Branch Manager - Fort Collins

Function Description:The Branch Manager is responsible for leading all aspects of customer relationships delivered through the branch.  This encompasses retail, small business relationships, and community business development.    Responsible for branch profitability and branch operations.

Reports to:Regional Director

Supervisory or Managerial Responsibility: Indirectly, all Branch positions; Directly Member Service Advocates 3, 4 and 5 and Assistant Branch Manager.

Contacts:Credit union members, other credit union branches/departments, credit union officials, auditors, vendors, local community members and businesses and all internal staff.

Essential Responsibilities:

• Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.

• Responsible for overall branch financial results, operations effectiveness, productivity, and cost effectiveness.
• Gains and maintains a strong knowledge of Bellco products and services and can accurately enter and complete transactions, loan applications and account openings in Bellco systems.
• Conducts daily huddles and monthly one-on-ones with branch staff.
• Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities.  Ensures branch staff have strong product and process knowledge.
• Successfully recruits, hires, trains and navigates performance issues, etc. Proactively mitigates risk for Bellco through sound leadership, communication, and guidance of decisions made within the branch.  Partners with Regional Director and Human Resources appropriately.
• Supports company messages and initiatives.  Takes ownership of having tough conversations with the team and is an advocate for change.
• Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.
• Understands and effectively implements all appropriate regulations.
• Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.
• Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment.  Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.
• Conducts ongoing analysis of branch activities, workflow and operations with a specific strategy devised towards meeting corporate goals.
• Recommends and helps develop and implement new policies and procedures.
• Assists in defining and developing strategy needed to set or meet organizational goals.
• Performs other related duties as assigned by management.

Skills:Loan experience preferred, Strong interpersonal, sales, and relationship management skills, Strong written, verbal and communication skills, Ability to provide leadership and handle multiple priorities under time constraints, Working knowledge of Microsoft Office desktop applications.

Core Responsibilities:

• Be available to work as scheduled and report to work on time.
• Be willing to accept supervision and work well with others.
• Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
• Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
• Adheres to safe working practices and always follows all organizational safety policies and procedures.
• Demonstrates compliance with all state, federal and all other regulatory agency requirements.
• Ensure strict confidentiality of all records and PII.

Core Values:

BE ETHICAL AND DEMONSTRATE INTEGRITY:Treat others with respect, dignity and” tough love.” It’s about character and influence, not about a title. Be honest and direct. Challenge ourselves and each other to reach our full potential.

BE ACCOUNTABLE:Lead by example. You are the reflection of how you show up. Set realistic expectations. Make good business decisions. Meet commitments. Learn from mistakes.

EMBRACE CHANGE:Develop the individual, improve the team, grow the institution.Encourage and reward creative solutions. Ask impactful organizational questions.Identify the problem to be solved and the desired outcome.Engage others. Believe in what’s possible.

APPRECIATE THE MEMBER:Achieve and retain trusted, valued relationships with members.Listen and identify needs.Prioritize the member experience. Maintain a high level of member satisfaction. Serve the member with pride.

ACHIEVE SUCCESS TOGETHER:Strive for Flawless Execution. Not for the sake of numbers, but for a sense of pride in a job well done. Success favors the prepared. Consistently plan, coach and grow to master our roles. Celebrate our success.

Act Nice Behaviors:

Accept mutual accountability when things go wrong

Acknowledge others’ efforts and thank them

Avoid jumping to conclusions

Be honest, direct, and civil with no hidden agendas

Communicate with others face to face whenever possible

Empathize with others by putting yourself in their shoes

Establish and build relationships into trusted partnerships

Forget the past and avoid holding grudges

Hear individuals out by actively listening to them

Protect and build up each other’s self-esteem

Recognize and reinforce others’ positive actions

Respect each other’s priorities and personal space

QUALIFICATIONS/REQUIREMENTS:

Education:       Bachelor's degree in Business/Finance or equivalent work experience.

Experience:     Minimum of 3 years financial services

1 year of leadership experience including the MIT program, opening and closing duties, etc. preferred

Skills:              Loan experience preferred.                

                        Strong interpersonal, sales, and relationship management skills

                        Strong written, verbal and communication skills

                        Ability to provide leadership and handle multiple priorities under time constraints

                        Working knowledge of Microsoft Office desktop applications

ESSENTIAL FUNCTIONS:

1. Provides a valuable and enjoyable experience to both internal customers and members during interactions.  Consistently suggests ways to improve the member/customer experience through improved processes and technology.

1. Responsible for overall branch financial results, operations effectiveness, productivity, and  cost effectiveness.

1. Gains and maintains a strong knowledge of Bellco products and services and can accurately enter and complete transactions, loan applications and account openings in Bellco systems.

1. Ensures established branch goals and metrics are met including goals for other business groups/partners that work with the branch (i.e. wealth management).  Motivates staff to success.

1. Conducts daily huddles and monthly one-on-ones with branch staff.

1. Maintain positive relationships with other departments, which may include (but are not limited to): Legal Compliance, Human Resources, Operations Teams

1. Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities.  Ensures branch staff has strong product and process knowledge.  

1. Successfully recruits, hires, trains and navigates performance issues, etc. Proactively mitigates risk for Bellco through sound leadership, communication, and guidance of decisions made within the branch.  Partners with Regional Director and Human Resources appropriately.

1. Supports company messages and initiatives.  Takes ownership of having tough conversations with the team and is an advocate for change.  

1. Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.

1. Understands and effectively implements all appropriate regulations.

1. Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.

1. Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment.  Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.

1. Conducts on going analysis of branch activities, workflow and operations with a specific strategy devised towards meeting corporate goals.

1. Recommends and helps develop and implement new policies and procedures.

1. Assists in defining and developing strategy needed to set or meet organizational goals.

1. Regular and punctual in person attendance.

Management retains the discretion to add to or change the duties of the position at any time.

WORKING CONDITIONS:

May necessitate movement to other branches or departments.

Office environment.