Apply on Employer Site

Whitefish Credit Union · 8 hours ago

Branch Manager I

Columbia Falls, MT, US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Whitefish Credit Union is seeking a Branch Manager I to oversee the operations of their branch. The role involves maintaining operational integrity, developing new business, and ensuring high member satisfaction while managing branch staff.

BankingFinancial Services

Responsibilities

Effectively communicate relevant branch-related information to supervisor

Develop forecasts, financial objectives, and business plans

Meet goals and metrics

Manage budget and allocate funds appropriately

Determine proactive solutions to issues and problems within assigned branch

Serve as organizational role model, both on and off Whitefish Credit Union facility premises

Serve as primary liaison between assigned branch and all other branches

Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs

Address member and employee satisfaction issues promptly

Adhere to high ethical standards and comply with all regulations/applicable laws

Stay abreast of competing markets and provide reports on market movement and penetration to supervisor

Effectively manage time, resources, and personnel, with working knowledge of principles and practices of supervision, shift scheduling, training and performance evaluation

Review and approve staff timecards within prescribed timeline

Ensure that all staff complies with the 5-consecutive-days out-of-office policy

Participate in Whitefish Credit Union-sponsored and community-centered events

Serve as organizational role model, both on and off Whitefish Credit Union facility premises

Perform other duties as assigned

Qualification

Branch managementFinancial forecastingBudget managementMicrosoft Office SuiteSupervisory experienceAnalytical skillsProblem-solving skillsNegotiation skillsInterpersonal skillsCommunication skillsOrganizational skills

Required

Valid Montana driver's license and good driving record, plus the ability to maintain insurability under Whitefish Credit Union's vehicle insurance policy

Ability to communicate effectively verbally, in writing, and over the phone, with members, co-workers, external professionals, and senior management

Excellent organizational, analytical, problem-solving, and negotiation skills

Possess and display a high level of interpersonal skills, including the development and maintenance of professional relationships

Proficient in Microsoft Office Suite or related software

Advanced understanding of clerical procedures, office equipment and computer systems, including recordkeeping and filing

Ability and willingness to go above and beyond expected work schedule to accomplish what is needed within assigned department(s) and the organization as a whole

Ability and willingness to pursue and obtain additional professional training and/or certifications as needed

Ability and willingness to travel to other branches

Ability to lift up to 50 pounds, with or without accommodations

Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests

Follow all Whitefish Credit Union, Montana and Federal information privacy laws and guidelines

Protect Member and Whitefish Credit Union confidential information

High school diploma or equivalent

Comprehensive knowledge of branch processes and regulations required

3-5 years professional experience in accounting, finance or banking required

1-2 years supervisory experience in banking or credit union environment required