Job Description
Job DescriptionDescription:
Position: Branch Manager
Pay Range: $76,485.25 to $114,727.87
FLSA Classification: Exempt
Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)—primarily in education, healthcare, and municipal government—as well as individuals, families, and more than 250 businesses in the SGV and surrounding areas.
Exceptional service is our promise to members. We’ve earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the #1 ranking in overall return of value to members (ROM) among peer credit unions ($700MM–$1B) in California, according to Callahan & Associates.
As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community.
Benefits and Perks:
- 100% covered medical/dental/vision for team members
- 401(k) plan with match
- Profit-Sharing Plan
- Paid Holidays
- Paid Time-Off
- And more!
About the Role: The Branch Manager will oversee the day-to-day operations of the credit union branch, ensuring efficient service delivery, operational compliance, and financial growth. They will supervise team members, enhance member satisfaction, and drive branch goals related to loans, deposits, and membership. Responsibilities include team member training, performance management, and fostering a strong sales and service culture. The Branch Manager will also play a key role in community engagement, building relationships with members, and contributing to the credit union’s strategic objectives.
Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
· Assume responsibility for the effective and efficient performance of branch operations, including branch service/sales, supporting the overall objective of the credit union to provide exceptional service
· Provide direct assistance to the Regional Branch Manager in several key capacities; take the lead within the branch operations for branch technology such as Meridian Link, Lobby Management systems, zoom service appointments, Ensenta scanning, etc.,
· Responsible for supervising the Assistant Branch Manager's (ABM) work scheduling and workflow of daily routine operations
· Ensure operations are conducted by established Credit Union policies and with legal and regulatory requirements
· In partnership with the ABM and/or the Operations Supervisor (OS)/Member Service Consultant III (MSCIII), ensure branch security and security training: open and close the building by set hours and test security equipment quarterly
· Develop and promote branch business development activities and seek to broaden member base; guide the team to cross-sell Credit Union services and deepen member relationships effectively
· Lead and develop a team to enthusiastically embrace a sales and service environment; develop, communicate, and achieve established team and individual goals for the branch
· Implement changes to established policies and procedures within the branch
· Assume responsibility for maintaining proper cash controls; ensure all branch transactions are balanced at the close of each day
· Oversee individual accountability for the handling of cash and assist MSRs in resolving balance problems
· Control and handle daily deposits by established policies and procedures
· Overall responsibility for the branch team members' development, coaching, and guidance; provide leadership through effective objective setting and communication
· Ensure high-quality work and efficiency in operations are maintained; determine work methods and flow through assigning, directing, coordinating, and reviewing tasks
· Periodically perform cash audits in possession of MSRs and vault cash on the premises
· Conduct regular meetings with branch team members to inform and train; discuss areas needing improvement and changes in procedure; perform cross-training as necessary
· Conduct weekly meetings with the branch management team to coordinate activities for the following week; determine appropriate staffing levels
· Attend assigned training sessions and stay current on new operational procedures
· Track individual progress and conduct performance reviews with each team member and complete appraisals annually; formulate and implement corrective actions as needed; recommend promotions for team members as appropriate
· Approve all sick leave, vacation, overtime, and timecards for each branch team member; maintain accurate payroll and attendance records
· Assume responsibility for establishing and maintaining effective, professional business relations with members and ensure the Credit Union's quality reputation is maintained and projected
· Ensure current member accounts are maintained or expanded and consult members regarding their financial needs and services
· Ensure members are informed of Credit Union services and policies
· Responsible for branch operations are well coordinated with accounting, loan processing, and credit functions; manage and oversee expenses; pursue cost-saving measures
· Continually seek ways to improve branch operations and productivity and to meet established goals
· Prepare periodic branch activity reports accurately and timely; make recommendations to management for improvements
· In collaboration with Facilities, ensure proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out
· Keep management informed of branch activities, progress toward established objectives, and any significant problems; request assistance when necessary
· Assume responsibility for related functions; fill in and perform duties in branch positions as needed; perform other duties as assigned
Requirements:
Experience/Education Requirements:
· College degree preferable or equivalent combined education and work experience of a minimum of three years--additional college coursework in business or finance preferred
· At least three to five years of related experience in a financial institution (Credit Union preferred), with a minimum of two years of recent supervisory/management experience
· Thorough knowledge of Credit Union services and products and understanding of related legal and regulatory requirements
· Familiarity with branch functions, policies, and procedures is required
Desirable certifications in the following areas:
· NMLS
· IRA Certified
Other Skills and Abilities:
· Must possess strong interpersonal, leadership, and supervisory skills
· Ability to prioritize, adapt to change, and efficiently handle a variety of tasks in a busy and dynamic work environment
· Ability to maintain a good working relationship and provide excellent customer service to members and the general public.
· Exercise sound judgment in understanding the limits of your authority.
· Aptitude to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
· Ability to work with diverse personalities and populations.
· Able to lead through influence in a collaborative environment by motivating, developing, and directing team members
· Must have a positive attitude and friendly service must be provided to both the membership and to all fellow team members at the Credit Union
· Must have the ability to identify member opportunities for financial improvement, communicate recommendations, and provide support
· Must possess effective verbal and written communication skills
· Proficient in Microsoft Office programs
· Must maintain a professional image
· Bilingual/Spanish preferred
Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, intersectionality, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.