Branch Manager - South Boston & Seaport

Mass Bay Credit Union
Boston, MA

Branch Manager - F/T

ABOUT US

Celebrating over 85 years in business, Mass Bay Credit Union has over $300M in assets, continues to grow, and is proud to be 19,000 members strong! We've recently expanded our field of membership which allows us to serve members in a much broader group of communities. In addition, as a member of the shared branching network, we provide our members with nation-wide service at thousands of credit union locations throughout the country.

ABOUT THE POSITION

Under the direction of the AVP/Branch Administration you will be responsible for the day to day activities of assigned branches and related delivery channels. Ensure that areas re operating efficiently and in accordance with policies, procedures and regulations. Manage and lead in accordance to the PICK US culture through exceptional member service. Set and manage goals, effectively prioritizing tasks, achieves results and accepts accountability.

REQUIREMENTS

Candidates must have a minimum of three years of managerial experience in a credit union, bank or financial institution. Demonstrated levels of responsibility in branch operations and consumer lending required. College degree with concentration in business management is preferred. Computer skills mandatory. Must be NMLS certified (or be able to be certified upon hire).

Interested in bringing your financial skills to a growth credit union where your input is valued? Then we would very much like to chat with you! Send us your resume in complete confidence. Our benefits package for this position includes enrollment in our 401(k) plan with a generous company match, as well as paid time off. Our Everett Branch is a convenient location for commuting.

Mass Bay Credit Union is proud to be an Equal Opportunity Employer.

JOB TITLE: Branch Manager (I, II, III)

REPORTS TO:Vice President of Retail Services

STATUS:Full-time, exempt

JOB PURPOSE: The Branch Manager is responsible for the day-to-day activities of assigned Branch(es) and/or related delivery channels. Ensure that areas are operating efficiently and in accordance with policies, procedures and regulations. Manage and lead in accordance to the PICK US culture through exceptional Member service. Manage goals, effectively prioritize tasks, achieves results and accepts accountability.

DUTIES & RESPONSABILITIES:

LEADERSHIP & EMPLOYMENT DEVELOPMENT

  • Create a member-centric environment in which building strong relationships is a fundamental priority.
  • Through successful relationship-building, become a trusted advisor capable of serving our members' most complex financial needs.
  • Inspire and motivate team members, offer recognition and reward, and lead by example.
  • Through tested techniques, engage in meaningful coaching sessions, both formal and informal.
  • Identify talent, develop team members through training, regular coaching, and conducting quality performance assessments.
  • Empower team members, foster their professional growth, and develop succession plans.
  • Assist in training and motivating of staff in expanding existing member relationships and fostering new member relationships through consultative conversations.
  • Engage in recruitment efforts at job fairs, networking events, community events, etc. Develop a pipeline of talent.
  • Consistently apply HumanResource policy for routine aspects of management, and as performance issues arise.

BUSINESS DEVELOPMENT & SERVICE MANAGEMENT

  • Identify growth opportunities, deepen existing relationships, and grow Mass Bay Credit Union's market share in the communities it serves.
  • Through networking and community connections, develop relationships with SEGs, business owners, and center of influences, schedule and conduct meetings at their locations, assess their needs in your capacity as a trusted financial advisor, and offer banking solutions to help them manage, grow their businesses and providing additional benefits for their employees. In collaboration with internal business partners, conduct joint meetings as appropriate and refer additional business.
  • Establish and communicate clear growth goals and performance expectations for members of the team and employ consistent consultative practices to include conducting team meetings, sharing of results and progress toward goals, managing participation in corporate and divisional campaigns, and celebrating successes.
  • Ensure the effective use of a defined growth process to include prospecting, business calling/meeting, needs-assessment, offering solutions/closing the business, onboarding, follow-up, outbound calling, and recording each point of customer contact in the Credit Union's system of record.

COMMUNITY LEADERSHIP & INVOLVEMENT

  • Maintain active community involvement and membership in appropriate local civic groups to network and develop the Mass Bay brand.
  • Exhibit strong public speaking skills for relationship building, management, and marketing of the Mass Bay brand in the community.
  • Lead and encourage staff support of retail events in all markets.
  • Perform other duties as assigned.

