About

• WHITEFISH CREDIT UNION

• POSITION DESCRIPTION

• Position Title: Vice President Regional Operations Manager

• Organizational Relationships: Reports to SVP of Retail and Loan Operations

• Supervisory Responsibilities:              Direct management of Branch Managers and VP Branch Managers in assigned region

• General Function:       Responsible for the overall management of retail related activities within a geographic area, including sales and service, expense and credit controls, community leadership, employee relations, and meeting financial and compliance standards. May be responsible for developing short- and long-term strategic planning goals for assigned area. 

Position Functions

• * Exercises executive and administrative control over function of the assigned offices, including participation in the budget process, implementation of area policies, and explanation of company programs and objectives. 
• * Establishes sales goals and strategies; periodically assesses performance against set goals. 
• * Establishes service policies and standards for retail and commercial accounts in order to ensure customer satisfaction and loyalty.
• * Effectively communicate relevant branch-related information to supervisor.
• * Assures growth and development of consumer products, loans and retail deposits.
• * Develop, implement and delegate organizational goals, programs and procedures to assigned branches for optimum branch productivity.
• * Develop forecasts, financial objectives and business plans.
• * Meet goals and metrics.
• * Manage budget and allocate funds appropriately.
• * Assist with and/or assume responsibility for the development and maintenance of operations-wide written procedures.
• * 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 Whitefish Credit Union-sponsored and community-centered events.
• * Serve as organizational role model, both on and off Whitefish Credit Union facility premises.
• * Perform other duties as assigned.

Position Requirements

• * Valid Montana driver’s license and good driving record, plus the ability to maintain insurability under Whitefish Credit Union’s vehicle insurance policy.
• * Ability to communicate effectively verbally, in writing, and over the phone, 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 accommodation.   

• * 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.
• * Follow all Whitefish Credit Union, Montana and Federal information privacy laws and guidelines.

• * Protect Member and Whitefish Credit Union confidential information.

Required Education and Experience

• * Bachelor’s degree or 4 years related employment experience required.
• * Comprehensive knowledge of financial institution branch processes and regulations required.
• * 5-8 years professional experience in accounting, finance or banking required.
• * 3-5 years supervisory experience required, preferably in banking or credit union environment.

• This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time.  Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.