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Job Ref.: 321/RBMEAL
Job Title: Relief Branch Manager
Sector: ACCOUNTING,AUDIT,FINANCE,ECONOMICS,PURCHASING,INSURANCE ADMIN,
Town / City:
Job Type: Temporary / Contract
Details areas follows:
Contract Period -One (1) year from 02 January 2018 to 31 December 2018 Compensation -
Salary $14,408.00 Telephone Allowance $300.00 Travelling Allowance $1,800.00 Total $16,508.00 per month
Other Sick Leave Fifteen (15) days UPB Six (6) days Group Life $5,000.00 Gratuity 15% of gross annual salary
DEPARTMENT/BRANCH: Branch Operations and Advisory Services (BOFAS) REPORTS TO: Executive Manager -BOFAS SUPERVISES: 1. Assistant Manager Credit 2. Credit Supervisor 3. Operations Supervisor 4. Verifications Officer 5. Branch Secretary 6. Vault Clerk
ROLE RESPONSIBILITY: Responsible for the overall effective operations and day-to-day functions of the Branch. Supervises and motivates branch staff and ensures that all the Credit Union’s established policies, procedures, regulatory and compliance requirements are followed. Achievement of all branch targets - loans, delinquency, shares and deposit accounts.
OVERALL OBJECTIVES: •Implements and ensures adherence to all policies, procedures and decisions of the Board of Directors and Management of the Credit Union in the achievement of operational and strategic goals •Manage and coordinate the day-to-day functions of the branch to ensure effective operations, safety and security of personnel, equipment, facilities and valuables •Ensures that the branch maintains and adheres to all regulatory and legislative compliance requirements and standards •Promotes products and services, and ascertains the demands of the members to ensure the organisation is seen as an effective and efficient leader in the credit union movement •Effectively supervise, coach, train and develop branch staff to maintain optimal member service satisfaction levels including prompt and reliable standard of service
ESSENTIAL FUNCTIONS AND DUTIES: A. Management: 1) Maintains communication between the branch and senior management by preparing daily, weekly, month-end and ad-hoc reports on operations and productivity 2) Prepares annual branch budget and ensures expenses stays within approved budget 3) Ensures adherence, formulates recommendations and provides feedback to senior management on all operational policies 4) Conducts weekly/monthly meetings with branch staff to inform, train, advise on new developments, policies or procedures B. Compliance: C. Ensures the branch is in compliance with the organisation’s AML/CFT policy and procedures in accordance with CBTT - Bureau De Charge Terms and Conditions/ AML/CFT guidelines and the AML/CFT legislative framework 1) Communicates/liaises with Compliance Officer ALL AML/CFT matters, in accordance with AML/CFT policy and procedures in a timely manner, as required. 2) Removed and restated in Operations D. Treasury: 1) Ensures that all branch transactions are balanced at the close of each business day 2) Ensures persons accountable for handling cash are following the internal procedures, as required 3) Checks and verifies treasury logs daily 4) Verifies cash in Tellers’ Till/Cash pan monthly and Treasury cash twice a month E. Marketing: 1) Actively participates in marketing promotions and branch sales programs in order to meet and exceed branch targets 2) Maintains knowledge of the Credit Union’s products and services in order to effectively train and motivate staff to cross sell 3) Monitors quality of service to members and ensures employees are maximising opportunities to sell products F. Member Service: 1) Counsels members regarding their financial needs and ensures they are aware of the Credit Union’s products and services 2) Coordinates effective outreach programmes/events to educate members in the interest of improved community relations and Credit Union visibility G. Customer Service: 1) Ensures members’ requests, questions and or complaints are promptly resolved 2) Assures all branch personnel provide exceptional service to the membership H. Lending: 1) Develops branch portfolio by the set target 2) Reviews and approves loan applications within the Branch Manager’s authority; reviews loans for submission to Head Office requiring approval by Executive Management/Credit Committee/Board /Commissioner 3) Conducts site visits for business or construction/bridging loans with a Credit Officer or Credit Supervisor. 4) Management, control and reduction of delinquent loans 5) Ensures that information requested for TransUnion reports/audits are submitted timely and all reports generated by officers are accounted for as per organization’s policies. I. Operations: 1) Ensures adherence to ALL policies and procedures by branch staff 2) Making decisions and granting approval on operational matters within the Branch Manager’s authority including: signing of cheques, letters and other correspondence, authorizing journals and other vouchers, approving application forms, management and control of overdrawn Deposit Accounts, approval of resignations and share withdrawals and overdrawn deposits 3) Ensures that the internal verification process is conducted to ensure systems and procedures are carried out 4) Achieves share growth, new members and deposit portfolios J. Human Resource: 1) Actively participates in the recruitment, selection and orientation of staff 2) Supervises, coach, train and cross training of all branch staff 3) Oversees the evaluation of all branch staff work performance, by assisting supervisors in preparing, delivering annual reviews and performing coaching sessions 4) Manages manpower planning for the branch in the recommendations/approval of leave, acting appointments, to ensure optimum staffing levels at all times 5) Conducts personnel management functions including monitoring absenteeism, punctuality, issuing warning letters, applying corrective actions and resolving grievances K. Maintenance, Safety and Security: 1) Manages the security and safety of the branch by analysing risks, promptly reporting breaches and accidents, adhering to policies and procedures and advising staff of any changes 2) Ensures the branch and external surroundings are properly maintained, equipment outage, service calls and system down time is reported in a timely manner 3) Acts as a dual custodian and holds keys and combination numbers in branch security procedures Key Performance Indicators (KPIs) to be developed within one (1) month of contract period
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