GENERAL SUMMARYLeads and manages the operations and business development of a high-volume Credit Union branch(es). Coaches staff on their performance and develops skills to consistently deliver 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.
- 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.
POSITION REQUIREMENTSEXPERIENCE and EDUCATION- 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.
KNOWLEDGE and SKILLS- 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.
- Excellent customer service skills.
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
Change Ready Leadership
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.
SALARY AND BENEFITS:Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: https://www.chevronfcu.org/about-us/careers
Salary Range: $79,928.00 - $109,901.00
This position participates in the Branch Channel Incentive Plan. Incentives are paid quarterly and are based on branch-level sales performance, membership growth, and member experience metrics. Quarterly payouts include structured dollar-based awards tied to branch goal attainment and survey performance, with additional semi-annual growth components. Incentive earnings vary based on performance and are discretionary in accordance with plan terms.
