Branch Manager II

Job ID 10106781 Location Anaheim, California, United States Business Partners Federal Credit Union Date posted Nov. 21, 2024

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Job Summary:

In this position, the expectation of the Branch Manager II is to think and act like a Business Owner making decisions to improve the member experience and increase revenue to the branch and Partners Federal Credit Union. The Branch Manager II will be responsible for leading and managing multiple branches within a designated regional area. This role involves overseeing branch operations, driving up performance, and ensuring the alignment of each branch with organizational goals and managing their operating budget. They will work closely with branch leaders and staff across the region to foster collaboration, consistency and service delivery, and achievement and key performance indicators. Also, responsible for directing and administering the sales, service, and operational efforts of each branch. The Branch Manager II will ensure that established policies and procedures are followed while overseeing a full range of products and services to Members and prospective Members. They train, direct, and supervise branch employees.

Essential Responsibilities:

Develops and Implements Sales Strategies, Manages the Branch Sales Team, and Ensures Achievement of Sales Targets

Leads the development and execution of sales strategies to drive growth, oversees the sales team, and ensures targets are met

Ensures Delivery of High-Quality Member Service in All Aspects of Sales and Operational Activities

Focuses on providing exceptional member service while driving sales and operational efficiency.

Tracks and Assesses Sales Performance, Communicating Results to Employees

Monitors sales metrics and provides feedback to employees to optimize performance and achieve sales goals.

Supports Retail Branch Sales Goals by Personally Demonstrating the Selling of Financial Products and Services

Leads by example in selling financial products and services to members, contributing directly to achieving branch sales goals

Enhances Branch Effectiveness Through Policy Suggestions, Security Management, and Cross-Selling Credit Union Services.

Identifies opportunities to improve branch operations, security, and cross-selling initiatives to drive sales growth.

Manages Branch Financials, Including Controllable Expenses, and Ensures Budget Goals are Met

Takes responsibility for managing branch finances, including expenses, and ensures alignment with budgetary targets.

Oversees Branch Audits, Coordinates with Accounting and Loan Functions, and Seeks Continuous Operational Improvement.

Manages audit processes, collaborates with internal departments, and drives ongoing operational enhancements to optimize branch performance.

Maintains Effective, Professional Business Relations with Members, Promptly Resolving Requests, Questions, and Complaints

Focuses on building and maintaining strong relationships with members, addressing their needs promptly and professionally.

Implements Policy and Procedural Changes Within the Branch and Oversees Branch Functions Effectively

Drives the implementation of policy and procedural changes to improve branch operations and ensure compliance.

Manages Telemarketing Activities for the Branch, Including Identifying Lists, Scheduling Employees, Summarizing, and Reporting Results

Leads telemarketing efforts to generate leads and drive sales, overseeing the process from list

Additional Responsibilities:

Fills in and performs duties in branch positions as needed. Attends assigned training sessions and stays current on new operational procedures. Knowledgeable of the branch’s members, demographics, channel usage, trends, and uses data to shift member behaviors

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job:

High School Diploma or GED

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:

5 to 7 years

Specific Experience:

Two years’ experience in the financial industry with a preference for Credit Unions - Required
Three years’ experience in Leadership – Required

Certifications or Licenses Required: NMLS

Other Training, Technical Skills, or Knowledge Required: Proficient in Microsoft Office and Personal Computer Software

Other Measurable Abilities Required:

Leadership - Demonstrates leadership through skillful and effective written and oral communication. Undertakes continuous self-development of both functional and leadership skills.
Solid interpersonal, decision making and supervisory abilities.
Excellent oral and written communication skills.

Shift Work:

Shift work including weekends consists of hours outside of an 8-5 schedule to cover the hours of operation.

SCOPE OF JOB

Discretion/Latitude:

This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.

Reporting Relationships:

Number of Direct Reports: 3-6

Typical Interactions:

This role has extensive contact with all PFCU departments as resources to assist in resolving Member issues. Daily contact with Branch Leadership is required to communicate on the branch’s performance. Periodic contact with the California Credit Union League and the Florida Credit Union League is necessary for research and validation of laws and regulations.

Physical Demands & Environmental/Working Conditions:

This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions.

This position requires the ability to:

move self in different positions to accomplish tasks in various environments including tight and confined spaces
remain in a stationary position, often standing or sitting for prolonged periods
adjust or move objects up to 15 pounds in all directions
perform repeat motions that may include the wrists, hands, and/or fingers
use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
hear average or normal conversations and receive ordinary information
prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.

Disclaimer

The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job.

The hiring range for this position in California is $86,800 to $119,300 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

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About Partners Federal Credit Union:

For more than 50 years, Partners Federal Credit Union has delivered The Partners Difference to our more than 175,000 members, with the highest levels of service, value, access and convenience. Plus, a full array of financial products you’ll find at the biggest banks, including savings, checking, loans, wealth management and the latest in innovative account access. And always with an exclusive connection to The Walt Disney Company that ensures a level of quality unsurpassed in banking. Named one of the 2019 “Best Credit Unions to Work For” by Credit Union Journal, Partners is truly Cast Members serving Cast Members, creating a genuine bond and commitment to service that no other financial institution can match. Join and discover that at Partners, we honor membership for life — because members can confidently rely on us at every stage of it. And because of our connection to The Walt Disney Company, every person who works for Partners is also a Disney Cast Member/employee.

About The Walt Disney Company:

The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise that includes three core business segments: Disney Entertainment, ESPN, and Disney Experiences. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, Disney proudly continues its legacy of creating world-class stories and experiences for every member of the family. Disney’s stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished.

This position is with Walt Disney Parks and Resorts U.S., Inc., which is part of a business we call Partners Federal Credit Union.

Walt Disney Parks and Resorts U.S., Inc. is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender, gender identity, gender expression, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information or disability, or any other basis prohibited by federal, state or local law. Disney champions a business environment where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a constantly evolving world.

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The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.

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