Market Branch Manager II: Yucca Valley and 29 Palms

Sales through Service

Consistently meets or exceeds Sales and Service metrics at all branches
Delve deeper into member relationships by utilizing consultative service skills
Oversee new product onboarding to ensure satisfaction and retention
Provide a consistent member experience during all aspects of the branches functionalities
Coach teams in handling escalations and manage conflict resolution with goal of achieving a positive outcome

Coaching

• Daily observation with immediate feedback (mini-coaching)
• Create and execute personalized Action Plans to assist in constant employee progression
• Identify training needs, conduct pre and post training activities to ensure that learning has occurred, and/or write corrective action plans
• Provide opportunities for branch management and branch employees to grow through progressive responsibility and delegation

Membership Development

• Weekly business development efforts to drive new membership and increase market share
• Internally and externally build relationships and network to create referral sources
• Partner with Military and Community Relations department to develop ongoing business development and community relations plan to support credit union goals
• Professionally represent the credit union at community meetings, Chamber functions, and special events
• Conduct financial classes for the benefit of educating the members and resolving problems

Branch Operations

• Oversee staffing of branches including: hiring, scheduling, and branch coverage at multiple branch locations
• Ensure branch soundness and security is maintained at all times (includes audit efforts, cash management, and loss prevention)
• Maintain an awareness of branch expenditures and resources
• Provide weekly and monthly branch reporting to Directors
• Ensure branch staff is knowledgeable and trained in handling regulatory/compliance policies and procedures and meets regularly to enforce
• Consistently leads by example and follows the Retail Operations Guide and Retail Operations Service Standards

Branch Management

• Manage all branch management employees and branch staff in accordance with credit union employee handbook, policies, and applicable laws
• Schedule, prepare, and conduct employment interviews and recommend personnel for hire following standard hiring procedures
• Provide timely and fair communication and feedback to branch management and branch staff, through coaching, counseling, meetings, and appraisal
• Organize, prepare, and conduct training sessions on credit union policies and procedures
• Motivate staff using incentives, themes, and promotional methods. Assign duties and organize cross-training of jobs
• Absorb conflicts and promote proper training, resources, and coaching to all branch management and employees to motivate them to become strong culture carriers and collaborators between all external and internal members

Credit Union’s Strategic Goals

Responsible for ensuring that all branch activities are in complete alignment with Frontwave’s strategic priorities and objectives
Promote an environment within the branch to meet monthly projected goals

Service Excellence Standards

• We see it. We own it.
• We get it done.
• We ignite positive experiences.
• We do things right every time.
• We are collaborators - united, cohesive and engaged
• We innovate and evolve.
• We create memorable experiences for life.
• We start with me.

Qualifications

• Bachelor’s Degree (B.S.) or equivalent from four-year college or technical school in relevant major; or a minimum of seven years’ experience in a credit union or similar financial institution with a minimum of five years in a management position; or equivalent combination of education and experience
• Must be able to frequently travel between the two branches

Supervisory Responsibilities

Manages one or more subordinate branch management employees (branch manager, assistant manager and/or branch supervisor) who may supervise a total of up to 30 employees in the Branch

Salary Range

$106,069.03 - $159,103.54