Branch Management Jobs in California (NOW HIRING)

The Market Branch Manager oversees the branch experience at their respective branch. Builds a service and sales culture centered on making members financial dreams come true. Maintains sound operations through compliance to security policies.  Coach, mentor, train and lead branch management and branch staff to align with the organization’s core competencies of one team. This position will spend 50% of their time will be dedicated to business development and community efforts outside of the branch. 40% of their time will be dedicated to lobby management, coaching, deepening member relationships, and providing sales and service techniques. The remaining 10% will be conducting various branch operational duties as outlined below.

About Frontwave Credit Union

Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.

What’s In It For You:
Competitive pay, 401k matching, mortgage and auto discounts.
9-27 days of PTO per year (based on tenure), VTO and 10 paid holidays.
Affordable medical, dental, vision health plans, and Flexible Spending Account.
Employee Assistance Program with a variety of services.
Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.
Culture of excellence and continuous improvement.
We strive to be the best place you’ve ever worked!

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations and Credit Union policies and procedures.

• Sales through Service
  • Consistently meets or exceeds Sales and Service metrics set for their respective branch
  • Deepen member relationships by utilizing consultative service skills
  • Oversee new product onboarding to ensure satisfaction and retention
  • Provide a consistent member experience during all aspect of the branch functionalities
• Coaching
  • Daily observation with immediate feedback (mini-coaching)
  • Set, create, and execute personalized Action Plans to assist in constant employee progression.  This includes identifying training needs, conducting pre and post training activities to ensure that learning has occurred, and/or write corrective action plans.
  • Provide opportunities for branch management and branch employees to grow through progressive responsibility and delegation
  • Coaches teams in handling escalations and manage conflict resolution with goal of achieving a positive outcome
  • Direct monthly branch staff meetings and conduct consistent daily huddles
  • Meets on a regular basis with the branch management and branch employees to identify, coach, develop, motivate and support employees so that they can provide exceptional member service to every member. 
• Membership Developmen
  • Weekly business development efforts to drive new membership and increase market share
  • Internal and external relationship building and networking to create referral sources
  • Partners with Military and Community Relations department to develop ongoing business development and community relations plan to support credit union goals
  • Professionally represents the credit union at community meetings, Chamber functions, and special events
  • An active leader in the Community, representing Frontwave’s philanthropic efforts
  • May conduct financial classes for the benefit of educating the members and resolving problems
  • Conveys a positive image of the credit union
• Branch Operations
  • Oversee Staffing of their branch including Hiring, Scheduling, and Branch Coverage.
  • Ensure branch soundness and security is maintained at all times. This includes audit efforts, cash management, and loss prevention
  • Maintain an awareness of branch expenditures and resources
  • Provides monthly branch reporting to Directors
  • Ensure branch staff is knowledgeable and trained in handling regulatory/compliance policies and procedures
  • Consistently leads by example and follows the Retail Operations Guide and Retail Operations Service Standards
• Branch Management
  • Manages all branch management employees and branch staff in accordance with credit union employee handbook, policies, and applicable law
  • Schedules, prepares, and conducts employment interviews and recommends personnel for hire following standard hiring procedures.
  • Provide timely and fair communication and feedback to branch management and branch staff, through coaching, counseling, meetings, and appraising
  • Reviews, adjusts and approves time sheets for biweekly payroll processing
  • Organizes, prepares, and conducts training sessions on credit union policies and procedures
  • Motivates staff using incentives, themes, and promotional methods.
  • Assigns duties and organizes cross-training of jobs
  • Acts as a liaison with staff members to resolve conflicts
  • Promotes proper training, resources and coaching to all branch management and employees to motivate them to become strong culture carriers and collaborators between all external and internal members.
• Credit Union’s Strategic Goals
  • Responsible for ensuring that all branch activities are in complete alignment with Frontwave’s strategic priorities and objectives 
  • Promotes an environment within the branch to meet monthly projected goals
  • Works on special projects requiring extensive knowledge of credit union policies and procedures as directed by the VP of Retail Experience or Director of Branch Experience

EDUCATION and/or EXPERIENCE:

Bachelor’s Degree (B.S.) or equivalent from four-year college or technical school in relevant major; or a minimum of seven years’ experience in a credit union or similar financial institution with a minimum of five years in a management position; or equivalent combination of education and experience

Salary Range: $92,699.78 - $139,049.66