WCCU Credit Union · 20 hours ago
Branch Manager
WCCU Credit Union is seeking a Branch Manager to guide the branch office staff in providing quality service to members. The role involves overseeing daily operations, ensuring compliance with regulations, and developing strategies for growth while maintaining a motivated and trained staff.
Financial Services
Responsibilities
Create and execute a market specific plan based on the overall goals of WCCU to achieve deposit and loan growth, membership growth, and increased use of WCCU products and services by members
Monitor branch operations to ensure that a professional image and approach are being consistently exercised
Prepares, implements, and supervises the budget for the branch office which is consistent with the overall strategic plan and budget of the Credit Union
Develop, apply, evaluate, and update policies, procedures, and the Branch Managers Handbook for the branch
Manage and recommend the purchase of equipment and supplies
Work with the Risk department to ensure compliance with internal controls
Ensure that the branch office is in compliance with federal laws and regulations set forth by the Office of Credit Unions, NCUA, and other regulatory agencies
Monitor office activity, including but not limited to transaction, new account and loan volume and errors
Continuously assess the service effectiveness of the branch
Maintains a broad understanding of financial reports relevant to the branch
Works with ARC with routine audits to ensure that all policies and procedures are followed
Maintain up-to-date knowledge of all Consumer related WCCU lending products and services, policies, procedures, and rates to determine and meet the financial needs of our members
Maintain up-to-date knowledge of FCRA guidelines, Equal Credit Opportunity Act, Wisconsin Consumer Act, and other regulations pertaining to lending
Will have Consumer Lending authority
Maintain up-to-date knowledge of all MSR WCCU products and services, policies, procedures and rates in order to determine and meet the financial needs of our members
Assist in managing the MSR functions for the branch office
May have transactional and account opening capabilities
Ability to drive mobile facility to various community locations and to each branch location
Responsible for coordinating engagement stops along with scheduling arrivals and departures
Coordinate with Branch Managers, and other supervisors, to fulfill specific depository or lending staffing needs on occasion
Responsible for maintaining a clean facility along with ensuring regular maintenance is completed as assigned in the Mobile Branch Handbook
Ensuring availability of Mobile Branch to various community events weekday evenings and weekends by coordinating coverage by self or appointment of others
Supervises and coordinates activities of employees engaged in the credit union’s branch functions
Utilize Integrity Coaching to provide consistent coaching, development, and performance review
Plans, prepares, and schedules staff, according to budgets and workloads to maintain proper staffing & ensure smooth daily operations
Maintains a highly motivated, well-trained staff and establishes effective employee relations
In cooperation with your leader (and in consultation with Human Resources), take responsibility for hiring, training, coaching, and discharging of staff
Develop & maintain a budget
Ensures each staff member receives proper orientation, training, coaching and cross-training to ensure quality service
Communicates with other departments and management to resolve problems and expedite work
Interprets and communicates work procedures and company policies to staff
Resolves complaints and answers questions of others regarding services and procedures
Develops & maintains constructive and cooperative working relationships with others
Reviews and checks work of staff for accuracy and content. Provides additional training where needed
Makes recommendations to management concerning staff and improvement of procedures
Requisitions supplies as needed for the department
Assists staff in handling complex situations
Schedules and facilitates regular staff meetings
Ensures that the appearance of the department is neat, organized, and in accordance with Credit Union policy
Ensures that all confidential records in the work area are properly secured each day
Qualification
Required
At least three years of experience in a Credit Union (or other financial institution)
Knowledge of the Credit Union movement and a strong desire to promote the credit union movement within the community served
Professional, well-developed interpersonal skills necessary for supervising branch staff and servicing Credit Union members
Knowledge of all Credit Union policies and procedures and all branch services and products
Basic knowledge of accounting and intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)
Knowledge of regulative laws pertaining to consumer lending
Ability to work with a wide range of personalities in a courteous, effective, and efficient manner
Knowledge and ability to apply current financial service industry standards, laws, and regulations
Ability to present ideas, report facts and other information clearly and concisely
Proficient knowledge of the Microsoft Suite (Outlook, Word, Excel, PowerPoint)
Proficient operation of a variety of general office equipment such as a computer, software applications, typewriter, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position
Preferred
Advance coursework in Business, Finance, or other financial related experience
Successful experience in a leadership capacity
Prior supervisory experience