Branch Manager OKC

OKUNITY FEDERAL CREDIT UNION; Oklahoma City (OK); On-site; USD 42,000 - 60,000; Full time

Job summary

OKUNITY FEDERAL CREDIT UNION in Oklahoma City seeks a role directing the retail operations of a branch, ensuring adherence to financial, operational, service, and growth plans. The position emphasizes compliance with banking regulations and efficient customer service.

The role involves supervising tellers, handling transactions, guiding staff, and coordinating with lending when needed to meet consumer lending needs. A strong emphasis on risk controls and performance reviews is required.

Qualifications

• Three to five years of similar or related experience.
• High school education or GED.
• Strong interpersonal skills with confidential and discreet communication.

Responsibilities

• Supervises daily activities of member service representatives.
• Provides guidance, resolves disputes, processes overrides, and audits cash drawers.
• Receives and processes deposits, withdrawals, loan payments; sells gift cards and checks; transfers funds.
• Assists members with opening/closing accounts and product inquiries.
• Reviews and trains branch staff; conducts performance reviews.
• Performs other duties as assigned.

Skills

Interpersonal skills

Education

High school education or GED

Job description

Job Details

Job Location: Oklahoma City, OK 73142-1410, Position Type: Full Time, Role: To direct the retail operations of a Credit Union facility, ensuring the branch meets organizational, financial, operational, service, and growth plans. Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including accurate completion of CTR, Monetary Instrument Log, following the Customer Identification Program for new customers, monitoring for and reporting suspicious activities to Supervisor or Compliance Officer. In locations without a Consumer Lender, may take loan applications and work closely with the Lending Department to ensure consumer lending needs are met.

Essential Functions & Responsibilities

• Supervises and monitors daily activities of member service representatives, and potentially contact service representatives.
• Provides guidance, answers complex questions, and helps to resolve disputes. Performs transaction overrides, approves transaction exceptions, authorizes service fee refunds, and assists in resolving overages and shortages. Investigates losses and oversees audit of cash drawers.
• Receives and processes customer financial transactions, including deposits, withdrawals and loan payments; sells gift cards & corporate checks to members; transfers amounts from member accounts as directed. In locations without a Consumer Lender, may assist with taking consumer loans applications and underwriting as approved by the CLO or CEO.
• Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
• Reviews, trains, and monitors the work of branch personnel: conducts performance reviews.
• Performs other job related duties as assigned.

Performance Measurements

1. Maintain a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.
2. Provide informed, professional and accurate service and support to all members and associates.
3. Ensure that on average, tellers balance drawers daily, staying within Member Service Outage Policy.
4. Keep management informed regarding key operating issues affecting the department.
5. Troubleshoot and resolve member problems, and assist with complex transactions and sensitive member relations problems in a courteous and tactful manner.
6. Ensure all security controls are followed, to include open/closing procedures, vault, alarm, and door duties.
7. Maintain dual control procedures in accordance with policies and procedures.
8. Accurately post transactions.
9. Complete annual performance reviews in a timely manner.

Qualifications: KNOWLEDGE AND SKILLS:

• Experience - Three years to five years of similar or related experience.
• Education - A high school education or GED.
• Interpersonal Skills - Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

This job posting is not a complete statement of all duties and responsibilities comprising the position.