Branch Manager-Floating bei Blackhawk Community Credit Union

Job Description

Floating Branch Manager

Job Classification: Full Time

FLSA Status: Exempt

Department: Retail Operations

Reports To: District Manager

Senior Leader: Chief Operating Officer

Job Overview

The Floating Branch Manager covers for Branch Manager absences by supervising the branch’s human, financial, and operational resources to achieve branch growth, member satisfaction, and promotes an environment that promotes financial discipline. Projects a professional image.

Major Tasks, Responsibilities and Key Accountabilities

• Supervises the daily workflow of a motivated branch team that provides exceptional service, makes sound decisions, and achieves member satisfaction through coaching, role-modeling, and holding staff accountable. Effectively delegates daily branch tasks to the Leads.

• Teaches branch staff to identify member opportunities for financial improvement, communicate recommendations, and provide support.

• Implements and maintains operational regulations, policies, procedures, and standards to maximize accuracy and efficiency.

• Takes responsibility for overall branch functionality and appearance, including safety and security. Works with Facilities Department to ensure safety and security at the branch, as needed.

• Actively attends meetings and training sessions to remain up to date and maintain knowledge of policies, regulations, procedures, products, and legal requirements, including but not limited to the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies and regulations. Follows processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA). Completes required, annual BSA training to ensure comprehension of Branch Manager responsibilities that apply to BSA, including:

o CIP (Customer Identification Program)

o CDD (Customer Due Diligence)

o Beneficial Owner Identification and Verification

o Prohibited Account Types

o CTRs (Currency Transaction Report)

o SARs (Suspicious Activity Report)

o OFAC (Office of Foreign Assets Control)

o Monetary Instruments

o Record Retention

• Makes decisions and follows policies and procedures for the safe keeping of credit union personnel, assets, and facilities.

• Demonstrates cooperative efforts in working with other departments while encouraging similar behavior from staff.

• Utilizes expert knowledge to take applications for memberships and consumer loans. Opens shares and closes loans following established underwriting criteria and lending policies and procedures. Educates members to use our products to improve their financial well-being and provides any ongoing correspondence. Accurately and efficiently prepares member documents.

• Demonstrates a work style that is consistent with BHCCU’s values and takes personal responsibility for own learning and development to support those values and the branch’s success.

• Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.

• Performs other duties as assigned, including filling in for any branch position.

QUALIFICATIONS and COMPETENCIES

EDUCATION and EXPERIENCE

• Bachelor’s Degree in a related field or an equivalent level of knowledge, skills and abilities typically acquired through work experience.

• Two years of previous experience as a supervisor or two years equivalent related management experience.

• Prior experience as a lead (vault) teller, member advisor (personal banker), and manager.

COMPETENCIES

• Ability to multitask. delegate, set deadlines, and prioritize.

• Pass the pre-employment screening and background check.

• Must possess strong interpersonal skills, maturity, and good judgment.

• Must possess well-developed skills in verbal and written communication.

• Role model of positive personal projection as demonstrated by professional appearance and attitude.

• Comfortable working in a complex, competitive, and rapidly changing environment.

• Ability to analyze and resolve situations independently.

OTHER (PHYSICAL, MENTAL, AND VISUAL SKILLS)

Physical Job Requirements

Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds).

• Ability to move about and communicate with a diverse membership and employee group.

• Ability to accomplish the described responsibilities using computers and technology.

• Ability to sit and/or stand for extended periods of time.

• Ability to work in a changing, challenging, and fast paced work environment.

• Variable stress levels.

• Provides own transportation.

• Occasional business travel.

Environmental Job Requirements

Typically located in a comfortable, quiet indoor area. There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights.

Blackhawk Community Credit Union is an Equal Employment Opportunity (EEO) employer. It is the policy of BHCCU to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.