Manager, Branch

What You’ll Be Doing

• Ensuring quality Member service experiences
• Ensuring branch is run within audit compliance
• Directing branch focuses to achieve credit union goals
• Providing coaching and development of assistant manager, supervisor and teammembers to enhance the Member service experience
• Utilizing lending authority to make quality loan decisions
• Create plans to increase Member participation through focus on quality service in all teammember interactions
• Attracts new Members through participation in school, community and business functions
• Celebrates school visitations and off-site presentation efforts
• Creates an environment to ensure a world-class Member experience at every branch interaction
• Provides consultative services to Members regarding credit union products and services
• Ensures that teammembers are providing consultative services by assessing the Member's needs, addressing their concerns and gaining agreement
• Maintains consumer loan decision authority and assists team with escalated lending situations
• Directs branch marketing efforts
• Researches, evaluates, and implements department and/or divisional projects

Additional Job Functions

• Provides daily support to staff, including answering questions and problem resolution, communicating job expectations; planning, monitoring, and appraising job results; training, coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards
• Accomplishes financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures and analyzing variances
• Contributes to organizational goals and priorities as a member of Management team
• Establishes and implements plans that have short-term (1-2 year) impact on business results in alignment with organization objectives
• Evaluates operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control
• Initiates, researches, coordinates and implements department or division projects intended to benefit Members, internal teammembers or department operations
• Ensures compliance with state and federal laws as well as any other applicable regulations
• Understands the credit union organizational goals and key performance indicators and takes the necessary actions to achieve desired results
• Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties

Qualifications

• High School Diploma or GED required
• Bachelor's Degree or equivalent years of experience preferred
• 10+ years previous experience, financial industry preferred
• 1-3 years previous management experience required
• Participation in the CA DMV pull program may be required depending on assignment
• Knowledge, Skills, And Abilities Typically manages a medium-to large-size branch or cluster of branches. Specific criteria is based on a weighted average of branch size(s) and activity