Branch Manager: Leader in Member Experience & Lending

White Rose Credit Union; York (York County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Tuition assistance

Vision insurance

Job summary

White Rose Credit Union in York, PA area is seeking a Branch Manager to guide and oversee daily operations, ensure exceptional member service in transactions, loans, and new accounts, and uphold policies.

The successful candidate will lead staff, manage budgets, ensure regulatory compliance with banking laws, recruit and train talent, and drive branch performance through effective supervision and collaboration with the Member Experience Manager.

Qualifications

• 2 years’ member service experience; or combination of education and experience preferably in the financial institution industry
• 2-5 years progressive leadership and managerial experience
• Experience in lending

Responsibilities

• Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
• Prepare, implement, and supervise the budget for the branch that is consistent with the overall strategic plan and budget of the credit union (such as overtime, staff lunch, supplies, subscriptions, etc.)
• Represent the credit union to members in a courteous and professional manner and provide prompt, efficient and accurate service in the processing of transactions.
• Apply and evaluate policies and procedures for the branch. Ensure that the branch is compliant with state and federal laws set forth by the Pennsylvania Department of Banking, the National Credit Union Administration, and other regulatory agencies.
• Schedule and give performance reviews and recommend to the Member Experience Manager any necessary remediation.
• Help ensure adequate staffing for efficient branch operations (lunch times, sickness, doctor appointments, days off, etc.)
• Manage and recommend the purchase of equipment and supplies.
• Ensure compliance with internal security controls.
• Monitor branch activity, including number of transactions, volume, member service representative’s errors, loan volume, member service representatives and loan personal sales, and new accounts.
• Hold monthly staff meetings to discuss areas needing improvement, changes in procedures, new developments, or services, and to present general information. Encourage the exchange of ideas.
• Monitor key products/sales within the branch to ensure profitable and sound business practices for the credit union, a high quality of service for members, and that branch staff are maximizing opportunities to sell products.
• Manage the security and safety of the branch, with responsibility to analyze security and safety policies and procedures, and to alert staff of any changes.
• Conduct loan interviews and close loans within the Credit Union guidelines as well as follow the guidelines in the Lending Policies.
• Back-up Senior Member Service Representatives with opening new accounts, closing accounts, and servicing existing accounts. Setting up new account files and providing members with all necessary information for membership.
• Back-up to Member Service Representatives with frontline operations as needed.
• Answer the telephone in a courteous manner as needed.
• Monitor branch operations to ensure a consistent, professional approach.
• Participate in Credit Union community events and volunteer opportunities.
• Provide leadership by exemplifying WRCU’s Core Values, Vision and Mission.
• Responsible for keeping your desk and equipment clean and neat.
• Report problems or concerns to Member Experience Manager.
• Perform other duties as required by the Member Experience Manager.

Skills

Clear communication

Empathy

Interpersonal skills

Multitasking

Microsoft Office

Bilingual preferred

Education

High School diploma/equivalent

Job description

White Rose Credit Union in York, PA area is seeking a Branch Manager to guide and oversee daily operations, ensure exceptional member service in transactions, loans, and new accounts, and uphold policies.

The successful candidate will lead staff, manage budgets, ensure regulatory compliance with banking laws, recruit and train talent, and drive branch performance through effective supervision and collaboration with the Member Experience Manager.