Job Description
This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on operations, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values.
DIMENSIONS:
Service Goals: 4.00 rating or above required on a 5 point scale.
Sales Expectations: Meet/exceed established monthly/annual sales goals (may change annually)
o Consumer loan annual funding goal: $2 million plus
o Real estate loan annual goal: $2.7 million plus
o New member annual goal: 240 new members
o Consumer loan protection products 30% loan penetration
o Core Product Ratio: 1.80 products
o Additional referral requirements: Auto buying service, investment products and credit union promotional products and services.
Cash Drawer: $5,000.00
Supervisory responsibilities:
This position reports directly to the Assistant Branch Manager or Branch Supervisor. No employees report directly to this position.
NATURE & SCOPE:
· May serve as a Notary.
· Assists or conducts staff meetings to effectively communicate branch expectations, vision and operational efficiencies. This will include weekly meetings, robbery and security training, and sales updates.
· Elevated authority level to assist with overrides and transaction approval.
Education, skills, & abilities:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
· Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
· NMLS registration required.
MAJOR ACCOUNTABILITIES:
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