Credit Union Branch Manager

Tupelo, MS

Post Date: 08/10/2018 Industry: Management

Credit Union Branch Manager position available in Tupelo, MS

Job Summary:  Supervise, manage, coordinate and control Credit Union services and activities of the branch office.   

  Primary Duties:

  • Manage, supervise, train, evaluate, interview for employment, discharge with approval and direct personnel.
    1. Train and coach personnel on the skills to provide outstanding service and in the selling and cross selling of Credit Union services.
    2. Provide motivation, tools and monitor results in order to develop a strong sales and service culture.
    3. Conduct meetings for the purpose of training and/or reviewing procedures, services or branch sales and service results.
    4. Conduct individual employee annual reviews and employee sales and services reviews. Perform a minimum of 4 observations per employee per year. 
  • Ensure that members are serviced professionally, promptly and efficiently.
  • Responsible for branch compliance with all Credit Union policies and procedures.
  • Responsible for completion of criminal referral reports in instances involving apparent violation of law and suspected or known criminal activity such as theft or fraud.
  • Function as a Loan Officer.
  • Responsible for loan documentation and quality of all loans made in the branch.
  • Resolve member problems and complaints.
  • Responsible for developing new business needed to reach branch growth goals. Will complete required monthly reports to document activity for current and prospective Business Partners. 
  • Will regularly share progress with the President and CEO or the Operations Manager. 


  • Regularly conducts dynamic sales and informational presentations to sign up new Business Partner liaisons, asking for access to the employees for on-site events and providing liaisons with information about the Credit Union to distribute to their employees.
  • Aggressively prospects and generates new Business Partner and member sales leads through cold calls, in person and via the phone.
  • Proactively engages attendees at trade shows and community functions to recruit new Business Partners and members and to enhance the Credit Union’s visibility with the community.
  • Provide supply orders on a monthly basis.
  • Assist with debit card functions as needed.
  • Assist with SEG Group payroll deduction functions as needed (or handle independently).
  • Handle credit card/debit card issues for branch as needed.


Secondary Duties:

  • Responsible for submitting yearly branch budgets and remaining with approved personnel and operating budgets.
  • Maintain approved level of cash in accordance with Board Policy Compliance Policies.
  • Responsible for the assignment and performance of audits of vault cash, cash drawers, cash dispensers, ATM’s, and gift cards with the required compliant record keeping.
  • Maintain a recap of employee outages for each month and take necessary disciplinary action if needed. Also, submit a written explanation of all outages to the Operations Manager.
  • Responsible for branch office security and safety.
  • Submit recommendations for changes to Credit Union policies or procedures.

 Maintains and projects the Credit Union’s professional reputation through all communications and appropriate attire to convey a proper business image at offsite corporate event




Prerequisite Experience:

  1. Must have a minimum of three (3) years Credit Union or related financial experience.
  2. Must have the ability to supervise and manage employees and be able to maintain an effective and efficient work schedule. 
  3. Minimum of two (2) years of sales experience with some experience in business-to-business sales. 
  4. Business-to-business sales is defined as an outside sales position where the majority of one’s job was selling products and services to businesses. 


Confidentiality Requirements: Must keep members' transactions and other Credit Union business in strictest confidence.


Travel Demands:  Must be able to travel as necessary.  Overnight travel may be required from time-to-time.


Prerequisite Education:

  1.  High school diploma or equivalent
  2.  Undergraduate degree in related field preferred            



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