Branch Supervisor/Assistant Branch Manager (Sunrise)

Branch Supervisor - Hourly Rate Range: $28.94 - $36.18

Assistant Branch Manager- Hourly Rate Range: $32.98 - $41.23
Exact compensation may vary based on skill, experience and location. 

 Why SAFE?SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!

• Professional Development Opportunities: Offering training programs, workshops, and mentorship.
• Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
• Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
• Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
• Career Growth: Clear paths for career advancement and internal promotions.
• Work-Life Balance: Encouraging a healthy balance between professional and personal life.
• Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
• Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
• Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
• Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
• Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.

Branch Supervisor:

POSITION PURPOSEResponsible for providing internal and external clients with quality service. Actively performs as a leadership team member in developing the branch staff’s capacity for meeting sales and service objectives, standards, and goals. Provides members with appropriate Credit Union products and services. Ensures that staff members provide continuous quality service to all Credit Union members. Supports and assures compliance with Credit Union policies and procedures. Directly supervises branch employees, carrying out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; and addressing complaints and resolving problems. ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Develop and maintain positive member and staff relationships.
• Ensure that staff members are providing consultative member service.
• Conduct member profiling methodology to determine member needs. Confer with members on various products and services to meet their needs. Explain benefits and features.
• Open accounts, accept loan applications, and conduct loan closings.
• Act as a bridge between members and departments to promote and enhance new and existing relationships.
• Resolve errors and member complaints.
• Initiate sales-and-service activities.
• Assist in achievement of branch sales and service goals, both from personal actions and encouragement of staff. Refer members to other areas of the Credit Union for assistance.
• Convert sales strategies provided by leadership into tactical, implemented daily actions; assist in the development and implementation of sales-and-service programs and campaigns.
• Develop and maintain a proactive book of business to create ongoing and new sales opportunities, and to increase member relationships.
• Track and assess results of subordinates.
• Perform operational duties.
• Responsible for the balancing functions of the branch and the Service Representatives.
• Maintain files.
• Complete regulatory reports.
• Conduct staff meetings on operational and regulatory matters.
• Perform branch audit functions, ensuring branch security procedures are carried out.
• Monitor and perform overrides and check approvals for team.
• Manage the branch’s cash and negotiable items, within approved limits.
• Perform duties of a Service Representative, as needed, to ensure excellent member service.
• Participate in training and development.
• Conduct training programs on product knowledge, sales and service techniques, and security procedures.
• Review and monitor training progress for staff members.
• Train and develop subordinates to reach their full potential.
• Maintain and develop personal skills to achieve higher level of responsibility through ongoing internal and external programs.
• On a voluntary basis, participate in community activities.
• Perform administrative duties.
• Review and approve attendance reports and timecards.
• Prepare memos and correspondence.
• Complete and transmit timely sales referral and tracking reports.
• Act in a supervisory capacity.
• Establish schedules and develop work assignments to assure a smooth-running branch.
• Conduct monthly and annual staff performance reviews.
• Coach and counsel subordinates on an ongoing basis, give positive reinforcement, recognize and reward staff when warranted, and identify and take corrective action in the event of sub-standard performance.
• Implement emergency procedures, when necessary, to ensure the safety and well-being of staff and members.
• Other duties, as assigned.

 QUALIFICATIONS Education/Certification: Bachelor's degree from four-year college or university; or one to two years of related experience and/or training; or equivalent combination of education and experience. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:· Effective communication skills.· Ability to function in a team environment; proven team player.· Capacity to organize, supervise, and delegate effectively.· Ability to motivate self and others.· Ability to make decisions and assume responsibility for them.· Ability to manage time effectively. WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY LANGUAGE SKILLS

• Excellent communication skills (verbal, written, listening skills, and empathy).
• Expert ability to build relationships with other leaders, business partners, and stakeholders.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS AND REASONING ABILITY 

• Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

 PHYSICAL DEMANDS AND WORK ENVIRONMENTThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
• The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include close vision.
• The noise level in the work environment is usually moderate.

 INTENT AND FUNCTION OF JOB DESCRIPTIONS This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.Assistant Branch Manager:POSITION PURPOSEThe Assistant Branch Manager, under the leadership of the Branch Manager, is responsible for providing internal and external clients with quality service. Exercises management responsibility for the team in meeting the Credit Union’s administrative, operational, and sales-and-service objectives. Provides members with appropriate Credit Union products and services. Ensures that staff members provide continuous quality service to all Credit Union members. Supports and assures compliance with Credit Union policies and procedures. Directly supervises branch employees. The Assistant Branch Manager is responsible for the overall direction, coordination, and evaluation of the unit, carrying out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding, coaching and addressing disciplinary issues with employees; and addressing complaints and resolving problems. ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Initiate sales-and-service activities.
• Participate in setting and communicating branch sales and service goals, and lead in achieving the same.
• Refer members to other areas of the Credit Union for assistance.
• Assist in the development and carrying out of branch sale and service programs, including sale and service strategies.
• Convert strategies into tactical, executable, and obtainable daily actions for branch staff.
• Assist in the development and implementation of sales-and-service programs and campaigns.
• Implement and monitor the process of member and non-member contact and follow-up to proactively generate new sales opportunities, increase product awareness, and deepen member relationships.
• Track and assess results of all sales campaigns.
• Ensure all staff members are providing consultative member sales and service.
• Conduct member interviews to determine member needs and pair products and services.
• Based upon member interviews, present members with products and services to fulfill needs, by explaining benefits and features.
• Open accounts, accept loan applications, and conduct loan closings, as needed.
• Promote and enhance new and existing member relationships.
• Resolve errors and member complaints.
• Establish branch and individual performance plans and daily sales action plans.
• Develop and maintain positive member and staff relationships.
• Ensure all branch operations are compliant through active participation and delegation.
• Responsible for the balancing functions of the branch and representatives.
• Maintain files and complete regulatory reports.
• Conduct staff meetings on operational and regulatory matters.
• Perform branch audit functions.
• Ensure branch security procedures are carried out.
• Manage the branch’s cash and negotiable items, within approved limits.
• Participate in training and development.
• Responsible for supporting and reinforcing training programs on product knowledge, sales and service techniques, and security procedures.
• Review and monitor the ongoing training progress of staff members.
• Cross-train and encourage coworkers and subordinates to reach their full potential.
• Maintain and develop personal skills to achieve higher level of responsibility through ongoing internal and external continuing education and skill development programs.
• Participate in community activities and events, as available.
• Perform administrative duties.
• Review and approve attendance reports and timecards.
• Prepare memos and correspondence.
• Complete and transmit timely sales referral and tracking reports.
• Act in a supervisory capacity.
• Assign responsibilities and accountabilities to appropriate individuals.
• Create schedules and develop work assignments to ensure a smooth-running branch.
• Establish, review, and follow up on all expectations of staff.
• Conduct management staff meetings.
• Conduct weekly and/or monthly staff performance reviews.
• Coach and counsel subordinates on an ongoing basis, as needed.
• Provide positive reinforcement, recognize and reward staff when warranted, and identify and take corrective action in the event of sub-standard performance.
• Implement emergency procedures, when necessary, to ensure the safety and well-being of staff and members.
• Complete other duties, as assigned.

QUALIFICATIONS Education/Certification: Four-year college degree or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience.   Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:· Ability to function in a team environment.· Proven team player.· Capacity to organize, supervise, and delegate effectively.· Ability to motivate self and others.· Ability to make decisions and assume responsibility for them.· Ability to manage time effectively. WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY LANGUAGE SKILLS

• Excellent communication skills (verbal, written, listening skills, and empathy).
• Expert ability to build relationships with other leaders, business partners, and stakeholders.
• Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Ability to write speeches and articles for publication that conform to prescribed style and format.
• Ability to effectively present information to top management, public groups, and/or boards of directors.

 MATHEMATICAL SKILLS AND REASONING ABILITY 

• Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to work with basic mathematical concepts, and to apply such concepts as fractions, percentages, ratios, and proportions to practical situations.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

 PHYSICAL DEMANDS AND WORK ENVIRONMENTThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
• The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• The noise level in the work environment is usually moderate.

 INTENT AND FUNCTION OF JOB DESCRIPTIONS This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.