Branch office manager job description

Looking for an opportunity where success comes naturally? Then you may have found your crew. We're looking for a Branch Administrator to join our team.
Here's what you'd do:


You'd be the glue that holds the branch together, supporting your team and Branch Manager by handling the administrative functions of the branch.You'd serve as the key contact for employees, clients, regional management, and corporate.


You'd be responsible for:


Payroll: Ensuring all hourly personnel, weekly timesheets and changes are accurately entered into the payroll system on-time Entering and updating work orders and cost codes for the weekly labor posting
Accounting Administration: Generating the weekly aged account receivables report and conducting client follow-up Advising on the most appropriate and effective collection methods, communications, and resources; participating in collection actions as needed Managing purchasing orders and accounts payable invoices, including weekly reporting Keeping work order logs and client billing files up-to-date Preparing month-end and monthly close material as directed by the Controller and Branch Manager
General office duties: Answering phones and greeting guests Ordering supplies, filing, and management of incoming and outgoing mail Preparing client proposals, contracts, and correspondence
Human Resources: Preparing and maintaining new hire packets, employee personnel files, and I-9 binders Coordinating uniform ordering, distribution, and returns Workers compensation & OSHA reporting


You might be a good fit if you have:


2- or 4-year degree in business or a related field and/or a minimum of 3 years experience in a business office with accounting related responsibilities.


Here's what to know about working here:


At BrightView, we're a tight-knit crew who are as passionate about caring for our clients as we are about each other. Though we're the nation's leading landscape company, we maintain a small company feel and supportive environment that makes our team members feel at home.

If you're looking to join a crew of talented go-getters who tackle big vision projects other companies could only dream of, you might just have found your match. With our range of services, including landscape design, development, maintenance and enhancements, there's no limit to what we can do, and what you can achieve.

In addition to industry-leading development opportunities, you'll also have benefits and perks like:

Competitive salary Paid time off Medical, dental, and vision insurance


Think you've found your crew?


BrightView is an Equal Employment Opportunity and E-Verify Employer.

• Paid Employee Medical And Dental Insurance; UHFCU pays 100% Of The Base Employee Coverage
• Medical and Dental Plan Premium Waiver Option
• Eleven (11) Company Paid Federal Holidays Plus Four (4) Company Paid Personal Holidays
• Eligible to Earn Ten (10) Days Paid Vacation; Increases With Years Of Service
• Paid Sick Leave
• 401(k) Retirement With Employer Match And Profit Sharing
• Employee Loan Discount
• UHFCU Subsidizes 50% For Monthly Bus Pass
• Flexible Spending Accounts: Healthcare and Dependent Care (Pre-Tax Benefit)
• Credit Union-Paid Benefits Such As Group Term Life With AD&D Insurance, Long Term Disability Insurance And Long Term Care Insurance
• Employee Assistance Program (EAP)
• Internal and External Professional Development Opportunities
• And Many More!

Position Title: Member Relationship Manager

Department: McCully Branch

FLSA Classification: Exempt

Reports to: Vice President, Member Experience

Position Purpose :

Guide and manage the branch office in providing quality service to members in account transactions, loan applications, and new accounts. Solve problems within established policies and guidelines. Responsible for facilitating maximum performance of staff to meet department and credit union goals and to promote full-service concepts. Responsible for the security and safety in accordance with the credit union’s objectives. Responsible for attaining established strategic goals through active participation in community to enhance new and existing business opportunities.

Essential Functions :

• Assist Senior Management in carrying out short- and long-range plans, strategic plans, and credit union measurements.
• Recommend, implement, and supervise the budget for the branch.
• Monitor branch operations to ensure a consistent, professional approach.
• Assist staff or members in solving complex account problems, create and maintain a cross-selling environment within the branch. Train employees to maximize opportunities to sell products.
• Apply and evaluate policies and procedures for the branch. Ensure that the branch is following federal laws and regulations set forth by regulatory agencies. Ensure procedures are compliant and internal controls are present.
• Monitor branch activity, including number of transactions, volume, teller errors, loan volume, teller and personal sales, and new accounts.
• Monitor key product and sales within branch to ensure profitable and sound business practices and a high quality of service for members.
• Conduct loan interviews. Process, approve and/or close loans.
• Manage the security and safety of the branch. Analyze, monitor and ensure staff is trained on security and safety policies and procedures on an on-going basis. Ensure that staff receives on-going training on robbery procedures.
• Select quality applicants for vacancies, ensuring that the branch is adequately staffed with competent employees and ensure efficient scheduling for branch operation.
• Evaluate the job performance of branch office staff to ensure quality of work and service to members. Recommend salary increases and promotions and applicable corrective actions.
• Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
• Performs other duties as required.

Performance Standards :

• Plans effectively, anticipating issues, taking the initiative to address issues, and developing innovative approaches to resolving issues.
• Consistently display timeliness in the management of projects.
• Demonstrate professionalism by exercising sound judgment and creativity and by representing the credit union in a positive manner.
• Be a trusted source of clear and accurate information to the branch staff and members.
• Reports completed as required.
• Specific goals and objectives for the branch are met in a consistent and timely manner.
• Timely reporting to senior management.

Qualifications :

Education/Certification:

Four-year degree or equivalent work experience.

