Branch Manager I - Marina Branch (Marina, CA)

About the role

The Branch Manager oversees the daily operations of a branch and directs staff activities to support and achieve credit union strategic initiatives. They create a work environment where staff consistently focuses on delivering Wescom Experiences. They foster a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency.

Responsibilities

• Creates a work environment where staff consistently focuses on delivering Wescom Experiences.
• Fosters a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency.
• Models desired behavior and promotes optimal member engagement and new member onboarding.
• Coaches and motivates staff, reinforces relationship building by promoting the use of the Building Member Connections model.
• Observes and manages referral activity for achievement of branch growth goals, including engaging new and existing members to deepen their product and service usage with the Credit Union.
• Provides ongoing coaching through formal and informal observations to achieve organizational objective of developing long term member relationships.
• Responsible for educating team members regarding current marketing promotions.
• Oversees ongoing employee development with training and licensing in individual disciplines.
• Ensures staff is proficient in using and demonstrating all changing technology available to members including but not limited to mobile and online banking services.
• Supports the organization’s strategic objectives by establishing goals that are specific, measurable, attainable and timely.
• Tracks results and leads staff to achieve assigned goals, and coaches/reviews performance accordingly.
• Establishes production and referral expectations for consumer loan products, membership growth, insurance services (WIS), investment services (WFS), home equity products and first mortgage products.
• Coordinates and/or conducts seminars for members.
• May participate in community events as well as CCUL Chapter activities and events.
• Partners and collaborates with key business units such as WIS, WFS, Consumer Lending, Real Estate, Risk Management, Deposit Operations, Account Services, Card Services, etc.
• Manages branch staff and directs management activities of the Assistant Branch Manager and Operations Supervisor.
• Establishes performance goals in alignment with organizational objectives, allocates resources, and assesses performance of staff.
• Effectively manages and adjusts to swiftly changing priorities, product and service offerings, new technology and operating systems.
• Ensures staff knowledge is applied through following the directed career pathing compliance, ongoing training, product presentations, and staff meetings.
• Ensures that licensed and registered employees actively maintain their licensing/registration and complete all required training curriculum.
• Ensures quality of service through random Member Experience Surveys.
• Participates in the development of annual goals for service, growth, and other key areas.
• Sets individual goals for staff.
• Coaches staff to achieve growth through relationship building and service skills, matching Credit Union products and services to members’ needs.
• Models behavior for staff to ensure optimal member engagement, a migration to appropriate delivery channels, and makes referrals for insurance services, investment services and real estate services.
• Arrts new members and manages member and account retention with an emphasis on engagement.
• Ensures staff efforts are focused on achieving goals and aligned with Wescom’s strategic objectives.
• Administers the branch budget and ensures expense control in all controllable areas including salaries and overtime.
• Requires knowledge of consumer lending and home equity products as well as experience with the loan origination process, including application processing, pricing, documentation, disclosures, quality control and funding.
• Identifies lending growth opportunities and manages staff’s activities and tracking.
• Maintains confidentiality of Credit Union and member records.
• Maintains good attendance and punctuality in adherence with Wescom policy.

Requirements

• Bachelor’s Degree and two or more years previous management experience in a financial institution is preferred.
• NMLS registration is required and must be maintained.
• Maintain licensing as Notary Public.
• General knowledge of Credit Union operations and management.
• Keeps current on industry news.
• Ability to demonstrate leadership competencies through excellent analytical skills; strong communication skills, both written and oral; ability to quickly embrace change and effectively lead others through change; develops self and others; demonstrate professionalism; detail oriented; strong organizational skills; ability to work in a fast paced environment; coach for performance and achieve results through others; ability to work well with others and be a team player; and ability to be creative, productive and goal oriented.
• Proficient in job related technology applications including the Credit Union’s operating system and lending system.

Skills and Abilities

• Ability to demonstrate leadership competencies through excellent analytical skills; strong communication skills, both written and oral; ability to quickly embrace change and effectively lead others through change; develops self and others; demonstrate professionalism; detail oriented; strong organizational skills; ability to work in a fast paced environment; coach for performance and achieve results through others; ability to work well with others and be a team player; and ability to be creative, productive and goal oriented.
• Proficient in Microsoft applications (Word, Excel, PowerPoint, Outlook).
• Must be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position.
• Must maintain proficiency in using and demonstrating all technology available to members including but not limited to mobile and online banking services.
• Mathematical Skills Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages and to draw and interpret bar graphs.

Pay

Salary Grade 159E
Salary Pay Range For This Position: $91,451.00 - $137,125.00

Schedule

Hybrid/Remote positions require applicants to reside within the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial ,Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties.