Branch Manager/Officer

Position Summary: The Branch Manager organizes, supports, and leads a team while consistently demonstrating a high level of customer service. They promote a needs-based sales culture while striving to create and maintain a professional relationship with business clients, customers, and staff members. This professional works with various types of loans, lending processes, sales, and budgeting while maintaining a positive relationship with all internal departments.

NOTE: To obtain employee engagement and retention, within the Customer Service department, and continue to offer top level service while growing our branches, it is imperative that we have well trained employees at all levels. The 6-month position guideline is in place to ensure we are setting all our employees up for success. To apply for another position, employees will need to be in their current role/branch for at least 6 months. Further discussion with a Customer Service Officer can be made for potential exceptions.

Essential Functions:

• Manage all areas of operations including but not limited to: interviewing, selecting and training employees, prepare and conduct employee’s performance evaluations, setting and adjusting employee pay rates and work schedules, delegating and directing the work of employees, maintaining accurate employee records, and handling employee/customer concerns and issues as necessary.
• Coach, support, and assist with staff development to help in achieving departmental, branch and individual goals (including referring business, cross selling products, and promoting services).
• Lead by example by developing and maintaining positive working relationships within all areas of the bank.
• Proactively participate in ongoing trainings, coaching, and mandatory meetings to ensure continued growth within the position.
• Prepare annual budget and review branch variances monthly.
• Interact with existing customers to retain and expand existing relationships. Make calls at their business or home to discuss their needs, promote products and services, and resolve concerns, as necessary.

• Responsible for achieving branch and individual goals and represents the bank in a professional manner at all times.
• Originates consumer loans and make referrals for mortgage loans.

• Responsible for Business Continuity process and ensuring staff is fully educated, annual budget, BCP and other projects as assigned by Manager. Stay abreast of operations functions such as teller, consumer loans, and new accounts to serve as a back-up only as needed.
• Ensure subordinates are trained and comply with bank policy, laws, and regulations applicable to their roles. Monitor subordinates’ adherence to internal controls and take action to address employee performance issues.
• Understand and adhere to all bank policies, laws, and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Performs other job-related duties or special projects as assigned.
• Regular and reliable attendance is an essential function of this position.

Qualifications:

• Previous supervisory experience preferred.

• Proven leadership in the areas of retail, lending, sales, and customer relationships.

• Strong knowledge of Union Bank products, services, culture, and philosophy strongly preferred.
• Registration with the National Mortgage Licensing System (NMLS) required.

• Proficient in Microsoft Office Products and working with other company software.

• Valid Nebraska Driver’s License.

Preferred Talents:

• Professional and customer service oriented
• Self-directed and takes initiative
• Decisive with good judgment
• Accurate and detailed
• Organized
• Time efficient in managing multiple projects

Working Environment:

Indoor work – not exposed to outdoor elements or hazards.

Ability to stand and/or walk for prolonged periods of time.

Some sedentary work lifting and/carrying up to 50 lbs. occasionally.