Branch Manager I

In this position, the expectation of the Branch Manager I is to think and act like a Business Owner making decisions to improve the member experience and increase revenue to the branch and Partners Federal Credit Union.  The Branch Manager I will be responsible for leading and managing multiple branches within a designated regional area. This role involves overseeing branch operations, driving up performance, and ensuring the alignment of each branch with organizational goals. The Branch Manager I will work closely with branch managers and staff across the region to foster collaboration, consistency and service delivery, and achievement and key performance indicators. Responsible for directing and administering the sales, service, and operational efforts of the branch. Ensures that established policies and procedures are followed. Oversees a full range of products and services to Members and prospective Members. Ensures that Members are promptly and professionally served. Trains, directs, and supervises branch employees. Responsible for attainment of production goals and operating budget.

Essential Responsibilities:

Develops and Implements Sales Strategies, Manages the Branch Sales Team, and Ensures Achievement of Sales Targets

• Leads the development and execution of sales strategies to drive growth, oversees the sales team, and ensures targets are met

Ensures Delivery of High-Quality Member Service in All Aspects of Sales and Operational Activities

• Focuses on providing exceptional member service while driving sales and operational efficiency.

Tracks and Assesses Sales Performance, Communicating Results to Employees

• Monitors sales metrics and provides feedback to employees to optimize performance and achieve sales goals.

5.   Supports Retail Branch Sales Goals by Personally Demonstrating the Selling of Financial Products and Services

• Leads by example in selling financial products and services to members, contributing directly to achieving branch sales goals

Enhances Branch Effectiveness Through Policy Suggestions, Security Management, and Cross-Selling Credit Union Services.

• Identifies opportunities to improve branch operations, security, and cross-selling initiatives to drive sales growth.

Manages Branch Financials, Including Controllable Expenses, and Ensures Budget Goals are Met

• Takes responsibility for managing branch finances, including expenses, and ensures alignment with budgetary targets.

Oversees Branch Audits, Coordinates with Accounting and Loan Functions, and Seeks Continuous Operational Improvement.

• Manages audit processes, collaborates with internal departments, and drives ongoing operational enhancements to optimize branch performance.

Maintains Effective, Professional Business Relations with Members, Promptly Resolving Requests, Questions, and Complaints

• Focuses on building and maintaining strong relationships with members, addressing their needs promptly and professionally.

Implements Policy and Procedural Changes Within the Branch and Oversees Branch Functions Effectively

• Drives the implementation of policy and procedural changes to improve branch operations and ensure compliance.

Manages Telemarketing Activities for the Branch, Including Identifying Lists, Scheduling Employees, Summarizing, and Reporting Results

• Leads telemarketing efforts to generate leads and drive sales, overseeing the process from list

Additional Responsibilities:

1.    Fills in and performs duties in branch positions as needed.
2.    Attends assigned training sessions and stays current on new operational procedures.
3.    Knowledgeable of the branch’s members, demographics, channel usage, trends, and uses data to shift member behaviors

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job: High School Diploma or GED

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 5 to 7 years

Specific Experience Required:

• •    Two years’ experience in the financial industry with a preference for Credit Unions is required.
  •    Three years’ experience in Leadership is required.
   

Other Measurable Abilities Required:

•    Leadership - Demonstrates leadership through skillful and effective written and oral communication. Undertakes continuous self-development of both functional and leadership skills.
•    Solid interpersonal, decision making and supervisory abilities.
•    Excellent oral and written communication skills
 

This role has extensive contact with all PFCU departments as resources to assist in resolving Member issues. Daily contact with Branch Leadership is required to communicate on the branch’s performance. Periodic contact with the California Credit Union League and the Florida Credit Union League is necessary for research and validation of laws and regulations.

This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions.

This position requires the ability to:

• move self in different positions to accomplish tasks in various environments including tight and confined spaces
• remain in a stationary position, often standing or sitting for prolonged periods
• adjust or move objects up to 15 pounds in all directions
• perform repeat motions that may include the wrists, hands, and/or fingers
• use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
• verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
• hear average or normal conversations and receive ordinary information
• prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.