Branch Manager I

Description

JOB TITLE: Branch Manager I

DEPARTMENT: Member Service

REPORTS TO: AVP, Member Experience

JOB STATUS: Non-Exempt

Join Our Team as a Branch Manager at OceanAir in Simi Valley, CA!

Are you ready to set sail on a new adventure with OceanAir? We're looking for a passionate and energetic Branch Manager to lead our crew in Simi Valley, CA. If you're a natural leader who loves helping others navigate their financial journeys, this could be the perfect opportunity for you!

Job Title: Branch Manager I Location: Simi Valley, CA Department: Member Service Reports To: AVP, Member Experience Job Status: Non-Exempt

Primary Purpose: At OceanAir, our mission is to provide members and prospective members with a full range of top-notch financial products and services. As a Branch Manager, you'll create an exceptional member experience, fostering loyalty and overseeing the growth and development of our branch crew.

Essential Duties:

Embrace OceanAir Values:

• Make It Right: We pledge to do the right thing for our credit union by providing the greatest benefit possible to our members and our community.
   
• Make It Easy: We offer simple financial solutions, convenient locations, efficient service, and streamlined processes.
   
• Make It Personal: We build deep, personal relationships with our members, tailored to their individual needs and preferences.
   

Sail Through Your Responsibilities:

• Identify members' financial needs and recommend products or services to improve their financial lives.
   
• Supervise, guide, and review the work performed by the service staff.
   
• Interview/select staff, write performance reviews, counsel employees, and take disciplinary action when needed.
   
• Coach staff to meet NPS standards and expectations.
   
• Schedule staff to meet the branch's needs.
   
• Mentor and develop branch personnel.
   
• Conduct regular staff meetings and provide ongoing regulatory training (BSA, Elder Abuse, etc.).
   
• Create development plans for each staff member and conduct one-on-one sessions.
   
• Ensure workstations are properly staffed and available for business throughout the day.
   
• Achieve transactional and relationship survey goals.
   
• Achieve branch/share goals.
   
• Resolve complex member issues.
   
• Adhere to and enforce all credit union policies. Exercise authority to make exceptions to branch service policy and procedures as needed.
   

Navigate the Day-to-Day:

• Order and receive cash deliveries.
   
• Maintain maximum security over cash and negotiable items.
   
• Monitor and report out-of-balance conditions.
   
• Perform notary services if commissioned.
   
• Perform Teller and MSR duties as required.
   
• Evaluate membership eligibility and process information necessary to open accounts.
   
• Prepare IRA paperwork and process disbursements.
   
• Provide financial counseling.
   
• Oversee a satellite branch, if applicable.
   
• Work on assigned projects as needed.
   

Requirements

 Required Knowledge, Skills, and Abilities:

• Knowledge of or ability to learn the credit union's products and services as well as relevant regulations.  
• Proficiency in branch service principles and procedures.  
• Supervisory skills, including coaching, motivating, and improving employee performance.  
• Exceptional member (customer) service skills.  
• Strong interpersonal and problem-solving skills.  
• Decision-making skills to make sound, accurate, and timely decisions.  
• Computer skills, including email, Internet, word processing, and spreadsheet applications.  
• Ability to perform duties with minimal supervision and handle multiple tasks simultaneously.  
• Excellent communication skills.  

Education and Experience:

• High school diploma or GED required.  
• Two-year degree or completion of a specialized course of study in business or related field preferred.  
• Minimum of three to five years of experience as a Branch Service or Teller supervisor.  

Physical Requirements:

• Light physical activity, including walking, standing, and sitting.  
• Constant use of both hands for keyboarding and simple grasping.  

Work Schedule:

• 40-hour workweek, with occasional overtime and meetings outside of regular hours. Evenings and weekends are a must.  

Ready to embark on a new adventure with OceanAir