Branch Manager I - Silver Hawk

Altura-Credit-Union

Murrieta (CA)

On-site

USD 74,000 - 92,000

Full time

7 days ago

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Benefits offered by this job

Vacation days

Sick leave

Holidays

401k match (up to 6%)

Wellness program

Tuition reimbursement

Job summary

Altura Credit Union is seeking a Branch Manager I in Murrieta, CA to lead day-to-day branch operations and coach staff to deliver a warm, positive Member experience.

You will drive sales and production goals, ensure compliance, and maintain a high standard of service while developing a capable leadership team through consistent feedback and mentoring. This role requires strong knowledge of regulations, staff scheduling, and performance reviews to uphold Altura's standards.

Qualifications

Minimum of three years’ supervisory experience in a financial institution.
Minimum of five years’ experience in a financial institution with knowledge of regulations, policies, and procedures.

Responsibilities

Oversee daily branch operations, ensuring safety, security, and audit readiness.
Achieve annual sales and production goals while promoting teamwork and quality Member interactions.
Provide on-the-spot coaching to elevate Member service levels and address detractor feedback.
Maintain knowledge of regulations, policies, and procedures; train staff accordingly.
Resolve escalated Member issues and ensure service recovery.
Hire, schedule, train, and evaluate branch staff; conduct performance reviews.
Preserve professional branch appearance and align with marketing standards.

Skills

Supervisory experience

Education

High school diploma or equivalent

Job description

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