Branch Manager - Redwood City

About the role

As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives!

Responsibilities

• Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies, and work rules.
• Deepen member’s engagement by educating and informing members of services that benefit their financial needs and services requested.
• Identify ways to enhance employee satisfaction.
• Set branch goals and metrics in the areas of production, member engagement and service.
• Appraise performance and provide recommendations for staff training opportunity, compensation, promotion, and termination, as appropriate.
• Performs duties of the Assistant Branch Manager and Member Advisor when appropriate.
• Ensures that branch achieves assigned production and member experience goal expectations.
• Makes sure branch personnel are well trained in all phases of their respective jobs.
• Completes orientation of new employees in overall branch procedures.
• Participates in cross-training personnel and assures staff is kept abreast of all products and service.
• Ensures all branch transactions are balanced at the close of each day.
• Monitors and responds to member feedback within established service level agreements.
• Monitors and resolves balancing problems.
• Prepares month-end management reports which apprise executive management of the status of branch activities.
• Maintains office building, grounds, equipment and fixtures.
• Manages and oversees expenses.
• Develops and implements annual department budget; reviews monthly to analyze variances and assure expenditures remain within limits.
• Manages and oversees security functions, including conducting required security meetings with staff to ensure compliance.
• Opens and closes the building in accordance with set hours and tests security equipment quarterly.
• Ensures members' requests and questions are promptly resolved, including resolution of member’s escalation.
• Ensures members are informed of Company services and policies.
• Identifies processes or rules that cause member aggravation and suggests enhancements or process improvements by partnering with appropriate departments for resolution.

Qualifications

• Five to eight years of similar or related experience in customer service and sales, including preparatory experience.
• A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.
• Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships.
• Strong customer service and interpersonal skills.
• Excellent communication skills, along with a demonstrated ability to meet set goals.
• Ability to lead and develop a highly engaged, skilled and energetic service delivery team to higher standards in production, operations, and service.
• Ability to motivate, influence, educate and/or advising members, direct and indirect reports, and business partners on matter of significance.
• Spanish speaking preferred.

Benefits

• 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents.
• Quarterly incentives up to 10% of your salary (based on position).
• Employer 401(k) matching up to 5% plus additional annual discretionary contributions.
• Education reimbursement up to $5,200/year.
• Wellness Benefits up to $1,200 per year.
• Commuter Toll reimbursement $100-$200/month (based on position).
• Paid Sick Time accrues at two weeks per year.
• Paid Vacation Time accrues at three weeks per year.
• Paid Federal banking holidays (approximately 10 per year).
• Ongoing training and education, seminars, and conferences.
• Loan rate discounts on some products (vehicle, mortgage and HELOC loans).
• Waived fees and deposit bonuses on Stanford FCU accounts.
• Flex health/transit plan availability.
• Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources.

Pay

Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions.

Schedule

Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions.