Branch Manager

About the role

Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Orange County Register, and the Los Angeles Times, and named one of the Best Credit Unions to Work For by American Banker and one of the Best Credit Unions in California by Forbes, is seeking an experienced and results-driven professional to join our team as a Branch Manager at our Irvine Branch.

Responsibilities

• Lead the overall success of a full-service Branch by driving sales performance, business development, member service excellence, and operational effectiveness.
• Develop and coach branch employees, grow branch deposits and loans, build community relationships, and ensure the branch consistently achieves performance goals while maintaining compliance and security standards.
• Build relationships within the local community through networking, community involvement, and business development activities.
• Conduct service calls and maintain relationships with Select Employee Groups (SEGs) and other business partners within the assigned territory.
• Foster a culture of exceptional member service and accountability throughout the branch.
• Monitor service quality and provide coaching and development to ensure a consistently positive member experience.
• Personally address and resolve member concerns, complaints, and escalated service issues.
• Follow up with members who provide feedback through member satisfaction surveys and service recovery initiatives.
• Aid members with account and loan solutions, including consumer loan and mortgage applications when needed.
• Recruit, hire, train, develop, and retain high-performing branch employees.
• Conduct performance evaluations and maintain appropriate performance documentation.
• Provide ongoing coaching, counseling, recognition, and professional development opportunities for staff.
• Communicate organizational updates, policies, procedures, and initiatives to branch employees.
• Maintain responsibility for the operational integrity, security, and compliance of the branch.
• Conduct or oversee monthly branch self-audits and ensure timely resolution of audit findings and operational issues.
• Monitor general ledger transactions and ensure discrepancies are resolved promptly and accurately.
• Ensure adherence to all credit union policies, procedures, regulatory requirements, and security standards.
• Safeguard branch assets and maintain a secure environment for members and employees.
• Monitor branch performance metrics and drive accountability for achieving results.
• Manage branch staffing, scheduling, and expenses within approved guidelines.
• Identify operational improvements and implement solutions that enhance efficiency and effectiveness.
• Independently manage the daily operations and priorities of a full-service branch.

Requirements

• Associate's degree from a two-year college or technical school, or an equivalent combination of education, training, and experience.
• Bachelor's degree preferred.
• Previous supervisory or management experience within a financial institution branch environment preferred.
• Experience leading sales, service, and business development initiatives.
• Proficiency with Microsoft Word and Excel.
• Strong leadership, coaching, communication, and relationship-building skills.

Qualifications

• NMLS registration required upon hire.

Skills

• Strong leadership and coaching skills.
• Effective communication and relationship-building abilities.
• Ability to build and maintain strong member relationships.
• Proficiency with Microsoft Office Suite.

Benefits

Financial Partners Credit Union offers a competitive benefits package, including health insurance, retirement plans, and paid time off.

Pay

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates.

Schedule

This position is full-time and requires a flexible schedule to meet the demands of a full-service branch.