Position Type: Full-Time
Work Environment: On-site
Location: Wackerly Branch, Midland, MI 48640, USA
Job Details
Are you a leader who is passionate about fostering a culture of purpose, belonging, and joy? Do you thrive in a fast-paced, collaborative environment? Would you find joy in mentoring a team while attending to the needs of our largest branch? Members First Credit Union is seeking an experienced Branch Leader I at our Wackerly Branch. Apply today and join us in our mission to encourage a better tomorrow!
We strive to create an atmosphere of belonging with no judgment, just opportunity. We are interconnected to each other, and when we embrace our true authentic selves, we are stronger. We will empower you to be the best version of yourself while helping you to flourish in work and life. Come join us to help create thriving communities!
Position: Branch Leader I
Employment Status: Exempt
Reports to: Branch Operations Director
Position Overview
The primary purpose of this position is to assist Members First Credit Union to deliver on its mission: To encourage a better tomorrow. To achieve this mission, the position must deliver on our brand promise: We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed. You will do this by living out our core values in every service contact with both internal and external members.
Essential Duties
- Lead the team to maximize productivity, efficiency, and potential through hiring, onboarding, development plans, goal setting, monitoring performance, coaching, training, and ensuring regulatory compliance.
- Appraise performance and recommend compensation, promotions, and discipline, including terminations when appropriate.
- Oversee and maintain visual standards for branch facilities and equipment, collaborating with the Facilities/Marketing team as needed.
- Be available to work Monday through Friday, 8 a.m.–5 p.m., with Saturday coverage and some outside hours for meetings and trainings. Some travel, including overnight stays, may be required.
Duties and Responsibilities
The following statements describe the general nature and level of work performed in this position. Additional duties may be assigned to meet business needs.
- Conduct orientation for new employees and ensure staff is trained in all branch procedures, products, services, and promotions.
- Collaborate with the Branch Operations Director and HR for hiring, employee development, and performance management.
- Develop and manage the branch budget, ensuring expenditures remain within limits.
- Monitor industry trends to ensure competitiveness in products, services, and processes.
- Ensure members' requests and complaints are promptly addressed and resolved.
- Investigate and resolve member complaints involving fees, deposit servicing, and other issues.
- Serve as a subject matter expert on all branch software.
- Engage in process improvements and update branch procedures and policies in collaboration with Branch Operation Specialists.
- Ensure daily branch transactions are balanced, maintaining individual accountability for cash handling.
Member Relationship Representative Duties
- Explain products and services to members, preparing and processing documentation for new accounts.
- Oversee the audit process for newly opened accounts.
- Prepare adverse action letters for denied products.
General Sales Expectations
- Use effective Sales Champion skills to build relationships with members.
- Offer products and services that meet members’ financial needs.
- Oversee onboarding processes to strengthen relationships with new members.
- Ensure members are fully served.
Other Responsibilities
- Answer phones and handle member inquiries.
- Process mail as required.
- Attend educational functions as required.
- Maintain a strong working knowledge of all Credit Union products and services.
- Perform other duties as assigned.
Qualifications and Expectations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
- Strive to exceed Credit Union, department, and personal goals.
- Understand deadlines and meet timelines.
- Exhibit strong leadership and organizational skills.
- Demonstrate excellent written and verbal communication abilities.
- Maintain a high level of knowledge about Credit Union philosophy, products, and services.
- Have a strong understanding of State and Federal laws governing Credit Union operations.
- Implement new procedures efficiently and effectively.
- Show courtesy, tact, and diplomacy in all interactions.
Physical Requirements
- Ability to move or transport items weighing up to 25 pounds.
- Ability to remain stationary for 2-4 hours at a time.
Work Environment
- Maintain a neat and orderly work area.
- Routinely clean and disinfect workspaces, including teller stations, desks, and phones.
- Protect confidentiality by securing sensitive materials when away from the workstation.
Education and Experience
- Minimum one year of experience in management or a supervisory role.
- Minimum one year of banking or Credit Union experience.
- Three to five years of related experience.
- High school diploma or equivalent required.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Ability to attain the Financial Counselor Certification (CCUFC) through CUNA within the first six months.
- Ability to attain the State of Michigan Credit Producers License within six months.
Qualifications
Education
- Required: High school diploma or equivalent.
Experience
- Required: 3-5 years of related experience, including one year in banking or Credit Union roles.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
