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About the Role
As a Branch leader at Golden 1 Credit Union, you will shape the success of your team and the financial well-being of the community you serve. This role focuses on building strong member relationships, setting the standard for exceptional service, and coaching your team to deliver trusted financial solutions. You will have the opportunity to make strategic decisions, drive branch performance, and create a positive, inclusive culture where employees and members thrive.
Responsibilities
- Ensures delivery of exceptional member experience on the platform and teller line.
- Handles member issues escalated by Member Service Specialists.
- Manages, directs and supervises day to day activities of Member Service Specialists.
- Train and coach employees on sound operational and compliance requirements across all areas of the branch.
- Create and maintain staff scheduling that aligns with meeting branch member service demands.
- Assists Branch Manager in developing and implementing strategies to capitalize on opportunities, highlight the benefit of our products and services over that of our competitor’s, and support overall credit union member services, promotions and member service objectives and expectations.
- Assists the Branch Manager with human resource processes for all direct reports, including appraisals, disciplinary actions, individual development plan, career development, training, interviews, etc.
- During times of high transactional volume, delivers exceptional member experience on the platform and teller line.
- Identify, investigate and respond to member concerns.
- Ensures compliance and efficiency with all policies and procedures.
- Maintain a current working knowledge of financial industry rules, regulations and sound methods and practices.
- Implement, maintain, and inspect security procedures, operational reports, control logs, audits, and certifications in compliance with all current regulatory requirements.
- Lead and coordinate service promotion activities, which include outbound calls, special service days and outside marketing efforts as needed and directed.
- Assist Branch Manager in marketing the Credit Union to outside potential fields of membership in their specific field and location.
- Manage relationships between the branch and the Member Service Contact Center, Mortgage Lending, Consumer Lending, Online Banking, and Financial Services partners to ensure collaboration in meeting shared company objectives.
- Monitor all internal policy and procedure controls to safeguard the funds and assets of Golden 1.
- Proactively identify any potential issues keeping the branch from providing exceptional member service and collaborate on solutions with the Branch Manager.
- Provide recommendations, as needed, to more efficiently meet the financial needs of the members visiting the branch.
- Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy act, anti-money laundering, and elder financial abuse laws appropriate to the position.
- Perform Notary Public services as needed.
- Assists Branch Manager in ensuring that the physical maintenance and overall appearance of the facility is satisfactorily maintained at all times.
- Makes recommendations to Branch Manager.
- Travel to meetings by car or public conveyance.
- May occasionally be requested to fill in at another branch location.
Requirements
- H.S. Diploma or General Education Degree (GED) required
- 3+ years progressively responsible supervisory experience within a retail environment or financial institution required
Experience Level
- 3+ years progressively responsible supervisory experience
Education Level
- H.S. Diploma or General Education Degree (GED)
- Associate’s Degree in Business Administration, Finance or Human Resources or equivalent work experience preferred
Salary/Compensations
- $32.00 - $40.00 Hourly
Benefits
- Comprehensive compensation package
- Well-being and work-life balance
- Career development and growth
- Rewards and recognition
- Commitment to Diversity, Equity and Inclusion
About the Company
- Golden 1 Credit Union is among the top credit unions in the country.
- As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.”
- We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California.
- We welcome all who embrace our Core Values.
Equal Opportunity
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
- As an NCUA-insured financial institution, all selected candidates must satisfy the background screening requirements of the Federal Credit Union Act, which restricts employment of individuals with certain convictions.