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About the Role
The Branch Manager is a highly motivated leader responsible for the daily operations of a full-service credit union branch, including sales, service, and operational activities aligned with strategic objectives. This role focuses on sales, staffing, safety, security, revenue generation, financial management, reporting, and regulatory compliance. The Branch Manager leads the team to attract new business, grow the branch's deposit and loan portfolio, and develop staff through coaching and motivation. They serve as the primary point of contact for members, resolving issues and taking ownership.
Responsibilities
- Administer sales, service, and operational activities in accordance with Credit Union's strategic objectives.
- Oversee staffing, safety, security, revenue generation, financial management, reporting, and regulatory compliance.
- Lead the branch team to attract new business and implement strategies to grow deposit and loan portfolios.
- Oversee professional development of branch staff, including coaching, guiding, training, and motivating.
- Serve as the member's primary point of contact and take ownership of member issues.
- Oversee operations in one or more branches depending on staffing size, financial budget, and member activity.
- Ensure exceptional service by resolving issues quickly and building strong relationships.
- Ensure branch staff are knowledgeable, engaged, trained, and focused on flawless execution.
- Monitor branch activities to ensure alignment with credit union objectives and compliance with policies.
- Ensure branch transactions and operations are error-free.
- Ensure daily branch operations follow regulatory guidelines and achieve a low-risk annual internal audit.
- Manage risk by understanding regulations and policies.
- Analyze branch activities and recommend ways to increase operational efficiency.
- Ensure branch facilities and equipment are in good working order.
- Attract and retain members, meeting branch growth goals by executing tactics to grow loan and deposit portfolios.
- Track branch production, sales, membership increases, and branch profitability.
- Analyze and create financial reporting to increase efficiency and effectiveness in production.
- Champion effective branch business development efforts and ensure staff participation.
- Drive business into the branch and service the needs of the community.
- Understand member preferences and deliver unparalleled convenience and member choice.
- Ensure staff understand product features and benefits.
- Understand promotions and provide customized financial solutions.
- Empower branch staff to meet member needs without unnecessary approvals.
- Participate in local events and business network events.
- Develop relationships with members and act as a liaison between the credit union and the community.
- Hire, train, support, develop, motivate, and retain a skilled branch team.
- Keep staff informed through daily huddles, weekly meetings, and regular communication.
- Hold employees accountable for performance and business decisions.
- Provide staff with career growth opportunities and build a succession plan.
- Manage staff schedules to meet branch needs.
- Supervise branch staff, including coaching and accountability for sales goals, policy adherence, and customer service.
- Foster a positive work environment and address personnel issues.
- Understand the branch profitability model and manage the branch balance sheet to increase revenue.
- Accomplish financial objectives by managing income and expenses within budget.
- Monitor and generate branch reports and data to identify trends.
- Perform other duties as assigned.
- Complete required BSA & OFAC training annually.
- Understand and adhere to BSA and OFAC policy and procedures.
Requirements
- 3 to 5 years of financial services experience in banking or credit union.
- 3 to 5 years of management experience in a retail bank branch or two years in a management role with PCU.
- Experience managing a sales and service team with proven results.
- Experience with Real Estate and Consumer Loans.
- Experience with business banking products and relationships.
- Experience with cash handling/teller transactions/loan funding.
- Must work Saturdays.
- Required to travel to other PCU locations outside of home branch.
- Required to attend offsite training, meetings, or events.
- Occasionally work early or late hours, and extended weekend hours.
Skills
- Excellent listening and speaking skills.
- Excellent written communication skills.
- Excellent presentation skills.
- Self-driven with the ability to set and accomplish goals.
- Strong Business Development experience.
- Computer literacy skills.
- Proficient in Windows and Microsoft Office.
Location
- San Francisco, CA
Work Type
- Full Time
- Onsite
Experience Level
- 3-5 years financial services management experience
- 2 years PCU management experience
Education Level
- College degree or equivalent work experience
Salary/Compensations
- $44.71 - $58.17/hour
- Eligible for twice-a-year discretionary bonus
Benefits
- Quality medical, dental and vision care coverage
- 401(k) retirement plan with up to 150% matching employer contributions
- Annual discretionary bonus
- Generous paid time off and paid holidays
- Flexible spending accounts
- Employee Referral Bonus
- Short and long-term disability coverage
- Life and AD&D insurance
- Provident membership
- Rate discount on home and auto loans
- Opportunity to use company owned condo in Maui and Lake Tahoe
About the Company
- Provident is an Equal Opportunity Employer.
- Winner of the Bay Area News Group Top WorkPlace in 2017 - 2026.
Equal Opportunity
- Provident is an Equal Opportunity Employer.