Branch Manager I - Parkway

Orion Federal Credit Union; Memphis, Northern (TN, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Orion Federal Credit Union in Memphis, TN, seeks a Branch Manager to lead daily operations, coach a branch team, and ensure high quality service for members across account transactions and loan processing.

The role requires 5–7 years in a sales environment within financial services and 3–5 years of management experience; strong leadership and risk/compliance awareness are essential for success.

Qualifications

• Strong interpersonal, leadership, and supervisory skills.
• Well organized and detail-oriented.
• Ability to operate computer applications and related business equipment.
• Knowledge of bank/credit union products and services.
• Experience in sales within financial services.
• Familiarity with compliance and regulatory requirements.

Responsibilities

• Maintain a highly motivated, well-trained staff and employee relations.
• Schedule adequate staff to ensure efficient branch operation.
• Coach and counsel staff to achieve sales and service goals.
• Process, approve, and close loans; handle member account needs.
• Monitor branch activity and implement improvements for service quality.
• Ensure compliance with regulations and internal policies.
• Promote branch marketing campaigns and track sales performance.
• Investigate Teller losses and enforce corrective actions.

Skills

Staff leadership

Customer service

Sales leadership

Policy compliance

Operations management

Team coaching

Education

High school diploma or equivalent

Job description

POSITION PURPOSE Guide and manage branch office in providing quality service to members in account transactions, loan applications, and new account. Exhibit proficient and service oriented problem solving skills within established policies and guidelines. Manage the branch staff and oversee day to day operations of the branch. Maintain a positive level of service by adhering to company standards. Lead and advise entire branch team in the efficient handling of member needs and accurate transactional processes. Administer ongoing coach for branch team to assist in reaching all sales and other operating standard goals.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
2. Maintain staffing standards in accordance with branch FTE analysis.
3. Apply and evaluate policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
4. Evaluate the job performance of branch staff to ensure quality of work and service to members.
5. Monitor and track branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales and new accounts. Coach/Counsel staff as necessary in these areas.
6. Monitor key products and sales within branch to ensure profitable and sound business practices with a high quality of service for members.
7. Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis.
8. Ensure that staff receives on-going training on security and robbery procedures.
9. Schedule adequate staff to ensure efficient branch operation.
10. Conduct loan interviews. Process, approve and/or close loans.
11. Assist staff or members in solving complex account problems.
12. Create and maintain a cross-selling environment within the branch.
13. Maintain Credit Union benchmark score or above on mystery shops.
14. Promote CU marketing campaigns with branch team.
15. Track branch sales goals and/or achievements weekly, monthly, quarterly and annually for the branch.
16. Maintain ongoing coaching and counseling with team as necessary.
17. Investigate teller losses and institute corrective flow of work and/or corrective disciplinary actions where required.
18. All other duties as assigned.

QUALIFICATIONS EDUCATION/CERTIFICATION

High school graduate or equivalent. Some college preferred.

REQUIRED KNOWLEDGE

Thorough knowledge of Credit Union services and products. Knowledge of branch functions, policies, and procedures. Sales experience required.

EXPERIENCE REQUIRED

5-7 years in a sales environment related to financial industry. Minimum of 3-5 years management experience

SKILLS/ABILITIES

1. Strong interpersonal, leadership, and supervisory skills.
2. Well organized.
3. Ability to operate related computer applications and related business equipment.
4. Attention to detail.
5. Ability to maintain an effective and efficient workflow.
6. Ability to multitask on a daily basis and complete all assignments given by deadline provided.

WORKING CONDITIONS

Typical office environment