Branch Vice President II

Sierra Central Credit Union•Placerville, CA

About The Position

The Branch Vice President II will be responsible for planning, organizing and directing the credit union's business development activities and strategies that promote the growth of the credit union by attracting new, and maintaining existing business relationships. The Branch Vice President II must engage all staff in meeting assigned goals and must ensure all branch staff adheres to the Sales Audit Program. Branch Vice President II’s are required to achieve a Sales Audit rating of “Meets Standards” or better. Branch Vice President II’s are responsible for overseeing all aspects of branch management and maybe called upon to manage more than one location. As staffing levels dictate, Branch Vice President II’s will perform all operational and platform duties, including members’ transactions normally conducted at a teller window, accepting and processing all types of loan applications, compiling loan packages, opening new accounts, and handling member transactions, inquiries and complaints. The Branch Vice President II is responsible to ensure their branch or branches consistently meet or exceed the assigned production goals and is ultimately responsible for the branch or branches’ operational integrity.

Requirements

Must possess the ability to read and comprehend complex, technical instructions along with the ability to transfer knowledge of it to others, either in writing or through verbal communication.
Must be comfortable with and able to make effective group or one-to-one presentations and must be able to use his/her communications skills at all levels within the organization.
Must demonstrate the use of “Common sense” in resolving real life everyday problems.
Must be able to perform or quickly learn the routine daily requirements of using in house computers and systems as it applies to the operations within a branch environment.
High School Diploma or equivalent required.
A bachelor’s degree (B. A.) from an accredited four-year college or university is preferred or equivalent education/training and at least 10 years’ experience in financial management, preferably with a banking background.
The employee must be familiar with banking and credit union regulatory requirements, including but not limited to Regulation B, Regulation CC, Regulation Z, etc.
The Branch Vice President must be extremely knowledgeable of Sierra Central’s operating procedures and products and services offered.
Continuous standing or sitting for up to 8 hours per day.
Reach across the teller station counter to comfortably count out/hand cash to members
Must be able to lift up to 25 pounds.
Intermittent walking, squatting and bending

Responsibilities

Plan and direct the communication of information designed to keep membership groups, and potential membership groups informed of credit union products and services.
Responsible to ensure the branch meets or exceeds the assigned production goals and is responsible to ensure all staff within the branch promotes Sierra Central products and services and all staff participates in the branch sales efforts.
Organize in conjunction with SEG management, the sponsorship of events, within various SEGS, that introduce the credit union to potential members.
Required to make sales calls on a variety of individuals, small businesses, and merchants, to generate new business.
Expected to install and operate an effective telemarketing program.
Working with local merchants or vendors, install display racks, pamphlet racks, and posters and distribute other Sierra Central advertising and promotional materials
Arrange for and conduct public contact initiatives designed to identify new prospects and will be required to follow up with staff making direct contact and sales presentation.
Direct and promote goodwill through such publicity efforts as speeches, exhibits, films, tours, and question/answer sessions. A high degree of community involvement is expected from the Branch Vice President who is expected to professionally represent Sierra Central during community projects and events at public, social and business functions.
Perform all regular operational and platform duties as needed to ensure members receive quality member service at all times. This includes, but is not limited to, members’ transactions normally conducted at a teller window, accepting and processing all types of loan applications, compiling loan packages, opening new accounts, and handling member transactions, inquiries and complaints.
Responsible for monitoring, coaching, and counselling all branch staff. The Branch Vice President II in conjunction with the Operations Manager will write all branch employees’ annual performance appraisals.
Must be actively involved in the day-to-day running of the branch and be capable of adequately running all aspects of the branch functions without any loss of operational integrity or negative impact on member service.
Responsible for the overall safety, security and soundness of the branch and must ensure that all opening and closing procedures are followed as prescribed. The Branch Vice-President II will be responsible for opening and closing the branch as staffing needs dictate.
Must actively engage all branch staff in the attainment of the branch’s assigned production goals to ensure these goals are met or exceeded on a consistent basis.
Must ensure that all interactions with members and co-workers is polite, professional, and respectful at all times.
Must have the ability to make branch security a priority and that opening and closing procedures are followed as prescribed.
Must be able to travel to other locations on short notice to fill-in where needed or as staffing needs dictate.
Must be able to travel to attend training classes.
Must maintain current knowledge in all previously completed training classes and courses and must attend all new training as developed and implemented.
Must successfully complete and pass all required and/or assigned training as required by the RVP/SVP and the Talent Development Center.
Additional duties as assigned.

Benefits

Medical, Dental & Vision Insurance options
Voluntary Lines including hospital indemnity, accident, and critical illness policies
Company Paid HRA (with enrollment in certain health plans)
Company Paid Basic Term Life Insurance
Coverage at 2× annual base salary, up to a maximum of $500,000 for full-time employees
$25,000 for part-time employees
Company Paid Long-Term Disability Insurance for Full-Time Employees
Company Paid Telehealth Services Membership (Teladoc)
Company Paid Employee Assistance Program (EAP)
401(k) Retirement Plan
Employer-funded safe harbor contribution of 3% of employee's eligible earnings
Discretionary employer match on employee contributions
Flexible Spending Accounts
HSA
Medical FSA
Dependent Care FSA
Limited Purpose FSA
Paid Time Off
Vacation accruals based on status and tenure within company
12 sick days accrued annually for full-time employees
1 hour for every 30 hours worked for part-time employees
11 paid holidays (eligible after 90 days of employment)
Travel Expense Reimbursement
All necessary and work-related travel expenses will be reimbursed in accordance with company policy