The primary function of this job is to provide outstanding service to members by assisting the Branch Manager in directing the operations of a branch office by fully using job-relevant technical, service, and leadership skills; and maintaining/updating, and seeking to enhance those skills.  This position requires the employee to be proficient in Credit Union operations, consumer and real estate lending operations as well assist in providing front-line supervision of the branch staff. This position assumes responsibility for day-to-day management of Branch operations in the Branch Manager’s absence.   All management and supervisory positions require the ability to make decisions within established guidelines, the ability to promote a sales environment, and the ability to be a team leader in an organization that values the spirit of teamwork.  

Essential Functions 

Supervisory Functions

• Assist with overseeing daily Branch operations
• Provide first-line supervisory assistance to employees
• Ensure employees’ adherence to service guidelines and that superior service is provided at all times
• Monitor and coach employees on a monthly basis and provide appropriate feedback using the online performance management system to document results
• Responsible for quality work output of employees
• Look for innovative ways to meet members’ needs
• Implement/Execute all management-approved decisions
• Assist with implementing annual branch operations strategic plan and budget
• Assist with departmental hires, terminations, training, and inter­pretation of personnel policies in compliance with WEFF and regulatory standards
• Responsible for the timely, thorough, and comprehensive completion of BSR performance appraisals
• Assist with employee training, development, and skill-based advancement
• Assist with organizing personnel into effective, efficient work groups
• Impart corporate vision and mission
• Assist with processing employee payroll

Job-Specific Functions

• Responsible for meeting established sales goals for WEFF products and services
• Responsible for producing sales referrals for new accounts and loans as assigned
• Promote WEFF through contact with members, employee groups, and prospective select SEGs
• Investigate and resolve member problems or complaints
• Ensure compliance with security and operational procedures/policies
• Assist with branch report preparation
• Serve as teller, back office teller, or loan representative as needed, as outlined in the Branch Service Representative job description
• Ensure use of WEFF’s empowerment matrix and adherence to service guidelines & work environment maintenance standards
• Meet established production goals as assigned
• Remain current on legal and regulatory issues that may affect operations and lending 
• Prepare and present information in staff meetings
• Identify delinquent loan accounts and assist with collection efforts
• Responsible for overall daily Branch balancing duties
• Responsible for timely completion of Branch audits
• Responsible for compliance with Bank Secrecy Act and Credit Union procedures related to completion and filing of Currency Transaction Reports
• Originate and maintain business accounts and relationships

Lending Functions

• Functional in all aspects of consumer lending, first mortgage lending and home equity lending to include closing home equity loans
• Assist with coordinating and implementing in-branch promotions     

Other Functions

• Project a positive professional image for WEFF in community/industry affairs
• Assist with SEG meetings and open enrollments
• Attend and promote WEFF at local community events and fairs to promote the branding of WEFF in the local community
• Perform specific and delegated duties as assigned by management   
• Notarize documents for members and staff (as needed)
• Look for innovative ideas and solutions
• Promote and maintain a team environment
   

Job Qualifications  

Knowledge of:

• Financial Institution operations to include lending operations
• Fundamentals of the financial industry, including an understanding of the Federal Reserve System, the check clearing process, and the legal theory of negotiable instruments
• DP system concepts, including systems, hardware, software, and EFT technology
• Personnel administration, wage/salary administration, performance evaluation, succession planning, and training
• Business English, spelling, grammar, composition, and arithmetic
• Credit Union policies, products, services, regulations, and procedures
• PC literate, including working knowledge of Word and Excel