Branch Manager I - Branch

Love What You Do. We are a mission driven credit union that strengthens the financial well‑being of our members, and our work begins with our people. Sponsored by The Walt Disney Company, we carry forward a legacy of service, creativity, and community. We offer a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture where every employee contributes, grows, and thrives. Your work creates real impact, and you have the support to build a career you truly love. In this position, the expectation of the Branch Manager I is to think and act like a Business Owner making decisions to improve the member experience and increase revenue to the branch and Partners Federal Credit Union. The Branch Manager I will be responsible for leading and managing multiple branches within a designated regional area. This role involves overseeing branch operations, driving up performance, and ensuring the alignment of each branch with organizational goals. The Branch Manager I will work closely with branch managers and staff across the region to foster collaboration, consistency and service delivery, and achievement and key performance indicators. Responsible for directing and administering the sales, service, and operational efforts of the branch. Ensures that established policies and procedures are followed. Oversees a full range of products and services to Members and prospective Members. Ensures that Members are promptly and professionally served. Trains, directs, and supervises branch employees. Responsible for attainment of production goals and operating budget. Essential Responsibilities: Develops and implements sales strategies, manages the branch sales team, and ensures achievement of sales targets. Ensures delivery of high-quality member service in all aspects of sales and operational activities. Tracks and assesses sales performance and communicates results to employees. Supports retail branch sales goals by personally demonstrating the selling of financial products and services. Enhances branch effectiveness through policy suggestions, security management, and cross‑selling credit union services. Manages branch financials, including controllable expenses, and ensures budget goals are met. Oversees branch audits, coordinates with accounting and loan functions, and seeks continuous operational improvement. Maintains effective, professional business relations with members, promptly resolving requests, questions, and complaints. Implements policy and procedural changes within the branch and oversees branch functions effectively. Manages telemarketing activities for the branch, including identifying lists, scheduling employees, summarizing, and reporting results. Additional Responsibilities: 1. Fills in and performs duties in branch positions as needed. 2. Attends assigned training sessions and stays current on new operational procedures. 3. Knowledgeable of the branch’s members, demographics, channel usage, trends, and uses data to shift member behaviors. Knowledge & Skills Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 5 to 7 years Specific Experience Required: Two years’ experience in the financial industry with a preference for Credit Unions is required. Three years’ experience in Leadership is required. Other Measurable Abilities Required: Leadership – Demonstrates leadership through skillful and effective written and oral communication. Undertakes continuous self‑development of both functional and leadership skills. Solid interpersonal, decision making and supervisory abilities. Excellent oral and written communication skills. This role has extensive contact with all PFCU departments as resources to assist in resolving Member issues. Daily contact with Branch Leadership is required to communicate on the branch’s performance. Periodic contact with the California Credit Union League and the Florida Credit Union League is necessary for research and validation of laws and regulations. This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions. This position requires the ability to: Move self in different positions to accomplish tasks in various environments including tight and confined spaces. Remain in a stationary position, often standing or sitting for prolonged periods. Adjust or move objects up to 15 pounds in all directions. Perform repeat motions that may include the wrists, hands, and/or fingers. Use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly. Hear average or normal conversations and receive ordinary information. Prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. The hiring range for this position in California is $78,480 to $117,720 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job‑related knowledge, skills, and experience among other factors. This role may also be eligible for additional compensation such as a bonus or long‑term incentive units. Most roles at Partners are also eligible for our Annual Incentive Plan (AIP), which rewards employees for individual contributions and our collective success. While AIP is not guaranteed, it reflects our commitment to recognizing meaningful impact and shared results. Partners offers a comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well‑being and growth. To learn more about our benefits visit: #J-18808-Ljbffr