Branch Manager: Lead Team & Elevate Member Wellness

Patelco; Sunnyvale (CA); On-site; USD 90,000 - 106,000; Full time

Benefits offered by this job

Health insurance

401(k) with 3% Safe Harbor and 5%匹配

Tuition reimbursement

PTO and paid holidays

Employee Assistance Program (EAP)

Job summary

Patelco Credit Union in Sunnyvale, CA, seeks a Branch Manager to lead the branch team, develop strategic plans, and drive Retail initiatives to enhance member experience. You will coach staff, implement policies, and align operations with company goals while maximizing financial wellbeing for members.

The role requires 4–5 years of supervisory experience in banking, strong people leadership, and deep knowledge of branch operations.

Qualifications

• Bachelor’s degree (B.A./B.S.) or AA in business related discipline or equivalent (preferred).
• Four to five years’ prior branch supervisory or team lead experience in a credit union or banking environment.
• Excellent computer skills MS Windows and MS Office (Word & Excel).
• Excellent organization and time management skills.
• Demonstrated proficiency in supervising and motivating team members.
• Ability to manage all priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
• Ability to organize and prioritize information, job tasks and workload in order to consistently complete all branch work in a time sensitive manner.
• Ability to work independently and as a team member while using discretion in decision making and good judgment problem solving.
• Excellent written and oral communication skills; strong organizational, problem-solving, and analytical skills

Responsibilities

• Create and implement strategies to capitalize on opportunities, highlight the features and benefits of our products and services, support overall credit union member services, promotions and member service objectives and expectations.
• Develop a culture within the branch in which quality and continuous improvement on all performance accountabilities and member interactions.
• Inspire a highly efficient and productive branch team focused on delivering exceptional member service and offering solutions to improve members’ financial well-being by tailoring recommendations with Patelco’s products, services, and digital solutions.
• Ensure all team members are trained on all functions within the branch through effective communication and implementation of new/revised policies and procedures.
• Identify any potential issues keeping the branch and team members from providing exceptional member service and collaborate on solutions with the Retail Performance Manager and Regional Director.
• Respond and monitor branch’s Financial Wellbeing Survey feedback from members, and provide coaching, training and feedback to team members and departments as necessary.
• Ensures delivery of exceptional member experience and handles member escalations with a sense of urgency.
• Supports the career development of team members through consistent coaching, professional development, and purposeful career pathing steps.
• Collaborates with business partners to proactively acquire new business relationships and expand existing business relationships.
• Engages within the community as a Patelco ambassador to increase membership awareness and growth.
• Understands and models the Mission, Vision, and Core Values with both team members and members.
• Manages and leads team members through a changing environment and resolves stressful situations with tact and diplomacy.
• Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and bank products and services.
• Ensures the daily branch operations are conducted in accordance with established credit union policies to include legal and regulatory requirements.
• Analyze data reporting and tools to interpret and manage branch performance.
• Recommends changes to senior management and implements decision within delegated authority.
• Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
• Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
• All other duties as assigned

Skills

Team supervision

MS Windows

MS Office (Word & Excel)

Organization & time management

Communication skills

Problem solving

Analytical skills

Teamwork

Education

Bachelor’s degree in business (B.A./B.S.) or AA

Tools

MS Windows

MS Office (Word & Excel)

Job description

Patelco Credit Union in Sunnyvale, CA, seeks a Branch Manager to lead the branch team, develop strategic plans, and drive Retail initiatives to enhance member experience. You will coach staff, implement policies, and align operations with company goals while maximizing financial wellbeing for members.

The role requires 4–5 years of supervisory experience in banking, strong people leadership, and deep knowledge of branch operations.