Market Branch Manager: Yucca Valley

Frontwave Credit Union•Yucca Valley, CA

2d•Onsite

About The Position

The Market Branch Manager oversees the branch experience at their respective branch. Builds a service and sales culture centered on making members financial dreams come true. Maintains sound operations through compliance to security policies. Coach, mentor, train and lead branch management and branch staff to align with the organization’s core competencies of one team. This position will spend 50% of their time will be dedicated to business development and community efforts outside of the branch. 40% of their time will be dedicated to lobby management, coaching, deepening member relationships, and providing sales and service techniques. The remaining 10% will be conducting various branch operational duties as outlined below. About Frontwave Credit Union Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.

Requirements

Bachelor’s Degree (B.S.) or equivalent from four-year college or technical school in relevant major; or a minimum of seven years’ experience in a credit union or similar financial institution with a minimum of five years in a management position; or equivalent combination of education and experience

Responsibilities

Consistently meets or exceeds Sales and Service metrics set for their respective branch
Deepen member relationships by utilizing consultative service skills
Oversee new product onboarding to ensure satisfaction and retention
Provide a consistent member experience during all aspect of the branch functionalities
Daily observation with immediate feedback (mini-coaching)
Set, create, and execute personalized Action Plans to assist in constant employee progression. This includes identifying training needs, conducting pre and post training activities to ensure that learning has occurred, and/or write corrective action plans.
Provide opportunities for branch management and branch employees to grow through progressive responsibility and delegation
Coaches teams in handling escalations and manage conflict resolution with goal of achieving a positive outcome
Direct monthly branch staff meetings and conduct consistent daily huddles
Meets on a regular basis with the branch management and branch employees to identify, coach, develop, motivate and support employees so that they can provide exceptional member service to every member.
Weekly business development efforts to drive new membership and increase market share
Internal and external relationship building and networking to create referral sources
Partners with Military and Community Relations department to develop ongoing business development and community relations plan to support credit union goals
Professionally represents the credit union at community meetings, Chamber functions, and special events
An active leader in the Community, representing Frontwave’s philanthropic efforts
May conduct financial classes for the benefit of educating the members and resolving problems
Conveys a positive image of the credit union
Oversee Staffing of their branch including Hiring, Scheduling, and Branch Coverage.
Ensure branch soundness and security is maintained at all times. This includes audit efforts, cash management, and loss prevention
Maintain an awareness of branch expenditures and resources
Provides monthly branch reporting to Directors
Ensure branch staff is knowledgeable and trained in handling regulatory/compliance policies and procedures
Consistently leads by example and follows the Retail Operations Guide and Retail Operations Service Standards
Manages all branch management employees and branch staff in accordance with credit union employee handbook, policies, and applicable law
Schedules, prepares, and conducts employment interviews and recommends personnel for hire following standard hiring procedures.
Provide timely and fair communication and feedback to branch management and branch staff, through coaching, counseling, meetings, and appraising
Reviews, adjusts and approves time sheets for biweekly payroll processing
Organizes, prepares, and conducts training sessions on credit union policies and procedures
Motivates staff using incentives, themes, and promotional methods. Assigns duties and organizes cross-training of jobs
Acts as a liaison with staff members to resolve conflicts
Promotes proper training, resources and coaching to all branch management and employees to motivate them to become strong culture carriers and collaborators between all external and internal members.
Responsible for ensuring that all branch activities are in complete alignment with Frontwave’s strategic priorities and objectives
Promotes an environment within the branch to meet monthly projected goals
Works on special projects requiring extensive knowledge of credit union policies and procedures as directed by the VP of Retail Experience or Director of Branch Experience