Branch Manager- Palm Harbor

    • Job Tracking ID: 512439-704514
    • Job Location: Palm Harbor, FL
    • Job Level: Management
    • Level of Education: High School/GED
    • Job Type: Full-Time/Regular
    • Date Updated: September 25, 2019
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
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Job Description:

The Branch Manager is responsible for promoting Achieva’s Brand Frame both internally and externally. This position requires advanced knowledge of all products, services, organizational policies, and procedures. Responsible for providing a high level of quality service while cross-selling credit union products and services. The Branch Manager is responsible for the growth and development of team members through consistent and positive coaching. The Branch Manager must be an active member of the community, promoting Achieva with a strong focus on business development. Must be able to work Saturdays, provide support to other branch locations as assigned and participate in annual training as required for BSA and the Privacy Act. Travel is required in this position.

  • Approximate time spent in teller services role: 10% Approximate time spent in Universal Branch Advisor role: 10% Approximate time spent in Business Development role: 40% Approximate time spent in coaching, developing, training team members: 40%
  • Support Achieva’s Brand Frame by ‘Finding a Way’ to assist, providing ‘VIP’ service to, ‘Make it Easy’ for, and ‘Learn’ all about internal/external customers while promoting an environment of ‘Trust’.
  • Professional and efficient communications with all departments in order to promote collaboration.
  • Responsible for the overall administrative operations of the branch including coordinating and supervising the daily activities, schedules and staffing. Responsible for audit results within the branch.
  • Consistently develops staff through individual coaching and training, to provide a high level of product knowledge, quality service, and competence.
  • Conducts monthly staff meetings, daily huddles, product training, resolves problems, assumes responsibility for seeking solutions, maintains effective communication, and keeps management advised of all problems and credit union initiatives.
  • Maintain a self-development program by updating technical and management skills: completing the training plan prescribed for the position, attending pertinent seminars and classes and reading journals and publications.
  • Prepare and utilize various monthly reports to recommend improvements related to their particular market.
  • Promotes and supports a sales and service culture within the branch. Fosters an environment conducive to member satisfaction, as well as employee achievement and fulfillment.
  • Maintains member confidentiality, safeguards branch assets by assuring that cash procedures are followed, and enforcing all security procedures.
  • Performs Teller and Member Service functions when necessary, assists in the supervision and development of branch staff.
  • Responsible for the growth of the branch through effective community involvement, including but not limited to, business sales calls and participation in community organizations and events.
  • Accountable for meeting branch loan production and cross sales goals.
  • Maintains a working knowledge of all lending policies and guidelines and all aspects of loan closings.
  • Represent the credit union in a courteous and professional manner at events, sponsorships, and volunteer efforts.
  • Provides services for business accounts, trust accounts and equity loans.
  • Partner with leadership to be a top employer.
  • Responsible for upholding all credit union ethical standards.
  • Provides prompt, friendly and accurate service to internal/external customers.
  • Ensures that branch facilities and equipment are properly secured and maintained to provide an attractive and safe environment.
  • Performs other essential job functions as required or assigned.

Experience and Skills:

High School Diploma or equivalent. 3-5 years financial institution experience. 1-2 years of demonstrated sales success and leadership experience.