Floater Branch Service Manager

Job Description

Job Description

Redwood Credit Union is looking for a Floater Branch Service Manager, who will be responsible for coordinating and administering the day-to-day operations of a small, medium or large branch office. This position will provide support to the Branch Experience Manager's vision and leadership to branch personnel.

Key Responsibilities

Branch Operations:

o Effectively utilizes branch resources to meet Members’ needs by monitoring the flow of traffic in branch.

o Schedule adequate numbers of employees to ensure superior Member service and branch needs are met.

o Maintain the efficient day-to-day operations of the branch by ensuring completion of daily operational tasks.

o Research Members’ inquiries and respond accordingly.

o Conduct branch audits and ensures compliance with Redwood Credit Union policies and procedures.

o Ensure the balancing of all cash and negotiable items in the branch.

o Ensure new or changed products, services, procedures, technology and concepts are implemented and/or incorporated in department functions.

o Perform teller transactions when needed and reconcile cash daily.

o Open new accounts, process loan applications and fund loans as needed.

o Safeguard member information and ensure confidentiality by following established policy and procedures.

Sales and Service:

o Provide excellent service to all Members, volunteers, internal employees, and service providers.

o Cross-sell RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.

o Recommend and implement goals with branch staff.

o Achieve branch goals and objectives as assigned.

o Maintain an effective sales and service culture in branch by coaching staff.

o Recognize and reward staff for achievements in sales and service goals.

o Support the Branch Experience Manager’s community involvement and business development efforts.

o Conduct regular sales and coaching meetings.

Branch Administration:

o Ensure ongoing staff training and development.

o Plan, coordinate, communicate, and execute staff meetings, as needed.

o Ensure important information is communicated to staff.

o Collect and analyze weekly/monthly reports to evaluate strength and weaknesses of branch and individual staff.

o Coach, mentor, discipline, motivate, and develop staff.

o Manage the branch in the absence of the Branch Experience Manager.

o Attend and participate in internal meetings and disseminate pertinent information to staff.

o Recruit, select, and hire qualified staff.

o Conduct performance evaluations and recommend merit increases for staff.

Other Functions:

o Assist in the development and maintenance of written policies and procedures by providing input to Manual Review.

o Draft correspondence for Member related inquiries.

o Participate in Credit Union committees.

o Perform special projects, research, and analysis as requested.

o Perform other duties as assigned.

Join us and discover why you'll love working at Redwood Credit Union!

ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 

Why work for Redwood Credit Union?

•  25th largest credit union in the U.S. and the largest financial institution based in the North Bay

•   Recognized by Newsweek as one of "America's Best Credit Unions 2026"

•   Awarded a 5-Star Bauer Rating

•  Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"

•   Top Corporate Philanthropists (#24) - San Francisco Business Times

•   Voted Best Places to Work in the North Bay 20 years in a row

•   World-class Employee Engagement scores

•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

•   Industry leading Net Promoter Scores across the U.S.

This position would be assigned to primarily cover Sonoma, Mendocino, Lake and Napa counties, with some support needed on occasion in Marin or SF.

Minimum Qualifications: Knowledge, Skills and Abilities

• Ability to direct and supervise the work of others.

• Ability to influence and motivate others.

• Strong leadership and problem-solving skills.

• Thorough knowledge of modern sales management principles, practices, and techniques.

• Thorough knowledge of branch operations policies and procedures.

• Ability to communicate effectively verbally and in writing.

• Ability to organize, prioritize, and manage multiple tasks and deadlines simultaneously.

• Ability to work and act independently and confidentially, using discretion and tact.

• Ability to distinguish and manage confidential material and information.

• Ability to analyze situations and recommend workable solutions.

• Ability to effectively research and report data.

• Ability to work a rotating schedule which will include working on rotating Saturdays.

• Ability to attend morning and evening meetings and events.

• Ability to establish and maintain effective working relationships with a diverse group of people.

• Ability and desire to work in a team environment.

• Ability to cross-sell financial services products.

• Skilled in the operation of office equipment including PC with word processing and spreadsheets software, intranet, and Internet access.

Floater Requirements & Licenses and Certifications

A Floater Branch Service Manager will primarily be employed to cover designated branch locations in the event of a staffing crisis that results from employee illnesses, medical leaves, resignations/terminations, or other operational needs. 

• Valid California Driver’s License required.
• Ability to travel frequently from branch location to branch location.

• Ability to obtain and maintain registration with the National Mortgage Licensing System and registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761.

• Position requires the ability to be a registered and designated Credit Endorsee with the California Department of Insurance.

The ideal candidate has a combination of education and experience equivalent to an associate degree in business administration, accounting, or closely related field and a minimum of six years of financial services, operations and sales experience, including a minimum of two years as a supervisor.

Compensation: base starting range $82,621 to $108,863 annually commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

•  Competitive medical, dental, and vision insurance, mental health offerings

•  Employee performance incentive plan

• Salary Advancement– Merit increase based on performance

• 401(k) program with employer match

• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks:

• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

• RCU employees are eligible for a 1% discount on all recreational or boat loan products

• 2% discount off Visas and LOC Loans through RCU

• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

• 0% interest on garment, fitness, or home office equipment loan of up to $500

• 100% financing for employee purchased homes!

Physical Requirements:

• Ability to stand, bend, stoop, sit, walk, twist, and turn.

• Ability to lift up to 25 pounds.

• Ability to use a computer keyboard and calculator.

• Work environment is indoors; majority of the time is spent sitting at a desk.

*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. 

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. 

We are an Equal Opportunity Employer

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at View email address on ziprecruiter.com. To ensure fairness and consistency, we’re unable to respond to individual inquiries about application status.