Manager, Branch Services & Cash Operations

Travis Credit Union•Vacaville, CA

1d•Hybrid

About The Position

Travis Credit Union’s Branch Services & Cash Operations Management is responsible for the strategic direction, operational performance, and continuous improvement of ATM services, branch technology platforms, self-service channels, and cash management operations. The manager ensures reliable, secure, and compliant delivery of member-facing technology solutions that support branch efficiency, member experience, and organizational growth. The role collaborates with operations, technology, finance, security, and vendor partners to develop scalable solutions, manage risk, optimize resources, and drive innovation aligned with the credit union’s strategic objectives. Leaders in this job family are accountable for operational excellence, financial stewardship, technology adoption, regulatory compliance, business continuity readiness, and achievement of enterprise and departmental goals. The manager leads, trains, evaluates, coaches, develops, and motivates staff; sets and monitors performance goals; promotes involvement, initiative, and teamwork; and builds career development paths. The role oversees planning, deployment, maintenance, performance, and lifecycle management of branch technology and connectivity, including ATMs, cash advance machines, scanners, kiosks, iPads, cash recyclers, and concierge devices. It partners with IT, operations, and business leaders on technology strategy, enhancements, testing, and vendor performance. The position ensures availability of ATMs and branch tools, appropriate cash levels and reserve compliance across channels, and regular audits of cash-holding locations. It manages analytics and reporting, supports member adoption of self-service and digital tools, and applies banking trends and emerging solutions to the strategic vision of branch technology. It oversees compliance and risk mitigation for ATM and branch tools under ADA, PCI, state, and federal requirements, and drives satisfactory audit outcomes. The manager also leads technology and process improvements, disaster recovery, redundancy planning, and crisis management in alignment with TCU’s Business Continuity Plan. Departmental budgets, capital expenditures, vendor contracts, and resource allocation are managed as part of the role. Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union. For hybrid and remote roles, candidates must reside within commuting distance of the corporate headquarters in Vacaville, California. Employment visa sponsorship is not available; candidates must already be authorized to work in the U.S. The schedule is Monday through Friday, exempt and hybrid.

Requirements

Bachelor’s degree in Business Administration, Information Technology, Operations Management, Finance, or Engineering, or an equivalent combination of education and experience.
Minimum 10 years of experience in ATM operations, branch technology, banking operations, cash management, or financial services technology.
Minimum 5 years of progressive leadership or management experience managing teams, vendors, budgets, and operational functions.
Strong leadership, talent development, and performance management capabilities.
Effective communication, collaboration, and cross-functional relationship-building abilities.
Strategic planning and execution aligned to enterprise objectives and member experience goals.
Advanced knowledge of branch technology platforms, ATM ecosystems, and self-service channel operations.
Expertise in cash management, forecasting, vault operations, and reserve compliance.
Strong vendor management, service-level oversight, and performance measurement capabilities.
Proficiency in systems availability management, incident resolution, and root cause analysis.
Strong data analytics, KPI reporting, and operational performance measurement capabilities.
Expertise in digital transformation, self-service channel optimization, and technology adoption strategies.
Advanced knowledge of consumer and business banking trends and emerging technology solutions.
Strong financial management, budgeting, cost optimization, and resource allocation capabilities.
Expertise in regulatory compliance, audit management, risk mitigation, and governance practices.
Strong business continuity, disaster recovery, crisis management, and operational resilience planning capabilities.
Demonstrated ability to lead complex programs, technology deployments, and organizational change initiatives.
Advanced decision-making, prioritization, and execution skills across multiple initiatives and competing priorities.
Strong operational governance, standards development, policy administration, and accountability practices.
Must live within a reasonable commuting distance of the communities served by Travis Credit Union; for hybrid and remote roles, must reside within commuting distance of the Vacaville, California corporate headquarters.
Must have current U.S. work authorization; employment visa sponsorship is unavailable.

Nice To Haves

Master’s degree in Business Administration, Information Technology, Engineering, Operations Management, or Finance.

Responsibilities

Lead, train, evaluate, coach, develop, and motivate staff; establish and monitor performance goals and career development paths.
Oversee planning, deployment, maintenance, performance, and lifecycle management of branch technology and connectivity.
Partner with IT, operations, and business leaders to align branch technology with enterprise goals and member experience expectations.
Collaborate with organizational partners on strategy, enhancements, test design, and vendor performance measurement.
Ensure high availability of ATMs and branch tools and appropriate cash levels across all channels.
Apply consumer and business banking trends to the strategic direction of self-service channels and branch tools.
Manage analytics and reporting for ATM, cash management, and branch tool performance.
Increase member adoption of ATMs, self-service channels, and branch digital tools.
Ensure ATMs, branches, and vaults maintain appropriate cash levels and meet reserve standards; conduct regular audits of cash-holding locations.
Oversee ATM and branch-tool compliance and risk-mitigation programs in accordance with ADA, PCI, state, and federal regulations.
Ensure audit and compliance procedures are followed and satisfactory audit results are consistently achieved.
Identify and execute technology and process improvements to enhance member and employee experience.
Lead disaster recovery, redundancy planning, and crisis management for ATM, cash management, and branch-tool environments in alignment with TCU’s Business Continuity Plan.
Manage departmental budgets, capital expenditures, vendor contracts, and resource allocation.