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Branch Manager

PublishedPublished: 6/14/2022

Job Description

Job Description

Role:

Ensure the branch meets organizational, financial, operational, service, and growth plans.

Essential Functions & Responsibilities:

- Directs, develops, motivates, hires, and disciplines branch personnel; administers performance evaluations and recommends appropriate personnel actions.- Provides current and new members with Triangle's model of Service Strategy in leading by example; through coaching, and employee execution.- Monitors branch operating results relative to established objectives and insures that appropriate steps are taken to correct unsatisfactory conditions.- Maintains communications with the Senior Vice President of Member Services; prepares and submits standard reports, and attends scheduled management meetings.- Represents the branch, as appropriate, in its relationships with members, sponsor organization(s), suppliers, other financial institutions, and similar groups.- Controls past-due and charged off accounts for the branch.

- Establishes branch goals as aligned with company goals.

- Compiles and evaluates individual and/or group performance relative to goals.

- Accountable for all branch operations and sales goals.

- Assists in branch development within the community.

- Provides support and recommends actions in regards to systems and policy applications.
- Monitors all branch activities to insure they are in compliance with established credit union policies and procedures.- Ensures Triangle's Service and Sales Strategies programs are adhered to through modeling, coaching, and accountability.- Performs other related duties as assigned.

Knowledge and Skills:

Experience* Staff development, coaching, and goal setting

* Experience in a leadership role required

* Lending and mortgage experience preferred

* Prior Business Development and Sales Management 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 apprentic

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