Must be registered with the Nationwide Mortgage Licensing System.

Required Knowledge:

Must be proficient in MS Office Suite.

Knowledge of all consumer lending regulations.

Thorough knowledge of member services and products

Knowledge of credit union loan services, policies, and procedures.

Understanding of lending standards and documentation

Experience Required:

Minimum Six years prior experience in managing full-service branch operations.

Credit union industry experience a plus.

Skills/Abilities:

Able to multi-task, work under pressure and meet deadlines.

Excellent customer service & interpersonal skills.

Able to work in a fast-paced environment.

Effective and clear verbal and written communication skills.

Excellent coaching and mentoring skills.

Excellent analytical, creative, and problem-solving skills.

Able to work independently and make sound decisions.

Valid driver’s license and vehicle to travel.

Notary Public License.

Signature Guarantee Certification.

Activities and Requirements of this Position :

Repetitive Motion:

Movements frequently and regularly required using wrists, hands, and/or fingers.

Communication Skills:

Must frequently convey detailed or important instructions of ideas accurately and quickly.

Visual Abilities:

Average visual acuity necessary to read, prepare and inspect documents or products.

Hearing:

Able to hear average or normal conversations and receive information.

Physical Strength:

Sedentary work (sitting most of the time). Able to lift and carry up to 25 lbs.

Reasoning Ability:

Able to apply common sense understanding to carry-out detailed instructions and to deal with

problems involving variables.

Mathematics Ability:

Able to perform basic math skills including adding, subtracting, multiplying, and dividing using a

calculator.

Language Ability:

Able to write complex sentences using normal word order with present and past tenses, as well as

a command of the English vocabulary.

Working Conditions :

Air-conditioned, smoke-free office setting.

Attendance Requirements :

Please note that scheduled attendance requirements may change due to business needs.

Business Hours :

Monday through Saturday. Business hours are subject to change. Must be able to work additional hours, weekends, and holidays as needed.

YOUR LIFE'S MISSION: POSSIBLE

You have goals, dreams, hobbies and things you're passionate about.

What's Important to You Is Important to Us

We're looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them-friends, family and passions. And we're looking for team members who are passionate about our mission-making a difference in military members' and their families' lives. Together, we can make it happen.

Don't take our word for it.

• Military Times 2021 Best for Vets Employers

• WayUp Top 100 Internship Programs

• Forbes 2022 The Best Employers for New Grads

• Forbes America's Best Employers

• Newsweek Top 100 Most Loved Workplaces

• Fortune Best Workplaces for Women

• Fortune 100 Best Companies to Work For

• Computerworld Best Places to Work in IT

Basic Purpose

To manage and direct all activities of a small full-service branch office operation by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff.

Responsibilities

• Manage, direct, and motivate the branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust, and estate accounts

• Lead cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits

• Manage staff to ensure vault opening, closing, and balancing procedures are completed

• Increase productivity of branch office by implementing relevant employee training, establishing team development goals, and eliminating inefficiencies

• Lead outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events

• Oversee recruiting/selection, on-boarding and initial training of team members

• Administer budget, purchasing, tracking and records retention for business expenses

• Lead team to achieve and maintain product, service, and business goals, including cross servicing of Navy Federal products and services

• Promote member service excellence and lead team to deliver quality service

• Liaise with other branches to support business growth and continuity of regional operations

• Analyze reports and conduct trend analysis to optimize business performance

• Analyze problems based on practice and precedent

• Ensure compliance with all security, safety, and emergency preparedness procedures

• Ensure compliance with all HR related policies, practices, and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.

• Ensure the team follows, complies with, and regularly reviews all required policies, practices and procedures using established guidelines

• Resolve employee concerns by reducing conflict in the simplest situations

• Perform supervisory/managerial responsibilities:

o Manage daily activities

o Ensure adequate/skilled staffing; select employees

o Establish performance goals and priorities

o Prepare, conduct, and review performance appraisals

o Develop, mentor, and counsel staff

o Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)

o Ensure section/branch goals and objectives align with division/department strategy

o Ensure efficiency of operations

• Perform other duties as assigned

Qualifications

• Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience

• Experience in leading and managing in diverse and complex operational environments

• Working knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts

• Working knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts

• Working knowledge of functions relating to cash and ATM operations

• Experience in member/customer service operations

• Experience in responding to requests regarding complex financial information/data

• Experience in supervising and leading employees

• Experience in training and developing staff

• Ability to manage multiple priorities independently and/or in a team environment

• Effective skill analyzing statistics and reports to determine business performance and trends

• Effective organizational, planning and time management skills

• Effective skill exercising initiative and using good judgment to make sound decisions

• Effective skill interacting with staff, management, vendors and members diplomatically and tactfully

• Effective verbal and written communication skills

• Effective word processing and spreadsheet software skills

Hours: Available Monday - Saturday: hours based on business needs

Location: 3054 Waldorf Marketplace Waldorf, MD 20603

* Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

Salary Range: $32.50 - $47.00 hourly

Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position.

Equal Employment Opportunity

Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability

COVID-19 Safety Protocols

All employees are expected to follow our COVID-19 safety protocols.

Disclaimer

Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position.

Bank Secrecy Act

Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

REQNUMBER: 53186-1A