Supervisor, Branch

Description

Job Summary:

Supervises branch member service and teller departments. Creates a productive, rewarding, team and service- oriented work environment that provides for the development of employees, while meeting all established goals and metrics of the Credit Union. Always Emulates and promotes the Credit Union’s core values. 

Essential Job Duties:

Leadership:

Liaise with HR and OD to recruit, onboard, develop, and retain high-quality staff.

Oversees the daily workflow of the department.

Provides constructive and timely one-on-ones and performance evaluations.  

Effectively coaches, mentors, motivates, and manages the staff to ensure delivery of communications to employees in a timely and accurate manner while maintaining the Credit Union’s high standard of quality.

Ensures that the department fosters a productive, rewarding work environment that provides for the development of employees; meets all established goals and metrics; and operates within the Credit Union’s core values. 

Lead and coach to ensure consistent member-focused service in every interaction.

Lead and support change initiatives, ensuring smooth transitions by fostering team buy-in, clear communication, and continuous guidance throughout the process.

Team Performance:

Ensure employees have the proper tools and resources to successfully perform the requirements of their job.

Plan and schedule staff effectively to achieve quality service goals and staff development plans.

Promote a safe, secure and functional environment for Credit Union members and employees.

Ensure availability, security and privacy of cash and negotiable items to provide member service and protect Credit Union assets.

Ensure that member and Credit Union information is treated with the utmost confidentiality and security to support the Credit Union’s core purpose of being “our members’ trusted partner”.

Uphold the Credit Union’s compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.

Report unusual or suspicious activity in writing to the Legal and Compliance Department.

Recommend and implement department improvements for efficiency, branch consistency, and cost effectiveness. 

Manage branch-related risks, making sound decisions in a manner that provides maximum service value to members and minimal risk to the Credit Union.

Provide training and ensure adherence to internal controls, procedures and security guidelines to minimize risk to the Credit Union and its employees.

Plan and contribute to the budget process, recommend staff and department additions and focus on maintaining department expenses within the approved budget limits.

Complete annual BSA and OFAC training. 

Performs other duties as assigned.

Member Service Operations:

Develop and maintain strong relationships with all Sunward stakeholders, exhibiting the Credit Union’s core values to enhance membership growth and loyalty.

Collaborates with Retail Leaders to build a growth culture focused on exceeding the needs of our members, create and implement internal growth plans, track progress of activities 

Assist with management of the overall member service and sales process within the branch by:

Providing service and sales coaching and feedback to employees

Actively listening to and assessing the needs of the member, explaining the features and benefits of targeted products and services, and offering targeted solutions to meet the member’s needs

Job Requirements

Required Skills/Abilities:

Excellent interpersonal and negotiation skills.

Excellent organizational skills and attention to detail.

Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.

Strong organizational skills in managing multiple initiatives.   

Strong analytical and problem-solving skills.  

Education and Experience:

Minimum 4 years’ combined experience in a financial institution, supervisory role, or related experience

Minimum bachelor’s degree equivalent, or, more than 4 years’ of related experience. 

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift 

Requirements

Job Requirements

Required Skills/Abilities:

Excellent interpersonal and negotiation skills.

Excellent organizational skills and attention to detail.

Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.

Strong organizational skills in managing multiple initiatives.   

Strong analytical and problem-solving skills.  

Education and Experience:

Minimum 4 years’ combined experience in a financial institution, supervisory role, or related experience

Minimum bachelor’s degree equivalent, or, more than 4 years’ of related experience. 

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift 20 pounds at times.