BUSINESS ACUMEN & TECHNICAL KNOWLEDGE

  • Have a general understanding of banking financials to include income statement and balance sheet and have the ability to manage the elements of each that are within the incumbent's control and authority.
  • Recommend financial services solutions based upon needs identified through clients' financial statement analysis.
  • Demonstrate the ability to build relationships and strong alliances across the organization.
  • Be flexible with the willingness and ability to adapt to change, and able to successfully manage others through change.
  • Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Credit Union.
  • Able to demonstrate a high level of proficiency with Mass Bay's digital technology offerings.
  • Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management.
  • Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook).
  • Proficient using the Internet (mobile and desktop) to search for and locate information.
  • Eager to embrace new and emerging technologies.

BANKING OPERATIONS

  • Although the Member Service Representatives may be responsible for conducting daily branch operations, the Branch Manager has ultimate responsibility for the branch's performance in these areas which include, but are not limited to, vault management, adherence to policy and procedure, branch schedules, the opening and closing of the office, and other such functions.
  • As all Mass Bay retail positions are required to have 'universal' branch banking skills, must have/ develop a full working knowledge of both the traditional 'service' and 'teller' functions.
  • Personally provide and manage the team to an outstanding member experience for Mass Bay members and prospects.

QUALIFICATIONS: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.

EDUCATION &/OR EXPERIENCE:

Branch Manager I: BA/BS degree (or equivalent experience) and at least five years of related experience required; display of leadership capabilities required. Typically, an entry-level branch manager position, candidate should exhibit a desire and ability to engage with business community and develop the networking skills critical for success. Internally, this position provides opportunity for the professional development and advancement of Mass Bay management candidates.

Branch Manager II: BA/BS degree (or equivalent experience) and at least five years of related experience and/or training required; proven leadership capabilities required. Demonstrates strength in coaching and serves as a mentor to more junior peers and colleagues. Conducts monthly meetings with Branch Supervisors to communicate new and existing developments within Mass Bay Credit Union. Has existing relationships with business community and a proven ability to turn networking opportunities into business development. Internally, this position provides for ongoing professional development and advancement opportunity for existing Mass Bay management candidates.

Branch Manager III: BA/BS degree (or equivalent experience) and at least five years of related experience and/or training required; demonstrated leadership proficiency required. Serves as a mentor and coach not only for team(s) of direct responsibility, but for other high-potential management candidates across the network. Has a proven ability to develop others that manifests itself in professional growth opportunities sought and achieved by those with whom the incumbent has worked. A leader in the business community, displays strong business and civic relationships in market(s) of responsibility, with business development a proven strength. Responsible for the most complex of retail branch assignments, which could include multiple branch locations. Called upon to lead or participate in large-scale, impactful divisional initiatives. Serves as a back-up for the VP of Retail Services in his/her absence in oversight of all branches of responsibility.

Mass Bay requires each Branch Manager to be federally registered through the National Mortgage Licensing System and individual records to be in good standing.

Individual NMLS IDs renew annually.

COMPETENCIES:To perform the job successfully, an individual should demonstrate the following additional competencies:

Communication– Strong written and verbal skills are critical. Should speak clearly and persuasively, be an active listener, demonstrate group facilitation skills, and write clearly, informatively, and concisely.
Teamwork - Exhibits objectivity and openness to others' views, gives and welcomes feedback, and creates an energetic, positive team environment. Works well with others either as a member of a team, or as its leader.
Problem Solving/Decision Making - Identifies and resolves problems in a timely manner, develops alternative solutions, works well in group problem solving situations, uses sound judgement, is decisive and holds oneself accountable for decisions made.

WORKING CONDITIONS:

  • Works mostly in an office with a desk and chair.
  • At times will need to stand behind teller line and office lobby.
  • Traveling may be required.
  • May manage multiple branch offices.

PHYSICAL REQUIREMENTS:

  • Ability to lift and carry object up to 25 pounds.
  • Ability to use a keyboard, monitor and other standard office equipment.
  • Ability to communicate effectively with other in person, by telephone, email and written documents.
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