Branch Sales Manager

Partners 1st FCU
Responsible for directing and administering the operational and sales efforts of the branch.

Branch Sales Manager - No Staff
Salisbury, MD

Role
Responsible for directing and administering the operational and sales efforts of the branch. Ensures established policies and procedures are followed.
Oversees provision of a full range of services to members and prospective members. Ensures members are promptly and professionally served.

Major Duties and Responsibilities
Weight Function Essential?
1. 35%
Acts as a Loan Officer, processing and approving member loans within established policies and limits. Ensures that branch achieves
assigned loan production goal. Demonstrates sales skills and abilities. ✓
2. 15%
Troubleshoots and resolves internal and external inquiries. ✓
3. 15%
Ensures all branch transactions are balanced at the close of each day. Oversees individual accountability for the handling of cash and
assists in resolving balancing problems. ✓
4. 10%
Ensures customers’ requests and questions are promptly resolved. Handles customers’ complaints. Ensures customers are informed of
Company services and policies. Counsels customers regarding their financial needs and services requested. ✓
5. 5%
Monitor closely industry trends in lending and deposit operations to feed research and development activities and assure that the
company’s products, services and processes are remaining competitive. Manages and oversees expenses. ✓
6. 5%
Prepare assigned month-end management reports which apprise executive management of the status of branch activities. maintains
communication with main office and attends required meetings. ✓
7. 5%
Responsible for maintaining and communicating needs of the office building, grounds, equipment and fixtures of the branch. ✓
8. 5%
Performs other duties as assigned. ✓
9. —
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act,
the Patriot Act, and the Office of Foreign Assets Control. ✓

GRADE DEPARTMENT JOB CLASSIFICATION EEOC CATEGORY
8 Branch Operations NonExempt Administrative Support Workers

Knowledge & Skills
Experience
Two to five years of similar or related experience, including time spent in preparatory positions.
Education/Certifications/Licenses
High school degree or GED required. Incumbents are required to maintain their registration active, and current, with the
National Mortgage Licensing System throughout their employment.

Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth
dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive
and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating,
influencing, educating and/or advising others on matters of significance.

Other Skills
Must have valid drivers license and reliable transpiration to travel as needed.

ADA Requirements
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be able to
stand, sit, walk for extended periods of time. Reach and grasp using arms, hands and fingers. Must be capable of
climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including
telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8
hours per day, when necessary. Must be able to work extended hours whenever required or requested by management.
Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public
transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.

Working Conditions
Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.

Mental and/or Emotional Requirements
Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be
able to plan and direct the work activities of self and others. Must be able to read and carry out various written
instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and
understandable sequence. Must be able to perform basic financial calculations with extreme accuracy. Must be capable
of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within
and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the
public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme
accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Acknowledgement
Nothing in this position description restricts management’s right to assign or reassign duties and
responsibilities to this job at any time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract
and should not be construed as a guarantee of employment for any specific period of time.

Partners 1st Federal Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color,
religion, sex/gender, national origin, disability, age, or any other category protected by law.

Candidates would need to be directed to our website to apply for this position: https://partners1stcu.agilehr.com/CareerPortal/