GENERAL INFORMATION

DEPARTMENT: Dependent upon branch assigned
REPORTS TO: Vice President of Branch Operations
STATUS: Exempt
SUPERVISES: Senior Member Services Specialist II, Member Services Specialist

PRIMARY PURPOSE

This position has the full responsibility for the management of a branch office to include the procurement of growth in membership, loans, and deposits and to provide supervision over all MSS and Loan Officer personnel and branch operational and lending functions of this branch office. Champions all product sales efforts and facilitates the coordination of manpower, process improvement, education and other available resources with other applicable departments company wide.

ESSENTIAL DUTIES AND FUNCTIONS

Responsible for developing, achieving, monitoring and coaching of branch specific goals as it relates to company strategic goals and initiatives.
Provides direct supervision and leadership to employees and ensures that the day to day operations are run efficiently and with excellence.
Provides appropriate direction and support to ensure branch personnel provide consistent delivery of superior member service to strengthen existing member relationships and develop new membership.
Provide direction and leadership to employees to help assure that each is performing assigned duties and responsibilities in accordance with their respective position descriptions to include providing training, guidance, coaching and motivation to employees when necessary.
Acts with authority to execute and oversee all aspects of applicable branch lending services including but not limited to the Loan Interview process, the creation and submission of loan applications, approval of all loans within established lending limits and referring those in excess of authority to the Management Committee.
Plans, schedules and coordinates the flow of work and manpower in the branch to ensure effective service with the most efficient and economical use of personnel, facilities, equipment, supplies and systems. Authorizes temporary shifts of personnel when an employee shortage develops within the department.
Prepares and conducts annual performance appraisals and ongoing coaching for all employees under his/her supervision in a timely manner; provides recommendations for promotions.
Assures appropriate and adequate training and development of all department personnel as well as provide constant feedback in order for staff to be able to consistently ascertain their performance and service goals.
Responsible for the safety of personnel and the proper housekeeping and maintenance of work area, desks, equipment, etc. in the Member Services Department.
Provides appropriate level of policy and system exception (ex. overrides, fee reversals, check hold, etc.)
Evaluates, interprets and enforces existing policies and procedures and recommends changes when necessary.
Signs checks, drafts, and other instruments for disbursement within his/her authority; acts as custodian of branch cash, monetary instruments, valuable papers and other assets of the credit union’s Main Office.
Requires receiving and dispersing verified amounts of cash and monetary instruments according to accepted procedures.
Maintains appropriate department records of office supplies, equipment and furniture and reviews all request for such items as may be required.
Ensures the proper maintenance of the credit union’s office premise and the existence of adequate security and safety measures.
Coordinates with the Supervisory Committee, Examiners and Auditors and assures that needed information and materials regarding the Operations Department functions are available for their inspection.
Completes all required branch audits as defined by Credit Union policy in a timely manner.
Assists with the response to and/or distribution of mailed correspondence received by the branch.
Implements PHFCU marketing promotion and programs as directed.
Ensures that the department and lobby areas are clean and neat; mandatory notices are regularly updated and properly posted and promotional materials in the racks are in good condition and well stocked.
Reviews and approves staff timesheets in a timely manner.
Serves as a Notary Public for the Credit Union.

OTHER DUTIES & FUNCTIONS

Conducts every aspect of this position, involving interpersonal relations, in line with the concept that all personnel, staff, shareholders and visitors are afforded full and equal treatment in all matters without regard to race, creed, color, sex, sexual orientation, age, national origin, lawful political affiliation, physical handicap or marital status.
Performs such other duties and responsibilities as may be prescribed by the Vice President of Branch Operations, Vice President Loans or the President/CEO.
Pursues a program of:
- Self development.
- Utilizing such training and education as may be required by the credit union:
  - in connection with this position;
  - for career development.
Ensures a secure, neat, clean and safe work area.
Maintains adequate inventory of supplies used by the department and requests needed purchases and replacements.

MANAGER COMPETENCIES

Creates and Executes a Vision
Thinks Systematically
Builds Relationships
Develops Others
Achieves Results
Learns Continuously

TECHNICAL COMPETENCIES

Proficient in various computer programs (i.e. Microsoft Word/Excel)

PHYSICAL DEMANDS

Requires sitting and/or standing at a work station for periods of up to 4 hours (without a break).
Requires data entry/key punching and mouse skills to complete daily work.
Requires the use of various office equipment to perform duties.
Requires working beyond the 8-hour day periodically.

QUALIFICATION REQUIREMENTS

Education:

4-year degree from an accredited university, preferably in business preferred.

Experience:

A total of five or more years of experience as a loan officer and/or in the operational area in a financial institution, preferably in a supervisory role.
Two years of supervisory or managerial experience desirable.
Sales experience highly desirable.
Commercial and Mortgage Lending experience desirable.

Skills:

Possesses the professional skills appropriate for the job title.
Able to work both independently and collaboratively with others and foster a team environment.
Able to handle all confidential matters professionally, including ensuring the privacy of our member’s account information.
Possesses organization and planning skills.
Excellent problem solving skills.
Excellent written and verbal communication skills.
Knowledge of principles and practices of financial institutions with an emphasis on depository and branch related products.
Able to work in an agile and fast-paced environment.
Possesses good presentation skills

Training:

Must be willing to attend/participate in any training necessary to learn/update skills or knowledge required for the position.

Branch Manager - Airport Branch