Retail Float Supervisor

BluPeak Federal Credit Union•All Branches, CA

11d•$60,000 - $70,000

About The Position

The Retail Float Supervisor leads BluPeak Federal Credit Union’s float team and coordinates staffing coverage across its retail branch network. The role supports consistent branch operations, strong sales and service performance, and exceptional member experiences by overseeing scheduling, employee development, readiness, and accountability. The supervisor partners with Branch Experience Managers and retail leadership to align coverage and team performance with branch needs and organizational objectives. This hands-on leader provides operational, supervisory, and sales support at branches, including locations in Northern California as needed. The position develops an adaptable team whose accuracy, judgment, and service affect branch performance, member trust, and operational risk. The supervisor also champions BluPeak’s purpose-driven mission, supports member relationships and sustainable growth, and models reliability, ownership, and collaboration. The role directly supervises two or more float employees and may run a branch when on-site management is absent, including opening and closing, directing daily work, handling escalations, and maintaining operational controls. It requires occasional travel to branches throughout Southern and Northern California and the corporate office, as well as flexibility to work occasional evenings and weekends for business initiatives and community engagement.

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. Alternatively, a 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 and ability to convey information across organizational levels.
Proficiency in preparing professional reports, business correspondence, policies, and procedures.
Ability to facilitate discussions and clearly present complex information to leadership, staff, members, and external stakeholders.
Sound judgment and critical thinking 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, and ability to address concerns and gain commitment through effective communication.
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
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 and interest in identifying solutions to evolving business challenges.
Flexibility to work occasional evenings and weekends to support 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 membership 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.
Collaborate with Branch Experience Managers, Retail Operations, and other retail leaders to align float resources with branch priorities, campaigns, service needs, and growth initiatives.
Use branch and float team reports, performance results, and feedback to identify coaching, accuracy, operational efficiency, and member engagement opportunities.
Participate in business development, member outreach, and community engagement initiatives.
Coordinate float team schedules, branch coverage, assignments, and staffing adjustments across the retail network.
Coach and develop float employees through individual 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 on assignments, strengthen branch readiness, resolve performance concerns, and share best practices.
Support recruiting, interviewing, recognition, performance evaluations, employee engagement, and performance management in partnership with Retail leadership and Human Resources.
Communicate organizational changes, new processes, service expectations, and strategic initiatives to the float team.
Deliver consistent member experiences, identify financial needs, and strengthen relationships through appropriate solutions and referrals.
Serve as a branch escalation resource, resolve member service and operational concerns within delegated authority, and escalate significant matters as appropriate.
Coach float employees to handle complex member situations professionally and in accordance with service standards.
Provide 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 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, communicate risks, and recommend improvements to Retail leadership.
Ensure compliance with applicable laws, NCUA regulations, internal controls, security standards, audit requirements, and organizational policies.
Complete annual compliance training and comply with business continuity and vendor management policies.
Comply with anti-money-laundering requirements, including the Bank Secrecy Act, OFAC, and USA PATRIOT Act, and related procedures for CTR screens and alerts, member due diligence, OFAC match processing, identification, and reporting unusual activity.
Supervise, schedule, onboard, train, assign work to, evaluate, recognize, and address performance concerns for the float team in accordance with organizational policies and applicable laws.
Partner with Branch Experience Managers throughout Southern and Northern California and communicate significant employee, staffing, performance, or service concerns to Retail leadership.