Branch Manager

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us.

As you might imagine, we provide competitive pay and great benefits, including:

• Bonus/incentives for all regular employees
• 401(k) with 8% company contribution
• Medical, dental, and vision insurance for employees and dependents paid at 80%
• PTO and paid sabbaticals

GENERAL SUMMARY

Manages and leads the operations and business development of a Credit Union branch(es). Coaches direct reports on their performance and develops skills to consistently deliver an exceptional member experience and deepen member relationships.

Position Duties & Functions

• Coaches and models consistent, exceptional member experience activities and behaviors.
• Develops and trains staff through observations, feedback, and coaching. Evaluates the work of team members and conducts performance appraisals.
• Achieves branch growth targets and objectives through proactive activities to build relationships with members and grow new memberships.
• Leads and fosters business relationships with our sponsors and/or SEGs within the field of membership in partnership with business development.
• Works closely with the business development team and additional partners to host acquisition events, make presentations, and drive new business.
• Ensures branch(es) are compliant with all policies and procedures, while constantly managing risk.
• May assist members with financial transactions including working with cash and checks and submitting and assisting with consumer loan applications and other member needs and requests.
• Other duties and projects as assigned.

FURTHER ESSENTIAL JOB FUNCTIONS

• Maintains complete confidentiality of member, employee, and Credit Union information.
• Ability to travel to event locations for growth opportunities.

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION

• 3-5 years of branch leadership or other related financial services experience.
• Bachelor’s degree from an accredited college or university strongly preferred.
• Equivalent combination of education and experience may substitute for stated qualifications.

KNOWLEDGE and SKILLS

• Demonstrated ability to build relationships, conduct outreach, and execute sales and marketing activities.
• Persuasive, effective communication skills; ability to present products and services clearly in person and via digital channels.
• Ability to plan and execute onsite events and member acquisition activities.
• Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• Excellent customer service skills; organized follow-up and time management.

COMPETENCIES

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Initiative and self-direction.
• Ability to effectively communicate and collaborate with people at all levels.
• Sound problem-solving and decision-making ability, including the ability to prioritize.
• Ability to understand and align with our core competencies through daily projects and tasks:

Growth Mindset

Diversity & Inclusion

Communication

Responsibility

Problem Solving

Tech & Data Savvy

CU Business Acumen

PHYSICAL DEMANDS

• Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required.
• May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
• Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to…