Retail Float Supervisor

BluPeak Credit Union•All Branches, CA

4d•$60,000 - $70,000

About The Position

The Retail Float Supervisor leads BluPeak's float team and coordinates staffing coverage across its retail branch network to maintain consistent operations, exceptional member experiences, and strong sales and service performance. The role oversees scheduling, employee development, readiness, and accountability, partnering with Branch Experience Managers and retail leadership to align coverage and team performance with branch needs and BluPeak's strategic objectives. The supervisor provides hands-on operational, supervisory, and sales support at branches, including Northern California locations as needed, and models reliability, ownership, and collaboration while supporting BluPeak's purpose-driven mission and sustainable growth. The position leads and develops float employees through scheduling, onboarding, training, coaching, performance feedback, and accountability. It ensures employees are prepared to support different branches and meet operational, service, sales, security, and compliance expectations. The supervisor uses reporting and feedback to identify opportunities, supports business development and member outreach, and partners with branch managers to strengthen performance and service. The supervisor provides branch management coverage when on-site management is absent, including opening and closing branches, directing daily work, handling escalations, and supporting transactions and operational controls. The role also promotes member relationships and appropriate referrals, maintains compliance with applicable regulations and internal policies, and supports a workplace culture grounded in accountability, high performance, and genuine connection to BluPeak's purpose and vision. The role requires occasional travel to branch locations throughout Southern and Northern California and the corporate office, as well as occasional evening and weekend work. A valid California driver's license is required. Employment may be contingent upon acceptable job-related background, drug, and credit checks, as applicable and permissible by law.

Requirements

High school diploma or GED and three to five years of related financial institution experience, including branch operations, member service, and sales; or an equivalent combination of education and experience (bachelor's degree plus three years of supervisor experience).
At least two years of supervisory, team lead, or equivalent leadership experience, including coaching, training, and supporting employee performance and development.
Strong working knowledge of branch operations, transaction controls, consumer deposit and lending products, member escalations, and applicable regulatory and security requirements.
Exceptional written and verbal communication skills, with the ability to convey information effectively across organizational levels.
Proficiency preparing professional reports, business correspondence, policies, and procedures.
Ability to facilitate discussions and present complex information clearly to leadership, staff, members, and external stakeholders.
Sound judgment and critical-thinking skills to evaluate situations, identify options, and determine effective courses of action.
Ability to identify risks and opportunities, anticipate complications, and make timely, informed decisions.
Understanding of how products and services align with member and organizational needs; ability to address concerns and gain commitment through effective communication.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and experience with MCIF systems or comparable platforms.
Ability to learn and adapt to new systems and technologies, with a general understanding of network and database concepts.
Highly organized, self-motivated, and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment.
Creativity, initiative, accountability, and professional presence.
Ability to collaborate across organizational levels and build effective internal and external partnerships.
Flexible and innovative mindset, with interest in identifying solutions to evolving business challenges.
Flexibility to work occasional evenings and weekends for business initiatives and community engagement activities.
Ability to travel occasionally to branch locations throughout Southern and Northern California and the corporate office.
Commitment to BluPeak's purpose-driven mission and support for initiatives that strengthen communities, deepen member relationships, and reinforce organizational culture and values.
Valid California driver's license.

Responsibilities

Drive float team contributions to retail sales, service, growth, operational, and member-experience goals; partner with branch management to identify opportunities and implement action plans.
Build and deepen member relationships, establish new memberships and deposit relationships, identify lending needs, and make appropriate internal referrals.
Support member acquisition, retention, cross-selling, and consultative conversations that connect members with solutions aligned with their financial goals.
Coordinate float team scheduling, branch coverage, assignments, and staffing adjustments across the retail network.
Coach and develop float employees through development plans, regular one-on-one discussions, skills practice, performance feedback, and clear expectations.
Ensure float employees are proficient in branch operations, systems, products, sales and referral practices, security procedures, and service standards.
Oversee onboarding, hands-on training, cross-training, and ongoing development of float employees.
Monitor employee accuracy, transaction quality, service consistency, and procedural compliance; address errors and skill gaps through coaching and follow-up.
Partner with Retail managers to gather feedback, strengthen branch readiness, resolve performance concerns, and share best practices.
Support recruiting, interviewing, recognition, performance evaluations, employee engagement, and performance management with Retail leadership and Human Resources.
Communicate organizational changes, processes, service expectations, and strategic initiatives to the float team.
Promote BluPeak's purpose and mission and deliver consistent member experiences across branches through needs identification, appropriate solutions, and referrals.
Serve as a branch escalation resource, resolve service and operational concerns within delegated authority, and escalate significant matters appropriately.
Provide hands-on branch management and operational coverage, including opening and closing branches and directing daily work when on-site management is absent.
Coordinate branch activities, assign work, assist with complex transactions, and guide employees during temporary management coverage.
Approve transactions, fee reversals, and overrides within established authority levels while maintaining separation of duties and dual-control practices.
Process member transactions and account maintenance as needed, including deposits, withdrawals, loan payments, and new accounts.
Support branch cash controls, negotiable inventory, reconciliations, certifications, audit preparation, fraud prevention, and resolution of transaction errors or out-of-balance items.
Maintain operational consistency, identify recurring issues and risks, and recommend improvements to Retail leadership.
Ensure adherence to applicable laws, NCUA regulations, internal controls, security standards, audit requirements, company policies, compliance training, business continuity policy, and vendor management policy.
Comply with Anti-Money Laundering requirements, including the Bank Secrecy Act, OFAC, and USA PATRIOT Act, and related procedures for CTRs, alerts, due diligence, OFAC matches, identification, and unusual activity reporting.
Directly supervise two or more float team employees, including scheduling, onboarding, training, work assignments, performance evaluations, recognition, and addressing performance concerns.
Run a branch in the absence of other on-site management, including managing daily activities, employee direction, member escalations, and team environment.
Partner with Branch Experience Managers throughout Southern and Northern California and communicate significant employee, staffing, performance, or service concerns to Retail leadership.
Participate in business development, member outreach, and community engagement initiatives.