1. • Create and support a sales and service culture within the branch that supports the initiative that
service + education = sales results/achievement. Provide service excellence (internal/external) the
DCU Way.
• Support DCU’s Success Sharing and Business goals by achieving assigned Branch/Team Sales
goals. Assign individual sales goals, develop sales strategies that foster a positive sales
environment, and coach the staff to achieve their individual sales goals.
• Foster teamwork and strengthen relationships between the branch and support departments.
• Build solid partnerships with local businesses and Select Employee Groups (SEGS). Identify and
target new Business and SEG opportunities by attending Chamber Events, by networking within the
community, and by conducting outside business calls. .
• Effectively manage staff performance. Ensure that excellent, efficient, accurate, and professional
service is provided to the membership. Coach staff to provide service excellence and achieve
individual sales goals. Set sales and performance goals, provide training, provide timely review of
progress, and maintain performance documentation.
• Assure that quarterly assessments and annual performance evaluations are completed on time.
• Comply with DCU policies and procedures, while recognizing when exceptions may be appropriate.
Evaluate the risk, make sound decisions and document exceptions.
• Provide a professional and secure environment for members and staff. Ensure that staff is adhering
to all security procedures, and that building maintenance issues are reported and corrected.
• Understand and explain all DCU products and services. Open new memberships and new
accounts, while adhering to established account-opening guidelines. Promote and demonstrate
electronic delivery systems.
• Utilize established guidelines to process mortgage and consumer loan requests. Confirm that all
conditions have been met and verify the integrity of all documents prior to opening loan. Input loans,
prepare loan documents and conduct loan closings.
• Manage and reduce branch expenses, and identify new member value services that will generate
non-interest income. Recognize work processes that can be streamlined to reduce costs and/or save
time.
• Complete all required Bank Secrecy Act related training annually and maintain knowledge of
current BSA policies, specifically those related to cash handling (CTR filing) and identifying and
reporting possible suspicious activity.
• Support business decisions by working in other areas of the Credit Union, such as the Information
Center, support departments and other branch locations when needed.
• Perform duties of Coverage Area Manager (if assigned). Duties include managing float staff
members and creating and maintaining a coverage schedule for a particular coverage area.
• Facilitate/organize to have the Mobile Branch present at SEG/community events whenever
possible.