Branch Manager II

Address:
Pleasant Hill
3003 Oak Rd
Suite 106
Walnut Creek, CA 94597, USA

• 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

Leads and manages the operations and business development of a high-volume Credit Union branch(es). Coaches staff on performance and develops skills to consistently deliver exceptional member experience and deepen member relationships.

• 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.
• Maintains and fosters business relationships with our sponsors and/or SEGs within the field of membership.
• 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, submitting and assisting with consumer loan applications, and other member needs and requests.
• Other duties as assigned.

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

• Ability to write and speak effectively in English using correct spelling and grammar.
• Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
• Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm.

• 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.

• 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 enable individuals with disabilities to perform the essential functions.

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.