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Full-time
high school, bachelor degree
Posted 41d ago
~40 hrs/week
Responsibilities
Lead and manage the branch office operations, ensuring quality member service in account transactions and loan applications. Oversee staff coaching, security protocols, and vault custody while acting as manager in the Branch Manager's absence.
Requirements
Requires a high school diploma or equivalent, with a bachelor's degree preferred and at least three years of sales experience. Candidates must possess thorough knowledge of banking products and strong leadership and supervisory abilities.
Full job description
POSITION PURPOSE
Under the direction of the Branch Manager, lead and manage branch office in providing quality service to members in account transactions, loan applications, and new accounts. Effectively manage and coach branch staff to follow the Credit Union’s Member Service Standards, maintain accuracy in cash handling, and maintain sound operations within acceptable audit standards. Oversee day-to-day operations of the branch while maintaining a positive and productive work environment by adhering to company standards. This role is the acting manager of the branch in the absence of the Branch Manager.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Maintain a highly motivated, well-trained staff, maintaining effective employee relations.
Open and close the branch.
Maintain staffing standards according to branch FTE analysis. Complete monthly branch schedule to ensure adequate staff for efficient branch operation.
Adheres to company policies and procedures. Ensures the branch is compliant with federal and state laws and agency regulations.
Monitor and track branch activity, including number of transactions, consumer loan volume, and new memberships and cross sell activity, while monitoring errors. Coach/Counsel staff as necessary in these areas.
Manage the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis.
Ensure that staff receives on-going training on security and robbery procedures.
Conduct loan interviews. Process, approve and/or close loans in accordance within established policies and guidelines.
Maintain an adequate supply of starter checks and cashier’s checks in the branch.
Assist staff or members in solving complex account problems.
Maintain Credit Union benchmark score or above member surveys.
Maintain ongoing coaching and counseling with team as necessary.
Serve as main vault custodian for the branch, which includes ordering the cash and currency, verifying cash received, maintaining full vault security, and balancing vault cash nightly.
Investigate teller losses and institute corrective flow of work and/or corrective disciplinary actions where required.
Responsible for ensuring all operational reports are completed and delivered to the Retail Director and Operations Support Specialist by the 5th day of each month.
Other related duties as assigned.
QUALIFICATIONS
EDUCATION/CERTIFICATION:
High school graduate or equivalent. Bachelor’s degree preferred.
REQUIRED KNOWLEDGE:
Thorough knowledge of credit union or banking products and services. Knowledge of branch functions, policies and procedures.
EXPERIENCE REQUIRED:
Minimum of three (3) years sales experience. Previous management/supervisory experience preferred
SKILLS/ABILITIES:
Strong interpersonal, leadership, sales and supervisory skills.
Ability to operate related computer applications and business equipment.
Attention to detail and organizational skills.
Ability to maintain an effective and efficient workflow.
Ability to multitask and complete all assignments by provided deadlines.
WORK ENVIRONMENT: Work is generally carried out in a typical open office setting.
PHYSICIAL REQUIREMENTS: While performing the duties of this job, the employee is regularly required to sit at a desk and in meetings for long periods of time on a continuous basis; intermittently twist to reach equipment surrounding desk; perform simple grasping and fine manipulation with fingers; reach with hands and arms; use a telephone or other electronic communication devices; stand for long periods of times at counter, printers; communicate orally and through written means; use standard office equipment such as computers, printers; write or use a keyboard to perform assigned duties; bend, squat, climb, kneel and twist while checking equipment; occasionally stand and/or walk over both even and uneven ground; occasionally lift and/or move up to 25 pounds; hearing and vision within normal ranges with or without correction.
Successful candidates must pass pre-employment credit checks, background checks, and drug screens.
Orion Financial is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, national origin or any other federal or state protected class. We maintain a drug-free workplace and perform pre-employment substance abuse testing. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
Founded in Memphis in 1957, Orion Financial is one of the largest credit unions in the Mid-South.
Industry
Banking
Company size
51-200 employees
Founded
1957
Headquarters
Memphis, Tennessee
LinkedIn followers
3,423
Total funding
$2M
Founded in 1957, Orion Financial is the largest credit union in the Mid-South, serving 70,000 customers with over $1.2 billion in assets. Orion Financial guides customers toward financial independence, security, and growth with banking options in consumer and small business, as well as commercial real estate lending. As a member-owned financial institution, Orion Financial's profits are passed along to members through higher deposit rates, lower loan rates, and affordable financial services that help pave the way to financial freedom. Orion Financial is an equal housing lender and insured by the NCUA.
Offices: 400 Monroe Ave, Memphis, Tennessee 38103, US · 4805 American Way, Memphis, Tennessee 38118, US · 310 New Byhalia Rd, Collierville, Tennessee 38017, US · 335 South Walnut Bend Road, Cordova, TN 38018, US · 7960 Lowrance Rd, Memphis, Tennessee 38125, US
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How much do Management & Leadership jobs in Tennessee pay?
Based on 2445 listings with disclosed salaries, most management & leadership jobs in Tennessee pay between $60k–$172k per year. Individual offers vary with seniority, company size, and specialization.
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There are currently 11,466 open management & leadership positions in Tennessee listed on Clera. New openings are added daily as companies post roles.
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