Branch Manager -Hillcrest Branch

Travis Credit Union•Antioch, CA

About The Position

The Branch Manager provides leadership that models Travis Credit Union’s Mission, Vision, Core Values, and Awesome Cause, with a focus on member experience, asset growth, efficient operations, and employee development. The role works both within the branch and externally to grow the business and contribute to the communities served. It includes educating members, employees, and the local community about the credit union’s mission and values. The Branch Manager develops a disciplined, productive team through coaching, professional development, and career planning. The manager helps employees deliver exceptional member service and recommend relevant credit union products, services, and digital solutions. The role is accountable for branch production and growth goals, operational audits, regulatory compliance, and profitability expectations. It also includes business development and community engagement, collaboration with internal partners, and identifying opportunities to improve people, processes, or technology. The position reports to the assigned AVP, Regional Manager, directly supervises the Branch Supervisor, and has overall supervisory responsibility for branch staff. The schedule is Monday through Friday, 9:00 a.m. to 6:00 p.m., with occasional Saturdays from 9:30 a.m. to 2:30 p.m. Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union.

Requirements

  • High school diploma or equivalent.
  • At least 5 years of experience in financial services or a related role.
  • At least 3 years of supervisory experience.
  • Sales management skills, including prospecting, cross-selling, pipeline management, and activity management.
  • Strong professional verbal and written communication and interpersonal skills.
  • Demonstrated leadership and coaching qualities that build teamwork and consistent productivity.
  • Proficiency in Microsoft Office products, including Word, Outlook, and Excel.
  • Ability to navigate multiple technical systems, sometimes in a self-taught environment.
  • Self-directed approach and independent judgment in making decisions and escalating issues to senior management.
  • Must reside within a reasonable commuting distance of the communities served by Travis Credit Union.
  • Must have current authorization to work in the United States; employment visa sponsorship is not available.

Nice To Haves

  • Participation on community boards or committees working to improve the communities served.

Responsibilities

  • Model and communicate Travis Credit Union’s Mission, Vision, Core Values, and Awesome Cause to employees, members, and the local community.
  • Coach employees, support their professional development, and help them pursue purposeful career paths.
  • Build and inspire a disciplined, productive branch team focused on excellent member service and tailored financial solutions.
  • Achieve assigned branch production and growth goals by influencing employee behaviors during member conversations and ensuring CRM productivity.
  • Collaborate with business partners to acquire new business relationships and expand existing ones.
  • Conduct business development activities and represent the credit union at community events; participation on boards or committees is encouraged.
  • Represent Travis Credit Union at Awesome Cause events.
  • Oversee operational audits, regulatory compliance, and branch profitability expectations.
  • Facilitate consensus, build positive working relationships, negotiate conflict, influence others, and solve problems to achieve positive outcomes.
  • Identify and communicate improvement gaps in people, processes, or technology, collaborating with other business units as needed.
  • Empower accountable employees and teams to complete projects and attain goals through shared ownership.
  • Lead staff through change and resolve stressful situations with tact and diplomacy.
  • Supervise the Branch Supervisor and provide overall supervision for branch staff.
  • Support member financial health, business development, and community engagement.

Benefits

  • Competitive medical, dental, and vision insurance
  • Mental health and wellness programs
  • Employee performance incentive plan
  • Merit-based salary increases
  • 401(k) program with immediately vested employer match
  • Generous holiday and vacation policies
  • Employee loan and credit card discounts
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