Branch Manager II

1st United Credit Union; Pleasanton (CA); On-site; USD 90,000 - 97,000; Full time

Job summary

1st United Credit Union in Pleasanton is seeking a Branch Manager II to oversee branch responsibilities, focusing on growing memberships and delivering exceptional member experiences. The role involves managing staff, setting performance goals, and engaging in Business Outreach activities to enhance profitability.

The successful candidate will have five to seven years of experience in financial institutions and management, preferably with a bachelor's degree. A commitment to confidentiality and customer service excellence is essential.

Qualifications

• Five to seven years of financial institution experience required.
• Five to seven years of management experience required.
• Must maintain confidentiality with member information.

Responsibilities

• Manage personnel and establish performance goals.
• Provide coaching and assess team performance.
• Review reports to identify branch measurements.
• Participate in Business Outreach activities.
• Support continuous improvement activities.

Skills

Financial Institution Experience

Management Experience

Leadership Skills

Process Simplification

Education

Bachelor's degree or equivalent

Job description

The Branch Manager II will own the overall branch responsibilities, including growing memberships and ensuring an exceptional member experience. The manager works with staff to consult members, identify needs, refer products, and follow up on pending transactions to ensure timely completion.

Primary Responsibilities

• Manages personnel by establishing daily, weekly and monthly performance goals, providing coaching and assessing performance. Holds team accountable for delivering an exceptional and consistent member experience.
• Provides opportunities for growth in leadership skills and techniques to successfully execute assigned functions and responsibilities.
• Review reports to identify branch measurements with sales goals, branch profitability and ensure staff is well informed of changes to policy, procedures and promotions. To increase awareness and to generate more business accounts with Business Outreach efforts.
• Involves in Business Outreach activities to increase awareness and profitability towards the branch.
• Supports and participates in continuous improvement activities and Credit Union events such as Car Sales, Volunteerism and Local Community Events contributing to the achievement of organizational objectives as well as department and individual goals.
• Collaborating between departments to participate in new training, projects and changes to operational procedures. Will be involved with Management to assist in training staff, host presentations and support and bring awareness to the staff.
• Identify and communicate opportunities to simplify processes and contribute towards the overall positive member experience for both internal and external members.

Knowledge and Skills

• Five to Seven Years of Financial Institution Experience
• Five to Seven Years of Management Experience
• Bachelor's degree or equivalent is preferred
• Maintain confidentiality with member information and adhere to credit union policies and procedures
• Must be able register with NMLS Federal Registry

Salary will range from $90,000/year to $97,000/year.

1st United Credit Union is an Equal Opportunity Employer