Branch Manager II

Company: TC Industries Of Canada Company
Location: Saint Louis
Posted on: February 23, 2021

Job Description:

Position Title: Branch Manager II Department: Branch Operations Classification: Exempt Approved By: Human Resources REPORTING RELATIONSHIPS Position Reports To: Vice President of Member Experience Positions Supervised: Branch Staff POSITION PURPOSE Responsible for directing and administering the operational efforts of the Branch(es). Ensures that established policies,
procedures and legal requirements are followed. Oversees provision of a full range of products and services to members and
prospective members. Coordinates activities, ensuring that all subordinate areas of responsibility support the Credit Union's
objectives. Trains, directs, and appraises personnel. Ensures that services to members are delivered professionally and
efficiently. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and efficient performance of Branch operations. a. May be responsible for more than one branch. b. Manages the workflow of daily operations. c. Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements. d. Ensures Branch security, and that the branch opens and closes in accordance with established hours. Completes monthly facility and branch audits in accordance to established guidelines. Notifies manager of any findings. e. Implements changes to established policies and with legal and regulatory requirements. f. Ensures a high degree of member satisfaction as measured by Voice of Member surveys, observations, and direct member feedback. g. Fosters a sales environment designed to meet financial goals of our members. Coaches' team to goal achievement. 2. Assumes responsibility for maintaining the proper cash controls. a. With Assistant Branch Manager, ensures that all Branch transactions are balanced at the close of each day. b. With Assistant Branch Manager, oversee individual accountability for the handling of cash and assists tellers in resolving balancing problems. c. With Assistant Branch Manager, controls and handles daily deposits in accordance with established policies and procedures. d. With Assistant Branch Manager, periodically verifies cash in possession of tellers and cash on the premises. 3. Effectively supervises Branch staff, ensuring optimal performance. a. Provides leadership through effective objective setting and communication. b. May supervise all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks. c. Conducts regular meetings with Branch employees to inform and train. Discusses areas needing improvement and changes in procedure. d. Ensures that personnel are trained in all phases of their position. Completes orientation of new employees in overall Branch procedures. Performs cross training as necessary. Conducts security training. e. Ensures that personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources. f. Tracks individual progress and conducts performance appraisals on each employee annually and coaching employees at least monthly. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate. g. Approves all Paid Time Off (PTO), overtime, and time cards for each Branch employee. Keeps accurate payroll and attendance records. 4. Assumes responsibility for establishing and maintaining effective, professional business relations with members. a. Ensures that member requests and questions are promptly resolved. Handles member complaints professionally. Escalates unresolved complaints to their manager. b. Ensures that members are informed of Credit Union services, products and policies. Ensures that members are counseled regarding their current and future financial needs. c. Ensures that the Credit Union's quality reputation is maintained and projected. 5. Assumes responsibility for the effective administration of Branch functions. a. Ensures that Branch operations are well coordinated with Credit Union accounting, loan processing, electronic services and lending department. b. Manages and oversees expenses. Pursues cost-saving measures. c. Continually seeks ways to improve Branch operations and productivity and to meet established goals. d. Prepares periodic Branch activity reports and makes recommendations to management for improvements. e. Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal. f. Ensures that adequate supplies, forms, and equipment are available for personnel. g. Institutes prudent safety measures. h. Keeps management informed of Branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary. 6. Assumes responsibility for related functions as required or assigned. a. Fills in and performs duties in Branch positions as needed. b. Attends assigned training sessions and stays current on new operational procedures. c. May be a resource for regional projects, e.g., training, system changes, procedural changes and impact. PERFORMANCE MEASUREMENTS 1. Branch services are efficiently and effectively delivered in accordance with established Credit Union policies and standards. 2. Current member accounts are maintained or expanded and additional ones solicited. Good business relationships exist with members. Member questions and problems promptly resolved. 3. Branch personnel are well trained and efficient, and their activities well coordinated. Branch goals are consistently achieved through monitoring, coaching and training. 4. Required reports and records are accurate and timely. 5. Management is appropriately informed of area activities and of any significant problems. Suggestions are provided for improved efficiency or effectiveness in operations. 6. Good coordination and working relationships exist with Branch personnel. Assistance is provided as needed. 7. Branch transactions, goals, expenses, and profitability are in line with Credit Union standards. Enthusiasm & Positivity: One's own sense of pride and a positive attitude within the workplace/openness to being part of a team. Creating Partnerships: Creating collaborative relationships based on trust, and mutual understanding to achieve shared goals. Creativity & Adaptability: Finding creative solutions, supporting innovation and improvement opportunities and willing to be agile. Commitment to Learning & Growth: Growing your knowledge and skill sets to meet and exceed the expectations of your position and our organization. Integrity & Ethics: Serving our members and work partners honestly while upholding compliance, fairness and cultivating relationships based on trust. This position requires registration under the National Mortgage Licensing System (NMLS) as a Mortgage Loan Officer (MLO). Requirements QUALIFICATIONS EDUCATION/CERTIFICATION: Bachelor's Degree or equivalent combination of education and experience is required. REQUIRED KNOWLEDGE: Understanding of the Credit Union's field of membership. Thorough knowledge of Credit Union services and products. Understanding of related legal and regulatory requirements. Familiarity with Branch functions, policies, and procedures. EXPERIENCE REQUIRED: At least five years of related experience in financial services, with a minimum of 2- 5years of supervisory experience. SKILLS/ABILITIES: Strong interpersonal, leadership, coaching and supervisory skills. Well organized with the strong ability to multi-task. Excellent communication and public relations skills. Ability to work in stressful, high pressure situations. Solid analytical and negotiating skills. Ability to operate related computer applications and related business equipment. Ability to maintain an effective and efficient work flow. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers. AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS NONE: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. MATHEMATICS ABILITY: Ability to compute discount, interest, profit, and loss; commission markup and selling price; ratio and proportion and percentage. Able to perform very simple algebra. LANGUAGE ABILITY: Ability to read periodicals, journals, manuals, dictionaries, and thesauruses. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicate at panel discussions and make professional presentations. INTENT AND FUNCTION OF JOB DESCRIPTIONS Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed job descriptions are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. After careful analysis and review, I agree to the duties and responsibilities listed in the aforementioned job description:

Keywords: TC Industries Of Canada Company, St. Louis , Branch Manager II, Executive , Saint Louis, Missouri