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Grade: 11
Reports To: V.P. of Operations
Classification: Exempt
Supervises: Direct: 7 Indirect: 0
Role: The primary purpose of the
position is to assist the members of our growing community in
meeting their financial needs and goals by offering them superior
products and services. This is done by providing outstanding
service to both internal and external members. Additionally,
responsibilities include directing the operations of a medium
sized, remote Credit Union facility, ensuring the branch meets
organizational financial, operational, service, and growth plans.
Has limited lending authority.
Major Duties and Responsibilities:
(E) Essential or (N) Nonessential
20% Directs, develops, motivates,
hires and disciplines branch personnel; administers E performance
evaluations and recommends appropriate personnel actions.
20%
Underwrites consumer loans up to the amount assigned per credit
union policy; reviews E and approves underwriting decisions of
subordinate personnel.
20% Identify the financial needs of the
member and suggest a product or service that will meet E their
needs.
15% Monitors branch operating results relative to established
objectives and insures that E appropriate steps are taken to
correct unsatisfactory conditions.
10% Maintains communications
with main office; prepares and submits standard reports; E attends
scheduled management meetings.
5% Represents the branch as appropriate
in its relationships with members, sponsor E organizations(s),
suppliers, other financial institutions, and similar groups.
5% Monitors all branch activities to insure they are in compliance
with established credit E union policies and procedures.
5% Performs
other related duties as assigned. N
Expectations:
- To provide
outstanding service to internal and external members as defined
by our service standards and promises.
- To maintain and develop
a qualified staff sufficient to meet the needs of members.
- To
complete performance reviews within the prescribed time frame.
- To
develop and maintain business partner relationships within
the community and area schools.
- Acquire additional education
relative to branch management or the credit union industry.
- Must
make one investment referral each month. (Eff. 4/1/06)
Knowledge
and Skills:
Experience: Two 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: A significant level
of trust and diplomacy is required, in addition to normal courtesy
and tact. Work involves extensive personal contact with others
and/or is usually of a personal or sensitive nature. Work may
involve motivating or influencing others. Outside contacts
become important and fostering sound relationships with other
entities (companies and/or individuals) becomes necessary.
This Job Description is not a complete statement
of all duties and responsibilities comprising this position.
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