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Position: Branch Manager Reports To:AVP of Branches Position Type:Exempt Manages:Assistant Branch Manager, Member Relationship Coordinator, Member Sales Specialists, Retail Service Specialists, Service Representatives People Manager

POSITION SUMMARY

The Branch Manager routinely assesses branch team's performance against known Measures that Matter and identifies strategies to produce results. Provides effective coaching and development to identify both areas of strengths and weaknesses in branch and individual performance. Creates Individual Development Plans, conducts Performance Evaluations, and handles Disciplinary Actions for all direct reports. Identifies bench strength to maintain effective service levels. Is outcome oriented and ensures team's time, talent, and productivity is aligned to generate results. Networks effectively to create an external presence in the community. Approves payroll and vacation requests as needed to ensure membership needs and work/life balance is achieved. Maintains user-level knowledge of relevant software and systems such as Core, Lending, Budget, Payroll, Compliance, Coaching, etc. Executes effective delegation and monitoring to direct day-to-day activities of team to ensure member satisfaction and reinforce branch objectives and priorities. Uses facilitation skills to ensure compliance with all regulatory agencies, laws, policies, and procedures. Handles all escalated member issues to resolution and follows up with internal team as necessary.

PERFORMANCE STANDARDS

What does this position do? Supervises and manages the team, ensuring quality service to members and referral partners, sound decision making and operational effectiveness while maintaining compliance standards. Provides awareness and understanding of our product offerings and competitive difference, works to gain an understanding of needs and to create mutual value. Provides the necessary foundation of training and development for all the team to effectively understand, converse with and ultimately serve the diverse needs of our membership. Creates learning opportunities that ensure the team's resources (people, tools, and information) are flexible and responsive to ever changing business needs.

Who does this position work with to get the job done? Routinely collaborates with all resource centers to ensure that resource utilization is consistent with the strategic vision. Ensures effective communication takes place among all stakeholders that supports shared goals while providing motivation and increasing engagement to achieve necessary results. This position is specifically responsible for leveraging the resource center's people, technology and tools to ensure the functional work is supporting the organizational needs.

What does the work from this position produce or generate? This position has the ability to impact membership initiatives that include everything from organizational growth to maximizing member loyalty and satisfaction results. This position has to ensure the team provides consistent and reliable service and financial wellness advice to ensure our Depository and Lending team strategies will create profitable relationships. This position is responsible for creating a successful work environment. The focus is to grow, service, build and support all business and consumer relationships (both lending and depository) within the branch.

What is the impact of this position? Coaches and develops team members to produce results. Collaborates using multiple methods to help team members impact the Measures that Matter while ensuring compliance with laws and regulations. Creates a work environment which instills a sense of confidence in others.

How adaptable and flexible does this position need to be for 3Rivers? Must be able to ensure team and self are prepared to handle ever-changing member needs in a constantly-changing and sometimes stressful environment. Productive and ffective decisions and the ability to leverage resources appropriately is key to achieving service standards along with holding self and others accountable to produce the results needed for our membership. Must be willing to listen and learn from others, develop self, peers and team, and communicate in a way that supports collaboration.

ACTIVITY and KNOWLEDGE REQUIREMENTS

Work Environment

• Normal accessibility of branch and corporate work sites required for the position.
• Normal exposure to cramped spaces, loud noises, dust, and work safety hazards.
• Normal amount of extended work hours required.

Physical Effort

• Normal physical mobility, which includes movement from place to place on the job, taking speed and distance into account.
• Normal physical agility, which includes ability to maneuver body while in place.
• Normal physical strength to handle routine office materials and tools.
• Normal physical strength to handle 50-pound object, taking frequency into consideration.
• Normal dexterity of hands and fingers.
• Normal coordination, including eye-hand, hand-foot.
• Normal endurance.

Knowledge Requirements

Strong analytical, project management and supervisory skills

Strong knowledge of all electronic delivery products, other credit union products and services

Strong sales coaching skills

Knowledge of markets, competitor activities, problems and developing trends within assigned location