Branch Manager - Smart Branch

Position Purpose and Objectives The primary purpose of the Branch Manager - Smart Branch is to work with the students at our in-school branches to develop servant leaders who are able to perform operational job duties, develop and deliver financial literacy classes, and execute marketing and business development activities. The Branch Manager is responsible for planning, coordinating and managing all credit union services and activities of the branch and working with school leadership to meet criteria of the Smart Branch program. Additional duties include developing students in their roles, delivering Financial Literacy curriculum to students and the community, and uncovering opportunities with students and school administration to develop business for the Smart Branch. Major Duties and Essential Functions Ensure team is trained in their job functions and provide continues training and coaching to improve those skills. Develop relationships with key school personnel to ensure the SMART Branch can participate in school activities and CUTX is meeting financial curriculum expectations. Coach students on how to communicate the Financial Literacy program to their peers in a classroom setting. Work closely with Community Engagement to ensure growth opportunities within the community. Track production of branch on a daily basis including products opened, financial literacy classes created and presented, and events attended by students. Lead sales training for branch employees Train students on service standards that are expected within the SMART Branch. Coordinate Financial Literacy opportunities for students and the community with the respective schools. Work with school to address any behavior and performance concerns. Identify students and their roles (Marketing, Manager, MRS, teller, etc.) for the Smart Branch program through the student selection process and work with school administration to determine schedules and program requirements. Float to other Branch locations when the smart branch is closed during school holidays and Summer. Demonstrate enthusiastic support of corporate mission, core values and long-term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures. This includes compliance with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA Patriot Act as they apply to the duties of the position. Assign and/or delegate daily work assignments to all branch team members. Accept responsibility for the overall security of the branch, including keys, combinations, documents, records and negotiable items. Manage expenses within an approved budget and authorize the payment of branch invoices. Receive and respond to member feedback. May perform other duties as required to maintain credit union services and operations. Positions directly supervised : SMART Branch Students Specific knowledge, skills, and abilities required for this position: Character built on integrity and sincerity; relatable. Effective verbal communication and written communication skills. Tact and diplomacy when communicating with internal and external members. Must have the ability to multi-task and work under the pressure of deadlines. Cognitive thinking, problem-solving skills and sound decision-making. Excellent member-centric skills. Ability to maintain an attitude of positivity, teamwork and cooperation with internal members. Goal oriented and ability to stay on task in a fast-paced environment. Ability to consistently coach and develop team members. Basic mathematical skills as it relates to the financial industry. Competence with computer programs, telephone, 10-key calculator and other office machinery.

Education :

Bachelor's degree and/or equivalent experience and certifications.

Experience :

Minimum 4-6 years related experience in financial institution environment or equivalent preferred. Physical Activities and Requirements of this Position

CATEGORY DESCRIPTION

Finger Dexterity Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Grasping Using fingers and palm on an object. Talking Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Repetitive Motions Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Hearing Able to hear average or normal conversations and receive ordinary information. Average Visual Abilities Average, ordinary, visual acuity necessary to prepare or inspect documents, products, or operate machinery. Sedentary Work While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 10 pounds. Working Conditions of this Position

DESCRIPTION

None. No hazardous or significantly unpleasant conditions. Mental Activities and Requirements of this

Position Reasoning Ability:

The ability to use common sense or logic. Detailed 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.

Mathematical Ability:

The level of ability required to perform math skills and operations. Basic Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Language Ability:

The level of ability required to communicate and understand written and oral language. Typical 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 management, members, vendors and other employees in the organization. Compliance requirement The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and

USA PATRIOT

Act as they apply to the duties of the position Disclaimer The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.