Branch Manager

Title: Branch Sales Manager III

Department: Retail Branches

Reports to: Director of Branch Sales and Services

FLSA: Exempt

Job Grade: 13

Job Purpose: Guides staff in providing services to members and the credit union by overseeing departmental operations and motivating staff to achieve individual, departmental and credit union goals.

Essential Job Results:

JOB SPECIFIC RESULTS

1. Assists members and employees with phone calls, answers questions about products and services; resolves problems within his/her authority; refers problems that are beyond his/her authority to the next level supervisor, along with his/her recommendations.

2. Schedules, trains and monitors the work of Financial Services Officers and Tellers; evaluates, reviews and recommends to management salary adjustments or disciplinary actions.

3. Ensures that member account information is properly recorded on computer system and all paper documents are appropriately filed.

4. Identifies and takes action to improve the department's operating methods and procedures.

5. Maintains communications with main office by preparing and submitting reports and attending meetings.

GENERAL MANAGEMENT RESULTS

1. Maintains staff by recruiting, selecting, orienting and training employees, maintaining a safe and secure work environment, and developing personal growth opportunities.

2. Mentors staff by providing individual guidance and technical expertise.

3. Works with the risk management department to conduct random audits of employees work.

4. Accomplishes staff job results and departmental goals by coaching, counseling and disciplining employees; communicating job expectations; effectively scheduling staff to meet the credit unions needs; planning, monitoring and appraising job results; conducting training; initiating, coordinating, implementing and enforcing systems, policies and procedures; and keeping supervisor updated on issues on a regular basis.

5. Completes operations by developing schedules; assigning and monitoring work; gathering resources; implementing productivity standards; resolving operations problems; maintaining reference manuals; implementing new procedures; keeping supervisor informed of problems and solutions.

6. Maintains department policies and procedures by assessing practices, identifying strengths and weaknesses, and recommending changes to the supervisor.

7. Maintains operations by initiating, recommending, coordinating and enforcing operational and personnel policies and procedures; and coordinating, developing and maintaining comprehensive procedures for each position in the operational area of responsibility.

8. Manages diversity in the workplace by understanding, supporting and practicing equal employment opportunity regulations and participating in all mandatory training regarding this and related topics.

GENERAL MEMBER CONTACT STAFF RESULTS

1. Maintains account records by updating member information as necessary.

2. When directly serving members, cross-sells credit union services by answering inquiries, actively informing members of new services and product promotions, ascertaining members needs, directing members to other staff as appropriate.

GENERAL STAFF RESULTS

1. Maintains member and employee confidence and protects operations by keeping information confidential and sharing on a business-related as-needed basis only.

2. Engages in problem resolution by clarifying the members and/or employees complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution; and keeping the supervisor informed of problems and solutions.

3. Complies with UKFCU policies and procedures by enforcing and adhering to internal UKFCU procedures and board-established policies.

4. Complies with federal, state and local regulations and legal requirements by enforcing and adhering to requirements.

5. Maintains professional and technical knowledge by maintaining an awareness of competitors rates and terms, industry trends and technology; attending staff meetings; identifying opportunities to attend seminars that enhance skills and maintain knowledge of new products that could assist in improving operational effectiveness; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; and participating in professional societies.

6. Contributes to a team effort by accomplishing corporate and individual goals and other related results as needed.

MINIMUM REQUIREMENTS

• Three to five years of similar or related experience, including sales.
• Bachelors Degree or equivalent.
• Ten-key calculator, general PC and computer keyboarding experience.
• Ability to communicate with others one-on-one and in groups, fielding questions and responding to complaints.
• Ability to motivate and influence others, foster sound relationships, present a trustworthy and diplomatic image, and deal effectively with others concerning topics of a personal or sensitive nature.
• Strong, friendly voice and demeanor, good diction.
• Ability to add, subtract, multiply and divide all units of measure using whole numbers, fractions and decimals with American currency, and to apply these concepts to practical solutions.
• Ability to compute rate, ratio and percent with American currency, and to apply these concepts to practical solutions.
• Ability to define problems, collect data, establish facts and draw conclusions while dealing with a variety of abstract and concrete variables.
• Ability to write reports, correspondence, policies and procedures.
• Ability to work independently.

PHYSICAL DEMANDS:

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 and stand; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to walk and stand. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will be required to work indoors in a climate controlled office setting. The noise level in the work environment is usually moderate.

MENTAL DEMANDS:

The mental characteristics necessary to competently perform this job include the occasional need to be persuasive, use good judgment; and, the continuous need to use auditory perception, memory, and reasoning ability.

* The intent of this job description is to provide a representative summary of the types of results that will be required of the positions given this title, and shall not be construed as a declaration of the specific responsibilities of any particular position. Employees may be requested to perform job-related tasks other than those specifically outlined in this description.

Qualifications

UKFCU is an equal employment opportunity employer and is committed to providing employment opportunities to minorities, females, veterans, and disabled individuals. UKFCU invites you to review the current "EEO Is the Law" poster as part of the application process. A link to the most current posters is here. Please also see the 2015 Supplemental EEO Poster here.

Applications are only accepted through our online application system. However, if you need assistance with any part of the application process or are unable to apply online because of a medical condition or disability and need an accommodation, please contact recruiting@ukfcu.orgto let us know the nature of your request. Please note, UKFCU accepts only employment applications that are complete and received by the Office of Human Resources by the specified deadline for each opening.

The Credit Union leadership recognizes that to achieve its vision and mission, it must embed the values of Diversity, Equity, and Inclusion (DEI) in all aspects of the Credit Union’s work. Together, the staff, membership and communities are diverse and as such, the Credit Union must reflect and respect that diversity. The Credit Union’s leadership recognizes and believes when an organization’s leadership and staff are representative of the people that it serves, it can better meet its vision and mission. Further, the Credit Union leadership believes that it benefits when diverse perspectives are represented, respected and included among the discourse and decision-making that takes place at the Credit Union, and with and among its staff, membership and communities.

This position requires on-site work in Nicholasville and Lexington, KY.