Branch Manager

PROVIDENT CREDIT UNION•San Francisco, CA

15d•$45 - $58•Onsite

About The Position

The Branch Manager leads the daily operations of a full-service credit union branch, administering sales, service, and operational activities in alignment with the Credit Union’s strategic objectives. The role is primarily sales-focused and also oversees staffing, safety and security, revenue generation, financial management, reporting, and regulatory compliance. The manager leads efforts to attract and retain members, grow deposit and loan portfolios, increase branch revenue, and develop staff through coaching, training, guidance, and motivation. The Branch Manager serves as a primary point of contact for members and takes ownership of their issues from start to finish. The role may oversee one or more branches depending on staffing, budget, and member activity, works under the Assistant Vice President Retail Banking, and performs other duties as directed. The position requires travel to other PCU locations and attendance at offsite training, meetings, or events. The successful candidate must work Saturdays and may occasionally work early or late hours and extended weekend hours.

Requirements

College degree or equivalent work experience.
Three to five years of financial services experience in banking or a credit union.
Three to five years of management experience in a retail bank branch, or two years in a management role with PCU.
Experience managing a sales and service team with proven results.
Experience with real estate and consumer loans.
Experience with business banking products and relationships.
Experience with cash handling, teller transactions, and loan funding.
Excellent listening, speaking, written communication, and presentation skills.
Self-driven, with the ability to set and accomplish goals.
Strong business development experience.
Computer literacy and proficiency with Windows and Microsoft Office.
Must be able to work Saturdays.
Must travel to other PCU locations outside the home branch and attend offsite training, meetings, or events.
Must have a Notary license or be able to obtain one within 120 days.
Must obtain FiCEP Financial Counseling Certification within 120 days.
NMLS registration under the SAFE Act of 2008 applies.
Must obtain a Medallion Stamp within 120 days.
Must complete required BSA and OFAC training annually and understand and adhere to related policies and procedures.

Responsibilities

Lead the branch team in delivering exceptional service and resolving member issues promptly while building strong relationships.
Meet service goals for internal and external surveys, social media, and public review sites; ensure staff are trained to meet service expectations.
Oversee branch operations to ensure alignment with Credit Union objectives, compliance with policies and procedures, accurate transactions, and adherence to regulatory guidelines.
Manage risk, support a low-risk annual internal audit, and analyze branch activities to improve operational efficiency and effectiveness.
Ensure branch facilities and equipment are in good working order.
Execute branch-specific strategies to attract and retain members and grow loan and deposit portfolios, membership, production, and profitability.
Track branch production and sales, analyze and create financial reports, and participate in business development to bring business into the branch and serve the community.
Help members understand products, promotions, and customized financial solutions; empower staff to meet member needs without unnecessary approvals or escalations.
Participate in local community, volunteer, and business network events and act as a liaison between the Credit Union and the community.
Hire, train, support, develop, motivate, and retain branch staff; communicate through huddles, meetings, and regular updates; hold employees accountable and provide career growth and succession planning.
Manage staff schedules to meet the branch model and supervise staff through coaching, accountability, and support for sales goals, policy adherence, and exceptional service.
Foster a positive work environment and address and resolve personnel issues.
Manage the branch balance sheet, income, and expenses within the approved budget to meet financial objectives and increase revenue.
Complete required annual BSA and OFAC training and adhere to related policies and procedures.
Perform other duties as assigned.

Benefits

Quality medical, dental, and vision care coverage.
401(k) retirement plan with up to 150% matching employer contributions.
Annual discretionary bonus; position is eligible for a twice-a-year discretionary bonus.
Generous paid time off and paid holidays.
Flexible spending accounts.
Employee referral bonus.
Short- and long-term disability coverage.
Life and AD&D insurance.
Provident membership.
Rate discount on home and auto loans.
Opportunity to use a company-owned condo in Maui and Lake Tahoe.