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.