Branch Manager at SafeAmerica Credit Union in Pleasanton, California

Job Description:

New hires will receive a $1,000 sign-on bonus!
($500 after 30 days and $500 after 90 days of employment)
General Summary
The Retail Banking Branch Manager is responsible for leading a team of financial service professionals to consistently deliver world class service, uncover and understand our members known and unknown needs and find solutions to help them achieve those needs. The Manager will be responsible for the day to day management, operations and increased efficiency of the branch, as well as for coaching and developing each member service representative and financial service representative to achieve their highest potential.

Reporting Relationships
Reports to the Regional Manager

Specific Responsibilities and Duties
Manages the branch operations to provide prompt, accurate and complete services to members. Monitors key products/sales metrics within the branch to meet strategic and corporate goals, ensure profitability and sound business practices for the Credit Union. Provide highest quality member service while maximizing opportunities to sell products and services.Promotes an effective team relationship between the Call Center, Branches, other Departments and Members by providing the highest quality of professional and courteous service.Directly manages staff in the branch. Carries out supervisory responsibilities in accordance with the organizations policies and applicable laws. Responsibilities include interviewing, hiring and training employees, planning, assigning and directing work; appraising performance: rewarding and disciplining employees; addressing complaints and resolving problems.Responsible for the day-to-day application of organizational policies and procedures, and will monitor member service representatives to ensure desired goals are achieved as well as documenting activities, following up and resolving/trouble shooting problems.Conducts regular staff meetings to include training to ensure staff is thoroughly trained in all Credit Union products and services as well as regulatory requirements that apply to their daily function.Opens new memberships and/or additional products for existing members and assists members with automated services. Stays abreast of latest changes in products, services, consumer protection laws, rate changes and Credit Union policies and procedures.Monitors member interactions to ensure superior member service by ensuring all member interactions are handled properly, courteously, professionally and technically correct.Identifies branch needs with regards to software, hardware, equipment, staffing, etc. and reports these needs to the Regional Manager.Prepare branch sales, service and operations reporting and review regularly with the Regional Manager.Participates in special projects as assigned.This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and SafeAmerica policies and procedures.

Essential Functions, Skills and Abilities
Includes the possession of, but is not limited to:
Required:
Proven leadership experience in a customer focused sales and service environment.Demonstrates empathy and ownership, striving to make anothers experience better.A true team player and collaborator able to translate knowledge and experience into strong and productive relationships internally and externally.Professional behavior and professional image while maintaining consistent attendance at work.Highly motivated self-starter that possesses an intense focus on achieving results. Conveys a sense of urgency to achieve business goals and exceed expectations.Ability to multitask handle ambiguity and adapt quickly to changing circumstances.Demonstrated ability to assess individual and business performance, while developing and executing improvement plans to achieve significant results.Contribute toward creating solutions to challenges that impact the team while maintaining a focus on productivity.Ability to effectively communicate with other managers within the call center environment or senior credit union leaders. Confident and credible executive presence.Knowledge of banking products and services and knowledge of general banking policies, programs, procedures and financial practices.Technical knowledge and competence in personal computer skills working in a Windows environment, with particular knowledge of word processing and spreadsheet applications: ability to quickly learn specialized software applications. Ability to calculate figures and amounts such as discounts, interest, commissions and percentages. Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.Physical abilities include but are not limited to: the ability to compare and continuously be alert, use judgment, and be patient; and the continuous need to use auditory perception, memory and reasoning ability. While performing the essential duties of this job, the employee is regularly required to talk or hear. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.

Why Work With Us?

Because we have AWESOME employees! And, we offer a full range of benefits and competitive compensation to support the financial and personal needs of our employees and their families. Our benefits package includes but is not limited to;

Full medical/dental/life coverage401(k) as well as a traditional pension planIncentive and bonus programsEducational reimbursement

Employee Assistance Program (EAP)Dependent and health care reimbursement accounts

We also have employee discounts on our products and a rewards and recognition program!