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Whitefish Credit Union · 7 hours ago

VP Regional Operations Manager

Kalispell, MT, US

Full-time

Onsite

Mid, Senior Level

5+ years exp

Whitefish Credit Union is seeking a Vice President Regional Operations Manager to oversee retail-related activities within a designated geographic area. The role involves managing branch operations, establishing sales and service policies, and ensuring compliance with financial standards.

BankingFinancial Services

Responsibilities

Exercises executive and administrative control over function of the assigned offices, including participation in the budget process, implementation of area policies, and explanation of company programs and objectives

Establishes sales goals and strategies; periodically assesses performance against set goals

Establishes service policies and standards for retail and commercial accounts in order to ensure customer satisfaction and loyalty

Effectively communicate relevant branch-related information to supervisor

Assures growth and development of consumer products, loans and retail deposits

Develop, implement and delegate organizational goals, programs and procedures to assigned branches for optimum branch productivity

Develop forecasts, financial objectives and business plans

Meet goals and metrics

Manage budget and allocate funds appropriately

Assist with and/or assume responsibility for the development and maintenance of operations-wide written procedures

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

Financial institution knowledgeSupervisory experienceBudget managementMicrosoft Office SuiteAnalytical skillsCommunication skillsInterpersonal skillsProblem-solving skillsNegotiation 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 accommodation

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

Bachelor's degree or 4 years related employment experience required

Comprehensive knowledge of financial institution branch processes and regulations required

5-8 years professional experience in accounting, finance or banking required

3-5 years supervisory experience required, preferably in banking or credit union environment