Branch Manager II

Job Title

Leads and manages the operations and business development of a high-volume Credit Union branch(es). Coaches staff on their performance and develops skills to consistently deliver exceptional member experience and deepen member relationships.

Position Duties & Functions

• Coaches and models consistent exceptional member experience activities and behaviors.
• Develops and trains staff through observations, feedback, and coaching.
• Evaluates the work of team members and conducts performance appraisals.
• Achieves branch growth targets and objectives through proactive activities to build relationships with members and grow new memberships.
• Maintains and fosters business relationships with our sponsors and/or SEGs within the field of membership.
• Works closely with the Business Development team and additional partners to host acquisition events, make presentations, and drive new business.
• Ensures branch(es) are compliant with all policies and procedures, while constantly managing risk.
• May assist members with financial transactions including working with cash and checks, submitting and assisting with consumer loan applications, and other member needs and requests.

Other duties as assigned

Position Requirements

Experience and Education

• 5+ years of branch leadership or other related financial services leadership experience required.
• Bachelor's degree from an accredited college or university strongly preferred.
• Equivalent combination of education and experience may substitute for stated qualifications.

Knowledge and Skills

• Ability to write and speak effectively in English using correct spelling and grammar.
• Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
• Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm.
• Excellent customer service skills.

Competencies

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Initiative and self-direction.
• Ability to effectively communicate and collaborate with people at all levels.
• Sound problem-solving and decision-making ability, including the ability to prioritize.
• Ability to understand and align with our core competencies through daily projects and tasks:

Growth Mindset - Diversity & Inclusion - Communication - Change Ready Leadership

Responsibility - Problem Solving - Tech & Data Savvy - CU Business Acumen

Physical Demands

• Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required.
• May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
• Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

Equal Employment Opportunity Statement

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at View phone number on click.appcast.io for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here . To submit a request, please refer to the Careers page for the CPRA Request Form.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.