Branch Manager - Calera

AmFirst; Calera (AL); On-site; USD 60,000 - 84,000; Full time

Job summary

AmFirst Credit Union seeks a Branch Leader to direct operations of a small facility, guiding branch performance, service standards, and growth objectives. The role carries lending authority and oversight of underwriting for consumer and real estate activities.

Responsibilities include hiring, coaching, scheduling staff, coordinating with main office, and building community partnerships to support member service excellence and branch profitability.

Qualifications

• One year to three years of similar or related experience.
• Two-year college degree or equivalent education or training.
• Strong interpersonal, diplomatic, and coaching abilities.

Responsibilities

• Directs operations of a small credit union branch to meet growth and service goals.
• Underwrites consumer loans up to policy limits; approves subordinate underwriting decisions.
• Hires, trains, coaches, and evaluates branch staff; allocates resources and approves recommendations.
• Maintains communication with main office and submits standard reports; attends management meetings.
• Develops community relationships and coordinates branch participation in local activities.
• Ensures compliance with policies and procedures; reviews branch performance and drives sales culture.

Skills

Leadership

People management

Coaching

Communication

Education

Two-year college degree

Trade school certification

In-house training program completion

Job description

Role: To direct the operations of a small-sized Credit Union facility, ensuring the branch meets organizational, financial, operational, service, and growth plans. This position should have lending authority of at least $10,000 unsecured and $50,000 secured.

Essential Functions & Responsibilities:

• Underwrites consumer loans up to the amount assigned per Credit Union policy; reviews and approves underwriting decisions of subordinate personnel. Originates & closes real estate loans.
• Hires, reviews, schedules, trains, coaches, supports, counsels, motivates, and monitors the work of branch personnel; conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates.
• Maintains communications with main office; prepares and submits standard reports; attends scheduled management meetings.
• Develop and maintain business partner relationships with the community and area schools by calling on potential BPs and coordinating branch participation in community activities.
• Serves as a source of product knowledge and monitors all branch activities to ensure they are in compliance with established Credit Union policies and procedures.
• Conducts or coordinates weekly meetings with the branch staff to review sales objectives, procedural issues, and member service expectations.
• Performs other job-related duties as assigned.

Performance Measurements:

• Maintain a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.
• Provide informed, professional, and accurate service and support to all members and associates.
• Maintain or exceed annual budgeted branch operating and growth plan while maintaining or improving the financial stability of the branch.
• Effectively evaluate the efficiency of the branch and develop specific recommendations for improvements to personnel, facilities, products, pricing, policies, and processes.
• Meet or exceed the established branch goals each month and ensure direct reports achieve their individual goals.
• Promote a sales culture within the branch by example. Coach and develop employees to identify cross-sale opportunities.
• Ensure recovery of all critical branch functions for business contingency within recovery times set by business constraints or disaster recovery plan.
• Note observations of employees’ performance. Give and receive feedback from employees on an ongoing basis.
• Effective cross-training throughout the branch.
• May serve on various committees such as Roadblock, Risk Assessment, IT Steering Committee, or as a resource for other committees or departments.

Knowledge and Skills:

Experience: One year to three years of similar or related experience.

Education: (1) A two-year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Physical Requirements: Light lifting required.

Qualifications

Behaviors

Preferred

Leader

: Inspires teammates to follow them

Team Player

: Works well as a member of a group

Dedicated

: Devoted to a task or purpose with loyalty or integrity

Motivations

Preferred

Ability to Make an Impact

: Inspired to perform well by the ability to contribute to the success of a project or the organization

Self-Starter

: Inspired to perform without outside help

Equal Opportunity Employer
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