JOB FUNCTIONS

• Responsible for the daily management of branch operations and associates to ensure sales, growth, and profit objectives.


• Ensures adherence to operational procedures and regulations related to account and lending functions.


• Oversees facilities operations, security controls, audits, opening/closing procedures, balancing, and supply management.


• Responsible for hiring, terminations, performance reviews, coaching, and associate development.


• Provides ongoing coaching, sales training, and performance leadership to drive sales and service excellence.


• Develops and maintains a highly motivated, well‑trained staff committed to service and performance goals.


• Monitors sales and service behaviors to ensure sound business practices and exceptional member experience.


• Assists members with account and loan needs as necessary; ensures consistent quality and compliance standards.


• Maintains prescribed security controls and immediately reports irregularities to appropriate departments.


• Ensures confidentiality and compliance with credit union policies and government regulations.


• Performs quality control assessments on loan and account documentation and ensures timely correction of errors.


• Participates in credit union projects and assists with system testing as needed.


• Supports the growth of the branch through business development and community involvement.


• Represents the credit union in relationships with members, community organizations, and vendors.


• Leads and participates in required branch marketing outreach throughout the year, supporting credit union growth initiatives.


• Responsible for opening business accounts and ensuring an exceptional experience for business members.


• Drives new member growth for the branch and the credit union through targeted sales, outreach, and community engagement.


• Promotes digital banking solutions and leads efforts to increase member usage and adoption of digital tools.


• Supports the rollout, adoption, and staff training for new product and service offerings.


• Perform other tasks or special project work as assigned.