Branch Manager Connex CU Branford, CT, USA

Connecticut's Credit Unions; Branford (CT); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Medical, Dental, and Vision coverage

Paid time off

401K contributory plan with company"

Job summary

Connex Credit Union in Connecticut seeks an experienced Branch Manager to lead a small, community-focused branch.

You will coach staff, drive sales and service, manage lending activities, and build relationships with local businesses and SEG groups.

Candidate should have 3+ years in retail sales leadership and a bachelor’s degree; strong compliance and customer-first mindset required.

Qualifications

• Minimum 3 years retail sales management or branch experience.
• 3+ years interviewing experience in consumer loans and related insurances.
• Bachelor’s Degree or equivalent educational or a minimum of 3 years related work experience.
• Strong sales oriented customer service skills and a thorough knowledge of Credit Union systems, (retail and operations) with experience in accounting, researching records and loan processing desirable.

Responsibilities

• Delivers high quality service to members and ensures branch staff deliver on Advocacy Promises.
• Coaches & Leads all Branch personnel and drives sales & service coaching.
• Drives branch growth, profitability, and member relationships through business development within the branch community.
• Ensures compliance with federal laws, regulations and internal controls and supports the sales & service culture of the organization.
• Manages daily branch operations, productivity, and reporting to meet goals.

Skills

Retail sales leadership

Team coaching

Customer service

Relationship building

Business development

Education

Bachelor’s degree or equivalent

Job description

Looking for purpose in your profession? Connecticut’s credit unions offer rewarding careers that empower people, strengthen communities, and drive financial well-being.

DescriptionAre you looking to have a positive impact on people in your community? Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. We’re a company with a long and successful history where trust is important and exceptional customer service is the standard. We are committed to our employees, our members, and the communities we serve. If you want to make a difference and be part of a growing, inclusive organization, join us in our mission.

• Competitive compensation.
• Medical, Dental, and Vision coverage.
• Paid time off.
• 401K contributory plan with company match.
• The opportunity to become involved in community outreach.

General Summary

A Branch Manager must provide outstanding service to all members and identify and find solutions for their financial needs in order to better their financial lives’. The person in this role is responsible for branch growth, improved profitability and member relationships through business development within the branch community and through consistent coaching and training of branch staff. Branch Manager supervises a maximum of five full time employees (directly or indirectly within their branch) typically in a lower volume branch as defined by net income or an ITM branch (branch without a traditional teller line).

Connex has a right to transfer you to other locations to perform the same or other duties, if Connex believes such a transfer is in its best interest. This transfer may be temporary or permanent and you will be notified in advance if that is to occur, except for temporary, emergent transfers to cover due to shortage or other problem.

Essential Functions and Responsibilities

includes the following, and other duties may be assigned.

Advocacy

1.Delivers and ensures branch staff delivers high quality service to members as defined by our Advocacy Promises.

2.Coaches & Leads all Branch personnel:

• Coaches sales and service skills to all branch team members. Works with other branch leaders to ensure sales & service coaching occurs regularly;
• Develops sales & service leadership skills in Service Coordinators & Assistant Branch Managers;
• Works on employee development including guidance of each person in the branches, career planning, and taking the appropriate steps with action plans when disciplinary action is needed. Has the authority to terminate any Branch personnel, according to personnel policies.
• Drives quality hiring for all branch positions.

3.Assists the VP of Branch Administration in development of goals, analyzing results, making adjustments when goals are not met and celebrating when they are. Drives this process with Service Coordinators & Assistant Branch Managers.

4.Ensures that the branch meets and exceeds its goals.

5.Assigns, coordinates, and monitors workflow and productivity to ensure high levels of accuracy, quality and quantity are maintained.

6.Drives branch reporting by working with Service Coordinators and/or Assistant Branch Managers to compile individual branch results and combining results to measure the branch’s productivity.

7.Oversees the daily operation of the Branch, according to written Branch operations standards, including adherence to security procedures;

8.Resolves member problems/responds to inquiries beyond the authority of other Branch personnel.

9.Advises VP of Customer Branch Administration on training needs and/or production problems.

10.Ensures that the branches maintain and utilize all Marketing provided.

11.Assists in maintaining adequate Member Service Staff through:

• Training support
• Filling vacancies promptly

12.Ensures that all branch staff complies with federal laws, regulations and internal controls as well as all credit union policies and procedures and supports the sales & service culture of the organization.

13.Maintains knowledge of competitors’ rates and terms and other trends related to the credit union industry and drives that knowledge with the branch team.

14.Makes recommendations to the VP of Branch Administration for changes and improvements in procedures concerning the branch in relation to overall operations.

16.Drives the connectivity & cohesiveness of all branches with the main office and ensures that the quality culture of the organization exists at the branch.

Business Development

• Builds and maintains relationships with SEG groups and local businesses within the branch community to grow the business.
• Maintains a regular schedule for business development.
• Participates in the community to help grow awareness and brand recognition of the credit union.

Lending

1.Interviews loan applicants, analyzes credit and financial information and makes decisions on loans within prescribed limitations;

2.Accurately completes required loan forms and related documents necessary in the lending process;

3.Assures quality control of loan check disbursements by:

• Verifying payment date
• Assuring amount of check agrees with loan amount
• Assuring proper signatures and required documentation is retained

4.Pre-qualifies prospective mortgage and home equity candidates and co-ordinates 1st mortgage interviews with mortgage originator

5.Keeps abreast of all changes in Lending procedures and policies.

Performance Measurements (if applicable)

Qualifications and Requirements

• Proven commitment to providing quality service to members in current position illustrated by past record of exemplary member interaction;
• Ability to successfully lead a large branch and staffing compliment;
• Minimum 3 years retail sales management or branch experience and heavy retail and commercial customer contact environment;
• 3+ years interviewing experience in consumer loans and related insurances;
• Bachelor’sDegree or equivalent educational or a minimum of 3 years of related work experience;
• Minimum 3 years of direct supervisory experience;
• Primary focus on building a strong sales team and growing membership
• Expectation is 20-30% of time is focused on external networking, community involvement, and SEGs
• Strong sales oriented customer service skills and a thorough knowledge of Credit Union systems, (retail and operations) with experience in accounting, researching records and loan processing desirable;
• Knowledge of federal and state laws and regulations governing consumer banking;
• NMLS
• Notary public
• Ability to manage multiple tasks simultaneously;
• Excellent interpersonal skills;
• Ability to effectively communicate in writing and orally;
• Ability to analyze member problems and find beneficial solutions in a timely manner;
• Continued education through selected training courses
• After hours meetings required
• Provides coverage to other branches as needed