Job Information
PFCU Branch Manager - Lowell, MI in Portland, Michigan
Essential Functions, Duties, & Responsibilities
Set a positive example and be a role model by building relationships, being dependable, demonstrating initiative, responsibility, integrity, professionalism, and take responsibility to see that all tasks are done correctly. Manage complex situations with confidence, knowledge and creativity. Be a leader.
Maintain an atmosphere that encourages cross selling and a positive attitude, with well-trained staff and self-motivated individuals.
Provide leadership level consultation in the areas of coaching, employee growth & development and performance management. Provide encouragement and recognition for outstanding performance and when needed, institute corrective disciplinary action.
Provide leadership oversight for PFCU's Branch Operations team.
Meet with direct employees on a monthly basis to provide customized coaching and mentorship in the area of performance. Set goals and assist employees with developing plans for continual growth and success within their position. In a timely manner, utilize Performance Pro to document all employee performance management and development conversations.
Actively participate in the Cross-Education program and support employees to reach their cross-education goals by providing in the moment coaching to help employees enhance their product knowledge and improve their cross-educating abilities.
Monitor employees' performance; conduct performance appraisals in a timely manner.
Participate in the development and facilitation of presentations to employees including preparing for and conducting regular daily, weekly and full staff meetings. Discuss My Marc, PFCU's Service expectations, opportunities for improvement, product knowledge, and changes in procedure or policy along with any general information for discussion. Effectively communicate with employees to ensure a positive and clear understanding of PFCU goals and direction.
Assume the responsibility of any branch operation position, as needed, at any location.
Have advanced knowledge of PFCU products & services, policies and procedures, or rules and regulations; and assist members and employees as needed and as opportunities present themselves.
Perform all duties outlined in PFCU's Vault Addendum.
Review and verify monthly branch reports to ensure they are accurate and completed by the 10^th^ of each month or the next business day.
Certified in Financial Counseling. Will actively participate and obtain certification as the opportunity is available.
Provide management with new or innovative ways for improvement of employees, service quality or products offered.
Understand basic accounting functions as well as balance sheet and income statement for branch.
Develop and apply procedures for the branch. Evaluate and recommend policies and enhancements for the branch; including but not limited to Building Security and Robbery Procedures. Host mock robbery and security exercises quarterly.
Assist in the recruitment and select quality applicants for vacancies, ensuring that the credit union is efficiently staffed with competent employees.
Access, modify and approve payroll for your employees, meeting established payroll deadlines.
Ensures the branch maintains a positive image as a trustworthy and secure financial institution by implementing effective housekeeping practices, safety measures and creating a welcoming environment for members, with a focus on privacy confidentiality, and ease of use.
Conducts administrative duties including scheduling employees, maintaining inventory control, ordering all supplies, furniture and equipment needed for th