Meritrust Credit Union · 2 weeks ago
Branch Manager - Bilingual/Spanish Preferred
Meritrust Credit Union is committed to reflecting the diverse communities they serve. The Branch Manager is responsible for directing the operational efforts of the branch, managing staff, and driving business development while ensuring high-quality service to members.
Banking
Responsibilities
Responsible for directing and administering the operational efforts of the branch
Ensures established policies and procedures are followed
Oversees provision of a full range of services to members and prospective members
Ensures members are promptly and professionally served
Trains, directs, and supervises branch staff
Actively participates in business development events and community involvement to drive business into the branch
Drives sales behaviors to meet goals
Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including: hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules
Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate
Ensures branch personnel are well trained in all phases of their respective jobs
Completes 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
Conducts security training
Coaches, mentors and develops staff for successful succession planning
Acts as a Loan Officer, processing and approving customer loans within established policies and limits
Ensures that branch achieves assigned loan production goal
Ensures members' requests and questions are promptly resolved
Handles members' complaints
Ensures members are informed of Company services and policies
Counsels members regarding their financial needs and services requested
Troubleshoots and resolves internal and external inquiries
Responsible for quality control and compliance to include successfully passing internal and external audits
Ensures all branch transactions are balanced at the close of each day
Oversees individual accountability for the handling of cash and assists in resolving balancing problems
Act as back up to assist VP(s) of Retail when needed
Manages additional staff to include but limited to float staff, staff located at another branch or student branch
Prepare assigned month-end management reports which apprise executive management of the status of branch activities
Develop and implement annual department budget; review monthly to analyze variances and assure expenditures remain within limits
Primary Security Officer for the branch
Conducts required security meetings with staff to ensure compliance
Opens and closes the building in accordance with set hours and tests security equipment quarterly
Is responsible for maintaining office building, grounds, equipment and fixtures of the branch
Monitor closely industry trends in lending and deposit operations to feed research and development activities and assure that the company’s products, services and processes are remaining competitive
Manages and oversees expenses
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Qualification
Required
Bachelor's degree in finance, business, accounting or related field or equivalent experience
NMLS #
Notary and Stamp Certification
Understanding of regulatory and legal requirements
Excellent interpersonal, leadership, and supervisory skills
Excellent organizational and prioritizing skills
Results driven and member focused
Five years to eight years of similar or related experience, including preparatory experience
Preferred
Bilingual candidates preferred
Benefits
Comprehensive medical insurance plan
Dental and vision insurance
Generous paid-time-off
12 paid holidays
401(k) plan
Wellness program
Tuition assistance
Employee loan discount
Employee Assistance Program (EAP)
Life and disability coverage
Company
Meritrust Credit Union
Meritrust Credit Union offers loans, insurance, financial education, digital banking, and other services.
Funding
Current Stage
Growth StageRecent News
2025-11-02
2025-11-01
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