Responsible and accountable for the overall direction and growth of their branch by providing leadership, direction and coaching to achieve goals with an emphasis on sales and service.
Develop relationships with members and potential members in order to continually grow the branch operation in shares and loans.
Maintain a working knowledge of lending policies, guidelines and loan products in order to aggressively pursue loans and cross sell other loan products.
Inspect, improve processes, operations and technical challenges and continue to drive prime performance on branch goals.
Monitor loan growth and develop strategies to increase branch loan numbers. Coordinate recommendations for loan limits and approval levels for staff.
Improve and streamline consistency in branch operations and procedures for efficiency.
Build and maintain member relations and take ownership of problems until they are resolved to the members satisfaction, including making the determination as to when it is necessary to involve other resources.
Implement and maintain branch security measures, periodic reviews of cash levels, security procedures, and regular inspections of branch facility; alarms, vault, security codes, keys, safety and making sure equipment works.
Identify areas of employees strengths and ways for the employees to improve. Demonstrate effective communication in addressing issues.
Strive and maintain a high-performance sales and service culture that builds long-term profitable member relationships.
Assist in establishing branch and individual sales goals and participate in Credit Union incentives and business development.
Perform loan officer duties, when needed, to increase branch and overall loan volume in consumer and mortgage loans.
Ensure branch building and equipment are properly maintained.
Act as a role model for co-workers in professional conduct and diligent work ethic. Demonstrate good teamwork skills when working in conjunction with co-workers and members.
Represent the Credit Union in business development and civic/community activities in a positive, professional manner to generate visibility, contacts, and relationships for the Credit Union.