Branch Manager

Job Description: WHO We Are:
Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers to building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.
We are seeking a Branch Manager to join our Gainesville, FL team!
POSITION SUMMARY:
Manage assigned branch toward a strong economic performance

including

achieving branch goals and budgets; community relations and new business development; staffing branch operations; supervising and developing member service representatives; ensuring effective and efficient member service,

maintaining

adherence to branch operating policies and procedures, and

maintaining

appropriate facilities

and equipment.

WHAT You’ll Do: BRANCH OPERATIONS

Maintain

• effective branch operations including,
• timely
• opening and closing, adequate staffing levels, and effective member service.
• Ensure adherence to operational policies,
• procedures
• and controls to ensure the safety and security of employees,
• members
• and credit union assets.
• Recommend action plans to improve operational policies,
• procedures
• and controls, and mitigate controllable losses in operations.
• Oversee the physical facilities and equipment of the branch office,
• establish
• appropriate safety
• practices for employees, and ensure security procedures are
• being followed .
• Apply and evaluate policies and procedures for the branch. Ensure that the branch
• is in compliance with
• Self-Help’s processes and procedures, federal laws and regulations set
• forth by the National Credit Union Administration and other regulatory agencies.

Assist

• staff or members in solving complex account problems.
• Serve as first escalation point for member issue resolution including complaints, exceptions, and requests for management.
• Manage the lending function of the branch; conduct loan interviews; process, approve and/or close loans; ensure adherence to sound credit practices and administration policies.
• Implement plans and coordinate programs and activities to meet performance goals.
• Fill-in for and support staff as needed and perform other projects and duties as needed.

STAFF MANAGEMENT AND DEVELOPMENT

• Review and evaluate daily, weekly, monthly calendar to ensure that the branch is properly staffed and that everyone’s time is maximized to serve members.
• Supervise branch staff to deliver effective and efficient member service, and provide feedback as needed.
• Supervise branch staff to deliver effective and efficient member service;
• identify
• development needs and provide
• timely
• feedback.

Conduct

timely

hiring, employee development, performance management, and compensation reviews for branch tellers and member service representatives.

Ensure that staff

receives

on-going training, including compliance and security procedures.

Create and

maintain

a cross-selling environment within the branch.

BUSINESS PLANNING - FINANCIAL MANAGEMENT - STRATEGIC

PLANNING

• Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis,
• economics
• and other bank functions.
• Monitor branch performance and activity, including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts.
• Perform auditing, reconciling, and reporting to ensure adherence to quality controls,
• compliance
• and managing branch self-assessment
• process .
• Participate in strategic planning to develop branch level production goals,
• budgets
• and operating plans to achieve them.

BUSINESS DEVELOPMENT

• /OTHER
• Analyze trends in both local/niche market and member profiles to
• identify
• potential sales, service
• opportunities
• and performance variability factors.
• Serve as an active participant in key community development and policy initiatives in the local community and surrounding areas.
• Represent and promote Self-Help in community and business development activities to enhance Self-Help’s brand and demand for products and services with particular focus on deposit, mortgage, and consumer loan growth.
• Work in collaboration with other branches and colleagues on issue campaigns that advance Self-Help’s community economic development priorities, programs, and activities.

Research, develop and

• maintain
• relationships with key loan-generating opportunities, in coordination with Self-Help mortgage, commercial and consumer lending staff to promote regional development and responsible lending. This includes effectively
• representing
• Self-Help with realtors, non-profits, banks, government
• agencies
• and other community partners.
• Create short and long-term development strategies in conjunction with team and senior management to
• optimize
• branch capacity,
• identify
• new opportunities for improvement
• and growth, and ensure achievement of business goals.
• Perform other duties as may be
• deemed
• necessary.

WHAT You’ll Need

• Bachelor’s degree or equivalent combination of education and/or experience and
• 5
• years of banking or retail experience, including 3 years of supervision. Prior sales or sales management experience in a financial institution,
• retail
• or service industry preferred.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Preference for working in organizations that place priority on teamwork and collaboration
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Knowledge of economic and accounting principles and practices, the financial markets,
• banking
• and the analysis and reporting of financial data.
• Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Analytical and

• problem solving
• skills
• Proficient with Microsoft Word,

Excel

and PowerPoint

May be

required

to travel to cover other branches.

English/Spanish fluency

• may
• be
• required .

Ability and willingness to

work beyond normal work hours,

as needed.

Ability to demonstrate Self-Help's Core Values: o        Mission Before Self o        Service with Excellence o        Embracing & Promoting Change o        Results Not Credit o        Diversity as a Strength o        Financial Sustainability for Mission Impact Compensation Range: $64,000-$96,000 Competitive nonprofit compensation, based on experience, plus a generous benefits package. Compensation ranges for each position are based on local market rates and will be determined by geography, role, and experience. PHYSICAL REQUIREMENTS/WOR K ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job .

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Close vision is

required .

Employee is

regularly required to:

• sit;
• talk and
• hear;
• use hands to finger, handle or
• feel;
• and
• reach with
• hands and arms.

Employee is

frequently

required to type and use a keyboard.

The employee must occasi

• onally lift and/or move
• up to 20 to 40
• pounds .
• Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all empl