Manager, Branch Office - South Oceanside

Navy Federal Credit Union•Oceanside, CA

32d•Onsite

About The Position

To manage and direct all activities of a medium/large full service branch office operation by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff. Manage, direct and motivate the branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts Lead cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits Manage staff to ensure vault opening, closing and balancing procedures are completed Increase productivity of branch office by implementing relevant employee training, establishing team development goals and eliminating inefficiencies Lead outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events Oversee recruiting/selection, on-boarding and initial training of team members Administer budget, purchasing, tracking and records retention for business expenses Lead team to achieve and maintain product, service and business goals, including cross servicing of Navy Federal products and services Promote member service excellence and lead team to deliver quality service Liaise with other branches to support business growth and continuity of regional operations Analyze reports and conduct trend analysis to optimize business performance Analyze complex problems and determine appropriate steps for resolution Ensure compliance with all security, safety and emergency preparedness procedures Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc. Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures and recommends changes to Branch policies Manage conflict situations by meeting with team members, utilizing mediation techniques and applying resolutions in difficult situations Perform supervisory/managerial responsibilities: Manage daily activities Ensure adequate/skilled staffing; select employees Establish performance goals and priorities Prepare, conduct and review performance appraisals Develop, mentor, and counsel staff Provide input and/or prepare budget requirements for Annual Financial Plan (AFP) Ensure section/branch goals and objectives align with division/department strategy Ensure efficiency of operations Perform other duties as assigned

Requirements

Three years' experience in grade level 77 (or higher) or applicable external experience
Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience
Significant experience in leading and managing in diverse and complex operational environments
Advanced knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
Advanced knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts
Advanced knowledge of functions relating to cash and ATM operations
Advanced knowledge of financial institution and lending practices, principles and regulations
Advanced knowledge of retail banking industry best practices
Significant experience in member/customer service operations
Significant experience in responding to requests regarding complex financial information/data
Significant experience in supervising and leading employees
Significant experience in training and developing staff
Experience in developing/maintaining community and command relations
Ability to manage multiple priorities independently and/or in a team environment
Advanced skill analyzing statistics and reports to determine business performance and trends
Advanced organizational, planning and time management skills
Advanced skill exercising initiative and using good judgment to make sound decisions
Advanced skill interacting with staff, management, vendors and members diplomatically and tactfully
Advanced verbal and written communication skills
Advanced word processing and spreadsheet software skills

Nice To Haves

Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
Advanced knowledge of Navy Federal products, services, programs, policies and procedures

Responsibilities

Manage and direct all activities of a medium/large full service branch office operation
Oversee the efficient operation of the branch
Ensure operational functions are completed and properly performed by branch staff
Manage, direct and motivate the branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts
Lead cash operations and branch self-auditing efforts
Keep credit union assets secure and within operational limits
Manage staff to ensure vault opening, closing and balancing procedures are completed
Increase productivity of branch office by implementing relevant employee training, establishing team development goals and eliminating inefficiencies
Lead outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events
Oversee recruiting/selection, on-boarding and initial training of team members
Administer budget, purchasing, tracking and records retention for business expenses
Lead team to achieve and maintain product, service and business goals, including cross servicing of Navy Federal products and services
Promote member service excellence and lead team to deliver quality service
Liaise with other branches to support business growth and continuity of regional operations
Analyze reports and conduct trend analysis to optimize business performance
Analyze complex problems and determine appropriate steps for resolution
Ensure compliance with all security, safety and emergency preparedness procedures
Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.
Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures and recommends changes to Branch policies
Manage conflict situations by meeting with team members, utilizing mediation techniques and applying resolutions in difficult situations
Perform supervisory/managerial responsibilities:
Manage daily activities
Ensure adequate/skilled staffing; select employees
Establish performance goals and priorities
Prepare, conduct and review performance appraisals
Develop, mentor, and counsel staff
Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)
Ensure section/branch goals and objectives align with division/department strategy
Ensure efficiency of operations
Perform other duties as assigned