Branch Manager
Banking
BranchManager
Neural analysis suggests this role is
optimal for Manager candidates.
“Branch Manager at Branch Manager. Skills: Branch management, Team leadership, Sales strategy, Member relations. Generate new consumer and business development opportunities. Drive all aspects of Branch performance”
What You'll Achieve.
Increase productivity; Meet financial performance expectations; Achieve member service scores; Achieve budget goals; Achieve loan production goals; Achieve deposit production goals; Achieve new member growth goals; Achieve individual production goals; Achieve service goals; Achieve desired Branch production metrics
Industry & Context.
Problem resolution; Member complaints
Work Branch hours, Work weekends, Work some evenings, Sit at desk long periods, Use computer, Moderately lift up to 5 pounds, Occasionally lift up to 10 pounds
What They're Looking For.
Must Have
Bachelor's degree or equivalent experience, Minimum 3 years related management experience, National Mortgage Licensing System and Registry (NMLS) registration, Notary appointment
Nice to Have
Retail banking service management experience, Sales management experience, Lending management experience
What You'll Do.
Generate new consumer and business development opportunities
Drive all aspects of Branch performance
Build a high performing team
and develop team members
Develop and execute Branch plan
Achieve goals and objectives
Coach team to achieve production and service goals
Engage in meaningful financial conversations
Provide quality guidance to members
Coach team to make qualified referrals
Establish and maintain proper Branch environment
Leverage leadership and communication skills
and support employees
Provide superior service to each member
and actions for employees
Communicate and coach objectives regularly
Monitor progress and track results
Ensure adherence to member service standards
Ensure compliance with all policies and procedures
Comply with regulatory banking requirements
Independently perform all branch functions
Review processes for branch team members
Write and deliver reviews for scorecards
Conduct 90-day new hire reviews
Conduct annual reviews
Observe member interactions
Provide team members with coaching
Provide accountability to drive improvements
Conduct Stay Interviews
Conduct LEAD meetings
Complete documentation in Workday
Develop relationships with internal partners
Develop relationships with external partners
Develop relationships with networking groups
Achieve desired Branch production metrics
Create and execute an annual business plan
Adhere to Branch budget
Manage controllable operation expenses
Coordinate training classes
Coordinate onboarding plans
Coordinate departmental visitations for staff
Handle member escalations
Ensure resolution of member escalations
Embody Truliant’s corporate identity
Serve in a leadership capacity with community organizations
Assist with other tasks and projects
Make decisions within authority
Demonstrate good judgment
Balance member needs with credit union good
Act as first level of contact for member
Support onboarding of new team members for other
How You'll Work.
Team & Collaboration
Cross-functional teams; Internal partners; External partners; Networking groups
Communication Scope
Financial conversations; Member interactions; Executive presentations
Full Job Description
Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. **Purpose of the Job** The Branch Manager assures that a team of individuals are focused on successfully executing the organization’s mission of improving members’ financial lives. The Branch Manager is accountable for overseeing the daily functions of their Branch, which includes managing staff, fostering a positive environment/culture, ensuring member satisfaction and following proper Branch operation requirements. The Branch Manager must have a hands-on leadership approach and be committed to the expansion and success of their Branch by implementing and consistently executing strategies that increase productivity and meet financial performance expectations. **Essential Functions and Responsibilities** * Generates new consumer and business development opportunities and drives all aspects of Branch performance, including expectations for outside business development and proactive outbound calling to the branch member base. * Builds a high performing team through on-boarding, coaching and development of Branch team members. * Develops and executes the Branch’s plan to ensure achievement of goals and objectives. Including but not limited to member service scores, budget management, loan production, deposit production and new member growth. * Coaches team to achieve individual production and service goals by engaging in meaningful financial conversations with members providing quality guidance to improve their financial health and aid them in achieving t
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