Responsible for assisting with the direction and administration of branch sales and operations, as well as takes a larger management role at the branch of assignment than a BSM II or III, in order to create regional capacity for the VP’s. Ensures that established policies and procedures are followed. Oversees a full range of products and services to Members and prospective Members. Alongside Regional VP, responsible for attainment of production goals and operating budget, as well as trains, directs, and assists in supervising branch staff. Fosters a consistent commitment to teamwork both within the team and within the organization. Ensures that Members are promptly and professionally served. Performs various branch functions as required.

Assumes responsibility for assisting in the supervision of branch operations and achievement of branch sales targets.

•     Ensures that operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, and audit standards. Provides suggestions for improved effectiveness.

  Drives the sales process through one-on-one coaching, training, and employee      recognition.

•    Assumes responsibility for the effective management of, compliance to and monitoring of assigned controls, policies, and procedures by self and the department.

•    Assists with implementing changes to established policy and procedures within the branch.

Completes and communicates Performance Review and Individual Development Plans for each direct report by predetermined deadlines. Manages low performers and rewards top performers.

•    Ensures branch security. Assists with opening and closing the building in accordance with set hours. Tests security equipment as assigned.

•    Ensures delivery of high-quality Member service in all aspects of sales and operational activities.

•    Ensures that the branch balances all transactions at the close of each day. Oversees the branch audit processes. Reviews the results, implements corrective actions, and reports the findings to the Branch Manager.

•    Assists with Member Service Representative functions as needed.

•    Leads and manages branch operations, including Member service and teller areas to meet/exceed key measures.

•    Promotes branch business development and seeks to broaden Member base. Actively cross-sells Credit Union products and services

•    Assist Regional VP with driving the sales process through one-on-one coaching, training, and Employee recognition.

•    Completes required reports and records and ensures that branch functions are  properly documented.  Administers the branch monthly Internal Verification Procedures.

•    Assists the Regional VP with analyzing branch financial results and supports plans and strategies to improve branch profitability and better market expansion.

•    Assists Regional VP in planning, directing organizing and controlling the operational activities and staff of assigned branch.

•     Assists Regional VP with managing the department budget and development of Operating Expense (OPEX) controls.
 

Assumes responsibility for establishing and maintaining effective coordination and working relations with branch personnel, ensuring optimal performance.

•       Provides assistance, direction, and supervision as needed, including guidance for  Tellers, MCs and Member Service Representatives.

•    Conducts regular department meetings and one-on-ones with direct reports.

•    Ensures that personnel are well trained in all phases of their respective jobs. Performs cross training as necessary.

•    Assists with determining appropriate staffing levels and scheduling employees and with approving all sick leave, vacation, overtime, and payroll records for each branch employee.

•    Possesses the ability to express ideas simply, clearly, and directly; having excellent presentation skills; being comfortable speaking before groups; keeping others well-informed.

•    Maintains expertise in operations functional areas. Demonstrated ability to balance between strategic thinking and tactical (operational) implementation; knowing how to set up systems and processes to get the job done.

•    Identifies probable future scenarios that may impact the company. Can anticipate the future needs of the company. Have the ability to develop strategies that can mitigate risks and capitalize on business opportunities. Are willing to take reasonable risks to achieve strategies.

•    Completes and communicates Performance Review and Individual Development Plans for each direct report by predetermined deadlines. Manages low performers and rewards top performers.

•    Sets clear, realistic goals and objectives; possessing an unwavering resolved to ensure that a plan gets executed; knowing how to effectively allocate resources to achieve goals.

•    Manages change process including the following steps; foreseeing the need for change well in advance of the change event; appreciating the impact of significant change on an organization; developing smart, effective, and achievable change strategies; providing confident leadership during the most trying or challenging moments during the change event; making compelling cases regarding the need for change; directing the change process.

•    Conducts regular department meetings and one-on-on ones with direct reports and assist Regional VP with developing and implementing sales strategies to meet and exceed all sales targets.

Assumes responsibility for establishing and maintaining effective, professional business relations with Members.

•    Ensures that Members\' requests and questions are promptly and courteously resolved. Answers Members’ questions or refers appropriately.

•    Ensures the Members are informed of Credit Union services, products, and     policies.

Assumes responsibility for related duties as required or assigned.

•    Co-develops branch strategies with Regional VP.

•    Assists with personnel functions as assigned.

•    Represents the assigned branch and Credit Union in all activities within the general market area and supports business development initiatives.

Education: High School or GED (required)

Years of Relevant Work Experience: 3-5 Years

Certifications, Licenses, Registrations, Etc.
NMLS

Notary (Preferred)

Proficient in Microsoft Office and Personal Computer Software
 

Abilities and Behaviors
• Two years experience in the financial industry with a preference for Credit Unions is required.

• Five years\' experience in Leadership is required.

• Five years\' experience in Sales is preferred.

• Lending Experience - Preferred

• Strong analytical skills

• Excellent oral and written communication skills

• Effective project management abilities

• Solid interpersonal, decision making and supervisory abilities.

• Excellent time-management skills

• Proficient customer service and phone skills

• Proficient problem-solving skills

• Leadership - Demonstrates leadership through skillful and effective written and oral communication. Undertakes continuous self-development of both functional and leadership skills. Specifically they are able to do the following:

o fosters a share equity of power

o is self-regulating o has strong impulse control

o is emotionally mature

o is courageous

o promotes understanding through summarization of key concepts

o gets better outcomes the 1st time

o understands the subtle impact they have on others

o inspires commitment, not compliance

o creates energy, not stifle it

o facilitates, not controls

Performance Standards

• Loan Balances target
• Loan Quality
• Deposit Growth target
• Member satisfaction
• PLP Units / Penetration, GAP Units / Penetration, MBI Units / Penetration
• Membership growth
• Membership Invitation Quality
• Satisfactory Audit
• Wealth Management Referrals (Total Referrals /Qualified Referrals)
• Partners Home Mortgage Referrals (Total Referrals /Qualified Referrals)
• Auto Advisor / Autoland Referrals (Total Referrals /Qualified Referrals)
• Mystery Shops
• Cross Sells

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.

Training Requirements
Compliance Training Requirements

Basic NEO Training Requirements

Assigned training courses in Branch Sales Manager G & O Workbook

Assigned training courses by Senior Management

Leadership Essentials

Partners Difference

DiSC

ELDP Training

360 Evaluation

The hiring range for this position in California is $70,028 to $93,940 per year based on a 40-hour work week. The amount of hours scheduled per week may vary based on business needs. 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.