Credit Union:

Horizon Credit Union

Region:

Boise, ID

Closing:

12/31/2022

Job Description:

YOUR PURPOSE
This position is responsible for and directs the activities of a branch or branches.  Activities include coaching staff to utilize sales and service skills to build strong financial relationships with members.  The Branch Manager II drives results in developing branch staff, to meet and exceed sales and service goals and expectations while exemplifying CORE Values.  Responsible for Branch Risk Management through adherence to established policies and procedures.

 

YOU ARE RESPONSIBLE FOR

Branch Operations

  • Cultivate and nurture relationships with members and community, while attaining and monitoring branch goals and progress.
  • Apply and evaluate policies and procedures set for the branch.  Ensure that the branch is in compliance with credit union regulations and procedures, and federal and state laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  • Manage the security and safety of the branch.  Analyze and monitor security and safety policies and procedures on an on-going basis.  Ensure that staff receives on-going training on security and robbery procedures.
  • Be the community Credit Union Representative.  Participate in branch networking opportunities.
  • Create and maintain a cross-selling environment within the branch.
  • Monitor branch activity, including number of transactions, volume, teller errors, loan volume, product sales and new accounts.  Recommend and monitor budget to management relative to the physical, human resource and other costs of the branch operation.
  • Conduct loan interviews.  Process, recommend approval and/or close loans.
  • Assist staff or members in solving complex account problems.

Management Responsibilities

Responsible for the overall direction, coordination, and evaluation of staff.

  • Maintain a highly motivated and well-trained staff, maintaining effective employee relations.  Support hiring efforts of qualified applicants.
  • Lead effective sales meetings and related activities.
  • Evaluate the job performance of branch office staff to ensure quality of work and service to members.  Schedule and cross-train adequately to ensure effective branch succession and efficient branch operation.
  • Monitor branch operations and appearance to ensure a consistent, professional approach.  Appearance and operations include but are not limited to policies such as Dress Code and Branch Facilities as well as actions expected per our CORE Values.
  • Training employees; planning, assigning and directing work
  • Conducting performance appraisals; rewarding ad disciplining employees.
  • Addressing complaints and resolving problems in accordance with policies, procedures and applicable laws.

SUCCESS LOOKS LIKE

  • The Branch Manager is expected to attain branch goals in savings, lending, account relationships, transactions, and profitability.  Productivity standards are determined from time to time to reflect the traffic, volume and market opportunities for the branch.

Branch Manager II

Description

YOUR PURPOSE
This position is responsible for and directs the activities of a branch or branches.  Activities include coaching staff to utilize sales and service skills to build strong financial relationships with members.  The Branch Manager II drives results in developing branch staff, to meet and exceed sales and service goals and expectations while exemplifying CORE Values.  Responsible for Branch Risk Management through adherence to established policies and procedures.

 

 

YOU ARE RESPONSIBLE FOR
 

Branch Operations

  • Cultivate and nurture relationships with members and community, while attaining and monitoring branch goals and progress.
  • Apply and evaluate policies and procedures set for the branch.  Ensure that the branch is in compliance with credit union regulations and procedures, and federal and state laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  • Manage the security and safety of the branch.  Analyze and monitor security and safety policies and procedures on an on-going basis.  Ensure that staff receives on-going training on security and robbery procedures.
  • Be the community Credit Union Representative.  Participate in branch networking opportunities.
  • Create and maintain a cross-selling environment within the branch.
  • Monitor branch activity, including number of transactions, volume, teller errors, loan volume, product sales and new accounts.  Recommend and monitor budget to management relative to the physical, human resource and other costs of the branch operation.
  • Conduct loan interviews.  Process, recommend approval and/or close loans.
  • Assist staff or members in solving complex account problems.

 

Management
Responsibilities

 

Responsible for the overall direction, coordination, and evaluation of staff.

  • Maintain a highly motivated and well-trained staff, maintaining effective employee relations.  Support hiring efforts of qualified applicants.
  • Lead effective sales meetings and related activities.
  • Evaluate the job performance of branch office staff to ensure quality of work and service to members.  Schedule and cross-train adequately to ensure effective branch succession and efficient branch operation.
  • Monitor branch operations and appearance to ensure a consistent, professional approach.  Appearance and operations include but are not limited to policies such as Dress Code and Branch Facilities as well as actions expected per our CORE Values.
  • Training employees; planning, assigning and directing work
  • Conducting performance appraisals; rewarding ad disciplining employees.
  • Addressing complaints and resolving problems in accordance with policies, procedures and applicable laws.

 

 

SUCCESS LOOKS LIKE

  • The Branch Manager is expected to attain branch goals in savings, lending, account relationships, transactions, and profitability.  Productivity standards are determined from time to time to reflect the traffic, volume and market opportunities for the branch.

ABOUT THIS JOB DESCRIPTION

The statements in this job description are intended to describe the essential functions and minimum qualifications for this position and are not intended to be an exhaustive list of all responsibilities, duties and skills required. Job descriptions are not intended nor do they create an employment contract and are subject to change at any time to accommodate business necessity. The Credit Union maintains its status as an at-will employer where applicable. In support of Horizon CU’s goals employees may perform other duties as assigned and all employees are expected to:

  • Exemplify our CORE Values
  • Promote teamwork and collaboration
  • Provide our members with the highest quality service

EXPERTISE YOU NEED

Education & Experience

Bachelor’s degree (B. A.) from four-year college or university; plus three to five years’ related experience and/or training; or equivalent combination of education and experience.  Technically savvy, sales-oriented background preferred.  Related work experience may substitute for education.