Financial Center Manager - Roswell

Who you are:

• Education: Degree in business-related field preferred.
• Interpersonal Skills: Proven ability to effectively interact with all levels of personnel, industry peers, and members.
• Communication Skills: Proven ability to effectively communicate in oral and written form.
• Experience: Minimum 3-5 years previous experience in financial industry or related field. Knowledge of lending practices regarding interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy. Previous management or supervisory experience preferred.
• Analytical Skills: Proven ability to gather, interpret, and solve complex problems. Ability to make decisions, take action and accept responsibility for results.
• Other Skills: Basic understanding of computer operation and programs. Demonstrated proficiency with computer programs to include, but not limited to Microsoft Excel, PowerPoint, and Word.
  
  

What you'll do:

Manages and influences the profitability of the assigned branch with particular emphasis on relationship sales; expands the sales culture and processes and provides leadership and resources to achieve desired results; directs branch staff activities towards attainment of branch goals; utilizes problem solving, decision making, team building skills, and maintains a high degree of flexibility; promotes high morale and exhibits positive attitudes towards members and fellow employees while instilling a sense of team spirit throughout the branch.

Essential Functions:

• Responsible for achieving financial, sales and service goals as determined by the Credit Union's strategic plan through the management of branch staff. Serves as a sales leader; communicates sales philosophy; conducts weekly meetings; ensures branch is obtaining or exceeding goals; and utilizes sales, referral and member service skills to ensure the members' needs are being met through efficient and effective service.
• Responsible for supervising and developing each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees' performance. Train, monitor and coach all staff to effectively refer beneficial products and services to members while ensuring quality service standards are being maintained.
• Prepare quarterly coaching reviews and annual evaluations that accurately measure employee performance and provide direction for their future growth and development. Recognize employees who perform at a high level.
• Reviews expectations of sales objectives with staff; monitors employee's overall performance; coaches continuously emphasizing accuracy, awareness of member needs and seizing of sales opportunities; provides positive reinforcement; and recognizes and rewards staff when warranted.
• Set the example of professional behavior and hold employees accountable for their performance, attitude and behavior.
• Establish individual and team goals that are in alignment with a sales and service culture, and meet with each employee monthly to review previous month's performance, and develop plans to improve employee's performance, when goals are not met.
• Demonstrate enthusiastic support of corporate mission, core values and long-term objectives.
• Responsible for conducting staff meetings that inspire communication, teamwork and direction to employees consistent with the credit union mission and values.
• Maintains a functional level of knowledge and procedural expertise in all credit union products and services.
• Participate in and assist in conjunction with Business Development and Community outreach programs to establish and maintain relationships that will enhance the growth and recognition of the credit union.
• Handle branch related member complaints, concerns and suggestions. Keep management informed.
• Responsible for lobby management to ensure a smooth flow and an optimal service level.
• Communicate goals and direction with branch staff to ensure clear understanding of rules, regulations, requirements and expectations.
• Responsible for ensuring that all branch staff follows internal audit, compliance, security measures and operational policies and procedures including but not limited to the prevention of losses through fraudulent activity. Responsible for determining that proper controls of cash, checks and money orders, as well as ATM deposits are in place and handled in accordance with Credit Union procedure.
• Authorizes exceptions to normal policy or procedure when circumstances warrant or where deviation is justified.
• Review and approve business account applications.
• Perform Medallion Signature Guarantee services for members.
• As needed open new membership accounts, troubleshoot and manage complex credit union account offerings, process financial transactions, originate, process and close loans.
• Approve employee timecards and vacation requests weighing business needs.
• Recommends alterations and revisions to Branch policies and procedures.
• Responsible for ensuring proper security, control and documentation of all records.
• Responsible for coordination of branch maintenance needs with designated facilities representative or contractor.
• Primary contact for branch alarm calls.
• As a credit union employee, you may be transferred to different locations as business needs dictate.
• Be familiar with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act.