Branch Manager - Teravista

Job Summary

As a member of UFCU's Retail Leadership Team, and working under the supervision of the Senior Retail Manager, the Branch Manager (BM) will lead the team to grow relationships and provide exceptional service to credit union members. The Branch Manager performs the overall administrative supervision of all branch office activities including: coordinating and directing daily operations, and directing personnel activities to assure convenient and efficient operation of the staff and branch within the framework of federal and state laws, NCUA regulation and UFCU policies and procedures.

Essential Functions

Employee Development:

• Effectively coaches frontline staff in the successful promotion and sales of assigned UFCU products and services to meet and exceed both personal and branch sales objectives.

• Utilizes leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive team.

• Promotes UFCU's cultural values and contributes to the success of UFCU's strategic vision and organizational and team goals. Monitors performance and, if necessary, corrects course to reach established goals.

Branch Management:

• Use principles of continuing process improvement to streamline and enhance branch operations according to UFCU's strategic initiatives.

• Responsible for managing the overall ongoing operations of the branch including the staffing, training and employee relations of all branch office employees.

• Responsible for the branch staff's delivery of personal financial services through the teller, new accounts, loan closing and electronic delivery systems located at the branch. Ensure quality service is provided by all branch employees.

• Hold staff accountable to goals, initiatives and UFCU's policies and procedures.

Leadership & Development:

• Continually seeks opportunities for personal and staff ongoing professional growth and learning.

• Uses effective staffing and talent management strategies to hire, develop, and grow future leaders; and ensures that team is empowered and professionally trained to achieve maximum productivity, quality of performance, job satisfaction and work-life balance.

• Performs other duties as assigned.

• Adhere to all company policies, procedures and business ethics codes.

• Complete required regulatory Training as assigned.

• Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

Knowledge/Skills/Abilities:

• Ability to meet goals and deadlines.

• Excellent interpersonal, verbal and written communication skills required.

• Must demonstrate a passion for people and service, as well as a dedication to building relationships.

• Ability to work with members and staff tactfully and professionally, both in-person and via phone.

• Experience coaching and motivating staff

• Ability to think strategically as well as tactically while continually seeking sales, service and operations delivery efficiencies.

• Strong analytical and reporting skills.

• Bilingual in Spanish preferred.

• Must be bondable

Competencies

• Leading & Developing Self

• Leading & Developing Others

• Organizational Impact

Experience

Minimum Requirements

• High school diploma or equivalent required.

• Minimum two (2) years of financial services or retail experience.

• Minimum two (2) years of general management experience.

• Minimum three (3) years with demonstrated success selling products within a retail banking environment or financial services industry

• Must be bondable

Preferred Requirements

• Bachelor's degree in related field preferred

Things You Need to Know Before You Apply

Physical Demands

The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Frequent

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.

• Page 3 of 3

• Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.

• The employee is frequently required to stand and walk.

• Employee will make extensive use of the telephone requiring the ability to effectively and accurately explain complex information.

• The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position may involve periodic stressful conditions.

• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.

• Contact center position, requiring appropriate appearance in accordance to HR

• Frequent computer use at a workstation up to two hours at a time.

• The noise level in the work environment is usually moderate.

Additional Job Information

Reports To

Senior Retail Manager- Branches

Supervision Exercised

Yes

Department

Retail Operations