• Job Description

  Req#: BRANC003050

  Position Purpose and Objectives:

  The primary purpose of the Branch Manager Float is to “float” to other branch locations as the acting Manager when needed, along with developing a highly effective team that consistently meets or exceeds sales and service goals as defined by the strategic plan and core values for Credit Union of Texas. The Branch Manager Float is responsible for planning, coordinating and managing of all credit union services and activities of the Branch. Additional duties include responsibility for the daily maintenance, well-being and security of the physical facility.

  Major Duties and Essential Functions:

  1. Oversee branch team members to ensure profitable sales production goals are achieved month over month at increasing levels.
  2. Review and evaluate reports of branch activities, including staffing, loans, deposits, overdrafts, charge-offs, and audits to meet credit union performance objectives. Leverage management tools to reports to analyze, identify and strategically address trends.
  3. Meet with each team member regularly to review performance and hold team member accountable to the sales and service goals established by leadership.
  4. Ensures that cross-sale opportunities are maximized through every member interaction.
  5. Administer corrective action when necessary, including termination, to hold team members accountable for their performance and behavior.
  6. Monitor competitive activity and provide feedback to regional leadership team.
  7. Develop each team member through coaching and training to meet or exceed sales and service objectives.
  8. Review and evaluate daily reports of branch sales activities, including staffing, loans, deposits, overdrafts, charge-offs, and audits to meet credit union performance objectives.
  9. Leverage sales management tools and daily reports to analyze, identify and strategically address branch sales activity trends.
  10. Adhere to CUTX brand standards daily.
  11. Review and evaluate staffing, loans, deposits, overdrafts, charge-offs, and audits to meet credit union performance objectives.
  12. Conduct annual performance evaluations
  13. Administer corrective action when necessary, including termination, to hold team members accountable for their performance and behavior.
  14. Identify exceptional talent through the credit union’s hiring process and makes recommendations for advancement, promotion or other internal opportunities
  15. Receive and respond to member feedback.
  16. Work closely with the community engagement team to ensure growth opportunities within the branches as it relates to brand awareness, leads and referrals
  17. May perform other duties as required to maintain credit union services and operations.

  Positions directly supervised:

  Lead Teller, Teller, Member Relationship Specialist, Member Engagement Specialist

  Specific knowledge, skills, and abilities required for this position:

  • Character built on integrity and sincerity; relatable.
  • Effective verbal communication and written communication skills.
  • Tact and diplomacy when communicating with internal and external members.
  • Must have the ability to multi-task and work under the pressure of deadlines.
  • Cognitive thinking, problem-solving skills and sound decision-making.
  • Excellent member-centric skills.
  • Ability to maintain an attitude of positivity, teamwork and cooperation with internal members.
  • Goal oriented and ability to stay on task in a fast-paced environment.
  • Ability to consistently coach and develop team members.
  • Basic mathematical skills as it relates to the financial industry.
  • Competence with computer programs, telephone, 10-key calculator and other office machinery.

  Education : Bachelor’s degree and/or equivalent experience and certifications.

  Experience : Minimum 4-6 years related sales experience in financial institution environment or equivalent preferred.

  Physical Activities and Requirements of this Position

  CATEGORY	DESCRIPTION
  Finger Dexterity	Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
  Grasping	Using fingers and palm on an object.
  Talking	Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
  Repetitive Motions	Movements frequently and regularly required using the wrists, hands, and/or fingers.
  Average Hearing	Able to hear average or normal conversations and receive ordinary information.
  Average Visual Abilities	Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.
  Sedentary Work	While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 10 pounds.

  Working Conditions of this Position

  DESCRIPTION

  None. No hazardous or significantly unpleasant conditions.

  Mental Activities and Requirements of this Position

  Reasoning Ability: The ability to use common sense or logic.
  Detailed	Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  Mathematical Ability: The level of ability required to perform math skills and operations.
  Basic	Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
  Language Ability: The level of ability required to communicate and understand written and oral language.
  Typical	Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from management, members, vendors and other employees in the organization.

  Compliance requirement

  The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position

  Disclaimer

  The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.

  Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
  This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• About the company

  Checking accounts with perks you won't find at a bank. The best rates on mortgages, auto loans, refinancing, & more. We're banking with a purpose at CUTX.

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