Manager, Branch 2

Socket.dev; Livermore (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

SLFCU in Livermore, CA seeks a Branch Manager to lead daily operations and drive member service excellence in line with the Credit Union's core values.

Responsibilities include hiring, coaching, budgeting, risk management, and ensuring BSA/OFAC compliance; focus on delivering high-quality service and developing staff.

Qualifications

• Excellent interpersonal and leadership skills.
• Strong proficiency with Microsoft Office applications and comfortable with IT.
• Strong organizational skills in managing multiple initiatives.
• Strong verbal and written communication skills with ability to articulate financial concepts clearly.

Responsibilities

• Hire, develop and lead branch staff to achieve branch goals.
• Oversee daily workflow of the department.
• Provide coaching and performance evaluations.
• Coach and motivate staff while upholding the Credit Union's core values.
• Ensure compliance with internal controls, procedures and security guidelines.

Skills

Leadership

Interpersonal skills

Verbal and written communication

Organizational skills

Business acumen

IT literacy

Education

Bachelor's degree or higher

6+ years experience in financial institution

Tools

Microsoft Office

Job description

Description

Job Summary:

Responsible for the administration and efficient daily operation of a full-service branch, including branch performance, member service operations and leadership in accordance with the Credit Union’s core values.

Essential Job Duties:

Leadership:

• Liaise with HR and OD to hire, develop and lead the branch staff in effectively utilizing service and sales skills to achieve branch goals.
• Oversee the daily workflow of the department.
• Provide constructive and timely one-on-ones and performance evaluations.
• Effectively coach, mentor, motivate, and manage the staff to ensure delivery of communications to employees in a timely and accurate manner while maintaining the Credit Union’s high standard of quality.
• Ensure that the department fosters a productive, rewarding work environment that provides for the development of employees; meets all established goals and metrics; and operates within the Credit Union’s core values.
• Provide training and ensures adherence to internal controls, procedures and security guidelines to minimize risk to the Credit Union and its employees.

Branch Performance:

• Drive branch financial growth by meeting and exceeding key performance indicators (KPIs) and at-risk metrics, ensuring the branch’s financial success.
• Actively engage with the community to expand business opportunities and foster relationships that contribute to the growth and sustainability of the branch.
• Act as backup to branch staff when needed.
• Uphold the Credit Union’s compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.
• Report unusual or suspicious activity in writing to the Legal and Compliance Department.
• Collaborate actively with peers and management to develop sound business practices to achieve branch production goals in alignment with the Credit Union’s core purpose.
• Develop strong relationships with all SLFCU stakeholders, exhibiting the Credit Union’s core values to enhance membership growth and loyalty.
• Plan and contribute to the budget process, recommend staff and department additions, identify cost- saving solutions and focus on maintaining branch expenses within the approved budget limits. Maintain up to date knowledge of policies, procedures, systems and processes to support the achievement of departmental and organizational goals.
• Maintain the branch to be member and employee friendly, safe, secure and functional.
• Complete annual BSA and OFAC training.
• Working with leadership to plan, direct and implement member experience initiatives and activities to reach established goals.
• May ensure coordination, communication, security and service between tenants and the Credit Union through effective relationship management.
• May perform consumer lending and business service support functions as needed.
• May manage vendor relationships and the risks associated with implementing new technology and services as well as overseeing existing relationships to ensure seamless delivery.

Member Service Operations:

• Ensure effective processes are utilized to create and sustain seamless delivery of products and services to members.
• Manage branch-related risks, decisions and policies in a manner that provides for maximum service value to members and minimal risk to the Credit Union.
• Actively listening to and assessing the needs of the member, explaining the features and benefits of targeted products and services, and offering targeted solutions to meet the member’s needs.

Requirements

Required Skills/Abilities:

• Excellent interpersonal and leadership skills.
• Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.
• Strong organizational skills in managing multiple initiatives.
• Strong verbal and written communication skills, with the ability of articulating financial concepts and Credit Union product value clearly and persuasively while demonstrating strong business acumen.

Knowledge:

• Strong understanding of consumer loans.

Education and Experience:

• Minimum 6 years’ combined experience within a financial institution, supervisory role, managerial role or related experience.
• Minimum Bachelor’s degree equivalent, or more than 6 years of related experience.

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.

Flexibility regarding schedule, with the ability to open/close branch and work Saturdays as needed.

Must be able to lift 20 pounds at times.