Posted:
11/21/2024, 3:22:03 AM
Location(s):
California, United States ⋅ Anaheim, California, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Sales & Account Management
Job Posting Title:
Branch Manager IIReq ID:
10106781Job Description:
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
Ensures Delivery of High-Quality Member Service in All Aspects of Sales and Operational Activities
Tracks and Assesses Sales Performance, Communicating Results to Employees
Supports Retail Branch Sales Goals by Personally Demonstrating the Selling of Financial Products and Services
Enhances Branch Effectiveness Through Policy Suggestions, Security Management, and Cross-Selling Credit Union Services.
Manages Branch Financials, Including Controllable Expenses, and Ensures Budget Goals are Met
Oversees Branch Audits, Coordinates with Accounting and Loan Functions, and Seeks Continuous Operational Improvement.
Maintains Effective, Professional Business Relations with Members, Promptly Resolving Requests, Questions, and Complaints
Implements Policy and Procedural Changes Within the Branch and Oversees Branch Functions Effectively
Manages Telemarketing Activities for the Branch, Including Identifying Lists, Scheduling Employees, Summarizing, and Reporting Results
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:
Certifications or Licenses Required: NMLS
Other Training, Technical Skills, or Knowledge Required: Proficient in Microsoft Office and Personal Computer Software
Other Measurable Abilities Required:
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:
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.Job Posting Segment:
Credit UnionsJob Posting Primary Business:
Partners! Federal Credit UnionPrimary Job Posting Category:
BankingEmployment Type:
Full timePrimary City, State, Region, Postal Code:
Anaheim, CA, USAAlternate City, State, Region, Postal Code:
Date Posted:
2024-11-21Website: https://jobs.disneycareers.com/
Headquarter Location: Burbank, California, United States
Employee Count: 10001+
Year Founded: 1923
IPO Status: Private