Full time

Role: 

To direct and coordinate the activities of personnel in a remote Credit Union facility, aiding the Vice President Branch Manager in ensuring the branch meets organizational financial, operational, service, and growth plans.

This position is not eligible for remote work.

Essential Functions & Responsibilities:

35% Manage and lead an effective sales process while supporting excellent member service.

25% Opens new accounts and submits loans for processing and decisioning; communicate disposition to member.

15% Monitors all office activity for compliance to applicable regulations and adherence to organizational policy and procedures in regard to branch security, transactions, loans, errors, new accounts, and documents prepared by subordinate personnel.

10% Train branch personnel; prepares work schedules; monitors performance and ensures that employees are meeting or exceeding goals.

10% Manages branch in absence of Vice President Branch Manager.

5% Performs other job related duties as assigned.

Performance Measurements:

1. Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Please refer to Annual Performance Goal document for remaining Performance Measurements.

Knowledge and Skills:

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

Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.

Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills: Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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