Branch Manager

St. Mary’s Credit Union is seeking an experienced Branch Manager to join our growing team! If you are looking to join a great place to work that is growing, progressive, offers development opportunities, has an awesome team, and outstanding benefits, we want to hear from you! This position is for our downtown Framingham branch.

The Branch Manager oversees and coordinates operations of a full-service branch and manages the branch team to ensure work efficiency, compliance with policies, procedures, and regulations, while also being responsible for staff development, staff management, customer service levels and sales and service efforts to ensure branch growth.

Essential Job Function

Professionally represent the credit union within the community and in public relation activities

Contribute to a positive work environment and SMCU image by maintaining courteous, respectful and effective interactions, teamwork, and communications with co-workers and members to enhance positive behaviors and employee satisfaction

Plan, coordinate, and direct the daily activities of the branch to ensure regulatory, audit, and security compliance

Lead staff, through engagement and motivation, to achieve sales goals and provide excellent member service levels

Serve as mentor and leader to branch team by contributing to employee morale and exhibiting a positive attitude to build high employee satisfaction

Keep informed of developments within the banking industry and regulatory environment relative to retail products and services

Keep current of credit union policies and procedures, products and services and ensure the branch team stays informed by conducting periodic staff meetings and sharing information

Provide upward feedback to Senior Management on branch performance

Actively participate in staff hiring, training, evaluation of performance and recommendations of action regarding promotions and or disciplinary actions

Develop, maintain, and grow relationships with new and existing members and community organizations

Handle complex member issues that require escalation beyond the branch team; investigate and resolve errors to ensure the highest member satisfaction

Ensure service excellence, meeting pre-set standards individually and for the branch team

Following established policies and procedures, originate, process, and close on consumer and real estate loans

Leverage and utilize software programs to open and maintain a wide variety of credit union accounts, services, and to perform account maintenance

Train and motivate branch staff in cross-selling credit union products and services to meet or exceed assigned sales goals

Ensure proper upkeep of assigned branch and equipment by managing routine maintenance of operational equipment and systems

Provide for branch security by ensuring compliance with the Credit Union’s established security programs and procedures to include opening and closing of the branch

Oversee security equipment audits to ensure proper operations of alarms and cameras and provide staff with security training and information as may be necessary

Ensure staff is adhering to credit union security policies, including verifying customer identification and recognizing potentially fraudulent activity

Ensure audit compliance by managing processes that meet established credit union policies, procedures, and state and federal regulations

Participate and direct day-to-day operations of the branch. Approve large transactions, review and act on daily reports

Work collaboratively with peers from the branch network to share staff as needed when coverage is deficient at other locations and to work on assigned projects

Other Duties

Travel to client or prospect locations, conferences, or other professional development and networking events

Provide service to our membership communities by actively volunteering time to local, civic, and charitable organizations

Other duties as assigned

Qualifications, Experience, and Education

Bachelor’s degree or its equivalent in coursework, training, or experience

Five years of previous experience in a retail branch setting with at least three years of supervisory responsibility

Well-developed organizational, analytical, and decision-making experience and skills

Eligibility to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain registration with NMLS as a Registered Mortgage Loan Originator (MLO)

Solid mathematical skills

Possess Comm of Massachusetts Notary Public certification or eligibility to obtain

Computer and Equipment Skills

Use of Outlook email and calendaring

Advanced skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint, Access and/or other web-based applications

May produce complex documents (spreadsheets)

Perform analysis and maintain databases

Use of online teleconferencing software (e.g., Zoom or Teams)

Competencies

The competencies of adaptability, accountability, improvement and innovation, collaboration, communication, job knowledge, customer (internal and external) service, organizational awareness, and self-development are the knowledge, skills and abilities required for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

Usual office working conditions with absence of most disagreeable conditions and with occasional exposure to noise.

Physical Demands

While performing the duties of this position, the individual is required to use hands, handle and feel objects, tools or controls; reach with hands and arms; talk and hear. The individual frequently is required to stand, walk and sit. The individual is occasionally required to stoop, kneel, crouch or lift to fifteen pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Applicants must be currently authorized to work in the United States. This position does not include employer immigration sponsorship.