Job Description and Requirements
The AVP/Branch Manager is ultimately accountable for branch operations, staff development, performance goals and achieving quality and timely member service. The AVP/Branch Manager will ensure that procedures and practices are in alignment with credit union expectations and meet policy guidelines; oversee branch processes and manage quality for all branch functions; analyze the branch statistics to ensure that the credit union minimizes branch risk while still maximizing potential business opportunities; lead and provide guidance in performing branch operational and financial performance; adhere to compliance management and improve branch operations by providing coaching and leadership. In addition, the AVP/Branch Manager will work closely with their Regional VP to ensure all standards are met or exceeded.
We are also offering a sign-on bonus for Branch Member Service Representatives! New hires will receive $250 in their first paycheck, $500 following 90 days of employment, and $500 following six months of employment (applicable taxes and withholdings). Join our team today!
The Plano branch is located at: 1801 Dallas Parkway, Plano, TX 75093.
Essential Functions and Responsibilities:
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Oversee daily operations of the branch to ensure business is conducted in a professional and timely manner to ensure excellent member service.
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Review branch statistics to ensure appropriate quality, risk mitigation and adherence to policy and procedures.
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Oversee all functions and services within branch team to ensure quality levels of service are maintained by effectively managing branch volumes, expediting processing activities and monitoring branch decisions for expediency and soundness.
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Direct the operations of the branch to ensure quality service levels to include compliance strategies and sales programs.
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Generate and monitor internal controls.
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Identify trends and implement change as needed to meet credit union goals.
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Analyze and respond to QA audit risk findings, processes, controls and oversee fraud risks associated with branch operations, to include Member XP surveys, detractor report, staffing reports and any other branch-related report.
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Conduct staff development, coaching and growth by identifying strengths and opportunities of branch staff through shadowing and one-on-one documented sessions.
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Present branch statistics, branch performance and other information needed for presentations and/or meetings.
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Participate and provide input regarding best practices for new systems, programs, products or services in regards to branch operations.
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Define and deliver branch activities to establish effective governance, metrics and production, quality and refinement best practices.
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Promote professional growth by engaging in interdepartmental collaborations as a branch liaison to improve processes and eliminate inefficiencies or risk.
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Participate or lead projects as assigned by management.
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Assist with complaint resolution according to applicable state and federal regulations, and oversee the resolution process and training improvement required based on the complaint presented.
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Assess facilities and property to obtain any resources needed to make the necessary improvements or repairs.
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All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).
Requirements:
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High School Diploma or GED
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Minimum of five years of financial institution or customer service experience
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Minimum of three years of supervisory/managerial experience (staff management, leadership, mentoring and conflict resolution)
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Strong interpersonal skills along with the ability to multitask and manage time effectively with close attention to detail
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Ability to apply common sense understanding to carry out instructions furnished in written, oral and diagram form
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Capacity to handle problems involving several concrete variables in standardized situations
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Ability to analyze, develop, manage and improve processes and system/product architecture
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Excellent time management, organizational, problem solving skills and ability to meet deadlines
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Proficient in utilizing PC, Microsoft Applications software, Internet Explorer, and other office equipment
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Capacity/desire to work well in a team environment and develop strong working relationships with external parties
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Ability to clearly communicate effectively verbally and in writing
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Attendance and promptness is pertinent; must be able to work a flexible Monday through Saturday schedule and cover staffing at any location within their respective region if a business need arises. Branch Managers are subject to branch transfers.
Preferred:
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Project management experience a plus
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Top Skills
What We Do
RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets.
AREAS OF FOCUS
• Family Finances
• Retirement Planning Strategies
• Wealth Preservation Strategies
• Investment Management
• Retirement Plan Distribution
• Social Security Retirement Benefits
• Small Business
• Business Retirement Plans
• Tax Planning Strategies
CONNECT WITH US
Phone: 979-417-0563 | 512-873-2527
OFFICE LOCATIONS
8300 N MOPAC EXPY, Suite 100, Austin, TX 78759
107 THIS WAY, Suite A, Lake Jackson, TX 77566
1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792
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