Branch Manager

Self-Help; Gainesville (FL); On-site; USD 64,000 - 96,000; Full time

Job summary

Self-Help is seeking a Branch Manager for the Gainesville, FL team to drive branch performance, oversee operations, and lead staff development. The role focuses on lending, customer service, and compliance while maintaining strong community engagement.

You will guide strategy, manage budgets, and ensure safety and security of assets. Travel to other branches may be required; strong leadership and financial acumen are essential.

Qualifications

• Bachelor’s degree or equivalent combination of education and/or experience; five years banking or retail experience including supervision.
• Strong commitment to creating economic opportunity for underserved communities.
• Ability to travel to cover other branches.

Responsibilities

• Maintain effective branch operations including timely opening and closing, staffing levels, and member service.
• Ensure adherence to policies and controls to safeguard assets.
• Oversee branch facilities and equipment and establish safety practices.
• Review and implement policies, ensuring compliance with laws and regulations.
• Assist staff or members in solving complex account problems and resolve escalated issues.
• Manage lending function: interview, process, approve/close loans with sound credit practices.
• Plan and coordinate programs to meet performance goals.
• Provide staff training and development and cover shifts as needed.
• Participate in community development and represent Self-Help in outreach activities.
• Develop and maintain relationships with loan-generating opportunities.

Skills

Branch operations

Lending management

Staff supervision

Financial management

Strategic planning

Community development

Analytical skills

MS Office proficiency

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Job description

Job Description:

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers to building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

We are seeking a Branch Manager to join our Gainesville, FL team!

POSITION SUMMARY:

Manage assigned branch toward a strong economic performanceincludingachieving branch goals and budgets; community relations and new business development; staffing branch operations; supervising and developing member service representatives; ensuring effective and efficient member service,maintainingadherence to branch operating policies and procedures, andmaintainingappropriate facilitiesand equipment.

WHAT You’ll Do:

BRANCH OPERATIONS

• Maintaineffective branch operations including,timelyopening and closing, adequate staffing levels, and effective member service.

• Ensure adherence to operational policies,proceduresand controls to ensure the safety and security of employees,membersand credit union assets.

• Recommend action plans to improve operational policies,proceduresand controls, and mitigate controllable losses in operations.

• Oversee the physical facilities and equipment of the branch office,establishappropriate safetypractices for employees, and ensure security procedures arebeing followed.

• Apply and evaluate policies and procedures for the branch. Ensure that the branchis in compliance withSelf-Help’s processes and procedures, federal laws and regulations setforth by the National Credit Union Administration and other regulatory agencies.

• Assiststaff or members in solving complex account problems.

• Serve as first escalation point for member issue resolution including complaints, exceptions, and requests for management.

• Manage the lending function of the branch; conduct loan interviews; process, approve and/or close loans; ensure adherence to sound credit practices and administration policies.

• Implement plans and coordinate programs and activities to meet performance goals.

• Fill-in for and support staff as needed and perform other projects and duties as needed.

STAFF MANAGEMENT AND DEVELOPMENT

• Review and evaluate daily, weekly, monthly calendar to ensure that the branch is properly staffed and that everyone’s time is maximized to serve members.

• Supervise branch staff to deliver effective and efficient member service, and provide feedback as needed.

• Supervise branch staff to deliver effective and efficient member service;identifydevelopment needs and providetimelyfeedback.

• Conducttimelyhiring, employee development, performance management, and compensation reviews for branch tellers and member service representatives.

• Ensure that staffreceiveson-going training, including compliance and security procedures.

• Create andmaintaina cross-selling environment within the branch.

BUSINESS PLANNING - FINANCIAL MANAGEMENT - STRATEGICPLANNING

• Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis,economicsand other bank functions.

• Monitor branch performance and activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts.

• Perform auditing, reconciling, and reporting to ensure adherence to quality controls,complianceand managing branch self-assessmentprocess.

• Participate in strategic planning to develop branch level production goals,budgetsand operating plans to achieve them.

BUSINESS DEVELOPMENT/OTHER

• Analyze trends in both local/niche market and member profiles toidentifypotential sales, serviceopportunitiesand performance variability factors.

• Serve as an active participant in key community development and policy initiatives in the local community and surrounding areas.

• Represent and promote Self-Help in community and business development activities to enhance Self-Help’s brand and demand for products and services with particular focus on deposit, mortgage, and consumer loan growth.

• Work in collaboration with other branches and colleagues on issue campaigns that advance Self-Help’s community economic development priorities, programs, and activities.

• Research, develop andmaintainrelationships with key loan-generating opportunities, in coordination with Self-Help mortgage, commercial and consumer lending staff to promote regional development and responsible lending. This includes effectivelyrepresentingSelf-Help with realtors, non-profits, banks, governmentagenciesand other community partners.

• Create short and long-term development strategies in conjunction with team and senior management tooptimizebranch capacity,identifynew opportunities for improvementand growth, and ensure achievement of business goals.

• Perform other duties as may be deemed necessary.

WHAT You’ll Need:

• Bachelor’s degree or equivalent combination of education and/or experience and5years of banking or retail experience, including 3 years of supervision. Prior sales or sales management experience in a financial institution,retailor service industry preferred.

• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.

• Preference for working in organizations that place priority on teamwork and collaboration

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

• Knowledge of economic and accounting principles and practices, the financial markets,bankingand the analysis and reporting of financial data.

• Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

• Analytical andproblem solvingskills

• Proficient with Microsoft Word,Exceland PowerPoint

• May berequiredto travel to cover other branches.

• English/Spanish fluencymayberequired.

• Ability and willingness towork beyond normal work hours,as needed.

Ability to demonstrate Self-Help’s Core Values:

o Mission Before Self

o Service with Excellence

o Embracing & Promoting Change

o Results Not Credit

o Diversity as a Strength

o Financial Sustainability for Mission Impact

Compensation Range:

$64,000-$96,000

Competitive nonprofit compensation, based on experience, plus a generous benefits package. Compensation ranges for each position are based on local market rates and will bedeterminedby geography, role, and experience.

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Close vision isrequired.

• Employee isregularly required to:sit;talk andhear;use hands to finger, handle orfeel;andreach withhands and arms.

• Employee isfrequentlyrequired to type and use a keyboard.

• The employee must occasionally lift and/or moveup to 20 to 40pounds.

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer:

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.