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Wescom Financial · 4 days ago

Branch Manager I - King City Branch (King City, CA)

King City, CA

Full-time

Onsite

Mid, Senior Level

$91K/yr - $137K/yr

2+ years exp

Wescom Financial is a credit union focused on member engagement and delivering exceptional experiences. The Branch Manager oversees daily operations, directs staff activities, and fosters a culture of service and teamwork to achieve strategic initiatives and drive membership growth.

Financial Services

Growth Opportunities

Responsibilities

Oversees the daily operations of a branch and directs staff activities to support and achieve credit union strategic initiatives

Creates a work environment where staff consistently focuses on delivering Wescom Experiences

Fosters a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency

Models desired behavior and promotes optimal member engagement and new member onboarding

Coaches and motivates staff, reinforces relationship building by promoting the use of the Building Member Connections model

Observes and manages referral activity for achievement of branch growth goals, including engaging new and existing members to deepen their product and service usage with the Credit Union

Provides ongoing coaching through formal and informal observations to achieve organizational objective of developing long term member relationships

Responsible for educating team members regarding current marketing promotions

Oversees ongoing employee development with training and licensing in individual disciplines

Ensures staff is proficient in using and demonstrating all changing technology available to members including but not limited to mobile and online banking services

Supports the organization’s strategic objectives by establishing goals that are specific, measureable, attainable and timely

Tracks results and leads staff to achieve assigned goals, and coaches/reviews performance accordingly

Establishes production and referral expectation for consumer loan products, membership growth, insurance services (WIS), investment services (WFS), home equity products and first mortgage products

Oversees activities with staff that support teamwork and collaboration throughout the organization

Responsible for proactively resolving escalated member inquiries and issues at the first point of contact

Responsible for driving membership growth by demonstrating leadership presence within their community representing the credit union’s commitment to helping Southern Californians build better lives

Participates in the business development efforts including developing relationships with local businesses for Select Employee Group (SEG) opportunities as well as participating in community events

Consistently provides a high level of service and is committed to increasing member satisfaction

Demonstrates adherence to the Branch Service Standards in addition to enforcement and modeling of our Mission Statement, Vision, Core Values and Team Attributes

Assumes personal accountability for maintaining high service standards and operational excellence throughout the branch

Promotes advocacy and takes personal responsibility to ensure that member issues are handled expeditiously

Focuses on delivering Wescom Experiences and achieving successful results

Creates an environment that supports teamwork and collaboration, within the branch and organization-wide

Partners and collaborates with Branch Administration on business development efforts including but not limited to developing relationships with local businesses and communities

Directs branch marketing efforts and provides remote marketing support for credit union products and services

Coordinates and/or conducts seminars for members

May participate in community events as well as CCUL Chapter activities and events

Partners and collaborates with key business units such as WIS, WFS, Consumer Lending, Real Estate, Risk Management, Deposit Operations, Account Services, Card Services, etc

Manages branch staff and directs management activities of the Assistant Branch Manager and Operations Supervisor

Establishes performance goals in alignment with organizational objectives, allocates resources, and assesses performance of staff

Effectively manages and adjusts to swiftly changing priorities, product and service offerings, new technology and operating systems

Ensures staff knowledge is applied through following the directed career pathing compliance, ongoing training, product presentations, and staff meetings

Responsible for selecting, coaching, evaluating and developing branch staff; focuses on career pathing of direct reports; oversees training of staff in member service, products and services, operations, investments or insurance specialization, NMLS, and interpersonal skills

Ensures training objectives are met, including regulatory training, and Wescom University core curriculum is completed by all employees

Ensures that licensed and registered employees actively maintain their licensing/registration and complete all required training curriculum

Ensures quality of service through random Member Experience Surveys

Participates in the development of annual goals for service, growth, and other key areas

Sets individual goals for staff

Coaches staff to achieve growth through relationship building and service skills, matching Credit Union products and services to members’ needs

Models behavior for staff to ensure optimal member engagement, a migration to appropriate delivery channels, and makes referrals for insurance services, investment services and real estate services

Attracts new members and manages member and account retention with an emphasis on engagement

Ensures staff efforts are focused on achieving goals and aligned with Wescom’s strategic objectives

Administers the branch budget and ensures expense control in all controllable areas including salaries and overtime

Requires knowledge of consumer lending and home equity products as well as experience with the loan origination process, including application processing, pricing, documentation, disclosures, quality control and funding

Identifies lending growth opportunities and manages staff’s activities and tracking

Must complete all required lending training

Ensures branch compliance with audit and security standards, policies and procedures, loss prevention measures and the safeguarding of Credit Union assets

Ensures quality control of memberships opened and loans funded at the branch

Maintains confidentiality of Credit Union and member records

Ensures that the physical environment of the branch is maintained according to Wescom standards

Ensures individual appearance and demeanor reflects the desired level of professionalism, and holds staff accountable for same

Maintains good attendance and punctuality in adherence with Wescom policy

Qualification

Branch managementConsumer lendingNMLS registrationFinancial institution experienceTeam leadershipCustomer serviceMicrosoft applicationsCommunication skillsOrganizational skillsProblem-solving