BRANCH MANAGER-Corvallis

Respect. Integrity. Ethics. Compassion. Humor.

At our Credit Union these five core values aren’t just words on a wall, they are our daily way of life. Our purpose is to build local loyalty, connect to community and make life easier for those we serve. To accomplish this, we hire team members who demonstrate a strong desire to serve others, who embrace change, who are eager to learn and who enjoy a good laugh.

At Central Willamette Credit Union we are laser-focused on building a stronger financial future for each of our members and we’re particularly passionate about making the communities of the Willamette Valley even better places to live, work and play. We do this by training our sales and service team members to become Financial Advocates who work tirelessly to improve our members’ financial lives. And we don’t stop there. We are fanatical supporters of the non-profit organizations that create the fabric of the communities we call home. You’ll regularly see us sponsoring and volunteering for events with the Boys and Girls Clubs, SafeHaven Humane Society, The United Way, The Center Against Rape and Domestic Violence (CARDV), and the Albany Public Schools Foundation just to name a few. Our team members are encouraged to give of their time and talents as servant leaders, furthering our quest to make the world a more just and caring place.

POSITION PURPOSE

As a member of the Leadership Team this position is responsible for providing valuable insights, information, ideas and expert opinions necessary to support the strategic direction and business plan objectives. Responsible for motivating, empowering and impassioning staff in a manner consistent with the Credit Union’s Purpose and philosophy; to create a culture where staff understand they are the key to our success and have a personally vested interest in the Credit Union.

Under the general direction of the Director of Retail, provide supervision, direction and leadership to all sales and referral staff within the branch by motivating, coaching and holding them accountable to the goals outlined for the branch. Provide ongoing technical training as necessary, as well as providing a team concept throughout the branch supporting our financial goals and our Purpose.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Leadership and Branch Management (25%)

  • Provide leadership and daily management of member service functions.
  • Act as a role model, engage in decision-making, and help staff understand leadership decisions.
  • Lead branch strategy development to meet or exceed monthly goals and contribute to Credit Union strategic goals.

• Sales Coaching, Training, and Performance Management (20%)

  • Provide sales coaching, technical training, and support to staff.
  • Develop, motivate, and reward sales staff while communicating goals and recognizing achievements.
  • Conduct performance evaluations, give feedback, and recommend personnel changes.

• Member Service and Relationship Development (15%)

  • Interact with employees and members, model member service and sales behaviors.
  • Develop relationships, solve member problems, and work toward member satisfaction.
  • Serve as a resource for the team to ensure timely and accurate member assistance.

• Operational Efficiency and Compliance (15%)

  • Analyze workflows, recommend efficiency improvements, and reduce costs.
  • Ensure branch cleanliness, organization, and up-to-date marketing materials.
  • Maintain knowledge of all Credit Union products, services, and relevant compliance issues.

• Product and Market Analysis (10%)

  • Monitor market conditions, analyze financial service/product changes, and recommend improvements.
  • Research and recommend new services/products to the Director of Retail.

• Community Engagement and Relationship Building (5%)

  • Develop and maintain community relationships to enhance the Credit Union’s reputation.
  • Participate in community activities and initiatives to support Credit Union goals and values.

• Policy Administration and Procedure Development (5%)

  • Administer personnel policies and work rules in alignment with Credit Union philosophy.
  • Suggest and update procedures as necessary to improve operations and support team functions.

• Training and Development (5%)

  • Ensure employees participate in training programs and team Connections Trainings.
  • Attend required trainings and maintain up-to-date knowledge of policies, procedures, and regulations.

QUALIFICATIONS

• Ability to present a professional image to management, staff, and outside contacts.
• Strong leadership and development skills to effectively train and motivate staff.
• Ability to communicate effectively, both verbally and in writing.
• Must be goal oriented with a strong desire to exceed established expectations.
• Strong desire to market and sell Credit Union products and services.
• Effectively able to manage multiple projects and work through constant interruptions.
• Ability to flex schedule to meet the needs of members.
• Proficient in System and PC skills, with the ability to learn new software
• Working knowledge of current State, Federal, and other regulations applicable to consumer lending and savings.
• Valid driver's license and automotive insurance required.