Market Branch Manager II: Yucca Valley and 29 Palms

The Market Branch Manager II oversees the branch experience at multiple branches. Builds a service and sales culture centered on making members financial dreams come true. Maintains sound operations through compliance to security policies. Coach, mentor, train and lead branch management and branch staff to align with the organization’s core competencies of one team.

 

The Branch Manager II will spend 50% of their time dedicated to business development and community efforts outside of the branch while 40% of their time will be dedicated to lobby management, coaching, deepening member relationships, and providing sales and service techniques. The remaining 10% will be conducting various branch operational duties as outlined below.

 

About Frontwave Credit Union:

Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.

 

What’s In It For You:
Competitive pay, 401k matching, mortgage and auto discounts.
9-27 days of PTO per year (based on tenure), VTO and 11 paid holidays.
Affordable medical, dental, vision health plans, and Flexible Spending Account.
Employee Assistance Program with a variety of services.
Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.
Culture of excellence and continuous improvement.
We strive to be the best place you’ve ever worked!

 

Essential Duties and Responsibilities:

Includes the following non-inclusive key categories. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations, and Credit Union policies and procedures.

 

• Sales through Service
  • Consistently meets or exceeds Sales and Service metrics at all branches
  • Deepen member relationships by utilizing consultative service skills
  • Oversee new product onboarding to ensure satisfaction and retention
  • Provide a consistent member experience during all aspect of the branches functionalities
• Coaching
  • Daily observation with immediate feedback (mini-coaching)
  • Set, create, and execute personalized Action Plans to assist in constant employee progression.  This includes identifying training needs, conducting pre and post training activities to ensure that learning has occurred, and/or write corrective action plans.
  • Provide opportunities for branch management and branch employees to grow through progressive responsibility and delegation
  • Coaches teams in handling escalations and manage conflict resolution with goal of achieving a positive outcome
  • Direct monthly branch staff meetings and conduct consistent daily huddles
  • Meets on a regular basis with the branch management and branch employees to identify, coach, develop, motivate and support employees so that they can provide exceptional member service to every member.
  • Conducts monthly one-on-one meetings to review KPIs, loan pipeline and any operational or compliance issues.
• Membership Development
  • Weekly business development efforts to drive new membership and increase market share
  • Internal and external relationship building and networking to create referral sources
  • Partners with Military and Community Relations department to develop ongoing business development and community relations plan to support credit union goals
  • Professionally represents the credit union at community meetings, Chamber functions, and special events
  • An active leader in the Community, representing Frontwave’s philanthropic efforts
  • May conduct financial classes for the benefit of educating the members and resolving problems
  • Conveys a positive image of the credit union
• Branch Operations
  • Oversee Staffing of branches including: hiring, scheduling, and branch coverage at multiple branch locations
  • Ensure branch soundness and security is maintained at all times. This includes audit efforts, cash management, and loss prevention
  • Maintain an awareness of branch expenditures and resources
  • Provides weekly and monthly branch reporting to Directors
  • Ensure branch staff is knowledgeable and trained in handling regulatory/compliance policies and procedures and meets regularly to enforce
  • Consistently leads by example and follows the Retail Operations Guide and Retail Operations Service Standards
• Branch Management
  • Manages all branch management employees and branch staff in accordance with credit union employee handbook, policies, and applicable laws
  • Schedules, prepares, and conducts employment interviews and recommends personnel for hire following standard hiring procedures.
  • Provide timely and fair communication and feedback to branch management and branch staff, through coaching, counseling, meetings, and appraising
  • Reviews, adjusts and approves time sheets for biweekly payroll processing
  • Organizes, prepares, and conducts training sessions on credit union policies and procedures
  • Motivates staff using incentives, themes, and promotional methods.
  • Assigns duties and organizes cross-training of jobs
  • Acts as a liaison with staff members to resolve conflicts
  • Promotes proper training, resources and coaching to all branch management and employees to motivate them to become strong culture carriers and collaborators between all external and internal members.
  • Credit Union’s Strategic Goals
  • Responsible for ensuring that all branch activities are in complete alignment with Frontwave’s strategic priorities and objectives 
  • Promotes an environment within the branch to meet monthly projected goals
  • Works on special projects requiring extensive knowledge of credit union policies and procedures as directed by the VP of Retail Experience or Director of Branch Experience

 

Education and/or Experience:

Bachelor’s Degree (B.S.) or equivalent from four-year college or technical school in relevant major; or a minimum of seven years’ experience in a credit union or similar financial institution with a minimum of five years in a management position; or equivalent combination of education and experience.

This position will oversee the 29 Palms Branch and the Yucca Valley Branch.  Must be able to frequently travel between the two branches.

Supervisory Responsibilities:

Manages one or more subordinate branch management employees (branch manager, assistant manager and/or branch supervisor) who may supervise a total of up to 30 employees in the Branch. Is responsible for the overall direction, coordination, and evaluation of this unit.

 

Salary Range: $106,069.03 - $159,103.54

When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards:

• We see it. We own it. We get it done.
• We ignite positive experiences.
• We do things right every time.
• We are collaborators - united, cohesive and engaged
• We innovate and evolve.
• We create memorable experiences for life.
• We starts with me.