Branch Manager -Pinole
2 days ago
Pinole
Job DescriptionM-F w/ Occasional Sat, 40 hours/week Summary: Branch Management provides leadership that models the Travis Credit Union (TCU) Mission, Vision and Core Values with an emphasis on member experience, asset growth, efficient operations and the professional development of employees. Branch Management not only works within the branch environment, but also has a focus on external activities that grow our business and make an impact in the communities we serve. Branch Management, at a high level, is responsible for educating members, employees and the local community about our Mission, Vision and Awesome Cause. Profile: • Understands and models the Mission, Vision, Core Values and Awesome Cause with both employees and members., • Supports the career development of employees through consistent coaching, professional development and purposeful career pathing steps., • Develops and inspires a highly disciplined and productive branch team focused on delivering exceptional member service and offering solutions to improve members’ financial lives by tailoring value-add recommendations with TCU products, services and digital solutions., • Achieves assigned branch production and growth goals by influencing the effective and consistent behaviors of the employees in their member conversations; ensures Client Relationship Management system (CRM) productivity with member interactions., • Collaborates with business partners to proactively acquire new business relationships and expand existing business relationships., • Responsible for business development activities and represents the credit union in the community by participating in events; serving on boards and/or committees that are working to improve the communities we serve is encouraged., • Represents TCU at Awesome Cause events., • Responsible for operational audits, regulations and profitability expectations., • Facilitates consensus in group settings and develops positive working relationships throughout the organization., • Negotiates conflict, influences others and solves problems to achieve positive outcomes., • Identifies and communicates improvement gaps in People, Process or Technology practices, collaborating with other business units as necessary., • Properly empowers those who will be held accountable for the successful completion of projects and/or attainment of goals with shared ownership., • Manages and leads staff through a changing environment and resolves stressful situations with tact and diplomacy. Not all functions/tasks are listed above; however those listed are considered essential. Skills:, • Self-directed and uses independent judgment to make decisions and escalate issues to senior management., • Sales management skills including prospecting, cross selling, pipeline and activity management., • Strong professional verbal and written communication and interpersonal skills., • Demonstrated leadership and coaching qualities that builds team work and consistent productivity behaviors., • Proficient in MS Office products (Word, Outlook and Excel) and can navigate multiple technical systems, periodically in a self-taught environment. Reporting and Experience:, • Reports directly to assigned AVP, Regional Manager., • Direct supervisory responsibility for Branch Supervisor. Overall supervisory responsibilities for all branch staff., • Responsible for member financial health, business development and community engagement., • High school diploma or equivalent., • Minimum of 5 years’ experience in financial services or related role., • Minimum of 3 years in a supervisory role. Working Conditions: Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature. Must be flexible with work schedule to include working Saturdays. Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate. Compensation: Base salary starting range is commensurate with experience:, • Grade 14: $80,284.88/annually - $99,174.40/annually Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!Travis Credit Union is an Affirmative Action EmployerEOE/Individual with Disability/Veteran Status#traviscuCompany DescriptionWhy TCU? We’re recognized by Forbes as a Top Credit Union in California for overall member satisfaction, trust, financial advice, branch services and digital services. We have everything you need to reach your financial goals and to help others in our community experience financial wellness. Why else? We are an EMPLOYER OF CHOICE! We have AWESOME employees! We believe in promoting from within whenever possible and developing our staff. We are passionate about helping people and believe in our mission, "We are dedicated to building lifelong relationships with our members to help them achieve their financial goals." It's quite simple. Travis Credit Union is a great place to work! Headquartered in Vacaville, California, Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. Currently, Travis Credit Union is the 12th largest credit union in California, with over 225,000 members and over $4.2 billion in assets. TCU members can access their accounts at 24 convenient branch locations, at 35,000 free CO-OP Network® ATMs, through secure, easy-to-use Online Banking, our mobile app for Apple® iPhone® or by telephone using our Call-24 Phone Banking. As one of the leading financial institutions in Solano, Contra Costa, Yolo, Napa, and Merced Counties, Travis Credit Union's strength lies in its faithful commitment to its members; its solid, secure history; and its long-standing track record of dedicated service. BENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance and annual bonus for all regular full-time employees. Plus a few fun perks like our gym, ping pong table, and a rest and relaxation room that are available at Corporate Headquarters. To view a more detailed job description, learn more about TCU and apply, visit: TCU is a drug-free workplace. Pre-employment screening is required. Visit for a full list of our current openings EOE/Individual with Disability/Veteran StatusWhy TCU? We’re recognized by Forbes as a Top Credit Union in California for overall member satisfaction, trust, financial advice, branch services and digital services. We have everything you need to reach your financial goals and to help others in our community experience financial wellness.\r\n\r\nWhy else? We are an EMPLOYER OF CHOICE! We have AWESOME employees! We believe in promoting from within whenever possible and developing our staff. We are passionate about helping people and believe in our mission, "We are dedicated to building lifelong relationships with our members to help them achieve their financial goals." It's quite simple. Travis Credit Union is a great place to work!\r\n\r\nHeadquartered in Vacaville, California, Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. Currently, Travis Credit Union is the 12th largest credit union in California, with over 225,000 members and over $4.2 billion in assets. TCU members can access their accounts at 24 convenient branch locations, at 35,000 free CO-OP Network® ATMs, through secure, easy-to-use Online Banking, our mobile app for Apple® iPhone® or by telephone using our Call-24 Phone Banking. As one of the leading financial institutions in Solano, Contra Costa, Yolo, Napa, and Merced Counties, Travis Credit Union's strength lies in its faithful commitment to its members; its solid, secure history; and its long-standing track record of dedicated service.\r\n\r\nBENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance and annual bonus for all regular full-time employees. Plus a few fun perks like our gym, ping pong table, and a rest and relaxation room that are available at Corporate Headquarters. \r\n\r\n To view a more detailed job description, learn more about TCU and apply, visit: is a drug-free workplace. Pre-employment screening is required. \r\nVisit for a full list of our current openings\r\nEOE/Individual with Disability/Veteran Status