Branch Manager II

工作 ID 10106781 地點安那罕, 加利福尼亚州, 美國 有意工作的公司 Partners Federal Credit Union 日期已公佈 Nov. 21, 2024

申請

工作概要:

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.

申請

關於Partners Federal Credit Union:

超過 50 年，Partners Federal Credit Union 向我們超過 125,000 名會員履行了 Partners Difference ，提供最高水平的服務、價值、造訪以及便利。加上，您在最大銀行會發現的各種金融產品，包括儲蓄、支票、貸款、財富管理和最新的創新賬戶存取。並且始終以獨家的方式連接 The Walt Disney Company 確保銀行業的質量水平。Partners 確實是為演藝人員提供服務的員工，建立與其他金融機構無法匹配的真正聯繫與服務承諾。加入並探索 Partners，我們永久尊重會員資格 — 因為會員可以在每個階段有信心地依靠我們。因為我們與 The Walt Disney Company 的關係緊密，在 Partners 工作的每個人也是 Disney 演藝人員／員工。

關於 The Walt Disney Company:

Walt Disney Company 連同其子公司和聯營公司，是領先的多元化國際家庭娛樂和媒體企業，其業務主要涉及三個範疇：Disney Entertainment、ESPN 及 Disney Experiences。Disney 在 1920 年代的起步之初，只是一間卡通工作室，至今已成為娛樂界的翹楚，並昂然堅守傳承，繼續為家庭中每位成員創造世界一流的故事與體驗。Disney 的故事、人物與體驗傳遍世界每個角落，深入人心。我們在 40 多個國家/地區營運業務，僱員及演藝人員攜手協力，創造全球和當地人們都珍愛的娛樂體驗。

這個職位隸屬於 Walt Disney Parks and Resorts U.S., Inc.，其所屬的業務部門是 Partners Federal Credit Union。

Walt Disney Parks and Resorts U.S., Inc. 是提供平等就業機會的僱主。求職者都會獲得聘僱考量的機會，不分種族、宗教、膚色、生理性別、性傾向、社會性別、性別認同、性別表達、原國籍、血統、年齡、婚姻狀態、軍人或退伍軍人身份、醫療狀況、遺傳資訊或殘疾狀況、或者聯邦、州級或地方法律所禁止的其他任何基本特徵。Disney 提倡讓所有人的想法和決策都有助我們發展、創新、創造最好故事的商業環境，並與瞬息萬變的世界息息相關。

就業申請的殘疾便利安排

The Walt Disney Company 及其聯營公司是推動平等就業機會的僱主，歡迎所有求職者，包括殘疾人士及殘疾退伍軍人。如你是殘疾人士，並需要合理便利安排以搜尋職位空缺或申請職位，請將要求發送至Candidate.Accommodations@Disney.com。本電郵地址不擬用於一般僱傭查詢或通訊。我們只會回應與網上申請系統殘疾人士無障礙功能相關的要求。

遇到技術問題？查看常見問題以尋求協助。