Branch Supervisor (Watt)

SAFE Credit UnionNorth Highlands, CA
31d$29 - $36

About The Position

Responsible for providing internal and external clients with quality service. Actively performs as a leadership team member in developing the branch staff’s capacity for meeting sales and service objectives, standards, and goals. Provides members with appropriate Credit Union products and services. Ensures that staff members provide continuous quality service to all Credit Union members. Supports and assures compliance with Credit Union policies and procedures. Directly supervises branch employees, carrying out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; and addressing complaints and resolving problems.

Requirements

  • Bachelor's degree from four-year college or university; or one to two years of related experience and/or training; or equivalent combination of education and experience.
  • Effective communication skills.
  • Ability to function in a team environment; proven team player.
  • Capacity to organize, supervise, and delegate effectively.
  • Ability to motivate self and others.
  • Ability to make decisions and assume responsibility for them.
  • Ability to manage time effectively.
  • Excellent communication skills (verbal, written, listening skills, and empathy).
  • Expert ability to build relationships with other leaders, business partners, and stakeholders.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.
  • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Responsibilities

  • Develop and maintain positive member and staff relationships.
  • Ensure that staff members are providing consultative member service.
  • Conduct member profiling methodology to determine member needs. Confer with members on various products and services to meet their needs. Explain benefits and features.
  • Open accounts, accept loan applications, and conduct loan closings.
  • Act as a bridge between members and departments to promote and enhance new and existing relationships.
  • Resolve errors and member complaints.
  • Initiate sales-and-service activities.
  • Assist in achievement of branch sales and service goals, both from personal actions and encouragement of staff. Refer members to other areas of the Credit Union for assistance.
  • Convert sales strategies provided by leadership into tactical, implemented daily actions; assist in the development and implementation of sales-and-service programs and campaigns.
  • Develop and maintain a proactive book of business to create ongoing and new sales opportunities, and to increase member relationships.
  • Track and assess results of subordinates.
  • Responsible for the balancing functions of the branch and the Service Representatives.
  • Maintain files.
  • Complete regulatory reports.
  • Conduct staff meetings on operational and regulatory matters.
  • Perform branch audit functions, ensuring branch security procedures are carried out.
  • Monitor and perform overrides and check approvals for team.
  • Manage the branch’s cash and negotiable items, within approved limits.
  • Perform duties of a Service Representative, as needed, to ensure excellent member service.
  • Conduct training programs on product knowledge, sales and service techniques, and security procedures.
  • Review and monitor training progress for staff members.
  • Train and develop subordinates to reach their full potential.
  • Maintain and develop personal skills to achieve higher level of responsibility through ongoing internal and external programs.
  • On a voluntary basis, participate in community activities.
  • Review and approve attendance reports and timecards.
  • Prepare memos and correspondence.
  • Complete and transmit timely sales referral and tracking reports.
  • Establish schedules and develop work assignments to assure a smooth-running branch.
  • Conduct monthly and annual staff performance reviews.
  • Coach and counsel subordinates on an ongoing basis, give positive reinforcement, recognize and reward staff when warranted, and identify and take corrective action in the event of sub-standard performance.
  • Implement emergency procedures, when necessary, to ensure the safety and well-being of staff and members.
  • Other duties, as assigned.

Benefits

  • full medical, vision, dental, 401k matching, HSA, and FSA
  • Professional Development Opportunities: Offering training programs, workshops, and mentorship.
  • Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
  • Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
  • Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
  • Career Growth: Clear paths for career advancement and internal promotions.
  • Work-Life Balance: Encouraging a healthy balance between professional and personal life.
  • Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
  • Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
  • Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
  • Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
  • Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

501-1,000 employees

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