Branch Manager I, II, or Senior - Shafter Residents
About The Position
The Branch Manager leads a team focused on delivering an exceptional Member experience and directs the branch’s daily activities, including the delivery of credit union products and services. The role develops and maintains Member relationships and is accountable for branch growth, operational efficiency, compliance with policies and procedures, and building a high-performing team. The manager fosters an environment of trust and is expected to act in accordance with Valley Strong’s values and Signature 8 Experience standards. The Branch Manager oversees branch operations in conjunction with the Assistant Branch Manager, maintains a significant presence in the lobby, supports Member relations and Team Member development, and ensures service standards through feedback, surveys, and coaching. The position also manages branch personnel and participates in business and community development activities in support of Valley Strong’s Market Strategy Plan.
Requirements
- Bachelor’s degree, or five years of related experience and/or training, or an equivalent combination of education and experience.
- At least two years of progressively responsible management experience within retail or a financial institution.
- Ability to read and comprehend instructions, short correspondence, and memos; write simple correspondence; and present information effectively in one-on-one and small-group settings to Members and Team Members.
- Ability to perform arithmetic using whole numbers, common fractions, and decimals, and compute dividends and interest.
- Ability to solve practical problems, work with concrete variables where standardization is limited, and interpret written or oral instructions.
- Ability to process transactions efficiently and communicate policies and procedures to Members in an understandable and professional manner.
- Ability to occasionally lift and/or move up to 10 pounds and stand for long periods of time.
- Ability to meet the position’s physical demands, with reasonable accommodations where applicable.
- Must comply with BSA and AML laws, regulations, and internal policies and procedures.
Responsibilities
- Lead and direct the daily activities of the branch and delivery of credit union products and services.
- Drive branch growth and meet or exceed goals for consumer, business, Wealth Management, or other growth opportunities as established by the Market President.
- Track, analyze, and report progress toward branch targets, including loan production, referrals, deposit growth, Member experience, and new accounts.
- Set clear performance expectations, manage performance, and coach and mentor Team Members to develop a high-performing team.
- Implement sales and promotional programs to achieve goals while meeting or exceeding quality standards.
- Create a professional, friendly environment that delivers an exceptional Member experience.
- Ensure operational efficiency, compliance, and quality standards.
- Work with internal and external business partners on business development, community development, assigned goals, and Member expectations.
- Report business development activity, including new Member growth, penetration, and profitability, in support of Valley Strong’s Market Strategy Plan and strategic initiatives.
- Receive and respond to inquiries and complaints and resolve Team Member and Member issues whenever possible.
- Manage selection, placement, performance, development, promotion, and termination of branch Team Members.
- Participate in community activities to increase Valley Strong Credit Union’s visibility and support business opportunities.
- Conduct regular visits and maintain communication with surrounding schools and occupational groups as outlined by the Market Strategy Plan.
- Attend management and committee meetings, conferences, and workshops.
- Demonstrate commitment to diversity, equity, and inclusion through ongoing development, inclusive behavior, and proactive bias management.
- Oversee branch operations with the Assistant Branch Manager, including approvals, teller cash counts, certifications, new and closed account reports, CTR filings, suspicious activity reporting, elder abuse reporting, and staff adherence to policies and procedures.
- Maintain a significant lobby presence focused on Member relations and Team Member development.
- Monitor branch service levels through Member feedback, surveys, and on-the-spot coaching.
- Conduct scheduled monthly coaching sessions and additional coaching as appropriate.
- Hold periodic branch Team Member meetings to communicate policy and procedure changes and provide a forum for discussion and ideas.
- Interview, hire, and train Team Members; plan, assign, and direct work; address complaints; and resolve problems.
- Carry out supervisory responsibilities in accordance with credit union policies and Valley Strong’s mission and values.
- Perform other duties as assigned.
- Comply with Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws, regulations, and internal policies and procedures.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
