Branch Manager (Alder Creek - New Location)

Salary Range: $78,300 - $97,850 Exact compensation may vary based on skill, experience and location. The candidate selected for this role will transition into the position in October 2026 and the Alder Creek branch is slated to open in April 2027 . Location: South of Highway 50 in Folsom Ranch Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce! Professional Development Opportunities : Offering training programs, workshops, and mentorship. Recognition and Appreciation : Regularly acknowledging employee achievements and contributions. Flexible Work Arrangements : Providing options for remote work and flexible scheduling. Positive Company Culture : Fostering an inclusive, collaborative, and supportive work environment. Career Growth : Clear paths for career advancement and internal promotions. Work-Life Balance : Encouraging a healthy balance between professional and personal life. Employee Empowerment : Allowing employees to make decisions and have autonomy in their roles. Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging. Wellness Programs : Promoting physical and mental health through wellness initiatives and resources. Strong Leadership : Having leaders who inspire, support, and guide their teams effectively. Sense of Purpose : Creating a sense of mission and aligning company goals with employees' personal values.

POSITION PURPOSE

Management of, and total accountability for, a branch office in meeting the Credit Union’s administrative, operational, sales, and service objectives. Individuals are responsible for the overall direction, coordination, and evaluation of employees. They must carry out supervisory responsibilities in accordance with the organization's policies and procedures, as well as all applicable laws and regulations. Responsibilities include interviewing, hiring, training, and coaching employees; planning, assigning, and directing work; evaluating performance; rewarding and disciplining employees; and addressing complaints and resolving problems.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Act in a supervisory/management capacity. Assign responsibilities and accountabilities to appropriate staff. Create schedules and develop work assignments to ensure a smooth-running Branch. Establish, review, and follow up on all expectations of staff. Conduct management staff meeting. Conduct weekly, monthly, quarterly, and annual staff performance reviews. Coach and counsel subordinates on an ongoing, as-needed basis. Provide positive reinforcement, recognize and reward staff when warranted, and identify and take corrective action in the event of sub-standard performance. Implement emergency procedures. Initiate sales and service activities. Set and communicate branch sales and service goals and expectations, and lead in achieving those goals. Establish branch and individual sales and sales referral goals. Develop and conduct branch sales and service programs, including sales-and-service strategies. Convert strategies into tactical, executable, and obtainable daily actions for branch staff. Assist in the development and implementation of sales and service programs and campaigns. Implement and monitor the process of member and non-member contact and follow-up to proactively generate new sales opportunities, increase product awareness, and deepen member relationships. Coach all staff members on the processes to accomplish sales initiatives. Track and assess results. Ensure all staff members are providing consultative member sales and service. Conduct member interviews to determine member needs and pair products and services accordingly. Based on member interviews, present members with products and services to fulfill needs by explaining their benefits and features. Open accounts, accept loan applications, and conduct loan closings, as necessary. Act as a liaison between members and departments. Promote and enhance new and existing member relationships. Resolve errors and member complaints. Establish branch and individual performance plans and daily sales action plans. Develop and maintain positive member and staff relationships. Establish and maintain a positive community presence and active community relationships. Perform operational duties. Responsible for the balancing functions of the branch and individual representatives. Maintain individual personnel files. Complete regulatory reports. Conduct staff meetings on operational and regulatory matters. Perform branch audit functions. Ensure that building security procedures are carried out. Participate in training and development. Responsible for supporting and reinforcing training programs on product knowledge, sales and service techniques, and security procedures. Review and monitor the ongoing training progress of staff members. Cross-train and encourage coworkers and subordinates to reach their full potential. Maintain and develop personal skills to achieve higher level of responsibility through ongoing internal and external continuing education and personal development programs. Actively participate in community activities. Perform administrative duties. Ensure a satisfactory branch audit. Reviews staff development requirements and make appropriate recommendations for change. Independently address and resolve human resource issues, and in some cases involve Employee Services. Serve as a member of task groups pertaining to areas of responsibility or special projects. Instill and ensure a cost-conscious attitude among staff in all daily activities. Prepare and review the Branch Budget and Profitability Report. Review and approve attendance reports and timecards. Approve exceptions to branch limits. Prepare memos and correspondence. Complete and transmit timely sales referral and tracking reports. Complete other duties, as assigned.

QUALIFICATIONS

Education/Certification: BA preferred; and a minimum of one year managing a mid-size branch. Experience Required: 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities: Strong sales and sales management skills. Analytical ability. Effective communication. Ability to create and manage a team environment. Proven team player. Ability to organize, supervise, and delegate effectively. Ability to motivate self and others. Ability to make decisions and assume responsibility for them. Ability to manage time effectively. Proficient using Microsoft Office.

WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY

LANGUAGE SKILLS

Excellent communication skills (verbal, written, listening skills, and empathy). Expert ability to build relationships with other leaders, business partners, and stakeholders. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS AND REASONING ABILITY

Ability to interpret a variety of instructions furnished in written, oral, or schedule form. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to work with mathematical concepts such as probability and statistical inference and to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. The noise level in the work environment is usually moderate.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions.All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.Peripheral tasks, only incidentally related to each position, have been excluded.Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts.The organization maintains its status as an at-will employer.Employees can be terminated for any reason not prohibit #J-18808-Ljbffr SAFE Credit Union