Manager, Branch

SchoolsFirst Federal Credit UnionMoreno Valley, CA
Onsite

About The Position

We’re always looking for diverse, talented, service-oriented people to join our exceptional team. SchoolsFirst FCU is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify. We're passionate about living our mission of providing Members with World-Class Personal Service and financial security. There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families who make their work possible. Our success is built on our relationships with each other, our Members and the community.

Requirements

  • High School Diploma or GED required
  • 10+ years previous experience
  • 1-3 years previous management experience required
  • Participation in the CA DMV pull program may be required depending on assignment
  • Typically manages a medium-to large-size branch or cluster of branches. Specific criteria is based on a weighted average of branch size(s) and activity.

Nice To Haves

  • Bachelor's Degree or equivalent years of experience preferred
  • Financial industry experience (preferred for the 10+ years experience)

Responsibilities

  • Responsible for planning, directing and overseeing all functions of assigned location (express center, full service branch or cluster of branches) including but not limited to: Ensuring quality Member service experiences, ensuring branch is run within audit compliance, directing branch focuses to achieve credit union goals, and providing coaching and development of assistant manager, supervisor and teammembers to enhance the Member service experience.
  • Utilize lending authority to make quality loan decisions and create plans to increase Member participation through focus on quality service in all teammember interactions.
  • Attracts new Members through participation in school, community and business functions.
  • Conducts, coordinates and trains staff on school visitations and off-site presentation efforts.
  • Creates an environment to ensure a world-class Member experience at every branch interaction.
  • Provides consultative services to Members regarding credit union products and services and ensures that teammembers are providing consultative services by assessing the Member's needs, addressing their concerns and gaining agreement.
  • Maintains consumer loan decision authority and assists team with escalated lending situations.
  • Directs branch marketing efforts.
  • Researches, evaluates, and implements department and/or divisional projects.
  • Provides daily support to staff, including answering questions and problem resolution, communicating job expectations; planning, monitoring, and appraising job results; training, coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards.
  • Accomplishes financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures and analyzing variances.
  • Contributes to organizational goals and priorities as a member of Management team.
  • Establishes and implements plans that have short-term (1-2 year) impact on business results in alignment with organization objectives.
  • Evaluates operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control.
  • Initiates, researches, coordinates and implements department or division projects intended to benefit Members, internal teammembers or department operations.
  • Ensures compliance with state and federal laws as well as any other applicable regulations.
  • Understands the credit union organizational goals and key performance indicators and takes the necessary actions to achieve desired results.
  • Performs other duties as assigned.
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service