Travis Credit Union · 1 month ago
Branch Manager -Pleasant Hill Branch
Pleasant Hill, California
Full-time
Hybrid
Senior Level
$80K/yr - $99K/yr
5+ years expTravis Credit Union is a financial institution focused on member experience and community impact. The Branch Manager is responsible for leading the branch team, achieving production goals, and engaging with the community to promote the credit union's mission and services.
CommunitiesInternet
Responsibilities
Understand and model the Mission, Vision, Core Values and Awesome Cause with both employees and members
Support the career development of employees through consistent coaching, professional development and purposeful career pathing steps
Develop and inspire a highly disciplined and productive branch team focused on delivering exceptional member service and offering solutions to improve members’ financial lives by tailoring value-add recommendations with TCU products, services and digital solutions
Achieve assigned branch production and growth goals by influencing the effective and consistent behaviors of the employees in their member conversations; ensures Client Relationship Management system (CRM) productivity with member interactions
Collaborate with business partners to proactively acquire new business relationships and expand existing business relationships
Responsible for business development activities and represents the credit union in the community by participating in events; serving on boards and/or committees that are working to improve the communities we serve is encouraged
Represent TCU at Awesome Cause events
Responsible for operational audits, regulations and profitability expectations
Facilitate consensus in group settings and develop positive working relationships throughout the organization
Negotiate conflict, influence others and solve problems to achieve positive outcomes
Identify and communicate improvement gaps in People, Process or Technology practices, collaborating with other business units as necessary
Properly empower those who will be held accountable for the successful completion of projects and/or attainment of goals with shared ownership
Manage and lead staff through a changing environment and resolve stressful situations with tact and diplomacy
Qualification
Required
High school diploma or equivalent
Minimum of 5 years' experience in financial services or related role
Minimum of 3 years in a supervisory role
Self-directed and uses independent judgment to make decisions and escalate issues to senior management
Sales management skills including prospecting, cross selling, pipeline and activity management
Strong professional verbal and written communication and interpersonal skills
Demonstrated leadership and coaching qualities that builds team work and consistent productivity behaviors
Proficient in MS Office products (Word, Outlook and Excel) and can navigate multiple technical systems, periodically in a self-taught environment
Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate
Benefits
Competitive medical, dental, and vision insurance
Mental health offerings
Employee performance incentive plan
Merit increases
401(k) program with immediately vested employer match
Generous holiday and vacation policy
Extensive TCU specific perks like employee loan and credit card discounts
Company
Travis Credit Union
Travis Credit Union (TCU) was founded on the principle of People Helping People.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant
Leadership Team
Chris Germann
Managing Director, Payment Services
Recent News
Travis Credit Union
2025-11-20
Travis Credit Union
2025-10-09
Travis Credit Union
2025-08-07
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