Under the direction of the Branch Manager, the Branch Supervisor is responsible for efficiently supervising the daily operations of the branch and direct reports. Assumes the responsibilities of the Branch Manager when made necessary by absence. Assists in coaching employees of the branch to achieve individual, branch and Credit Union goals. Promotes and maintains a positive image of the Credit Union. Position is located in Lompoc.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
Under the direction of the Branch Manager, plans, manages, directs, organizes and controls the operational activities and employees of the branch, including cross-selling, member service, safety and security control.
Assists the Branch Manager in overseeing the duties and functions of the branch employees and assumes the responsibilities of the Branch Manager when made necessary by absence.
Supports the Branch Manager by ensuring business objectives are attained and member service delivery is professional and efficient.
Responsible for achieving branch sales goals as established by Branch Manager, AVP Branch Experience and VP Branch Experience.
Establishes and monitors employee sales and production goals.
Ensures branch certifications are completed in a timely manner.
Monitors and observes employee performance, including technical accuracy, sales and service efforts, and adherence to policies and procedures.
Provides leadership and professional development of branch employees to ensure optimal member service. Encourages teamwork.
Works with Credit Union partners and vendors to ensure expenses are in accordance with budget under direction of Branch Manager.
Monitors service standard results daily, weekly and monthly. Reviews employee activities and works with Branch Manager to formulate recommendations for improvement.
Aids employees on complex member inquiries, transactions and member concerns. Provides approvals as needed for transactions above staff limits.
Consistently coaches and reviews sales activities of Member Service Officers in all categories.
Participates in project implementation, including leading and participating in business priority projects.
Effectively directs and supervises assigned employees, ensuring optimal performance.
Carries out supervisory responsibilities in accordance with Credit Union policies and applicable laws.
Supervisory duties include, but are not limited to employee selection, training, coaching and discipline. Verifies employee time records and employee performance.
Prepares branch schedule for assigned employees for a variety of work shifts, ensuring that breaks and meals are scheduled to provide enough employee coverage and in compliance with federal and state wage and hour laws and regulations.
Regularly schedules and conducts Branch meetings to inform employees of Credit Union goals, promotions, products, services and activities and to encourage participation and open communication.
Member Service Orientation
The qualifications listed below are representative of the knowledge, skill and/or ability required to perform the essential functions of this position.
Education and Experience
High School diploma or an equivalent combination of education and experience.
Two or more years of increasingly responsible branch operational experience in a supervisory role within a financial institution.
Certificates, Licenses and Registrations
Supervisory Skills and Abilities
Develops and encourages cooperation and teamwork among employees.
Possesses skills in directing, coaching, motivating, delegating, evaluating, and counseling assigned employees.
Knowledge and experience in promoting teamwork and eliminating barriers to effectively working within the Department and across the Credit Union organizational structure.
Other Skills and Abilities
Ability to be bonded.
Performs duties accurately and efficiently, even with frequent interruptions.
Actively participates in various community organizations and events to promote the image of the Credit Union.
Operates a variety of office equipment and machines.
Travels, attends, and participates in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging.
Ability to work a variety of hours, including evenings and weekends.