Location
US-CA-Burbank
ID
2025-1348
| Category |
Sales
|
Position Type |
Full-Time
|
Remote |
No
|
Overview
As a Branch Manager I, this developmental position offers a unique opportunity to enhance leadership skills while being mentored by an experienced Branch Manager. The role plays a pivotal part in driving the success of the branch by ensuring exceptional member experiences, leading innovative business development initiatives, and managing day-to-day operational activities. The Branch Manager I collaborates closely with the Branch Manager to set and achieve ambitious branch goals. This is a results-driven position responsible for providing leadership for all aspects of a retail branch's success in preparation for advancing to a branch manager role.
Responsibilities
Builds exceptional knowledge of the Credit Union products and services to advise and advocate for members, understand their needs, and provide solutions.
- Assumes responsibility for the effective and efficient performance of branch sales and service operations.
- Ensures a high level of member satisfaction through the delivery of excellent service and execution of the daily operations of the Credit Union's Member Experience protocols according to established standards.
- Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products, including new accounts, consumer and real estate loans, and identifies additional cross-sell opportunities
- Provides leadership in optimizing operational excellence, including workforce management, loan quality, cash management, and branch audits to enhance the member experience
- Assists the Branch Manager in developing and reviewing the budget to drive branch profitability
- Ensures branch security protocols are followed. Opens and closes the branch in accordance with set hours and tests security equipment.
- Under the supervision of the Branch Manager support efforts with hiring, training, and coaching of all staff members, resulting in effective resource allocation and a motivated staff committed to continuous improvement and strong teamwork.
- Proactively seeks new business relationships, including a network of business owners, consumer prospects, finance professionals and community leaders.
- Develop strategies with Logix business partners and marketing to help expand segment and market share and drive branch profitability
- Partners with a collaborative mindset to meet member needs by introducing them to Logix business partners
- Represents the assigned retail branch offices and Credit Union in all community activities. Promotes the Credit Union's brand identity and goodwill within the communities that it serves.
- Adhere to credit union policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
- Acquires and applies skills in preparation for advancement to a branch manager position.
- Must consistently report to work on time, as scheduled.
Qualifications
Education
- Bachelor's Degree (4 years) Preferred
Experience
Knowledge, Skills & Ability
- Thorough knowledge of products, services, insurance of accounts, account vesting's, consumer loan products and related requirements, credit union documents, reports, policies and procedures, real estate lending principles and practices.
- Must obtain the following licenses, skills and authorities within six months of entering the position: Notary License, successful completion of New Accounts training, Medallion Signature training and obtain Membership Officer Authority, successful completion of Loan Officer training. Must successfully complete the Real Estate Loan Officer training program and obtain an authorized Real Estate Loan Officer designation.
- Superior customer service skills, excellent oral & written communication skills.
- Ability to work in a fast-paced, deadline driven environment.
- Demonstrated understanding of the fundamentals of sales management, coaching, leadership and ongoing staff motivation.
- Background in financial services, including an understanding of consumer and real estate lending practices and processes.
- Understanding of the components of branch profitability.
- Working knowledge of the Microsoft Office suite of products. Experience using the Symitar Data system is considered a plus.
Disclaimer Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.
Pay Range
USD $30.02 - USD $45.02 /Hr. |
Logix Federal Credit Union
USD $30.02 - USD $45.02 /Hr.
Mar 12, 2025