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  • Branch Manager

    Job Locations US-CA-Santa Ana
    Req No.
    2018-1912
    Category
    Branch Management
    Type
    Regular Full-Time

    • Overview

    UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base.

    At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.

    Responsibilities

    The Branch Manager will: 

     

    • Hire and supervise branch staff including Personal Bankers who conduct teller transactions, open new accounts, and sell consumer lending and/or real estate loans.
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    • Ensure the application of and compliance with established operating policies and procedures within the department, including, but not limited to, reviewing updates with branch staff to ensure appropriate knowledge and compliance
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    • Assist in the establishment of branch goals and sales objectives and initiates actions to achieve the goals
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    • Ensures team members are trained and are consistently held accountable for achieving goals, sales objectives
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    • Assist in monitoring branch operating and sales results relative to established objectives
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    • Solve issues within the branch in relation to member, team member and operational issues
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    • Promote excellent member and public relations by interacting with sponsor employer groups (SEGs) and maintaining contacts, and developing relationships through prospecting and cross-selling
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    • Establish, facilitate, and maintain proactive communications with the Regional Branch Manager, other departments, and branches
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    • Attend scheduled management meetings
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    • As a member of the Management Team, assist in the formulation/execution of Credit Union policies, objectives, programs, and promotions
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    • Ensure satisfactory branch audits including but not limited to, cash and negotiable items, security, and operational processes
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    • Oversee balancing activities including ATMs, Cash Dispensing Machines (CDMs), etc, maintains control of vault combinations and alarm security codes and making appropriate recommendations to change security codes as necessary
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    • Ensure branch facility, branch equipment, and software is up to date and ready to serve the membership; contacts appropriate parties for any maintenance, service, and repairs; ensures branch contains proper inventory and supplies
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    • Conduct daily huddles and weekly branch meetings to inform team members of operational updates, new promotions, and procedures
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    • Ensure that the branch's needs are met concerning the employment, counseling, Performance Evaluations, timecards, scheduling, training, and motivation, and developmental plans and performance expectations are set, reviewed, and achieved
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    • Ensure full compliance with UNIFY's Service Standards, policies, procedures and the Bank Secrecy Act
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    • Perform all other duties as assigned cheerfully, willingly, and with professionalism and accuracy.

    Qualifications

    Required Qualifications:

    • High school diploma
    • Two or more years of experience in a sales/retail or banking environment
    • Minimum three years of leading others as a supervisor or higher
    • Excellent interpersonal, verbal and written communication skills
    • Able to obtain and maintain an MLO certification through the NMLS

     Preferred Qualifications

    • Bachelor's degree
    • Strong analytical skills necessary to evaluate credit requests, prepare budgets and determine trends in a given marketplace
    • Demonstrated ability to work within and develop a team environment
    • Proven commitment to quality member (customer) service
    • Ability to proactively solicit new business
    • Thorough knowledge of the bank's products and services
    • Thorough knowledge of regulatory, policy and compliance issues
    • Strong background in sales and sales management practices
    • Ability to manage multiple tasks/projects and deadlines simultaneously
    • Ability to resolve complex problems with minimal guidance
    • Thorough knowledge of human resources issues, including performance management and progressive discipline

     

    See the UNIFY Difference!



    Competitive Compensation and Excellent Benefits Package* Includes: 

    • Medical (PPO/EPO/CDHP), Prescription, Dental (PPO/DHMO), Vision, Life, and Short- and Long-Term Disability Insurance
    • Dependent and Medical Care - Flexible Spending Accounts
    • Vacation, Sick, Personal and Holiday Pay
    • 401(K) Plan with employer match
    • Education reimbursement for approved programs
    • UNIFY banking privileges for you and your family

    *All programs subject to review and change

    UNIFY is proud to be a drug-free, equal-opportunity employer.  For more information on UNIFY, visit us at www.unifyfcu.com

     

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