Branch Manager

Suffolk Federal Credit Union; Miller Place (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Suffolk Credit Union in Miller Place, NY seeks a Branch Manager to lead a full-service branch, grow deposits and loans, and nurture member relationships while driving a sales-and-service culture and maintaining strong compliance. This role involves community involvement and collaboration with HR and senior leadership.

The ideal candidate will have 3–5 years of branch administration with leadership, a Notary Public certificate, and either an active NMLS-ID or the ability to obtain one.

Qualifications

• Three to five years of branch administration with leadership experience.
• Notary Public certificate required; NMLS-ID or ability to obtain.
• Expertise in sales techniques including cold calling.
• Knowledge of loan policies and related regulations.
• Strong written and oral communication skills.
• Ability to supervise staff and manage budgets.

Responsibilities

• Promote the sales and service culture and ensure efficient daily operation of a full-service branch.
• Oversee branch employees through coaching, scheduling, and hiring decisions.
• Delegate operations and back-up to the Assistant Branch Manager.
• Establish branch goals and monitor performance in cooperation with senior management.
• Analyze branch loan production, sales and data as needed.
• Participate in development of new credit union products and services.
• Prepare branch budget and report to the Assistant VP Retail Member Experience.
• Keep staff updated on product, service or process changes and developments.
• Participate in weekly and monthly meetings.
• Attend and participate in credit union days and community events.
• Back up other departmental staff as necessary.
• Achieve a satisfactory rating on internal audits and examinations.

Skills

Sales leadership

Branch operations

Customer service

Coaching & mentoring

Compliance knowledge

Communication skills

Education

High School diploma or equivalent

Notary Public certificate

NMLS-ID or ability to obtain

Job description

Join a leader in the credit union industry as a member of Suffolk Credit Union 's Member Services management team!

As a leader in the Credit Union industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we value our employees!

The Branch Manager is responsible for managing all branch function and for all aspects of new business development including development of new branch deposits, loans, and relationships. The Branch Manager is also responsible for attaining established goals through active participation and execution of call programs and participation in community affairs to increase visibility and enhance new and existing business opportunities.

Responsibilities

• Responsible for promoting the sales and service culture and administration and efficient daily operation of a full service branch office, including operations, compliance, lending, product sales, member service, and security and safety.


• Oversees all branch employees through effective organizing, coaching, scheduling, counseling, appraising, and hiring and/or terminating, in cooperation with the Human Resources department and Assistant Vice President Retail Member Experience.


• Delegates operations, and back-up as needed to the Assistant Branch Manager.


• Establishes branch goals and performance measurements in cooperation with the senior management and ensures branch performance meets established milestones


• Performs analysis of branch loan production, sales and other data as needed


• Participates in development of new credit union products and services


• Prepares branch budget and provides to Assistant Vice President Retail Member Experience


• Keeps branch staff up to date on all product, service or process changes and developments


• Participates in weekly and monthly meetings


• Attends and participates in credit union days and community events


• Backs up other departmental staff as necessary


• Achieves a minimum of "Satisfactory" rating on internal audits and examinations


• Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members


• Coordinate all aspects of sales and service delivery with other areas of the organization


• To facilitate superior and continuing customer sales and service


• Responsible to increase branch membership base, deposit base, and loan portfolio

Essential Qualifications

Qualified candidate will have a High School diploma or equivalency certification. Three (3) to five (5) years of branch administration required, of which two (2) years must be in a leadership role with demonstrated sales success. Business development is preferred. Notary Public certificate required. NMLS-ID required or must be obtained.

• Expertise in sales techniques including cold calling.


• Proficient knowledge of loan application and approval processes


• Advanced knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations


• Coaches and mentors Assistant Branch Manager to effectively manage all aspects of the branch operations and retail sales coaching of staff


• Knowledge of credit union products, services, policies, regulations and procedures


• Demonstrated skill in interpreting and applying loan policies and objectives


• Demonstrated computer and software skills


• Demonstrated skill in member/customer service


• Demonstrated credit analysis skills


• Demonstrated skill in reporting and summarizing complex financial and statistical data


• Skill with independent problem-solving


• Skill with conflict resolution


• Intermediate mathematical skills


• Ability to provide managerial leadership to professional- and intermediate-level staff


• Ability to communicate successfully with members and outside parties


• Ability to express oneself clearly and articulately both orally and in writing


• Ability to handle multiple and complex deadlines


• Ability to exercise tact and responsibility with handling confidential information


• Ability to work with little supervision of daily activities

Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.

The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications.