branch Managers as needed.
• Effectively supervise area personnel, ensuring optimal performance.
  • Participate in recruiting, interviewing, hiring, training, developing, and coaching branch staff. Evaluate resumes, applications, and interviews resulting in good hiring decisions.
  • Coordinate, supervise, and effectively schedule the branch staff.
  • Actively coach, develop, motivate, and support branch employees, so they can provide an exceptional member experience.
  • Ensure branch staff is well trained in all phases of their respective jobs. Ensure branch staff handles complaints through proper research, proposing solutions, and resolving problems according to established policies and procedures.
  • Conduct regular meeting with staff to inform, coach, and train. Discuss areas needing improvement and any changes in procedures. Schedule additional training opportunities as appropriate.
  • Track individual employee progress and conduct performance appraisals at least annually. Give ongoing feedback and keep complete, accurate, and legal documentation concerning employee performance. Handle corrective actions or terminations according to established policies and procedures.
• Assume responsibility for related duties as required or assigned.
  • Perform other job-related tasks as requested.