- Effectively communicate relevant branch-related information to supervisor.- Develop forecasts, financial objectives, and business plans.- Meet goals and metrics.- Manage budget and allocate funds appropriately.- Determine proactive solutions to issues and problems within assigned branch.- Serve as organizational role model, both on and off Credit Union facility premises.- Serve as primary liaison between assigned branch and all other branches.- Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs.- Address member and employee satisfaction issues promptly.- Adhere to high ethical standards and comply with all regulations/applicable laws.- Stay abreast of competing markets and provide reports on market movement and penetration to supervisor.- Effectively manage time, resources, and personnel, with working knowledge of principles and practices of supervision, shift scheduling, training and performance evaluation.- Review and approve staff timecards within prescribed timeline.- Ensure that all staff complies with the 5-consecutive-days out-of-office policy. - Participate in Credit Union-sponsored and community-centered events.- Serve as organizational role model, both on and off Credit Union facility premises.- Perform other duties as assigned.
1-4 years
- Ability to communicate effectively with members, co-workers, external professionals, and senior management.- Excellent organizational, analytical, problem-solving, and negotiation skills.- Possess and display a high level of interpersonal skills, including the development and maintenance of professional relationships.- Proficient in Microsoft Office Suite or related software.- Advanced understanding of clerical procedures, office equipment and computer systems, including recordkeeping and filing.- Ability and willingness to go above and beyond expected work schedule to accomplish what is needed within assigned department(s) and the organization as a whole.- Ability and willingness to pursue and obtain additional professional training and/or certifications as needed.- Ability and willingness to travel to other branches.- Ability to lift up to 50 pounds, with or without accommodations.- Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
- High school diploma or equivalent.- Associate or bachelor's degree in accounting, finance or banking preferred.- Comprehensive knowledge of branch processes and regulations required.- 3-5 years professional experience in accounting, finance or banking required.- 1-2 years supervisory experience in banking or credit union environment required.- Valid Montana driver's license and good driving record
High School
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