Branch Manager , II; Otay Ranch

San Diego, United States | Posted on 10/25/2023

his position is accountable for providing exceptional service, obtaining organizational goals, branch growth, and staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values.

DIMENSIONS

Service Goals: 4.00 rating or above required on a 5 point scale.

• New member cross sell ratio: 2.0 products

Staff Management:
Varies. Recommends adequate staffing levels to include hiring/termination

Budget:
Branch annual average budget: $620 thousand

Supervisory responsibilities

This position reports directly to the SVP Branch Network Development. The following staff report directly or indirectly to the Branch Manager:

• Assistant Branch Manager
• Branch Supervisor
• Branch Senior
• Senior Teller

NATURE & SCOPE

• Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Ensures frequent sales meetings and contests occur.
• Assigns, monitors, and reviews work assignments of branch staff to ensure completion of duties according to established procedures and time frames.
• Ensures new acct and loan processing/documents are accurate and complete, under writer stipulations are met and appropriate information is documented. Actively manage loan queues to ensure approved loans are funded.
• Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff.
• Handling of a cash drawer may be required.
• May serve as a notary.
• May process consumer and real estate loans.
• Develops personnel by providing effective training, cross training, observing, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive team work environment.
• Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action.
• Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. Reviews and approves/disapproves employees’ time off.
• Interviews and recommends selection of new employees and promotion of existing employees.
• Monitors monthly budget activities to ensure compliance. Prepares and provides input into annual budget.
• Responsible for assigning and completing various departmental side-jobs.
• Maintains all necessary department records in accordance with established procedures.
• Responsible for the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained.
• Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Exercises discretion and independent decision-making to ensure growth and soundness of the credit union.
• Assists the Business Development Department with Preferred Partner Group days.
• Coordinates and participates in Community, Business Development and partnership events.
• Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations.
• Shared Branches – Train and ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers.
• Understands that guidance from the AVP Branch Network, Branch Network Sales and Service Manager and Branch Network Support Manager may be administered in the form of Coaching, Performance Improvement Plans and Corrective Action.
• Performs other relevant and related duties as required.

Education, skills, & abilities

The Eight Superpowers

• Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
• Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
• Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
• Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
• Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and…