Branch Manager - bilingual Spanish/English required

Credit Union Executives Society, Inc.; Tennessee; On-site; USD 65,000 - 95,000; Full time

Job summary

ORNL Federal Credit Union in Loudon, TN is seeking a Branch Manager who places the member at the center of all we do and leads the branch to meet financial and growth plans. This role hires, mentors, and directs staff, delivering valued service behaviors that foster deep connections and loyalty.

This position requires bilingual Spanish/English proficiency to translate for members and prior branch leadership along with financial services experience is preferred.

Qualifications

• Minimum 3 years of customer service experience is required.
• Minimum 1 year of financial services experience is required.
• Minimum 1 year of employee management experience is required.

Responsibilities

• Interviews potential employees to fulfill staffing needs; hires, motivates, develops and directs staff for branch growth.
• Manages deposits, withdrawals, loans and related services; ensures compliance with underwriting and policies.
• Leads staff training, scheduling, and performance reviews; builds a high performing team.
• Creates, monitors, and reports on branch budget and growth metrics; engages with the community.

Skills

Customer service

Financial services

Employee management

Bilingual Spanish/English

Education

Associate's degree in Business or related field

Tools

Word

Excel

PowerPoint

Job description

Branch Manager - bilingual Spanish/English required

ORNL Federal Credit Union

Loudon, TN

Position Description

The Branch Manager strikes the balance between placing the member at the center of all we do, while acting in the best interest of the membership. The Manager mentors and develops their staff to deliver the valued service behaviors that build deep connections and loyal relationships with the members.

The Branch Manager leads the operation of a Credit Union branch, ensuring the branch meets organizational, financial, operational, service, and growth plans. The Branch Manager hires, motivates, develops, and directs staff to achieve optimal branch growth.

Essential Functions & Responsibilities:

• Utilizes Credit Union tools to improve or reinforce behaviors that result in improved member service.
• Assists members with opening and closing accounts and safe deposit boxes; answers questions about products and services; and resolves problems promptly that are within authority.
• Interviews potential employees to fulfill staffing needs. Hires, motivates, develops and directs staff to achieve optimal branch growth. Evaluates employee performance and recommends promotions, transfers, and salary adjustments.
• Processes and closes consumer loans and credit cards for members, complying with all underwriting requirements.
• Develops and mentors Assistant Branch Managers and Head Tellers to prepare them to assume a leadership role in the branch.
• Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; sells money orders and cashier checks to members; transfers amounts form member accounts as directed.
• Creates, monitors, and manages the branch budget and accounts for any variance.
• Participates in community clubs or Chamber events to promote Credit Union awareness to the public at large.
• Conducts monthly security audits, surprise vault audits, and weekly currency machine replenishment.
• Ensures appropriate records are maintained and required reports are prepared to include budget, scheduling, and audit requirements.
• Conducts staff meetings and training; schedules staff and reviews daily timesheets.
• Maintains member service standards and responds accordingly.
• Performs other job-related duties as assigned.

Experience:

• Minimum 3 years of customer service experience is required.
• Minimum 1 year of financial services experience is required.
• Minimum 1 year of employee management experience is required.

Education:

• Associate's degree in Business, Financial Management, or in a related field, or an equivalent combination of education, relevant work experience, or military experience is required.

Other Skills Required:
Bilingual Spanish/English speaking required. Must be able to read, write, and speak English and Spanish fluently, including translating for members as needed. Must be able to pass a proficiency test in both languages.

• Must be proficient in Word, Excel, and PowerPoint, with the ability to give presentations to medium to large-sized groups.
• Must have the ability to coach, mentor, and build consistent behavioral skills in staff and leaders for performance and execute disciplinary action if needed.