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Valley First Credit Union · 1 day ago

Branch Manager

Clovis, CA

Full-time

Onsite

Mid, Senior Level

$73K/yr - $90K/yr

2+ years exp

Valley First Credit Union is seeking a Branch Manager who will lead the daily operations of a branch while focusing on service excellence and operational efficiency. The role involves staffing, financial management, and the professional development of branch staff to enhance member value and achieve growth objectives.

FinanceFinancial Services

Responsibilities

Lead a branch team dedicated to delivering exceptional service to members by embracing our values – Trust, Teamwork and Excellence

Meet quarterly NPS goals and avoid negative feedback and comments on social media posts and public scoring sites such as Yelp and Google Reviews

Ensure branch staff are trained and meeting service expectations, including service quality audits

React quickly and uphold organization-wide service standards by working collaboratively across the organization to exceed member expectations

Lead a branch team dedicated to operational excellence by ensuring staff are knowledgeable, engaged, trained, and focused on flawless execution

Strive to have all branch transactions and operations be error free

Manage risk by complying with regulations and understanding policies and procedures

Analyze branch activities and recommend ways to increase operational efficiency and effectiveness

Ensure branch facilities and equipment are in good working order – no deferred maintenance

Lead a branch team dedicated to growing the credit union by attracting and retaining members that are highly engaged with Valley First and consider us their PFI (primary financial institution)

Meet branch growth goals and objectives by executing branch-specific tactics to grow both loan and deposit portfolios

Champion effective branch business development efforts and ensure staff participation

Keep on top of Workplace Partner assignments, ensuring a positive and cohesive relationship with contacts and employee population

Keep staff informed and up to date through daily huddles, weekly or bi-weekly staff meetings, and regular communication

Lead a branch team dedicated to increasing member value by understanding member preferences, delivering unparalleled convenience and member choice that is fast, flexible, and free of bureaucracy

Ensure staff understands our products and effectively demonstrates features and benefits

Understand promotions and provide each member with customized financial solutions

Empower branch staff to meet member needs without unnecessary approvals and escalations

Leverage 'localness' by participating in local events (3-5 miles radius) such as community events, volunteer activities, and business network events

Train, support, develop, motivate, and retain a highly skilled and effective branch team

Provide staff with career growth opportunities and build a strong succession plan

Ensure all staff are accountable for individual goals and objectives

Manage staff schedules to meet member service expectations

Maintain a professional and engaging work environment. Ensure personnel issues are addressed immediately

Understand the branch profitability model and manage the branch balance sheet to increase branch revenue

Accomplish financial objectives by managing income and expenses within the approved budget

Monitor branch reports and data to identify emerging trends

Oversees the branch audit processes for their branch

Reviews results, implements corrective action, and responds in written form to the Senior Management and Internal Audit teams

Ensures compliance with Credit Union, industry and regulatory policies and procedures

Qualification

Financial ManagementStaff DevelopmentOperational ExcellenceService ExcellenceBusiness DevelopmentProblem SolvingCommunicationLeadershipTeamwork

Required

A significant level of trust and diplomacy is required to be an effective subject matter expert in this position

In-depth dialogues, conversations, and explanations of a sensitive and/or highly confidential nature with members, direct and indirect reports, outside vendors and executive leadership is a normal part of the day-to-day experience

Communications can involve motivating, influencing, coaching, educating and/or advising others on matters of significance

Two or more years of similar or related experience, including time spent in management positions within a financial institution, preferably the credit union movement

Bachelor's Degree