Branch Manager I - Silver Hawk

Altura Credit Union; Murrieta (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

Altura Credit Union in Murrieta, CA seeks a Branch Manager I to lead a level I branch, supervise staff, and deliver a warm, positive Member experience. You will drive branch production, mentor leadership, and coach the team to meet goals while maintaining compliance and strong service at every touchpoint.

Responsibilities include daily operations, staff scheduling and training, and sustaining the branch’s professional image. A background in financial services and supervisory roles is required.

Qualifications

• High school diploma or equivalent.
• Minimum of three (3) years’ supervisory experience in a financial institution.
• Minimum of five (5) years’ experience in a financial institution.

Responsibilities

• Oversee daily branch operations to ensure safety, security and compliance.
• Achieve annual sales and production goals while promoting teamwork.
• Provide on-the-spot coaching to maintain high Member service scores.
• Hire, schedule, train, and evaluate branch staff with regular feedback.
• Maintain branch image and coordinate with marketing for consistency.
• Resolve escalated Member service issues and ensure service recovery.

Skills

Supervisory experience

Staff coaching

Financial services knowledge

Education

High school diploma or equivalent

Job description

Summary

The Branch Manager I manages day-to-day branch activities of a level I branch by supervising all team members. Ensures every Member, every time receives a warm and positive experience. Motivates and educates staff to meet and exceed Member’s expectations during each interaction. Responsible for overall achievement, coordination, and maintenance of branch production and satisfaction goals. Develops a branch staff and leadership team through consistent coaching and mentorship.

• Responsible for the daily operational functions of the branch, ensuring the safety, security, and soundness of the branch. This includes, but is not limited to, internal control coordination, Human Resource Management (at the staffing level), compliance, security, and loss prevention. Ensures certifications, reviews, verifications, and inspections are completed in accordance with established procedure to guarantee branch attains a satisfactory audit rating.
• Responsible for achieving annual sales and production goals for the branch, promoting teamwork, and emphasizing quality Member interactions.
• Ensures the branch is consistently delivering excellence in Member service. Provides a model example for Member service to staff and on the spot coaching for excellence in Member interactions, demonstrated by branch Member survey scores averaging the established minimum. This also includes reaching out to Members that have left a detractor comment within two business days. The Branch Manager will act in any branch role necessary to expedite Member transactions and ensure Member wait time is minimal.
• Maintains a proficient knowledge of state and federal regulations and a strong knowledge of Altura Credit Union and its Affiliate’s operations procedures. Ensures team members are continuously trained. Performs in accordance with all compliance issues, policies, and procedures.
• Resolves escalated Member service complaints and problems and ensures an acceptable level of service recovery is extended.
• Hires, schedules, trains, and monitors the workflow of branch team members. Prepares and conducts performance reviews, ensuring team members receive consistent performance feedback through coaching, counseling, and Member survey reviews. Compiles and administers employee direction and correction notices, when applicable.
• Preserves the retail and merchandising image of the branch by working closely with marketing to maintain consistency among branches as well as superior appearance of professionalism, cleanliness, and organization.

Summary

The Branch Manager I manages day-to-day branch activities of a level I branch by supervising all team members. Ensures every Member, every time receives a warm and positive experience. Motivates and educates staff to meet and exceed Member’s expectations during each interaction. Responsible for overall achievement, coordination, and maintenance of branch production and satisfaction goals. Develops a branch staff and leadership team through consistent coaching and mentorship.

Essential Duties And Responsibilities

• Responsible for the daily operational functions of the branch, ensuring the safety, security, and soundness of the branch. This includes, but is not limited to, internal control coordination, Human Resource Management (at the staffing level), compliance, security, and loss prevention. Ensures certifications, reviews, verifications, and inspections are completed in accordance with established procedure to guarantee branch attains a satisfactory audit rating.
• Responsible for achieving annual sales and production goals for the branch, promoting teamwork, and emphasizing quality Member interactions.
• Ensures the branch is consistently delivering excellence in Member service. Provides a model example for Member service to staff and on the spot coaching for excellence in Member interactions, demonstrated by branch Member survey scores averaging the established minimum. This also includes reaching out to Members that have left a detractor comment within two business days. The Branch Manager will act in any branch role necessary to expedite Member transactions and ensure Member wait time is minimal.
• Maintains a proficient knowledge of state and federal regulations and a strong knowledge of Altura Credit Union and its Affiliate’s operations procedures. Ensures team members are continuously trained. Performs in accordance with all compliance issues, policies, and procedures.
• Resolves escalated Member service complaints and problems and ensures an acceptable level of service recovery is extended.
• Hires, schedules, trains, and monitors the workflow of branch team members. Prepares and conducts performance reviews, ensuring team members receive consistent performance feedback through coaching, counseling, and Member survey reviews. Compiles and administers employee direction and correction notices, when applicable.
• Preserves the retail and merchandising image of the branch by working closely with marketing to maintain consistency among branches as well as superior appearance of professionalism, cleanliness and organization.

Supervisory Responsibilities

Directly supervises the branch staff. Carries out supervisory responsibilities in accordance with related policies, procedures, applicable state and federal laws, and the credit union’s strategic plan.

EDUCATION, EXPERIENCE And/or QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or equivalent required.
• Minimum of three (3) years’ supervisory experience in a financial institution, with the demonstrated ability to motivate, coach, counsel, and train subordinates.
• Minimum of five (5) years’ experience in a financial institution, with a proficient level of knowledge regarding regulations, policies, and procedures governing financial services

Why Altura?

WORK-LIFE BALANCE

• Vacation (10+ or Minimum Days)
• Sick (8 Days)
• Holidays (11 Days & 1/2 Day Christmas Eve)
• Birthday & Anniversary Day Off
• Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
• Community Volunteer Events
• Social Events & Outings
• Event & Venue Discounts

WEALTH INCENTIVES

• Competitive Pay
• Stakeholders
• 401k Dollar-for-Dollar Match up to 6% (after one year of service)
• Annual Performance Review & Increase
• Wellness Incentive
• Tuition Reimbursement
• Awards, Recognitions & Incentives
• Free Checking & Savings Accounts
• Discounted Employee Loan Rates

HEALTH AND WELLNESS

• Kaiser and Cigna Medical & Prescription Plans
• Dental & Vision
• Fitness Challenges & Gym Access
• Onsite Wellness Programs
• Medical & Dependent Flex Spending Account
• Life & A&D Insurance
• Employee Assistance Program
• Pet Insurance