Branch Manager II
Great Falls, MT River Drive & 10th Avenue Branches
Description


YOUR PURPOSE
This position is responsible for and directs the activities of a branch or branches.  Activities include coaching staff to utilize sales and service skills to build strong financial relationships with members.  The Branch Manager II drives results in developing branch staff, to meet and exceed sales and service goals and expectations while exemplifying CORE Values.  Responsible for Branch Risk Management through adherence to established policies and procedures.


YOU ARE RESPONSIBLE FOR


Branch Operations 

  • Cultivate and nurture relationships with members and community, while attaining and monitoring branch goals and progress.
  • Apply and evaluate policies and procedures set for the branch.  Ensure that the branch is in compliance with credit union regulations and procedures, and federal and state laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  • Manage the security and safety of the branch.  Analyze and monitor security and safety policies and procedures on an on-going basis.  Ensure that staff receives on-going training on security and robbery procedures.
  • Be the community Credit Union Representative.  Participate in branch networking opportunities.
  • Create and maintain a cross-selling environment within the branch.
  • Monitor branch activity, including number of transactions, volume, teller errors, loan volume, product sales and new accounts.  Recommend and monitor budget to management relative to the physical, human resource and other costs of the branch operation.
  • Conduct loan interviews.  Process, recommend approval and/or close loans.
  • Assist staff or members in solving complex account problems.

 Management 

  • Responsible for the overall direction, coordination, and evaluation of staff.
  • Maintain a highly motivated and well-trained staff, maintaining effective employee relations.  Support hiring efforts of qualified applicants. 
  • Lead effective sales meetings and related activities.
  • Evaluate the job performance of branch office staff to ensure quality of work and service to members.  Schedule and cross-train adequately to ensure effective branch succession and efficient branch operation.
  • Monitor branch operations and appearance to ensure a consistent, professional approach.  Appearance and operations include but are not limited to policies such as Dress Code and Branch Facilities as well as actions expected per our CORE Values.
  • Training employees; planning, assigning and directing work
  • Conducting performance appraisals; rewarding ad disciplining employees.
  • Addressing complaints and resolving problems in accordance with policies, procedures and applicable laws.

 SUCCESS LOOKS LIKE

The Leading Others Success Profile is a set of competencies that are essential to leaders who directly manage a team. These skills are key to success as this role is responsible for leading the team, getting results through others and developing individuals to reach their full potential.  

  • Being Resilient:   Rebounds from setbacks and adversity when facing difficult situations. 
  • Builds Effective Teams:   Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals. 
  • Decision Quality:   Makes good and timely decisions that keep the organization moving forward.
  • Develops Talent:   Develops people to meet both their career goals and the organizations goals.
  • Directs Work:   Provides clear direction and accountabilities. 
  • Ensures Accountability:   Holds self and others accountable to meet commitments.
  • Manages Conflict:   Handles conflict situations effectively, with a minimum of noise


Requirements

EXPERTISE YOU NEED


Education & Experience

Bachelor's degree (B. A.) from four-year college or university; plus, three to five years’ related experience and/or training; or equivalent combination of education and experience.  Technically savvy, sales-oriented background preferred.  Related work experience may substitute for education.

  

Capabilities 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.
  • Ability to operate a personal computer and relevant software to access the credit union's member account information.
  • Basic input, output, error correction, general ledger account structure knowledge essential to be able to perform the job.
  • Spreadsheet application knowledge desirable

ABLE TO

To perform the essential functions of this position an employee must be able to meet the following workplace demands: ability to converse with others, detect sound, identify and detect objects, count, read, write, operate a computer, handle and feel objects, reach with hands/arms and be stationary and/or stand and/or move for long periods of time. Occasionally an employee will lift/pull/push and carry up to 25 to 50 pounds, stoop, kneel, crouch, crawl, climb and be able to maintain balance doing these activities. Position requires sound reasoning, good judgement and ability to apply knowledge toward work activities. The noise level is moderate and typical of a normal office environment. In accordance with the Americans with Disabilities Act, Horizon Credit Union will provide reasonable accommodation/s to qualified individuals with disabilities to perform the essential functions, unless such accommodations would cause the employer an undue hardship. To request an accommodation, please contact Human Resources.


ABOUT THIS JOB DESCRIPTION  

The statements in this job description are intended to describe the essential functions and minimum qualifications for this position and are not intended to be an exhaustive list of all responsibilities, duties and skills required. Job descriptions are not intended, nor do they create an employment contract and are subject to change at any time to accommodate business necessity. The Credit Union maintains its status as an at-will employer where applicable. In support of Horizon CU’s goals employees may perform other duties as assigned and all employees are expected to: 

  • Exemplify our CORE Values
  • Promote teamwork and collaboration
  • Provide our members with the highest quality service

 
Compensation

Horizon Credit Union, we believe in attracting and retaining talented team members who embody our CORE Values of Capability, Optimism, Responsibility and Empathy. Our pay values are reflected in our compensation philosophy which rewards individual performance and the potential to contribute to our teams’ overall success long-term.

The full pay range for this position across all the states in which we hire is $61,950-$96,798. The figures shown represent the minimum and maximum of the range for this role. Individual offers are made dependent upon a candidate’s experience, education, and skill level.  


Benefits, Perks and Other Good Stuff

We know there’s more to life than just a job.  Our benefits are designed to help support our employees and their well-being. Take a look at what we have to offer:     

  • Medical, Dental, & Vision Insurance for employees & their families
  • Paid Group Life and Disability Insurance
  • Employee Assistance Program
  • Tuition Reimbursement Program
  • 401K Retirement Savings
  • Employer 401K Retirement Contributions & Matching upon eligibility 
  • Discretionary Annual Incentive Bonus based on eligibility criteria
  • Paid Time Off per Full Calendar Year
  • 10 hours of PTO per month 
  • Paid Birthday Holiday
  • 2 Paid Wellness Days
  • 24 hours of Paid Volunteer Time
  • 11 Paid Holidays
  • And more!

 

Salary Description
$61,950-$96,798/yearly DOE