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MICHIGAN LEGACY CREDIT UNION

Branch Manager 

 

 

Reports to: Branch Operations Manager                         Department: Assigned Branch          

Job Group: Exempt                                                              Direct Reports: Concierge/Call Center                                                                                       

 

POSITION SUMMARY

 

The Branch Manager is directly responsible for the administration and efficient daily operation of the branch, including operations, promoting products and services, quality member service, and adhering to all safety and security procedures.  This person provides leadership and supervision and actively seeks to acquire new members.   The Branch Manager’s energies shall be directed toward achieving Michigan Legacy CU corporate and branch goals. 

 

 

GENERAL RESPONSIBILITIES

Responsibilities can fluctuate day to day depending on the needs of the Department. 

 

  • Maintain a highly motivated, well-trained staff, maintaining effective employee relations. 
  • Evaluate the job performance of branch office staff to ensure quality of work and service to members. 
  • Ensure compliance with internal controls. 
  • Monitor and improve branch activity, including the number of transactions, volume, errors, loan volume, teller and loan personnel sales, and new accounts. 
  • Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an ongoing basis. Ensure that staff receive ongoing training on security and robbery procedures. 
  • Schedule adequate staff to ensure efficient branch operation. 
  • Assist staff or members in solving complex problems. 
  • Create and maintain a cross-selling environment within the branch. Train employees to maximize opportunities to sell products. 
  • Waive check holds and overrides for par or dormancy.  
  • Prepare and present Wednesday trainings and meetings with staff.
  • Perform surprise audits and track overages and shortages within the branch. 
  • Provide appropriate and prompt coaching and counselling for employees. 
  • Monitor and adjust employees’ time clock. 
  • Monitor and order supplies for the branch. 
  • Performs other related duties and special projects as assigned.

 

POSITION QUALIFICATIONS

 

The requirements listed are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

 

Skills/Physical Abilities:

  • Read reports and speak effectively to respond to questions from groups of employees, managers, members, and/or the general public.
  • Perform basic math skill and to use decimals to compute ratios and percents, and  to draw and interpret graphs
  • Define problems, collect data, establish facts, and draw valid conclusions with several abstract and concrete variables.
  • 100% Bondable. 
  • Good working knowledge of word processing software, spreadsheet software, e-mail software, use of the Internet and the ability to learn internal use software.
  • Lifting (up to 50 pounds), carrying, seeing (such as close, color, and peripheral vision, depth perception, and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching 
  • Use of a telephone, cell phone, copy and fax machines, calculator, imaging equipment, postage meter, computer terminal, personal computer, related printers, and teleconferencing equipment. 
  • May require regular travel by automobile between branches and occasional travel elsewhere.   

 

 

The above statements are intended to describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all job duties. 

 

Michigan Legacy Credit Union employees are expected to perform the duties of their position in a way that shares knowledge, experiences, and ideas to foster an environment of continuous improvement. 

 

Human Resources department reserves the right to change this position description at any time according to business needs.

 

 

Review and Approval: Indicates review by the employee and approval by the supervisor.

 

 

 

 

Employee: ______________________________________        Date: ________________

 

 

 

 

Supervisor: ______________________________________       Date: ________________