Branch Manager III - Coachella

Altura Credit Union • Coachella, CA

2d

About The Position

SUMMARY The Branch Manager III manages day-to-day branch activities of a level III branch by supervising all team members. Ensures every Member, every time receives a warm and positive experience. Motivates and educates staff to meet and exceed Member’s expectations during each interaction. Collaborates with management on process improvement ideas and initiatives. Responsible for overall achievement, coordination, and maintenance of branch production and satisfaction goals. Develops a branch staff and leadership team through consistent coaching and mentorship. ESSENTIAL DUTIES AND RESPONSIBILITIES Ensures branch is consistently delivering excellence in Member service. Provides a model example for Member service to staff and on the spot coaching for excellence in Member interactions, demonstrated by branch Member survey scores averaging the established minimum. This also includes reaching out to Members that have left a detractor comment within two business days. The Branch Manager will act in any branch role necessary to expedite Member transactions and ensure Member wait time is minimal. Responsible for the daily operational functions of the branch, ensuring the safety, security, and soundness of the branch. This includes, but is not limited to, internal control coordination, Human Resource Management (at the staffing level), compliance, security, and loss prevention. Ensures certifications, reviews, verifications, and inspections are completed in accordance with established procedure to guarantee branch attains a satisfactory audit rating. Responsible for achieving annual sales and production goals for the branch, promoting teamwork, and emphasizing quality Member interactions. Maintains a proficient knowledge of state and federal regulations and a strong knowledge of Altura Credit Union and its Affiliate’s operational procedures Ensures team members are continuously trained. Performs in accordance with all compliance issues, policies, and procedures. Resolves escalated Member service complaints and problems and ensures an acceptable level of service recovery is extended. Leads staff and management career progression through consistent feedback and coaching. Acts as a mentor to fellow Manager to help foster growth and expertise. Collaborates with management on process improvement, ideas, and initiatives and serves as an operational expert for current processes, products, services, and regulations. Hires, schedules, trains, and monitors the workflow of branch team members. Prepares and conducts performance reviews, ensuring team members receive consistent performance feedback through coaching, counseling, and Member survey reviews. Compiles and administers employee direction and correction notices, when applicable. Preserves the retail and merchandising image of the branch by working closely with marketing to maintain consistency among branches as well as superior appearance of professionalism, cleanliness, and organization. Duties, responsibilities, and activities may change, or new ones may be assigned at any time - with or without notice. SUPERVISORY RESPONSIBILITIES Directly supervises the branch staff. Carries out supervisory responsibilities in accordance with related policies, procedures, applicable state and federal laws, and the credit union’s strategic plan.

Requirements

• High school diploma or equivalent required.
• Minimum of five (5) years’ supervisory experience in a financial institution, with the demonstrated ability to motivate, coach, counsel, and train subordinates.
• Minimum of seven (7) years’ experience in a financial institution, with an advanced level of knowledge regarding regulations, policies, and procedures governing financial services.
• Superb leadership skills required to foster cooperation and teamwork and serve as an agent for change.
• Exceptional communication skills, both written and verbal.
• Excellent listening skills.
• Outstanding Member service skills, along with strong interpersonal skills to effectively communicate with Altura Credit Union Members, Affiliates, staff, and management.
• Ability to conduct presentations and training sessions to staff and community members, when necessary.
• Good organizational and time management skills, with the demonstrated ability to manage and prioritize multiple tasks while under strict deadlines and constant interruptions.
• Ability to be conscientious, thorough, and precise with an emphasis on accuracy and details.
• Ability to work at a fast pace and display a sense of urgency to Members and team members.

Responsibilities

• Ensures branch is consistently delivering excellence in Member service.
• Provides a model example for Member service to staff and on the spot coaching for excellence in Member interactions, demonstrated by branch Member survey scores averaging the established minimum.
• Responsible for the daily operational functions of the branch, ensuring the safety, security, and soundness of the branch.
• Responsible for achieving annual sales and production goals for the branch, promoting teamwork, and emphasizing quality Member interactions.
• Resolves escalated Member service complaints and problems and ensures an acceptable level of service recovery is extended.
• Leads staff and management career progression through consistent feedback and coaching.
• Collaborates with management on process improvement, ideas, and initiatives and serves as an operational expert for current processes, products, services, and regulations.
• Hires, schedules, trains, and monitors the workflow of branch team members.
• Prepares and conducts performance reviews, ensuring team members receive consistent performance feedback through coaching, counseling, and Member survey reviews.
• Preserves the retail and merchandising image of the branch by working closely with marketing to maintain consistency among branches as well as superior appearance of professionalism, cleanliness, and organization.

Benefits

• WORK-LIFE BALANCE Vacation (10+ or Minimum Days) Sick (8 Days) Holidays (11 Days & 1/2 Day Christmas Eve) Birthday & Anniversary Day Off Specialized Paid Time Off (Jury Duty, Bereavement, etc.) Community Volunteer Events Social Events & Outings Event & Venue Discounts
• WEALTH INCENTIVES Competitive Pay Stakeholders 401k Dollar-for-Dollar Match up to 6% (after one year of service) Business Attire Allowance Annual Performance Review & Increase Wellness Incentive Tuition Reimbursement Awards, Recognitions & Incentives Free Checking & Savings Accounts Discounted Employee Loan Rates
• HEALTH AND WELLNESS Kaiser and Cigna Medical & Prescription Plans Dental & Vision Fitness Challenges & Gym Access Onsite Wellness Programs Medical & Dependent Flex Spending Account

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED