Branch Manager
Company: Community Credit Union
Location: Lynn
Posted on: January 9, 2021
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Job Description:
FUNCTION:The Branch Manager reports to the CEO/President. The
primary function of the Branch Manager is to develop new business,
oversee branch sales, and deliver superior quality member service,
while adhering to consumer and regulatory compliance. Managerial
experience is a requirement for this position, as well as the
ability to develop a business plan and to lead the branch staff in
meeting goals by proactively selling/cross-selling suitable
products and services to new and existing members. The incumbent
will establish rapport with the members, motivate and lead the
branch staff, and be active in the local community. Maintains a
high energy, positive and upbeat attitude. Delivers in a friendly,
efficient, and timely manner, adhering to established customer
service standards. A highly self-motivated professional with strong
personal skills, management & leadership skills, team building
skills are vital components of this position. 50% of the time of
the incumbent will be devoted to sourcing new business. Suggests
marketing promotions and events to CEO, and implements them upon
approval. Responsible for branch security. Completes tasks within
established time-frames. Promotes a positive image for the Credit
Union. Completes special projects assigned by supervisors as
needed. Maintains compliance including BSA, AML, CIP, OFAC,
etc.RESPONSIBILITIES:Develops and submits business plan based on
stated organizational objectives; consistently meet goals/budget
throughout the year. Handles assigned tasks within specific
time-frames. Delegates to ensure staff involvement and buy-in.
Reports progress to the CEO on a weekly/monthly basis.Establishes
and communicates performance standards. Develops and conducts
sales/operations meetings and directs sales activities towards
achieving objectives. Identifies training needs of individual
employees and schedules platform and teller staff with in-house
training modules, computer-based training, and outside
courses/seminars, as deemed necessary.Develops and maintains a
strong sales & service environment by implementing sales programs
geared towards increasing cross-sales ratio and ensuring employee
motivation. Measures teller and platform staff performance. Adjusts
staff goals when appropriate, or when business needs and objectives
change. Offers sales training to the branch staff. Works closely
with staff by holding in-house branch training, coaching sessions,
or one-on one sessions. Requests approval for further training
sessions as necessary.Maintains strict audit controls over teller
and platform areas. Ensures a strong audit rating is maintained,
minimizing operational, legal, and other risks. Schedules staff
training and compliance according to laws and regulations. Oversees
daily branch settlement, correct account setup, daily branch
operations (vault, security, compliance), including adherence to
BSA, and all other operating procedures. Oversees the accurate
inventory monetary instruments. Oversees teller overages and
shortages with the Head Teller, daily overdrafts, and returned item
processing. Responsible to collect and report persistent
overdrafts, as well as return deposited items and other items.
Responsible to check and ensure the accuracy and legitimacy of all
account maintenance/input performed at the branch.Delivers employee
performance evaluations/reviews of platform and teller staff.
Becomes involved in administering performance counseling if
necessary.Achieves personal sales goals, and ensures the goals of
the branch are met. Suggests promotions, product awareness,
telemarketing events, direct mailings, and community events to the
CEO and VP/Sales as needed. Proposes and maintains approved
activity calendar of CCU-sponsored events. Keeps updated on the
local competition and recommends marketing programs and promotions.
Identifies and reacts to local sales and marketing opportunities in
order to maximize market share and profitability.Provides superior
member service and processes new accounts, loan applications, notes
and disbursements as needed. Approves loans within limits and
within CCU underwriting standards. Reviews retirement account
statements for accuracy/compliance and ensures proper account
maintenance.Provides superior services to local bank-at-work
accounts including seminars, sales events, regular visits, payroll
processing, etc. Responds to customer inquiries. Responsible for
the quality of telephone and walk-in service at the
branch.Cooperates with, participates in, and supports the adherence
to the Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) policies
and procedures, including the following:Attend annual training
reviewing the regulatory requirements of the BSA and the Bank's
internal BSA compliance and AML policies and procedures, as well as
understanding the following terms related to the BSA/AMLOffice of
Foreign Asset Control (OFAC)Suspicious Activity Report
(SAR)Currency Transaction Report (CTR)
Keywords: Community Credit Union, Lynn , Branch Manager, Accounting, Auditing , Lynn, Massachusetts
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