Branch Manager I - North Park Branch

MyPoint Credit Union•San Diego, CA
•$73,142 - $109,713

About The Position

The Branch Manager I serves as the market leader for an assigned branch, overseeing its daily operations and overall performance. The role drives branch growth, develops employees, builds member and business relationships, and maintains strong operational performance and an exceptional member experience. The manager leads and develops branch employees, oversees staffing and performance management, manages the annual operating plan and budget, and ensures compliance with applicable laws, regulations, policies, and security procedures. The position also supports organizational marketing and sales initiatives, evaluates workflows for improvement, and contributes to projects as needed.

Requirements

  • An associate degree, completion of a specialized business or trade school program, or equivalent specialized and extensive training.
  • At least three years of related leadership experience in financial services or retail, emphasizing business development and relationship management.
  • Thorough knowledge of consumer lending practices and regulations.
  • Working knowledge of consumer and small business banking practices and regulations.
  • Strong leadership and management skills, including planning, organization, coaching, motivation, and team development.
  • Experience managing branch operations, member service, quality, and budget expectations.
  • Sales and business development experience, including the ability to coach employees toward individual and branch goals.
  • Excellent written and verbal communication skills, including the ability to deliver presentations.
  • Strong knowledge of personnel policies and procedures.
  • A member-focused mindset and the ability to balance relationship building, business development, operational excellence, and compliance.

Responsibilities

  • Lead the overall performance and daily operations of the branch while creating an exceptional member experience.
  • Drive growth through loan production, deposit/share growth, investment growth, relationship development, and revenue generation.
  • Develop small business relationships through community involvement, outside calling, networking, and targeted events.
  • Lead, coach, develop, and motivate employees to achieve individual and team sales and service goals.
  • Supervise Tellers, Senior Tellers, Member Services Specialists, and Financial Services Officers.
  • Support staffing, training, performance management, employee development, and salary recommendations in accordance with organizational policies.
  • Develop and manage the branch's annual operating plan and budget in alignment with organizational goals.
  • Maintain high standards for service, productivity, quality, efficiency, and operational integrity.
  • Advise employees on products, procedures, policies, regulations, and branch operations.
  • Conduct ongoing employee training and cross-training in sales, service, product knowledge, interpersonal skills, and technical competencies.
  • Hold regular staff meetings and provide ongoing coaching to strengthen employee performance and development.
  • Create a team environment that promotes accountability, collaboration, enthusiasm, and branch pride.
  • Support organizational marketing and sales initiatives and translate them into branch-level results.
  • Evaluate branch workflows and processes and recommend improvements to efficiency and the member experience.
  • Ensure compliance with applicable laws, regulations, policies, security procedures, and regulatory requirements, including Regulation CC, the Bank Secrecy Act, OFAC, and the USA PATRIOT Act/Customer Identification Program (CIP).
  • Protect the confidentiality of current, former, and prospective members and their personal and financial information.
  • Perform additional assignments and projects as needed.
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