Branch Manager - Calera

• →Underwrites consumer loans up to the amount assigned per Credit Union policy; reviews and approves underwriting decisions of subordinate personnel. Originates & closes real estate loans.
• →Hires, reviews, schedules, trains, coaches, supports, counsels, motivates, and monitors the work of branch personnel; conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates.
• →Maintains communications with main office; prepares and submits standard reports; attends scheduled management meetings.
• →Develop and maintain business partner relationships with the community and area schools by calling on potential BPs and coordinating branch participation in community activities.
• →Serves as a source of product knowledge and monitors all branch activities to ensure they are in compliance with established Credit Union policies and procedures.
• →Conducts or coordinates weekly meetings with the branch staff to review sales objectives, procedural issues, and member service expectations.
• →Performs other job-related duties as assigned.

1. Maintain a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.
2. Provide informed, professional, and accurate service and support to all members and associates.
3. Maintain or exceed annual budgeted branch operating and growth plan while maintaining or improving the financial stability of the branch.
4. Effectively evaluate the efficiency of the branch and develop specific recommendations for improvements to personnel, facilities, products, pricing, policies, and processes.
5. Meet or exceed the established branch goals each month and ensure direct reports achieve their individual goals.
6. Promote a sales culture within the branch by example. Coach and develop employees to identify cross-sale opportunities.
7. Ensure recovery of all critical branch functions for business contingency within recovery times set by business constraints or disaster recovery plan.
8. Note observations of employees’ performance. Give and receive feedback from employees on an ongoing basis.
9. Effective cross-training throughout the branch.
10. May serve on various committees such as Roadblock, Risk Assessment, IT Steering Committee, or as a resource for other committees or departments.

Experience: One year to three years of similar or related experience.

Education: (1) A two-year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Physical Requirements: Light lifting required.