Branch Manager

Stanford Federal Credit Union; Palo Alto (CA); On-site; USD 90,000 - 112,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Education reimbursement

Wellness benefits

Commuter reimbursement

Paid time off

Paid holidays

Job summary

Stanford Federal Credit Union in Palo Alto seeks a Branch Manager to lead a dynamic team and drive member-focused service and sales. You will oversee daily operations, mentor staff, and ensure regulatory compliance while delivering exceptional financial solutions.

The role requires leadership experience, a two-year college degree or equivalent, and strong communication skills; bilingual Spanish is a plus. This is a full-time position with a comprehensive benefits package and a competitive

Qualifications

• Five to eight years of experience in customer service and sales.
• Two-year college degree or completion of a specialized course of study at a business or trade school equivalent to ~64 credit hours.
• Ability to cross-sell traditional and nontraditional products while maintaining member relationships.
• Strong customer service and interpersonal skills.
• Excellent communication skills with ability to meet goals.
• Spanish speaking preferred.

Responsibilities

• Manage direct reports to maximize productivity and oversee staff performance.
• Educate members on services to meet their financial needs.
• Set branch goals and monitor production, engagement and service metrics.
• Conduct staff training, coaching and performance appraisals.
• Ensure branch operations balance daily transactions and security procedures.
• Prepare month-end reports for executive management.

Skills

Leadership

Customer service

Sales

Communication

Spanish speaking

Education

Two-year college degree or equivalent

Job description

Branch Manager

Full Time Management Palo Alto, CA, US

3 days ago Requisition ID: 1690

Salary Range: $90,000.00 To $112,000.00 Annually

Branch ManagerOpportunity at Stanford Federal Credit Union!

We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual yearning to make a difference, we need you on our team! Members really do come first at Stanford FCU because we’re non-profit and owned by our members. Our members work for Stanford University and some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry.

Stanford FCU is a $4.5 billion company with a global reach—95,000 members in 90 countries and growing! Come grow with us and see what it’s like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives!

Who YOU are:

• Five to eight years of similar or related experience in customer service and sales, including preparatory experience.
• A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.
• Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships.
• Strong customer service and interpersonal skills.
• Excellent communication skills, along with a demonstrated ability to meet set goals.
• Ability to lead and develop a highly engaged, skilled and energetic service delivery team to higher standards in production, operations, and service.
• Ability to motivate, influence, educate and/or advising members, direct and indirect reports, and business partners on matter of significance.
• Spanish speaking preferred

What YOU’LL do:

• Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies, and work rules.
• Deepen member’s engagement by educating and informing members of services that benefit their financial needs and services requested.
• Identify ways to enhance employee satisfaction.
• Set branch goals and metrics in the areas of production, member engagement and service.
• Appraise performance and provide recommendations for staff training opportunity, compensation, promotion, and termination, as appropriate.
• Performs duties of the Assistant Branch Manager and Member Advisor when appropriate.
• Ensures that branch achieves assigned production and member experience goal expectations.
• Monitors and responds to member feedback within established service level agreements.
• Ensures personnel are well trained in all phases of their respective jobs.
• Completes orientation of new employees in overall branch procedures.
• Actively participates in cross-training personnel and assures staff is kept abreast of all products and service.
• Ensures all branch transactions are balanced at the close of each day.
• Oversees individual accountability for the handling of cash and assists in resolving balancing problems.
• Prepare month-end management reports which apprise executive management of the status of branch activities.
• Is responsible for maintaining office building, grounds, equipment and fixtures.
• Monitor closely industry trends in lending and deposit operations to feed research and development activities and assure that the company's products, services and processes are remaining competitive.
• Manages and oversees expenses.
• Pursues cost-saving measures.
• Develop and implement annual department budget; review monthly to analyze variances and assure expenditures remain within limits.
• Primary Security officer for the branch. Conducts required security meetings with staff to ensure compliance.
• Opens and closes the building in accordance with set hours and tests security equipment quarterly.
• Ensures members' requests and questions are promptly resolved, including resolution of member’s escalation.
• Ensures members are informed of Company services and policies.
• Identifying processes or rules that cause member aggravation and suggest enhancements or process improvement by partnering with appropriate departments for resolution.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign policies.

Some of our benefits for YOU:

• 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents.
• Quarterly incentives up to 10% of your salary (based on position)
• Employer 401(k) matchingup to 5% plus additional annual discretionary contributions.
• Education reimbursement based on eligibility
• Wellness Benefits up to $1,200 per year
• Commuter Toll reimbursement $100-$200/month (based on position)
• Employee recognition program with cash incentives
• Paid Sick Time accrues at two weeks per year
• Paid Vacation Time accrues at three weeks per year.
• Paid Federal banking holidays(approximately 10 per year)
• Ongoing training and education, seminars, and conferences
• Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
• Waived fees and deposit bonuses on Stanford FCU accounts
• Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources.

Stanford Federal Credit Union providescompetitivepay ranges based on factors such as (but not limited to) the scope and responsibilities,qualificationsneeded for the position andexternal market pay for comparablepositions.

Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions.

Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.