Branch Manager I - Branch

Partners Federal Credit Union•Anaheim, CA

1d•Onsite

About The Position

In this position, the expectation of the Branch Manager I is to think and act like a Business Owner making decisions to improve the member experience and increase revenue to the branch and Partners Federal Credit Union. The Branch Manager I will be responsible for leading and managing multiple branches within a designated regional area. This role involves overseeing branch operations, driving up performance, and ensuring the alignment of each branch with organizational goals. The Branch Manager I will work closely with branch managers and staff across the region to foster collaboration, consistency and service delivery, and achievement and key performance indicators. Responsible for directing and administering the sales, service, and operational efforts of the branch. Ensures that established policies and procedures are followed. Oversees a full range of products and services to Members and prospective Members. Ensures that Members are promptly and professionally served. Trains, directs, and supervises branch employees. Responsible for attainment of production goals and operating budget.

Requirements

High School Diploma or GED
5 to 7 years of relevant work experience
Two years’ experience in the financial industry with a preference for Credit Unions is required.
Three years’ experience in Leadership is required.
Leadership - Demonstrates leadership through skillful and effective written and oral communication. Undertakes continuous self-development of both functional and leadership skills.
Solid interpersonal, decision making and supervisory abilities.
Excellent oral and written communication skills

Responsibilities

Develops and Implements Sales Strategies, Manages the Branch Sales Team, and Ensures Achievement of Sales Targets
Ensures Delivery of High-Quality Member Service in All Aspects of Sales and Operational Activities
Tracks and Assesses Sales Performance, Communicating Results to Employees
Supports Retail Branch Sales Goals by Personally Demonstrating the Selling of Financial Products and Services
Enhances Branch Effectiveness Through Policy Suggestions, Security Management, and Cross-Selling Credit Union Services.
Manages Branch Financials, Including Controllable Expenses, and Ensures Budget Goals are Met
Oversees Branch Audits, Coordinates with Accounting and Loan Functions, and Seeks Continuous Operational Improvement.
Maintains Effective, Professional Business Relations with Members, Promptly Resolving Requests, Questions, and Complaints
Implements Policy and Procedural Changes Within the Branch and Oversees Branch Functions Effectively
Manages Telemarketing Activities for the Branch, Including Identifying Lists, Scheduling Employees, Summarizing, and Reporting Results
Fills in and performs duties in branch positions as needed.
Attends assigned training sessions and stays current on new operational procedures.
Knowledgeable of the branch’s members, demographics, channel usage, trends, and uses data to shift member behaviors