Branch Manager II

Chevron Federal Credit UnionHouston, TX
12d$67,140 - $92,317

About The Position

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including: Bonus/incentives for all regular employees 401(k) with 8% company contribution Medical, dental, and vision insurance for employees and dependents paid at 80% PTO and paid sabbaticals Tuition reimbursement GENERAL SUMMARY Leads and manages the operations and business development of a high-volume Credit Union branch(es). Coaches staff on their performance and develops skills to consistently deliver exceptional member experience and deepen member relationships.

Requirements

  • 5+ years of branch leadership or other related financial services leadership experience required.
  • Ability to write and speak effectively in English using correct spelling and grammar.
  • Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
  • Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel.
  • Moderate keyboard skills at 40 wpm.
  • Excellent customer service skills.
  • Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
  • Initiative and self-direction.
  • Ability to effectively communicate and collaborate with people at all levels.
  • Sound problem-solving and decision-making ability, including the ability to prioritize.
  • Ability to understand and align with our core competencies through daily projects and tasks: Growth Mindset Diversity & Inclusion Communication Change Ready Leadership Responsibility Problem Solving Tech & Data Savvy CU Business Acumen
  • Work involves extensive use of computers, up to eight hours per day.
  • Appropriate vision, dexterity, and other physical abilities are required.
  • May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
  • Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

Nice To Haves

  • Bachelor’s degree from an accredited college or university strongly preferred.
  • Equivalent combination of education and experience may substitute for stated qualifications.

Responsibilities

  • Coaches and models consistent exceptional member experience activities and behaviors.
  • Develops and trains staff through observations, feedback, and coaching.
  • Evaluates the work of team members and conducts performance appraisals.
  • Achieves branch growth targets and objectives through proactive activities to build relationships with members and grow new memberships.
  • Maintains and fosters business relationships with our sponsors and/or SEGs within the field of membership.
  • Works closely with the Business Development team and additional partners to host acquisition events, make presentations, and drive new business.
  • Ensures branch(es) are compliant with all policies and procedures, while constantly managing risk.
  • May assist members with financial transactions including working with cash and checks, submitting and assisting with consumer loan applications, and other member needs and requests.
  • Other duties as assigned.

Benefits

  • Bonus/incentives for all regular employees
  • 401(k) with 8% company contribution
  • Medical, dental, and vision insurance for employees and dependents paid at 80%
  • PTO and paid sabbaticals
  • Tuition reimbursement
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