Position Summary:
To assist the Manager with the management and direction of a small/medium/large full service branch office operation. To provide optimum service and effective leadership to support various product and operational service levels.
Key Responsibilities:
- Monitor cash operation and branch self-auditing efforts to keep credit union assets secure and within operational limits
- Ensure the branch team develops, achieves and maintains product, service and business goals including to cross-service Navy Federal products and services
- Perform other duties as assigned
- Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures
- Leverage internal recognition and recreation programs to incent and reward team members for effort and results
- Administer branch budgeting, purchasing and records retention for business expenses
- Lead and motivate the team to deliver high quality member service ensuring delivery is accurate, complete, swift and courteous
- Conduct recruiting, on-boarding and initial training of new team members
- Assist other areas of the credit union to support member service requirements and initiatives
- Analyze statistics and reports to discover, report and leverage business performance and trends
- Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events
- Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.
- Ensure the branch team develops and maintains strong technical, soft and leadership skills; strong cohesion; high morale and strong performance levels
- Monitor and leverages resources to maintain high operational efficiency and seek continuous improvement
- Ensure compliance with all security, safety and emergency preparedness procedures
Required Education & Experience:
- Advanced skill exercising initiative and using good judgment to make sound decisions
- Working knowledge of financial institution and lending practices, principles and regulations
- Working knowledge of retail banking industry best practices
- Advanced skill interacting with staff, management, vendors and members diplomatically and tactfully
- Experience in responding effectively to highly sensitive, complex and/or urgent member/customer requests
- Experience in managing multiple priorities independently and/or in a team environment to achieve goals
- Experience in member/customer service operations to include understanding of effective member/customer service philosophy
- Experience in work, which displays increasing levels of responsibility and/or authority
- Bachelor’s Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
- Advanced organizational, planning and time management skills
- Experience in supervising and leading employees