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Interra Credit Union · 1 day ago

Manager Retail Branch

Syracuse, IN

Full-time

Onsite

Mid, Senior Level

7+ years exp

Interra Credit Union is seeking a Branch Manager to lead their team and ensure a high standard of member service. The role involves managing branch operations, developing staff, and engaging with the community while meeting strategic and operational goals.

Financial Services

Responsibilities

Manage and commit to develop direct reports and to maximize branch productivity and efficiency. Continuously and effectively coach and mentor staff to ensure continual improvement of processes, compliance with regulatory requirements and organizational mission, values, policies and work rules, and knowledge to increase operating efficiency and reduce risk in a positive manner. Develop annual performance goals and complete performance reviews for direct reports. Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate. Coaches staff continually on credit union and branch expectations regarding service and quality of work. Responsible for the training, development, and success of all branch staff. Interview candidates during the hiring process. Ensure personnel are well trained in all phases of their respective jobs. Complete orientation of new employees in overall branch procedures. Actively participates in cross-training personnel and assures staff is kept abreast of all products and services

Establish relationships with current and potential members to identify account and loan needs. Assist members with opening and closing accounts, answer questions about products and services and resolve problems that are within the given authority to resolve. Interview member applicants to develop information concerning their consumer, small business, home equity and second mortgage loan needs, earnings, and financial condition. Explain consumer loan programs and recommend options. Obtain all necessary documentation, processes and complete account and loan applications. Refer problems that are beyond authority to a supervisor, along with any recommendations

Troubleshoot and resolve internal and external feedback by connecting with those providing feedback and collaborating cross departmentally to meet strategic initiatives and to advocate on behalf of the membership. Ensure members' requests and questions are promptly resolved. Handles members' complaints. Ensure members are informed of company services and policies. Counsel members regarding their financial needs and services requested

Ensure all branch operations are balanced at the close of each day. Oversee individual accountability for the handling of cash and assists in resolving balancing problems. Satisfactorily maintains operational integrity to meet branch audit expectations. Prepare month-end management reports which apprise senior management of the status of branch activities

Act as a primary security officer for the branch. Conduct required security meetings with staff to ensure compliance. Open and close the building in accordance with set hours and tests security equipment as defined in the security procedures. Act as primary contact for all facility needs including building, grounds, equipment, and fixtures

Proactively learn of community events, plan, and coordinate volunteer opportunities for branch involvement, as well as continuously act as a visible contributor within the community

Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Credit Union Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control

Qualification

Lending experienceCustomer serviceTeam managementBusiness Management degreePerformance managementCommunity engagementEffective communicationOrganizational skillsProblem-solvingConflict management

Required

5+ years customer service experience in banking, retail, or related field plus 2+ years leading and managing teams

Lending experience required

Associate degree in Business Management, Business Administration, or related discipline. (Will consider additional years of experience in lieu of education requirement)

Must have and maintain a valid driver's license

Must have the ability to become a notary public and obtain a NMLS#

Preferred

Ability to establish oneself as a people and sales and service leader in the branch

Strong organizational skills and ability to multi-task

Must be able to work in a team environment with the ability to interact in a positive manner with peers, management, and other departments

Professional level of verbal and written communication skills are essential to the position

Capable of analyzing credit and financial information

The ability to motivate or influence internal staff and external members is a critical part of the job, requiring a significant level of influence and trust

Ability to evaluate pros and cons, risks, and benefits of different solution options by asking the right questions and acquiring data from multiple and diverse sources when solving problems

Demonstrated ability to plan and prioritize work to meet commitments by breaking down objectives into appropriate actions and anticipate and adjust plans as needed

Ability to provide world class member service while executing Interra's vision, mission, and delivery of Core Values