Sacramento Credit Union · 6 hours ago
Branch Manager III
Sacramento Credit Union is seeking candidates who thrive as leaders and excel at providing exceptional customer service for our Branch Manager III position at our Elk Grove branch. The Branch Manager is responsible for the sales activities including mortgage loan originations, planning, managing, overseeing of the marketing and business development of the branch.
Financial Services
Responsibilities
Creates and implements strategies and inspires a highly efficient and productive branch team focused on capitalizing on opportunities and highlighting features and benefits of our products and services to support the overall credit union member service, promotions, and objectives to achieve their financial goals
Develops leads for and originates mortgage and consumer loans based in part on referral sources (i.e. branch staff, members and outside sources) and reports
As a Mortgage Loan Originator, must register with NMLS Registry and keep registration information current
Build, train, coach and lead an engaged team through employee development
Oversees human resource processes for all direct reports, including appraisals, disciplinary actions, individual development plans, career development, training, interviews, termination, etc
Provides resource support and assistance in areas such as new account and loan production, balancing branch cash, ATMs and searching for outages
Develop and implement branch business and community development plans which identifies, targets, and markets the Credit Union to potential fields of membership within the branch’s demographic and local community
Plans, organizes and participates in branch outbound call efforts. Ensures all team members follow-up on active member outreach (i.e. phone calls, e-mails, etc…)
Oversee, assist, and partner with the Assistant Branch Manager (and/or Branch Lead) to ensure internal processes and controls are well established
Compiles, analyzes and tracks data for operational, production, and any special reporting
Maintain working relationships and communication with staff, management and executive management. Participates in and conducts staff meetings to review financial objectives and other activities
Maintain knowledge and adhere to all SCU’s policies and procedures, rules and regulations for the branch, including robbery, Bank Secrecy Act and Money Laundering policies and procedures
May occasionally be requested to fill in at another branch location
Assure that the physical maintenance and appearances of the facilities are maintained
Complete required training as assigned by the Credit Union
Performs other related duties and special projects assigned
Be a Notary
Qualification
Required
Bachelor's Degree in business or the equivalent in related work experience
Ability to maintain effective communication and working relationships with all levels of the organization and business contacts
Demonstrated ability to effectively manage people
Demonstrated progressive experience in sales, preferably in a financial institution
Knowledge of credit union policies, procedures, laws and regulations
Demonstrated knowledge of loan principles and practices
Demonstrated knowledge of human resources policies, procedures, issues and regulations
Demonstrated computer skills and familiarity with software programs such as Word, Excel and others such as MeridianLink Loans PQ and core systems software
Preferred
Demonstrated experience in mortgage origination is preferred
Benefits
Medical/dental/vision
Paid Time Off
Pay Sick Leave
Paid holidays
Life insurance/AD&D
Short-term and long-term disability
401(k)
More