Branch Manager, Location TBD jobs in United States
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Rio Grande Credit Union · 5 days ago

Branch Manager, Location TBD

Rio Grande Credit Union is dedicated to fostering long-term financial relationships with its members. The Branch Manager is responsible for creating a strong sales and service environment, training and supporting branch staff, and ensuring excellent member service.

CreditFinanceFinancial Services
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Growth Opportunities

Responsibilities

Adhere to Service Standards
Responsible for the direct supervision, training, development, and performance of branch staff
Assist members to resolve account problems
Promote and cross-sell products and services as appropriate to member requirements
Monitor and analyze branch staffing and quality of service, including transaction volume, errors, and member wait time. Uses this information to make appropriate staffing recommendations
Review and recommend revisions as needed in the procedures used with the branch
Monitor internal and external member service to ensure excellent member service is provided
Conduct yourself as an entrepreneur of “your” branch; be proactive, visible and have a passion for sales and service
Assure high quality service and delivery by fostering an environment that attracts and retains a competent workforce
Responsible for creating a strong team of successful employees through training, evaluation, mentoring, coaching, and discipline
Follow procedures and underwriting standards to control the quality of the consumer loan policies and procedures
Understand and adhere to Credit Union policies and applicable and compliance as it applies to member service and loans
Develop and maintain EG (employee groups) contacts that result in membership opportunities, orientation and enhanced member relationships
Maintain ongoing credit union prescribed and self-directed personal financial services education training
Maintain proficient use of all Credit Union CRM software in order to enhance sales, service and productivity
Perform routine audits on teller line to include, but not limited to: Assistant Branch Manager cash drawer, dispensers/recyclers, and branch cash vault
Review and develop branch strategic plans in relation to the overall goals of the Credit Union. Responsible for achieving all branch goals as directed by management
Implement the Credit Union’s products and services with a set of approved procedures
Implements all Credit Union procedures to ensure the branch is maintaining proper internal control
Conduct interviewing process, decides on new hires, scheduling, training, delegating assignments and documenting and evaluating performance of subordinates
Participate in community outreach as assigned
Assist in any other area as directed by the AVP of Branch Administration and/or President/CEO
Accurately identify all members using RGCU approved types of identification for all transactions
Completely and accurately obtain and input all CIP information for new accounts
Properly update all necessary CIP information in the core processor for prime and joint members and customers on all accounts for all transactions
Completely and accurately fill out CTRs for RGCU members or customers and Shared Branching guest members
Accurately perform OFAC during transactions such as but not limited to: opening new accounts; adding individuals to an account or shares; producing cashier’s checks or money orders; initiating wires, etc
Ensure that all accounts, loans, and transactions are reviewed for the appropriate red flags
Report all suspicious activity to the Risk Management department via the compliance group email

Qualification

Branch ManagementSalesServiceTeam TrainingCRM SoftwareFinancial AnalysisManagement EffectivenessPerformance ManagementPersonal ManagementBusiness AcumenMathematical SkillsReasoning AbilityComputer SkillsOral Communication

Required

2 to 5 years related experience
4-year college degree or specialized course of study OR 5 years related experience
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals such as Standard Operating Manuals (SOPs)
Ability to effectively present information and respond to questions from groups of managers, clients, members, and the general public
Ability to calculate figures and amounts such as discounts, interest, amortizations, proportions, percentages, cash flow, net present values, and depreciation
Ability to apply concepts of basic algebra and arithmetic
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Knowledge of Symitar's; Microsoft Excel Spreadsheet software and Microsoft Word Processing software
Regularly required to sit and use hands to finger, handle, or feel
Frequently required to reach with hands and arms and talk or hear
Frequently lift and/or move up to 25 pounds

Company

Rio Grande Credit Union

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Rio Grande Credit Union is a financial institution specializing in auto loans, mortgages, credit cards and digital payment.

Funding

Current Stage
Growth Stage
Total Funding
$3.72M
Key Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M

Leadership Team

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Mel Lee
Chief Information Officer/ Executive Vice President
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Company data provided by crunchbase