Branch Manager

Apple FCU
Performs a variety of duties as delegated by the Branch Manager to coordinate the day-to-day operations of the Branch.

Employment Type: Full-time
Location:Kingstowne Branch, Alexandria, VA
Hours: TBD

Job Duties:
Under general supervision, but following established policies and procedures, performs a variety of duties as delegated by the Branch Manager to coordinate the day-to-day operations of the Branch. When interacting with members, performs all duties of a MSR 3 (Loan Counselor), including selling and processing loans, opening, closing and cross-selling new accounts, and answering member questions concerning Credit Union services and performing a variety of account maintenance functions. Performs all duties of Teller/MSR as needed. Acts as Branch Manager in his/her absence. Responds to questions and/or provides information upon request from internal and external members in a friendly, courteous, and professional manner. Responsible for direct supervision of the MSR Is, MSR IIs, and MSR IIIs in the successful performance of their duties. Assists members and potential members in understanding and utilizing Credit Union products and services.

*** Candidates who meet the minimum requirements of the position will be sent a required online assessment to the email address listed in the application. ***

Responsibilities:
• By recognizing that Apple FCU’s primary goal is to provide quality service to its members, the Assistant Branch Manager will unequivocally support the credit union’s goals and core values. The Assistant Manager will help instill these values in the branch staff and build a team whose main objective is to provide members with the best possible service. Will help ensure that branch employees incorporate the Apple Way principles with external and internal members.
• Ensures member issues are resolved promptly following Apple’s Problem Resolution process and that employees notate member issues in Synapsys.
• In conjunction with the Branch Manager and/or in his/her absence ensures the Branch is open and ready to conduct business each business day. Assigns various operational duties, as appropriate, to Member Service Representatives IIIs, MSR IIs, and Teller/MSRs. Ensures The Apple Way Service principles are maintained at all times.
• Performs all duties of a MSR III, including but not limited to: selling and processing loans, meeting branch sales goals, explaining savings and checking programs, opening new accounts, issuing traveler’s checks, IRA’s CD’s, approving checks, and dealing with difficult members.
• In conjunction with the Branch Manager is responsible for supervising Branch personnel to assure a trained, motivated and professional staff capable of providing efficient and effective service while ensuring positive member relations. Schedules, assigns work to, coaches and counsels staff. Able to deliver constructive feedback and maintains required personnel documentation. Assists in authoring performance appraisals and gathers data as needed to evaluate staff performance.
• Assists members in completing loans and related paperwork. Gathers information required to make credit decision. May conduct credit checks and analyze credit-worthiness of members for some types of consumer loans. . Is knowledgeable and stays abreast of Apple’s loan underwriting guidelines and policies and procedures. Is fully aware of regulations such as the Fair Lending Act.
• Functions as a “trusted advisor” to members by assessing their financial situation and making appropriate service and product recommendations.
• Ensures that the Branch balances all transactions at the close of each business day. Assists Teller/ MSRs to resolve balancing problems. Ensures Branch is in compliance with policies, procedures, laws, regulations and audit standards.
• Ensures that staff members meet goals set for referral activity and acting on Potential Sales Opportunities (PSO’s) goals established by management.
• Responsible for enforcement and understanding content of all Branch Operations manuals, including the Teller, MSR, Lending, Branch Manager, and Products and Services Manuals.
• Responsible for general maintenance, security, and safety of the Branch. Ensures all equipment is in proper working order. Responds to audits and corrects items as required.
• Provides information and advice about a wide variety of Credit Union products and services. Analyzes members’ needs using learned interviewing skills and sells appropriate Credit Union products and services based on identified needs and Credit Union goals. Completes required reports and works to meet branch and organizational goals. Coordinates with other departments as necessary. Refers members to departments/personnel providing specialized services as necessary.
• In the absence of a Branch Manager, assumes those duties as directed by the Director of Branch Operations.
• Responsible for ensuring staff is adequately trained and effectively using Episys, Synapsys, Synergy, Akcelerant, and Microsoft as needed.
• Encourages staff by example and positive coaching to use the skills learned in Integrity Selling for Service Professional (ISSP) Training.
• Performs duties and responsibilities in accordance with The Apple Way principles, of Team Up, Inspire Promoters, Challenge Yourself and Own It.
• Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act.
• Performs other Branch duties, as assigned, by the Branch Manager.

Qualifications-all required unless otherwise noted:
• High school diploma or equivalent (GED). Associates degree plus three years of progressively responsible Branch and/or financial institution experience preferred.
• Minimum three to five years progressively responsible Branch and/or financial institution experience in member service position.
• Thorough knowledge of teller, member service, and loan policies and procedure.
• Must obtain a Level 1 lender designation within 6 months of being selected for the position.
• Must possess excellent interpersonal, problem-solving skills and written and verbal communication skills.
• Excellent oral and written communication skills.
• Excellent interpersonal and member/customer service skills.
• Ability to learn and cross-sell credit union products and services.
• Attention to detail.
• Some travel required.
• PC proficient including Microsoft Word/Windows.
• Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc.

Applicants can apply using this link: https://www.applefcu.org/careers
*Apple Federal Credit Union is an equal opportunity employer. All employees will be subject to credit and background checks to determine employment eligibility.*