Redwood Credit Union

Floater Branch Service Manager

Redwood Credit Union$82K — $108K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in financial services, operations, and sales, with at least 2 years in a supervisory role.
  • Strong leadership and problem-solving skills.
  • Thorough knowledge of sales management principles and branch operations procedures.
  • Ability to effectively communicate and manage multiple tasks simultaneously.
  • Valid California Driver's License with frequent travel between branch locations.

Responsibilities

  • Coordinate daily branch operations to ensure member needs are met.
  • Monitor staff schedules to provide excellent member service.
  • Conduct regular branch audits for compliance and operational efficiency.
  • Cross-sell financial products and services to enhance member engagement.
  • Lead staff training and development initiatives to improve service quality.

Benefits

  • Comprehensive medical, dental, and vision insurance options.
  • 401(k) plan with employer match to support retirement savings.
  • Competitive PTO accrual plus 11 paid holidays and a special day off for birthdays.
  • Exclusive discounts on loans for employees, including auto and recreational vehicle loans.
  • 0% interest loans available to support employees with immigration and naturalization expenses.
Full Job Description
Redwood Credit Union is looking for a Floater Branch Service Manager, who will be responsible for coordinating and administering the day-to-day operations of a small, medium or large branch office. This position will provide support to the Branch Experience Manager's vision and leadership to branch personnel.

Key Responsibilities

Branch Operations:

o Effectively utilizes branch resources to meet Members' needs by monitoring the flow of traffic in branch.

o Schedule adequate numbers of employees to ensure superior Member service and branch needs are met.

o Maintain the efficient day-to-day operations of the branch by ensuring completion of daily operational tasks.

o Research Members' inquiries and respond accordingly.

o Conduct branch audits and ensures compliance with Redwood Credit Union policies and procedures.

o Ensure the balancing of all cash and negotiable items in the branch.

o Ensure new or changed products, services, procedures, technology and concepts are implemented and/or incorporated in department functions.

o Perform teller transactions when needed and reconcile cash daily.

o Open new accounts, process loan applications and fund loans as needed.

o Safeguard member information and ensure confidentiality by following established policy and procedures.

Sales and Service:

o Provide excellent service to all Members, volunteers, internal employees, and service providers.

o Cross-sell RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.

o Recommend and implement goals with branch staff.

o Achieve branch goals and objectives as assigned.

o Maintain an effective sales and service culture in branch by coaching staff.

o Recognize and reward staff for achievements in sales and service goals.

o Support the Branch Experience Manager's community involvement and business development efforts.

o Conduct regular sales and coaching meetings.

Branch Administration:

o Ensure ongoing staff training and development.

o Plan, coordinate, communicate, and execute staff meetings, as needed.

o Ensure important information is communicated to staff.

o Collect and analyze weekly/monthly reports to evaluate strength and weaknesses of branch and individual staff.

o Coach, mentor, discipline, motivate, and develop staff.

o Manage the branch in the absence of the Branch Experience Manager.

o Attend and participate in internal meetings and disseminate pertinent information to staff.

o Recruit, select, and hire qualified staff.

o Conduct performance evaluations and recommend merit increases for staff.

Other Functions:

o Assist in the development and maintenance of written policies and procedures by providing input to Manual Review.

o Draft correspondence for Member related inquiries.

o Participate in Credit Union committees.

o Perform special projects, research, and analysis as requested.

o Perform other duties as assigned.

This position would be assigned to primarily cover Sonoma, Mendocino, Lake and Napa counties, with some support needed on occasion in Marin or SF.

Minimum Qualifications: Knowledge, Skills and Abilities
• Ability to direct and supervise the work of others.
• Ability to influence and motivate others.
• Strong leadership and problem-solving skills.
• Thorough knowledge of modern sales management principles, practices, and techniques.
• Thorough knowledge of branch operations policies and procedures.
• Ability to communicate effectively verbally and in writing.
• Ability to organize, prioritize, and manage multiple tasks and deadlines simultaneously.
• Ability to work and act independently and confidentially, using discretion and tact.
• Ability to distinguish and manage confidential material and information.
• Ability to analyze situations and recommend workable solutions.
• Ability to effectively research and report data.
• Ability to work a rotating schedule which will include working on rotating Saturdays.
• Ability to attend morning and evening meetings and events.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability and desire to work in a team environment.
• Ability to cross-sell financial services products.
• Skilled in the operation of office equipment including PC with word processing and spreadsheets software, intranet, and Internet access.

Floater Requirements & Licenses and Certifications

A Floater Branch Service Manager will primarily be employed to cover designated branch locations in the event of a staffing crisis that results from employee illnesses, medical leaves, resignations/terminations, or other operational needs.
• Valid California Driver's License required.
• Ability to travel frequently from branch location to branch location.
• Ability to obtain and maintain registration with the National Mortgage Licensing System and registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761.
• Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.

The ideal candidate has a combination of education and experience equivalent to an associate degree in business administration, accounting, or closely related field and a minimum of six years of financial services, operations and sales experience, including a minimum of two years as a supervisor.

Compensation: base starting range $82,621 to $108,863 annually commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:
• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement- Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks:
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!

Physical Requirements:
• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 25 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.

*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.

About Redwood Credit Union

Redwood Credit Union (RCU) is a full-service financial institution serving the North Bay and San Francisco. RCU offers complete financial services including checking and savings accounts, auto and home loans, credit cards, online and mobile banking, business services, commercial and SBA lending, investment and financial planning services, and more. RCU has over $6.5 billion in assets and serves over 400,000 Members with full-service branches from San Francisco to Ukiah, more than 30,000 fee-free network ATMs nationwide, and convenient, free online and mobile banking. RCU is committed to serving the communities it serves, with donations and volunteerism supporting local organizations and causes. RCU is also committed to environmental sustainability, with a focus on reducing its carbon footprint and supporting green initiatives.
Learn more about Redwood Credit Union
Size
700 employees
Industry
Founded
1950

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