Supervisor, Branch

Sunward Federal Credit Union•Livermore, CA

1d•$57,988 - $72,485

About The Position

The Supervisor, Branch supervises the branch’s member service and teller departments, creating a productive, rewarding, team- and service-oriented work environment that supports employee development while meeting Credit Union goals and metrics. The role emulates and promotes the Credit Union’s core values. The Supervisor leads staff recruitment, onboarding, development, and retention; manages daily workflow, staff performance, scheduling, and training; and supports change initiatives. The role ensures consistent member-focused service, effective service and sales processes, and strong relationships with Credit Union stakeholders. The position also oversees branch operations, security, confidentiality, compliance, risk management, internal controls, and department improvements. It contributes to budgeting and maintains department expenses within approved limits. The work involves prolonged periods of sitting at a desk and working on a computer, and lifting up to 20 pounds at times.

Requirements

Minimum four years of combined experience in a financial institution, supervisory role, or related experience.
Bachelor’s degree equivalent, or more than four years of related experience.
Excellent interpersonal and negotiation skills.
Excellent organizational skills and attention to detail.
Strong proficiency with Microsoft Office applications.
Familiarity and comfort with information technology, particularly digital communication.
Strong organizational skills in managing multiple initiatives.
Strong analytical and problem-solving skills.
Ability to sit for prolonged periods at a desk and work on a computer.
Ability to lift 20 pounds at times.

Responsibilities

Liaise with HR and OD to recruit, onboard, develop, and retain high-quality staff.
Oversee the daily workflow of the department.
Provide timely one-on-ones and performance evaluations.
Coach, mentor, motivate, and manage staff, ensuring timely and accurate employee communications and high-quality work.
Foster a productive, rewarding work environment that supports employee development, meets established goals and metrics, and reflects Credit Union core values.
Lead and coach employees to provide consistent member-focused service.
Lead and support change initiatives through team buy-in, clear communication, and ongoing guidance.
Ensure employees have the tools and resources needed to perform their jobs.
Plan and schedule staff to achieve service goals and staff development plans.
Promote a safe, secure, and functional environment for members and employees.
Ensure the availability, security, and privacy of cash and negotiable items.
Protect the confidentiality and security of member and Credit Union information.
Uphold compliance with the Bank Secrecy Act, Customer Identification Program, and anti-money laundering policies and procedures.
Report unusual or suspicious activity in writing to the Legal and Compliance Department.
Recommend and implement improvements to department efficiency, branch consistency, and cost effectiveness.
Manage branch-related risks while balancing member service value and risk to the Credit Union.
Provide training and ensure adherence to internal controls, procedures, and security guidelines.
Contribute to the budget process, recommend staffing and department additions, and keep expenses within approved budget limits.
Complete annual BSA and OFAC training.
Develop and maintain relationships with Sunward stakeholders, demonstrating Credit Union core values to support membership growth and loyalty.
Collaborate with Retail Leaders to build a growth culture, develop and implement internal growth plans, and track progress.
Assist with managing the branch’s member service and sales process by coaching and giving employees feedback on service and sales.
Listen to and assess member needs, explain product and service features and benefits, and offer targeted solutions.
Perform other duties as assigned.