Logix Federal Credit Union · 14 hours ago
Branch Relationship Manager I-Burbank
Burbank, CA
Full-time
Onsite
Entry Level
$30.02/hr - $45.02/hr
2+ years expLogix Federal Credit Union is seeking a Branch Relationship Manager I, a developmental position that offers the opportunity to enhance leadership skills while being mentored by an experienced Branch Manager. The role involves managing branch operations, delivering exceptional member experiences, and preparing for advancement to a Branch Relationship Manager II position.
BankingFinancial ServicesInsuranceLendingMortgage
Responsibilities
Proactively manages the branch operations and staff, oversees member interactions with staff and resolves member problems and issues (operationally and service interactions) to exceed service expectations
Supports the achievement of the retail branch sales goals by participating as a member of the branch's management team. Assists in ensuring a balance of sales and operational needs of the branch
Builds knowledge and proficiency to balance the branch within established policies and procedures, check scanning, vault settlement, ATM handling, and opening/closing branch procedures
Builds exceptional knowledge in operational tasks such as maintaining the Instant Issue machine (cleaning, adding cards, balancing, and testing), issuing keys/combinations and maintaining control logs, ordering supplies, arranging for equipment maintenance and repair, organizing and maintaining current reference materials, files, and records
Ensures accurate completion of all branch documents including but not limited to, cash shipment forms, monthly cash counts, branch audit certifications, daily system-generated reports
Manages a cash drawer while adhering to assigned limits and policies. Ensures all related documents are completed accurately and their cash drawer is in balance daily
Lead and supervise risk and the operations of teller functions to deliver exceptional member service and ensure timely completion, quality, and compliance in teller functions
Understands and executes the standard of excellence with Member Experience protocols for all staff members. Works with all staff members to foster a consistently superior member experience
Responsible for creating new deposit relationships, providing a superior member experience and promoting a sales and service culture
In partnership with Branch Management builds and develops a diverse and high-performing branch team. This includes the preparation and delivery of coaching documents and disciplinary action forms
Supports Branch Management in hiring, training, coaching, and evaluation of all staff members resulting in efficient resource allocation, fosters teamwork, and models outstanding member experience
Assists Branch Management in planning, coordinating, and supervising the overall activities and operations of the branch including proper scheduling of staff to ensure the branch achieves the highest level of efficiency
Under Branch Management supervision, prepares and manages the budget for the assigned branch
Collaborates with the Branch Operations Administrator to enhance branch audits, regulatory requirements, cash management, and branch operations
Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as they relate to particular products and services, including Truth in Savings Act, Bank Secrecy Act, Fair Lending practices and regulations, and other state and federal regulations that may apply
Acquires and applies skills in preparation for advancement to a Branch Relationship Manager II position
Must consistently report to work on time, as scheduled
Qualification
Required
High School or GED
Minimum 2 years of experience in the financial services industry, specifically branch operations
Thorough knowledge of loan and deposit products and services, including but not limited to checking, savings, IRAs, account insurance coverage, account vesting types, branch operations, policies and procedures, and consumer loans (credit cards, personal loans, and auto loans)
Working knowledge of the Microsoft suite of office products
Results-driven with a customer service focus & possess strong oral & written communication skills
Must obtain Notary License, Medallion Signature training and CCUFC certification within six months of entering the position
Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis
Ability to work with little to no supervision while performing duties
Be willing to be assigned to other branches as needed
Ability to work extended hours as business needs necessitate
Ability to work a schedule that may include most Saturdays
Preferred
4 Year / Bachelors Degree
3 years of experience in the financial services industry, specifically branch operations
Previous branch operations management experience
Experience using the Symitar system
Company
Logix Federal Credit Union
Logix is banking with a twist: customers become members and part-owners when they open an account here.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ana Fonseca
President & CEO
A
Andrea Carpenter
EVP, Chief Operating Officer at Logix
Recent News
2025-04-28
2025-04-15
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