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Branch Manager/Team Leader

Company: Gesa Credit Union
Location: Yakima
Posted on: January 12, 2021

Job Description:

SUMMARY:As the Branch Manager/Team Leader, you are responsible for leading your team to deliver an exceptional member experience and build relationships with our membership to improve their lives. The Branch Manager/Team Leader provides coaching and development for the team, ensures the operational soundness of the branch and the achievement of branch and organizational goals. This position requires vision, innovation, strong business and community partnerships, teamwork and collaboration, accountability, leadership and coaching.ESSENTIAL JOB FUNCTIONS:* Provide Exceptional Member Service* Maintain an up-to-date and comprehensive knowledge of all credit union products, services, policies and procedures, as well as industry regulations* Maintain a cohesive, highly trained, and motivated staff sufficient to meet member service and department demands* Regularly coach and mentor staff through consistent 1:1's, on the spot coaching, weekly sales meetings and structured development* Attend training sessions, conferences and seminars as approved by team leader. Maintain awareness of policies and regulations related to duties and responsibilities on the branch and staff* Oversee scheduling, employment decisions, the progressive disciplinary process, and timely staff evaluations of branch staff* Consistently develop and maintain business partner relationships within the community* Develop and maintain a cross-sales culture within the branch* Meet or exceed established branch and organizational goals* Assist staff and members in solving complex account and lending problems* Fill in as needed as a Member Service Associate or Personal Financial Representative* Recommend, implement and supervise the budget for the branch. Develop recommendations for cost efficiencies and enhancements to products, pricing and processes* Promote and support digital banking initiatives* Ensure all related policies, processes and procedures are followed and documentation is completed accurately. Monitor the effectiveness of the branch and make suggestions for process improvements as applicable.* Control risk and manage operations in a safe and sound manner* Work with staff and other departments to ensure proper branch security* Ensure the branch properly orders and manages vault cash, ATM currency, night drop, verifies cash receipts and keeps a proper level of working cash. Ensure all cash drawers are balanced and closed as prescribed, ensuring all monies and commodities are secured.* Ensure all branch equipment is properly working at all times* Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism. * Provide oversight of the physical facility and property, including general maintenance and upkeep* Demonstrate and support credit union values and service standards* Other duties as assignedSKILLS/ABILITIES:* Excellent written and verbal communication skills* Ability to make quality decisions in a timely manner * Strong attention to detail* Strong organizational, problem-solving and analytical skills* Consistently display interpersonal skills to relate effectively and professionally to members, the public, colleagues, and all levels of management * Provide informed, professional and accurate service and support to all members, departments and colleagues; displaying respect for all areas of diversity and levels of knowledge* Ability to manage constantly changing priorities with versatility, flexibility, and enthusiasm* Ability to multi-task on numerous projects simultaneously* Work as a resource on various organizational projects as needed* Ability to perform required work under very limited supervision* Ability to formulate, implement and administer policies and procedures relating to credit union branch operations* Establish, teach, monitor and adjust clearly defined goals (both personally and for your team) to achieve objectives* Display and maintain a well-balanced understanding of credit union or banking functions, including operations and lending* Work with internal audit and compliance to ensure adherence with internal controls and regulationsUnderstand and perform Bank Secrecy Act (BSA) functions as applicable to job responsibilitiesCERTIFICATIONS/LICENSES:* Notary PublicNational Mortgage Licensing System Registration (as appropriate) JOB REQUIREMENTS:* Bachelor's degree in related field (or equivalent)* 6+ years of experience in financial industry preferred* 3 - 5 years of progressively responsible supervisory/management experience* Ability to work with varying levels of technology * Possess high level of personal integrity and ethics* Ability to participate in and support a team environment * Support community events and business partnerships* Proficient with standard office equipment, MS Office, computer and reporting applications, software, and credit union programs* Ability to report for work on time and maintain a schedule of regular attendance * Project a professional image at all timesSome travel may be required to fulfill duties, career development and/or responsibilitiesPHYSICAL REQUIREMENTS: Per the Dictionary of Occupational Titles, this is considered a sedentary position* Frequent sitting (31-70%)* Occasional walking and standing (11-30%)* Ability to lift up to 10 lbs. frequently, including negligible forces* Ability to lift up to 20 lbs. on a seldom basis* Frequent repetitive hand and wrist motionsRegular Full Time Employee BenefitsYour Wellbeing:* Medical, Dental, and Vision Plans * 20 Days Accrued Paid Time Off* 10 Paid Holidays * Employer Provided Short Term Disability and Long Term Disability* Voluntary Pet InsuranceYour Financial:* 401k & Roth 401k With Employer Match * Employer Provided Life Insurance & AD&D * Tuition Assistance & Reimbursement Programs* Employee Loan Discounts* Quarterly Incentive Program * Annual Incentive ProgramYour Extra Perks:* Employee Assistance Program * Development Training* Employee Recognition Program, Gesa Gold & Service AwardsGesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.Selected candidate(s) must be able to pass a pre-employment drug screen which includes screening for all drugs considered illegal or controlled by the State of Washington, as well as, a credit/background check and a skills assessment.Gesa reserves the right not to hire any relatives of or those in a close personal relationship with any Gesa employee, Board member or Supervisory Committee member.Gesa Credit Union is an Equal Opportunity Employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. Gesa Credit Union will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical or mental limitations of qualified employees and applicants with disabilities. If you are interested in applying and require special assistance or accommodations due to a disability, please contact our Human Resources department at (509) 378-3100.EOE/AA - Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteranhttps://www.gesa.com/pdfs/careers/eeo_policy_statement.pdf

Keywords: Gesa Credit Union, Yakima , Branch Manager/Team Leader, Executive , Yakima, Washington

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