Bachelor's degree in business or equivalent preferred
4-5 years of branch supervisory or team lead experience in banking or credit union
Strong computer skills, particularly in MS Office
Excellent organizational and time management abilities
Proven experience in supervising and motivating teams
Ability to adapt to changing priorities with enthusiasm
Strong written and oral communication skills
Responsibilities
Develop and implement strategies to enhance member services and promote products
Foster a culture of quality and continuous improvement within the branch
Lead a productive team focused on exceptional member service
Ensure comprehensive training for all team members on branch functions
Identify and resolve issues affecting member service quality
Monitor and respond to member feedback from Financial Wellbeing Surveys
Handle member escalations promptly and effectively
Support team members' career development through coaching and training
Collaborate with partners to grow business relationships
Act as a community ambassador to promote membership growth
Model the organization's Mission, Vision, and Core Values
Manage team dynamics in a changing environment
Ensure compliance with regulations and internal policies
Analyze performance data to drive branch success
Recommend operational changes to senior management
Benefits
Exceptional medical, dental, vision, and life insurance
Wellness rewards program
Competitive compensation with bonus opportunities
401(k) with employer match
Discounts on loan products
Tuition reimbursement
Employee Assistance Program (EAP)
Paid time off and holidays
On-the-job training and skills development
Opportunities for internal transfers and volunteer work
Full Job Description
Overview
The Branch Manager will develop team members, create strategic plans, and execute Retail initiatives to enhance member experience through identified opportunities and strategies. In this role, responsibilities will include managing and providing vision and leadership to the branch team members. As a Branch Manager, you must display passion for member's financial well-being, as well as be able to showcase and coach to.
Responsibilities
Create and implement strategies to capitalize on opportunities, highlight the features and benefits of our products and services, support overall credit union member services, promotions and member service objectives and expectations.
Develop a culture within the branch in which quality and continuous improvement on all performance accountabilities and member interactions.
Inspire a highly efficient and productive branch team focused on delivering exceptional member service and offering solutions to improve members' financial well-being by tailoring recommendations with Patelco's products, services, and digital solutions.
Ensure all team members are trained on all functions within the branch through effective communication and implementation of new/revised policies and procedures.
Identify any potential issues keeping the branch and team members from providing exceptional member service and collaborate on solutions with the Retail Performance Manager and Regional Director.
Respond and monitor branch's Financial Wellbeing Survey feedback from members, and provide coaching, training and feedback to team members and departments as necessary.
Ensures delivery of exceptional member experience and handles member escalations with a sense of urgency.
Supports the career development of team members through consistent coaching, professional development, and purposeful career pathing steps.
Collaborates with business partners to proactively acquire new business relationships and expand existing business relationships.
Engages within the community as a Patelco ambassador to increase membership awareness and growth.
Understands and models the Mission, Vision, and Core Values with both team members and members.
Manages and leads team members through a changing environment and resolves stressful situations with tact and diplomacy.
Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and bank products and services.
Ensures the daily branch operations are conducted in accordance with established credit union policies to include legal and regulatory requirements.
Analyze data reporting and tools to interpret and manage branch performance.
Recommends changes to senior management and implements decision within delegated authority.
Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.
Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
All other duties as assigned
Qualifications
Bachelor's degree (B.A./B.S.) or AA in business related discipline or equivalent (preferred)
Four to five years' prior branch supervisory or team lead experience in a credit union or banking environment
Excellent computer skills MS Windows and MS Office (Word & Excel)
Excellent organization and time management skills.
Demonstrated proficiency in supervising and motivating team members.
Ability to manage all priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
Ability to organize and prioritize information, job tasks and workload in order to consistently complete all branch work in a time sensitive manner.
Ability to work independently and as a team member while using discretion in decision making and good judgment problem solving
Excellent written and oral communication skills; strong organizational, problem-solving, and analytical skills
Target Base Pay
$90,264 - $106,183/ yr
Compensation at Patelco
Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
We Offer
Physical Health:
Exceptional Medical, Dental, Vision, and Life Insurance benefits
Rewards for completing wellness related activities
Financial Health:
Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement
Emotional Health:
Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays
Personal Development:
On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work
About Patelco Credit Union
Patelco Credit Union is a credit union that serves the San Francisco Bay Area. It was founded in 1936 and is headquartered in Pleasanton, California. The credit union offers a wide range of financial products and services including checking accounts, savings accounts, loans, and credit cards. Patelco Credit Union has over 300,000 members and over $7 billion in assets.
