Job Description

DIAMOND LAKES FEDERAL CREDIT UNION

Your Member Owned Financial Cooperative

Position Title:

Branch Operations Manager

Status:

Exempt

Department:

Branch Operations

Report to:

VP of Member Experience

Supervisory:

Yes

Location:

Malvern

Our Mission Statement:

Diamond Lakes FCU has been focusing on people, not profits, since 1960. Our passion for providing superior service to our flourishing 10,000 member-owners has grown stronger year after year. Since our humble beginnings at the Reynolds Aluminum plant, our purpose has extended to the communities we serve through financial education programs and services designed to enrich the lives of our members.

In order to fulfill our mission, Diamond Lakes Federal Credit Union employees are expected to perform their job duties with integrity compassion, knowledge, and unity, while advocating for the needs of our members.

General Position Summary:

The Branch Operations Manager's main objective is to lead and inspire their branch to adapt and change to a new organizational strategy called 4 You 4 Them. This strategy puts all credit union members at the center of everything we do. This individual will be leading change, building teams and integrating and working along -side peers at other branches. This role is both strategic and hands on. In addition to leadership, this role will contribute to the financial stability and long-term viability of the credit union overseeing all functions of the branch, their teams, processes, and facilities. It is critical that this leader represent Diamond Lakes positively by being active in public, community, and industry relations.

Strategic Essential Functions:

4 You, 4 Them - Role Model

Represents Diamond Lakes FCU in a professional and positive manner designed to foster a culture of kindness for the benefit of both the members and fellow teammates. Professional presentation in both conduct and personal appearance. Model and instill leadership and accountability. Positively Influence change by developing and accomplishing specific organizational development goals. Communicate ideas and issues to a variety of audiences in a professional manner both verbally and in writing. Receptive to innovative approaches, encouraging others to consider new ways of thinking and performing job duties. Maintains inter and intradepartmental relationships fostered by the 4 You 4 Themprinciples, providing information to and cooperating with co-workers throughout the organization. Contribute to consistency and efficiency throughout the organization. Dependable and reliable making certain responsibilities are covered when absent. Agile and ability to maintain composure and professionalism under pressure Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision making process; makes timely decisions. Follows instructions, responds to management direction, takes responsibility for own actions, keeps commitments, commits to long hours of work when necessary. Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions, and similar groups. Attend community events as required.

4 You, 4 Them - The Team

Actively participate in the decision-making processes affiliated with the credit union's tactical and strategic directions while assisting staff to recognize and understand the reasoning behind those leadership decisions.

Maintains communications with the senior management team and other branch managers and attend scheduled team and/or management meetings. Work with direct reports to establish progressive and proactive branch plans to assist in implementing and achieving the organization's strategic objectives. Participate as a member of branch leadership team to ensure the implementation of
Diamond Lake's overall visions, goals, and strategies.

Direct all aspects of the operations of the branch including Branch Opening, Branch
Closing and Member Advocate duties as necessary.

Coaches and trains staff to adhere to 4 You 4 Themprinciples and behaviors. Lead staff towards attaining organizational objectives while actively seeking opportunities to help them develop to their highest potential by providing leadership, counseling and coaching, staff training, and problem solving. Regularly monitors employee performance and hold employees accountable for attitude and behaviors; provides feedback, develops a plan to improve employees that underperform; recognize and reward employees that perform at a high level. Prepares performance reviews for employees and keep HR informed about any employee issues that are HR related. Assist personnel scheduling to meet the needs of the membership. Advocate on behalf of our organization related to escalated member issues or concerns.

4 You, 4 Them - At the Branch

Coordinate the following aspects of the organization's operating activity.

Analyze the workflow of branch and implement changes to improve efficiencies, maximize productivity, and reduce cost in conjunction with the support of the VP of Member Experience. Monitor, review, and abide by all work-related policies, procedures, and instructions.
Recommend changes to policy and procedure, and ensure necessary changes are implemented when approved.

Monitors quality of service for members and ensure that employees are maximizing opportunities to promote credit union products and services. Accomplishes results by communicating job expectations to ensure personnel are meeting or exceeding goals established. Reviews and approves timecards for employees. Monitors all branch activities to insure they follow established credit union policies and procedures. Responsible to adhering to all branch policies and procedures. Examples: BSA, Check
Cashing, Teller over/short policies and branch audit procedures. In addition to reporting discrepancies to the appropriate parties.

Assists members with account openings and closings, other teller/financial transactions in addition to questions and concerns related to both deposit and lending products. Assist in the interviewing for new hires within the branch they manage, when applicable or available. Performs other related duties as assigned.

Employment Standards:

Experience: Minimum of two years of similar or related experience. Preferred education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program. Interpersonal Skills: Motivating or influencing others is a material part of the job. The role requires a significant level of trust or diplomacy. A working knowledge of federal and state regulations governing credit union policies and procedures, such as the Bank Secrecy Act, the Patriot Act, the Privacy Act, Bilingual (English/Spanish) skills are a plus. Additional compensation may be offered for Spanish fluency. Regulations B, CC, D, E, Truth-in-Savings Act, Truth-in-Lending Act, etc. Proficient in Microsoft Office products, preferably Office 365.

Physical Requirements:

Requires the ability to work in an office environment or remotely. Requires the ability to sit or stand for long periods, lift, bend, and stretch. Must be able to lift and carry up to 15 lbs. Requires the ability to speak clearly and effectively in both small and large groups.
The functions, responsibilities, qualifications, and requirements listed above represent the essential functions of the job, which the employee must be able to perform, with or without reasonable accommodation. This position description is not intended to be limited in its scope and the responsibilities and duties described herein are subject to change, amendment or modification, at any time, at the sole discretion of Diamond Lakes Federal Credit Union.

Job Type: Full-time

Pay: $48,000.00 - $54,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance
Education:

High school or equivalent (Preferred)
Work Location: In person