Manager, Branch

SchoolsFirst Federal Credit Union•Garden Grove, CA

40d•$112,185 - $179,496•Onsite

About The Position

The Manager, Branch is responsible for planning, directing, and overseeing all functions of an assigned location, which could be an express center, a full-service branch, or a cluster of branches. This role ensures quality Member service experiences, maintains audit compliance, directs branch focuses to achieve credit union goals, and provides coaching and development to staff to enhance the Member service experience. The position utilizes lending authority to make quality loan decisions and creates plans to increase Member participation through a focus on quality service in all team member interactions. The Manager also attracts new Members through community involvement and conducts/coordinates staff training on school visitations and off-site presentations. They create an environment for a world-class Member experience, provide consultative services to Members regarding credit union products and services, and ensure team members do the same. The role maintains consumer loan decision authority, assists with escalated lending situations, and directs branch marketing efforts. Additional functions include providing daily support to team members, answering questions, problem resolution, communicating job expectations, planning, monitoring, appraising job results, training, coaching, counseling, and disciplining team members, and developing/enforcing systems, policies, procedures, and productivity standards. The Manager also accomplishes financial objectives by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing variances. They contribute to organizational goals as a member of the Management team, establishing and implementing plans with short-term impact, and evaluating operating procedures and policies to ensure high levels of Member service, productivity, and internal control. The role initiates, researches, coordinates, and implements department or division projects, ensures compliance with state and federal laws and regulations, and understands Credit Union organizational goals and key performance indicators to achieve desired results. Compliance with regulatory requirements and assigned training, including BSA regulations, is mandatory.

Requirements

High School Diploma or GED required
Bachelor's Degree in a related field or equivalent years of experience required
5-7 years of prior functional experience required
1-3 years of prior management experience required
Participation in the CA DMV pull program may be required depending on assignment

Nice To Haves

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.

Responsibilities

Planning, directing, and overseeing all functions of assigned location (express center, full service branch or cluster of branches)
Ensuring quality Member service experiences
Ensuring branch is run within audit compliance
Directing branch focuses to achieve credit union goals
Providing coaching and development of assistant manager, supervisor and team members to enhance the Member service experience
Utilizing lending authority to make quality loan decisions
Creating plans to increase Member participation through focus on quality service in all team member interactions
Attracting new Members through participation in school, community and business functions
Conducting, coordinating and training staff on school visitations and off-site presentation efforts
Creating an environment to ensure a world-class Member experience at every branch interaction
Providing consultative services to Members regarding credit union products and services
Ensuring team members are providing consultative services by assessing Member's needs, addressing their concerns and gaining agreement
Maintaining consumer loan decision authority
Assisting team with escalated lending situations
Directing branch marketing efforts
Researching, evaluating, and implementing department and/or divisional projects
Providing daily support to team members, including answering questions and problem resolution
Communicating job expectations
Planning, monitoring, and appraising job results
Training, coaching, counseling, and disciplining team members
Developing, coordinating, and enforcing systems, policies, procedures, and productivity standards
Accomplishing financial objectives by forecasting requirements
Preparing an annual budget
Scheduling expenditures
Analyzing variances
Contributing to organizational goals and priorities as a member of Management team
Establishing and implementing plans that have short-term (1-2 year) impact on business results in alignment with organization objectives
Evaluating operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control
Initiating, researching, coordinating and implementing department or division projects intended to benefit Members, internal team members or department operations
Ensuring compliance with state and federal laws as well as any other applicable regulations
Understanding the Credit Union organizational goals and key performance indicators and taking the necessary actions to achieve desired results
Performing other duties as assigned
Complying with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties