Branch Manager II - Branch

Partners Federal Credit UnionBurbank, CA
$86,800 - $130,200Onsite

About The Position

In this position, the expectation of the Branch Manager II 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 II 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 and managing their operating budget. They will work closely with branch leaders and staff across the region to foster collaboration, consistency and service delivery, and achievement and key performance indicators. Also, responsible for directing and administering the sales, service, and operational efforts of each branch. The Branch Manager II will ensure that established policies and procedures are followed while overseeing a full range of products and services to Members and prospective Members. They train, direct, and supervise branch employees.

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
  • Three years’ experience in Leadership
  • NMLS
  • Proficient in Microsoft Office and Personal Computer Software

Nice To Haves

  • Preference for Credit Unions

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

Benefits

  • medical
  • dental
  • vision
  • retirement benefits
  • paid time off
  • other employee programs that support well-being and growth
  • bonus
  • long-term incentive units
  • Annual Incentive Plan (AIP)
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