The Branch Manager position is responsible to motivate their team to acquire, expand, and retain member relationships and leading staff to maximize the service/sales encounter. This position is accountable for the effective and efficient management of a branch including member deposit, loan, and relationship growth and strong member satisfaction and loyalty. The Branch Manager position is responsible for cultivating community awareness and generating new business and referrals from industry contacts.
1) Achievement in Balanced Scorecard Results- 50%
a. Responsible for meeting specific goals for coaching, sales and member satisfaction.
b. See current year scorecard addendum.
2) Leadership Expectations- 40%
a. Work closely with HROD and senior management to select and retain highly engaged employees.
b. Interpret and communicate overall organizational purpose, critical measures, strategies and progress as it relates to the department and individual team member goals and success. Cascade information. Provide open and transparent communication with team members and departments across the organization.
c. Responsible for developing a staff of highly engaged employees as measured by the annual employee engagement surveys.
d. Provide broad based recognition by recognizing positive behaviors, achievements, and results exhibited by team members and all staff at all levels across the organization in a consistent and professional manner.
e. Review and communicate performance standards and expectations of team members as often as necessary to ensure accountability and effective execution.
f. Provide timely, ongoing and consistent direction, performance coaching and honest feedback through dialogs, mid- year snapshots, year-end appraisals and informal in-the-moment coaching.
g. Examples include, attendance (updating time and attendance information as required), dialogs, performance journals, and documented disciplinary actions and action plans as necessary.
h. Utilize progressive discipline practices to address sub-standard performance in a timely manner. Carry out progressive discipline and documentation with dignity and respect.
i. Invite and accept feedback from others and provide upward feedback.
j. Responsible for own continual individual development and improvement of UW Credit Union’s Leadership development competencies including, communication, thinking and analyzing, business understanding, interpersonal, leadership, management, and self awareness (see Leadership Excellence Competency Model for details on each competency).
k. Consistently meets standards for scored observations and dialogs
3) Operations- 10%
a. Responsible for the management and control of the operational expenses of their branch.
b. Responsible for ensuring that transactions of tellers and financial specialists are extremely accurate with a minimal amount of errors.
c. Insure that all scheduled audits are carried out in an efficient, timely, consistent, and accurate fashion.
d. Maintain security by ensuring that all security procedures are followed, equipment is maintained and tested, and that employees adhere to cash management policies and procedures.
e. Ensure that all employees’ labor hours (working & nonworking) are accurately collected on a timely basis (within 48 hours) through UW Credit Union’s time and attendance systems.
f. Ensure that employees apply appropriate skill in controlling loan and fraud losses.
g. Manage facility by ensuring proper maintenance, repairs and other facilities needs with assistance of the facility manager and their staff.
h. Responsible for any additional duties and or responsibilities as assigned by senior management.
To perform this job successfully, an individual must demonstrate regular, predictable attendance and be able to perform each essential duty satisfactorily. The individual must be able to obtain and maintain a Limited Credit Lines License (WI Credit test #29). The individual must be, or become, federally registered, and maintain an active federal registration with the National Mortgage Licensing System (NMLS) and Registry. The individual must be able to successfully pass background checks.
- Associate’s degree in business administration, finance, marketing or a related field required, a bachelor’s degree in these fields is desired.
- 2 years of managerial experience in the financial industry, or an experiential equivalency of at least 3 years experience in a managerial capacity within the financial industry.
- Demonstrated leadership skills to motivate and develop staff.
- Demonstrated understanding of retail sales and marketing concepts.
- Ability to learn, understand, and lead complex operations including the lending process, member services and teller operations.
- Exceptional communication effectiveness.