Branch Supervisor I- Western Lights

Role: To direct and mentor the staff to provide quality consultative member service to ensure members needs are met.

Mission: Building relationships one member at a time.

Vision: Members are more than just a number.

Criteria: To qualify for the Branch Supervisor I distinction, the branch must meet certain criteria for the following: FTE, new members, Better Lobby transactions, BSR transactions, and amount of Consumer Lending annually.

Essential Functions & Responsibilities:

40% Creates schedules for the Branch to ensure adequate coverage for positive member experience.

Accountable for high standards and responsiveness to ensure fulfillment of external and internal member needs.

Monitors daily activities of the staff; hire, train, direct and evaluate employee performance within the branch; recommends promotions, transfers and salary adjustment; delivers solutions to members through interactive conversations to assess and address their needs.

Actively engages with members to identify referral and sales opportunities across all business lines as well as observe staff to ensure they are actively referring and cross selling the appropriate products and services that meet the needs of both prospective and existing members; engages in relationship management activities in accordance with established corporate goals and objectives; identify performance problems and take action to correct, including termination; acts as back-up to Branch Manager during absences.

30% Welcomes members and provides routine information concerning services and enlist additional support to handle the members need in a timely manner; processes routine transactions and associated general member and account servicing duties with a high level of accuracy and efficiency, opens and processes new accounts, including savings accounts, business accounts, trust accounts, certificates, IRAs and checking accounts; Has a working knowledge of consumer, Mortgages and small business lending, including the ability to discuss credit reports, credit scores, etc.; Accepts and processes consumer loan applications and closes loans within established guidelines, loan policy and procedures and compliance regulations handles requests in a professional, prompt and efficient manner; cross sells credit union products and services to members to make them more financially successful.

15% Orders vault cash, fills and balances ARCA machines, handles and disburses cash to staff, assures that adequate supply of these items is kept (not excessive) to meet member needs, performs various administrative duties including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audits.

Meets balancing requirements as outlined in the Branch Employee Performance Standards.

10% Keeps informed of the latest changes in credit union policies and procedures relating to security, compliance, rates, and consumer protection laws and ensures staff are trained.

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