Branch Manager - Plano

RBFCU Insurance Agency LLC

Plano (TX)

On-site

USD 90,000 - 130,000

Full time

5 days ago
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Job summary

RBFCU Insurance Agency LLC in Plano seeks an AVP/Branch Manager to lead the branch operations, staff development, and performance against goals. You will ensure compliance, optimize processes, and drive member service quality while coordinating with the Regional VP to maintain standards.

The role requires several years in financial institution operations, strong leadership, and the ability to manage risk through effective controls and coaching.

Qualifications

  • Minimum of five years of financial institution experience.
  • Minimum of three years of branch operations supervisory/management experience.
  • Proven track record of managing branch risk and developing relationships.
  • Clear verbal and written communication skills; ability to lead teams.

Responsibilities

  • Oversee branch operations and staff development.
  • Ensure compliance with state/federal regulations and credit union policies.
  • Analyze branch statistics to drive performance and mitigate risk.
  • Lead coaching and growth sessions for branch staff.
  • Coordinate branch transfers within the region as needed.

Skills

Effective communication
Team collaboration
Time management
Problem solving
Leadership

Education

High School Diploma or GED

Tools

PC proficiency
Microsoft Office
Internet Explorer

Job description

## Branch Manager - PlanoApply: Plano: Full time: Posted 2 Days Ago: 015433**Job Description and Requirements**The RBFCU Branch Operations Team is seeking a full time AVP/Branch Manager for our Plano branch. The AVP/Branch Manager is ultimately accountable for branch operations, staff development, performance goals and achieving quality and timely member service. The AVP/Branch Manager will ensure that procedures and practices are in alignment with credit union expectations and meet policy guidelines; oversee branch processes and manage quality for all branch functions; analyze the branch statistics to ensure that the credit union minimizes branch risk while still maximizing potential business opportunities; lead and provide guidance in performing branch operational and financial performance; adhere to compliance management and improve branch operations by providing coaching and leadership. In addition, the AVP/Branch Manager will work closely with their Regional VP to ensure all standards are met or exceeded. The Plano branch is located at: 1801 Dallas Parkway Plano, TX 75093 **Essential Functions and Responsibilities:*** Generate and monitor internal controls to ensure compliance with state and federal regulations while maintaining operational efficiency.* Direct the operations of each branch to ensure quality service levels to include compliance strategies and sales program. Continuously refine and implement best practices to optimize branch performance and compliance.* Define and deliver branch activities to establish effective governance, metrics, and production quality. Review branch statistics to assess risk, ensure adherence to policies and procedures, and identify opportunities for risk mitigation.* Analyze and respond to QA audit risk findings, processes, controls and oversee fraud risks associated with branch operations, to include Member XP surveys, staff activity reports and any other branch related report.* Assist with complaint resolution according to applicable state and federal regulations.* Ensure all business operations are conducted in a professional and timely manner to maintain high standards of member service and satisfaction. Promote a member-centric approach to drive excellent service delivery and operational efficiency.* Effectively managing branch volumes by expediting processing activities and ensuring smooth operations. Monitor branch decisions for expediency and soundness, ensuring timely and accurate resolutions while maintaining high standards of service quality.* Assess facilities and property to identify necessary improvements or repairs. Coordinate the required resources and services to ensure timely and effective completion of maintenance and enhancement projects.* Utilize strong interpersonal and technical skills to lead or participate in projects. Provide input on best practices for development and implementation of new systems, programs, products or services.* Lead staff development initiatives by conducting coaching and growth sessions for branch staff. Identify individual strengths and areas for improvement through shadowing and one-on-one documented feedback sessions, fostering professional development and performance enhancement.* Promote professional growth by engaging in interdepartmental collaborations to improve processes and eliminate inefficiencies or risk.* Compile and present branch statistics, performance data, and other relevant information for meetings and presentations. Ensure accurate and insightful reporting to support decision-making and branch performance evaluations.* All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice). **Requirements:*** High School Diploma or GED* Minimum of five years of financial institution experience* Minimum of three years of branch operations supervisory/management experience* Proven track record of managing branch risk, developing relationships through various channels, and working with other team members to manage risk* Teamwork and dedication to develop strong working relationships within the organization* Ability to analyze, develop, manage and improve processes and system/product architecture* Excellent time management, organizational, problem solving skills and ability to meet deadlines* Must be proficient in utilizing PC, Microsoft Applications software, Internet Explorer, and other office equipment* Ability/desire to work well in a team environment and develop strong working relationships with external parties* Must have the ability to clearly communicate effectively verbally and in writing* Attendance and promptness is pertinent, must be able to work a flexible **Monday through Saturday schedule** and cover staffing at any location within their respective region if a business need arises* Branch Managers are subject to branch transfers ***All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.***
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