Branch Manager I bei Tyndall Federal Credit Union

Description

Role:

• Directs the operations of a small sized credit union facility usually 5 or less employees, ensuring the branch meets organizational, financial, operational, service, and growth plans. Has limited lending authority.

Essential Functions & Responsibilities:

• Oversees the day-to-day operation of the branch within the credit unions' policies/procedures; puts into place, monitors, and manages actions which will result in the credit union achieving its strategic objective; train, coaches, mentors and takes corrective actions where required. Uses critical thinking skills to evaluate risks, evolving circumstances, and member/team needs to make sound, informed decisions that align with organizational goals. 
• Creates budget and operating expenses on an annual basis. Meets or exceeds annual budgeted operating and growth plan for the branch. Maintains and improves the financial stability of the branch. 
• Directs, develops, trains, motivates, hires and disciplines branch personnel; administers performance evaluations and recommends appropriate personnel actions; inspires, mentors and monitors staff to achieve the sales and service levels of the credit union. 
• Assists with the business development in the community fostering relationships that contribute to the overall growth of the branch and Credit Union as a whole. Support the Member Care Center during periods of high call volume or staffing needs by assisting with incoming member phone calls, ensuring consistent service quality across all channels 
• Maintains communications with main office; prepares and submits standard reports; attends scheduled management meetings. Continuously identifies opportunities to improve workflows and enhance the member experience. 
• Represents the branch as appropriate in its relationships with members, the community, sponsor organization(s), suppliers, other financial institutions, and similar groups.
• Ensure compliance with all regulatory programs including but not limited to the Bank Secrecy Act, Office of Foreign Asset Control Program and Customer Identification Program. Assists other department personnel and performs other duties as assigned. Remote employees must adhere to their agreed-upon work schedule from a secure location, participating in virtual meetings, video conferences/other communications, and maintaining regular, responsive communication during working hours. 

Performance Measurements:

1. Meets or exceeds annual budgeted operating expenses.
2. Maintain and develop a qualified staff sufficient to meet the needs of members.
3. Keep management informed regarding key operating issues affecting the branch.
4. Provide friendly, professional and accurate service and support to all members and associates.
5. Complete performance reviews within the prescribed time frame.
6. Develop and maintain business partner relationships with the community and area schools.
7. Completes required BSA/AML training with a passing grade of 80% or higher. Accurately completes CTRs and SARs within required timeframe. Accurately completes Monetary Instrument Logs for the cash purchase of Cashiers Checks, Money Orders, and Travelers Checks as needed. Completes required Customer Identification and Red Flags Program requirements to include documentation of discrepancy resolution as needed.
8. Must pass registration based on the SAFE Act requirements or already be registered.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Requirements

Experience:

• Three years to five years of similar or related experience.

Education:

• (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).

Interpersonal Skills:

• Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills:

• Demonstrated leadership ability with a proven record of motivating and developing high-performing teams, combined with excellent communication and interpersonal skills that foster collaboration among staff and members. Skilled in community engagement and relationship building with local organizations, effectively representing the credit union at community events. Committed to promoting a positive organizational culture that reflects the credit union's mission and values while identifying community needs and implementing outreach initiatives that support financial education and growth.

Physical Requirements:

• While performing the duties of this job, the employee is regularly required to use hands, and is required to talk and hear. The employee is frequently required to stand, sit, and walk occasionally for long periods at a time. The employee may occasionally be required to reach with hands and arms and move objects up to 20 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus. In addition, abilities for assessing the accuracy, neatness and thoroughness of the work assigned is required.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Work Environment:

• This position is not eligible for remote or hybrid work. 
• Tyndall Federal Credit Union is an Equal Opportunity Employer. As an equal opportunity employer, Tyndall Federal Credit Union does not discriminate against any employee or candidate on the basis of age, race, gender identity, gender expression, genetic information, national origin, physical or mental disability, protected veteran status, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by all applicable federal, state, and local laws.