Branch Manager Details

Branch Manager

Credit Union of Texas - Frisco, TX

Employment Type : Full-Time

Branch Manager
Position Purpose and Objectives
The primary purpose of the Store Leader is to develop a highly effective team that consistently meets or exceeds sales and service goals as defined by the strategic plan and core values for Credit Union of Texas. The Store Leader is responsible for planning, coordinating and managing of all credit union services and activities of the Store. Additional duties include responsibility for the daily maintenance, well-being and security of the physical facility.

Major Duties and Essential Functions

• Develop each team member through coaching and training to meet or exceed sales and service standards.
• Review and evaluate reports of store activities, including staffing, loans, deposits, overdrafts, charge-offs, and audits to meet credit union performance objectives. Leverage management tools to reports to analyze, identify and strategically address trends.
• Meet with each team member regularly to review performance and hold team member accountable to the sales and service goals established by leadership.
• Lead sales training meetings for store employees.
• Responsible for meeting or exceeding store sales and service goals.
• Conduct annual performance evaluations.
• Administer corrective action when necessary, including termination, to hold team members accountable for their performance and behavior.
• Identify exceptional talent through the credit union’s hiring process and makes recommendations for advancement, promotion or other internal opportunities.
• Demonstrate enthusiastic support of corporate mission, core values and long term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures. This includes compliance with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA Patriot Act as they apply to the duties of the position.
• Assign and/or delegate daily work assignments to all store team members.
• Accept responsibility for the overall security of the store, including keys, combinations, documents, records and negotiable items.
• Manage expenses within an approved budget, and authorize the payment of store bills.
• Serve as Notary Public and perform Signature Guarantee.
• Receive and respond to member feedback.
• Work closely with Business Development to ensure growth opportunities within the community.
• May perform other duties as required to maintain credit union services and operations.

Positions directly supervised: Assistant Store Leader, Experience Expert, Service Specialist and Member Engagement Specialist.

Specific knowledge, skills, and abilities required for this position:

• Character built on integrity and sincerity; relatable.
• Effective verbal communication and written communication skills.
• Tact and diplomacy when communicating with internal and external members.
• Must have the ability to multi-task and work under the pressure of deadlines.
• Cognitive thinking, problem-solving skills and sound decision-making.
• Excellent member-centric skills.
• Ability to maintain an attitude of positivity, teamwork and cooperation with internal members.
• Goal oriented and ability to stay on task in a fast-paced environment.
• Ability to consistently coach and develop team members.
• Basic mathematical skills as it relates to the financial industry.
• Competence with computer programs, telephone, 10-key calculator and other office machinery.

Education: Bachelor’s degree and/or equivalent experience and certifications.
Experience: Minimum 4-6 years related experience in financial institution environment or equivalent preferred.

Physical Activities and Requirements of this Position
CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Sedentary Work

While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 10 pounds.

Working Conditions of this Position
DESCRIPTION

None. No hazardous or significantly unpleasant conditions.

Mental Activities and Requirements of this Position
Reasoning Ability: The ability to use common sense or logic.

Detailed

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Mathematical Ability: The level of ability required to perform math skills and operations.

Basic

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Language Ability: The level of ability required to communicate and understand written and oral language.

Typical

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from management, members, vendors and other employees in the organization.

Location: Frisco
4770 Eldorado Pkwy
#300
Frisco,TX 75033,USA, Frisco, TX 75033

Job Type: Full-time