Branch Manager -Clayton

Travis Credit Union; Clayton (CA); On-site; USD 82,680 - 102,149; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Performance bonus

Paid time off

Employee discounts

Job summary

Travis Credit Union is seeking a Branch Manager to lead a high-performing team and drive member service excellence in the communities we serve. You will coach staff, foster career growth, and ensure strong CRM activity to grow assets and member satisfaction.

This role emphasizes external engagement, community involvement, and collaboration with partners to expand business relationships while maintaining regulatory compliance and achievement of profitability goals.

Qualifications

• High school diploma or equivalent.
• Minimum 5 years in financial services or related role.
• Minimum 3 years in a supervisory role.
• Willing to work Saturdays as needed.
• Must reside within a commutable distance to Vacaville, CA.

Responsibilities

• Lead branch team to meet production and growth goals.
• Educate members about our Mission, Vision and Awesome Cause.
• Develop and engage in community events to expand business relationships.
• Coach staff with career development and coaching plans.
• Ensure CRM productivity and effective member conversations.

Skills

Leadership

Coaching

CRM management

Communication

MS Office

Sales management

Education

High school diploma or equivalent

Tools

CRM software

Job description

Schedule: Monday - Friday 9:00am-6:00pm, occasional Saturdays 9:30am-2:30pm

Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. For hybrid and remote roles, candidates are still required to reside within a commutable distance of our corporate headquarters in Vacaville, California.

We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).

Summary

Branch Management provides leadership that models the Travis Credit Union (TCU) Mission, Vision and Core Values with an emphasis on member experience, asset growth, efficient operations and the professional development of employees.

Branch Management not only works within the branch environment but also has a focus on external activities that grow our business and make an impact in the communities we serve. Branch Management, at a high level, is responsible for educating members, employees and the local community about our Mission, Vision and Awesome Cause.

Profile

• Understands and models the Mission, Vision, Core Values and Awesome Cause with both employees and members.
• Supports the career development of employees through consistent coaching, professional development and purposeful career pathing steps.
• Develops and inspires a highly disciplined and productive branch team focused on delivering exceptional member service and offering solutions to improve members' financial lives by tailoring value-add recommendations with TCU products, services and digital solutions.
• Achieves assigned branch production and growth goals by influencing the effective and consistent behaviors of the employees in their member conversations; ensures Client Relationship Management system (CRM) productivity with member interactions.
• Collaborates with business partners to proactively acquire new business relationships and expand existing business relationships.
• Responsible for business development activities and represents the credit union in the community by participating in events; serving on boards and/or committees that are working to improve the communities we serve is encouraged.
• Represents TCU at Awesome Cause events.
• Responsible for operational audits, regulations and profitability expectations.
• Facilitates consensus in group settings and develops positive working relationships throughout the organization.
• Negotiates conflict, influences others and solves problems to achieve positive outcomes.
• Identifies and communicates improvement gaps in People, Process or Technology practices, collaborating with other business units as necessary.
• Properly empowers those who will be held accountable for the successful completion of projects and/or attainment of goals with shared ownership.
• Manages and leads staff through a changing environment and resolves stressful situations with tact and diplomacy.

Not all functions/tasks are listed above; however those listed are considered essential.

Skills

• Self-directed and uses independent judgment to make decisions and elevate issues to senior management.
• Sales management skills including prospecting, cross selling, pipeline and activity management.
• Strong professional verbal and written communication and interpersonal skills.
• Demonstrated leadership and coaching qualities that builds team work and consistent productivity behaviors.
• Proficient in MS Office products (Word, Outlook and Excel) and can navigate multiple technical systems, periodically in a self-taught environment.

Reporting and Experience

• Reports directly to assigned AVP, Regional Manager.
• Direct supervisory responsibility for Branch Supervisor. Overall supervisory responsibilities for all branch staff.
• Responsible for member financial health, business development and community engagement.
• High school diploma or equivalent.
• Minimum of 5 years' experience in financial services or related role.
• Minimum of 3 years in a supervisory role.

Working Conditions

Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature. Must be flexible with work schedule to include working Saturdays.

Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate.

Compensation

Base salary starting range is commensurate with experience:

• Grade 14: $82,680.00/annually - $102,148.80/annually

Benefits

At Travis Credit Union, we prioritize the wellbeing of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.

• Competitive medical, dental, and vision insurance
• Mental health and wellness programs
• Employee performance incentive plan
• Merit-based salary increases
• 401(k) program with immediately vested employer match
• Generous holiday and vacation policies
• Exclusive TCU perks such as employee loan and credit card discounts

Travis Credit Union is an affirmative action employer. EOE / Individuals with Disabilities / Veteran Status