Our Carthage location has a rich history in the neighborhood. We have had a presence in Carthage since 2007. We are looking for a community leader who believes in the economic empowerment of all and will help us deliver on the credit union promise of "people helping people."
Leadership experience is a must. You will be leading, developing and coaching your internal team of staff to deliver our products and services in the most friendly, efficient way. You will also need to be a leader in the community, making connections and spreading the word about the credit union's mission, vision, and values.
Financial institution experience is preferred, but we are willing to train the right person to help us serve our existing members and grow the Carthage branch to realize its full potential. Given the needs and demographics of the neighborhood we serve, proficiency in Spanish is also preferred.
ABOUT TRUPARTNER CREDIT UNION
Our organization was founded in 1937 by Louise McCarren Herring, who was a pioneer in the credit union industry, having started over 500 credit unions in her lifetime. Louise's goal was to help each person attain their personal economic goals. TruPartner has always believed in this philosophy of "people helping people". Now, we are leaders in the financial industry. We offer numerous products for our members to help them save money for the future as well as various lending options for their short and long-term needs. Our savings products pay dividends and our loan rates are very competitive with the market. Most of all, we love to give top-notch service to our 17,000+ member-owners.
TruPartner is filled with friendly, courteous, knowledgeable, and educated staff that offers a team-oriented and collaborative environment for everyone to succeed! Our very own CEO began her career as a teller - so the possibilities for career advancement are endless.
Position Reports To: Director of Training and Branch Operations
Positions Supervised: Branch Staff
POSITION PURPOSE
The Branch Manager is responsible for branch operations and branch compliance. They are responsible for managing, staffing, and scheduling all direct reports. The Branch Manager will provide direction and guidance to branch staff on operational/regulatory procedures. A primary focus of the role is to build, coach, develop, lead, and motivate a team that is capable of providing excellent member service in all interactions. This leadership position requires the ability to deal effectively with members and co-workers in person, by telephone, and in writing along with the ability to work in a fast paced environment and collaborate with other branches and departments.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assume responsibility for Branch operations and Branch Compliance.
- Ensure that the branch operations are conducted in accordance with established policies, procedures, legal and regulatory requirements and are well coordinated with other departments. Provide guidance and direction to branch staff.
- Ensure branch security. Respond to alarms originating at the branch and back up employees of other branches in responding to other branch alarms if necessary. Ensure that your staff receives initial and on-going training on security and robbery procedures.
- Develop a thorough knowledge of credit union products and services. Solicit new deposit accounts by selling member appropriate products and services to meet member's financial needs. Meet those needs by opening accounts, solving problems and closing accounts according to established policies and procedures.
- Process loan requests by interviewing members, analyzing applications, preparing and handling closings, processing documents and disbursing proceeds, as directed, according to established lending limits, policies, and procedures.
- Ensure proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal.
- Ensure branch procedures are written and kept up to date.
- Ensure Credit Union's Brand Attributes and Service Standards are adhered to.
- Build relationships by promoting a member focused branch and addressing member needs and issues promptly and effectively.
- Manage and oversee branch expenses. Pursue cost-saving measures.
- Keep management informed of area activities and of any significant problems. Provides suggestions and input for policy/procedure changes, improved member service, and/or greater account retention.
- Participate in branch development in coordination with Business Development staff and Credit Union Management. Meet or exceed goals and objectives for the Branch consistent with the Strategic Business Plan and budget.
- Fill in for Branch personnel and other Branch Managers as needed.
Effectively supervise area personnel, ensuring optimal performance.
- Participate in recruiting, interviewing, hiring, training, developing, and coaching branch staff. Evaluate resumes, applications, and interviews resulting in good hiring decisions.
- Coordinate, supervise, and effectively schedule the branch staff.
- Actively coach, develop, motivate, and support branch employees so they can provide an exceptional member experience.
- Ensure branch staff are well trained in all phases of their respective jobs. Ensure branch staff handles complaints through proper research, proposing solutions, and resolving problems according to established policies and procedures.
- Conduct regular meetings with staff to inform, coach, and train. Discuss areas needing improvement and any changes in procedures. Schedule additional training opportunities as appropriate.
- Track individual employee progress and conduct performance appraisals at least annually. Give ongoing feedback via 1:1 meetings and keep complete, accurate, and legal documentation concerning employee performance. Handle corrective actions or terminations according to established policies and procedures.
Assume responsibility for related duties as required or assigned.
PERFORMANCE MEASUREMENTS
- Branch goals for loans, new accounts, and other products and services are met. Branch costs are kept within budgetary limits and ways to increase efficiencies and decrease costs are actively sought.
- Branch personnel are well trained, accurate, and efficient. Service to the members is maintained at a high level.
- Required reports and records are accurate and timely.
- Management is appropriately informed of area activities and of any significant problems. Suggestions are provided for improved efficiency and effectiveness in operations.
- Good working relationships, communication, and coordination exist with credit union personnel and with management. Management is appropriately informed of area activities.
- Security procedures are followed by Teller staff. Problems relating to security measures are handled quickly and professionally. Procedures for alarms, clocks, and opening/closing of Branch are followed.
- The Credit Union's professional reputation is maintained and conveyed. New relationships with the community are generated and existing ones are strengthened.
QUALIFICATIONS
Education/Certification:
- High school graduate or equivalent.
- Additional college coursework in business or finance is preferred.
Required Knowledge:
- Thorough knowledge of Credit Union products and services.
- Understanding of Credit Union operations.
- Understanding of Credit Union philosophy.
- Understanding of related legal and regulatory requirements.
Experience Required:
Minimum of two to three years of related experience in a financial institution. Supervisory experience is preferred.
Skills/Abilities:
- Excellent interpersonal, leadership and member service skills.
- Excellent supervisory and training abilities including a demonstrated ability to coach, support, and discipline team members.
- Well organized.
- Attention to detail.
- Ability to understand, interpret, and enforce policies and procedures.
- Professional appearance, dress, and attitude.
- Ability to operate related computer applications and business equipment.
- Bilingual in Spanish is preferred
