Manager, Retail Branch
Company: Patelco Credit Union
Location: Danville
Posted on: June 18, 2022
Job Description:
About Patelco Credit UnionWe're here to help people in
communities throughout Northern California build financially
healthy lives. We do this by being attentive and partnering with
our members to understand what is financially best for them. We
thrive on change, and we put people first. If you're looking to use
your skills and knowledge to make a difference in the lives of
others, we look forward to hearing from you.Patelco Credit Union is
a not-for-profit credit union committed to serving the financial
health and wellbeing of its membership. With more than 400,000
members primarily in and around northern California, Patelco is
committed to improving their members' financial well-being and
fueling hope and opportunity for its members by offering
personalized solutions, advice, and expertise that empower them to
achieve personal financial freedom. Founded in 1936 with $500 in
assets by employees of the Pacific Telephone and Telegraph Company,
Patelco is in the top one percent of U.S. credit unions with more
than $8 billion in assets.OverviewThe Branch Manager will develop
team members, create strategic plans, and execute Retail
initiatives to enhance member experience through identified
opportunities and strategies. In this role, responsibilities will
include managing and providing vision and leadership to the branch
team members. As a Branch Manager, you must display passion for
member's financial well-being, as well as be able to showcase and
coach to. Responsibilities
- Create and implement strategies to capitalize on opportunities,
highlight the features and benefits of our products and services,
support overall credit union member services, promotions and member
service objectives and expectations.
- Develop a culture within the branch in which quality and
continuous improvement on all performance accountabilities and
member interactions.
- Inspire a highly efficient and productive branch team focused
on delivering exceptional member service and offering solutions to
improve members' financial well-being by tailoring recommendations
with Patelco's products, services, and digital solutions.
- Ensure all team members are trained on all functions within the
branch through effective communication and implementation of
new/revised policies and procedures.
- Identify any potential issues keeping the branch and team
members from providing exceptional member service and collaborate
on solutions with the Retail Performance Manager and Regional
Director.
- Respond and monitor branch's Financial Wellbeing Survey
feedback from members, and provide coaching, training and feedback
to team members and departments as necessary.
- Ensures delivery of exceptional member experience and handles
member escalations with a sense of urgency.
- Supports the career development of team members through
consistent coaching, professional development, and purposeful
career pathing steps.
- Collaborates with business partners to proactively acquire new
business relationships and expand existing business
relationships.
- Engages within the community as a Patelco ambassador to
increase membership awareness and growth.
- Understands and models the Mission, Vision, and Core Values
with both team members and members.
- Manages and leads team members through a changing environment
and resolves stressful situations with tact and diplomacy.
- Maintains thorough and current knowledge of all federal, state,
and local regulations as well as internal policies and procedures
and bank products and services.
- Ensures the daily branch operations are conducted in accordance
with established credit union policies to include legal and
regulatory requirements.
- Analyze data reporting and tools to interpret and manage branch
performance.
- Recommends changes to senior management and implements decision
within delegated authority.
- All other duties as assigned Qualifications
- Bachelor's degree (B.A./B.S.) or AA in business related
discipline or equivalent (preferred)
- Four to five years' prior branch supervisory or team lead
experience in a credit union or banking environment
- Excellent computer skills MS Windows and MS Office (Word &
Excel)
- Excellent organization and time management skills.
- Demonstrated proficiency in supervising and motivating team
members.
- Ability to manage all priorities and workflow with versatility,
flexibility, and a willingness to work within constantly changing
priorities with enthusiasm.
- Ability to organize and prioritize information, job tasks and
workload in order to consistently complete all branch work in a
time sensitive manner.
- Ability to work independently and as a team member while using
discretion in decision making and good judgment problem
solving
- Excellent written and oral communication skills; strong
organizational, problem-solving, and analytical skills We Offer
- Empowerment, Engagement, and Teamwork.
- An inspiring career that benefits both you and your
community
- Competitive compensation packages with bonus opportunity
- Full Medical/Dental/Vision benefits with minimal eligibility
waiting period
- Generous 401(k) with 3% Safe Harbor and 5% employer match
- Discounts on loan products
- Tuition Reimbursement
- Community outreach opportunitiesPatelco Credit Union is an
Equal Opportunity Employer: disability/veteran
Keywords: Patelco Credit Union, Danville , Manager, Retail Branch, Hospitality & Tourism , Danville, California
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