Talent.com
Vice President, Branch Manager (La Costa)
Vice President, Branch Manager (La Costa)San Diego County Credit Union • Carlsbad, CA, US
Vice President, Branch Manager (La Costa)

Vice President, Branch Manager (La Costa)

San Diego County Credit Union • Carlsbad, CA, US
11 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Position Summary :

The position of VP, Branch Manager is responsible for all activities of a full service branch office of the Credit Union, including managing, leading, and providing administrative guidance to all team members. Responsible for achieving all established performance initiatives and maintaining quality service standards set by the organization.

Minimum Qualifications (Education, Experience, Skills)

  • Bachelor’s Degree or equivalent work experience.
  • Minimum four years of professional experience in operations in the financial services industry, including two years successfully supervising and managing branch staff and programs in a financial institution.
  • Demonstrated success in planning, organizing, leading and oversight of people and activities.
  • Professional and effective interaction, verbal and written communication skills.
  • Organization skills sufficient to successfully manage multiple projects, establish priorities and meet deadlines.
  • Track record of applying critical thinking and emotional intelligence skills in a wide variety of situations.

Essential Duties and Responsibilities

  • Responsible for all activity of a branch office of the Credit Union.
  • Possess strong relationship management skills; including coaching to performance, leading team and management meetings, one on ones, observations and skill building to improve employee effectiveness; generates new business through business development, branch marketing efforts and off-site participation.
  • Coordinate the hiring, training, coaching, supervision and performance evaluations of all branch personnel; also responsible for employee counseling, documentation, and dismissal; hold consistent staff meetings and ensure staff is updated on changes in policy and procedures; ensure staff is thoroughly trained in all Credit Union products and services. Initiate ongoing cross-training of all branch personnel. Provide guidance and leadership to staff and assist staff with improving performance. Maintain high morale and teamwork within the branch.
  • Maintain good member relations; assure problems / complaints by members are resolved quickly and accurately; authorize exceptions to operating procedure when circumstances warrant and deviation is justified. Assist members as necessary, including acting as an FSR or MSR, as needed. Ensure quality member service standards are maintained within the branch.
  • Oversee the integrity of loan audits and the review of various loan reports. Have an awareness of the current financial market and its effect on loan and deposit products.
  • Responsible for ensuring staff complete required fundamental training as well as continuous learning activities to support skill development. Responsible for overall performance of the branch. Plan, direct and lead the business development activities in accordance with the Credit Union's strategic and corporate goals.
  • Responsible for proper control and maintenance of negotiable items to ensure members' needs are met while safeguarding the Credit Union's assets.
  • Monitor daily branch balancing, general ledger accounts and branch reports / accounts for accuracy and audit conformity. Principally responsible for ensuring that operational policies and procedures are being implemented and followed and that prudent judgment is being utilized while meeting members’ needs.
  • Act as Security Officer of the branch; ensure branch staff is fully trained on all security and emergency procedures; oversee consistent daily compliance of branch security as indicated in the Operations Manual and by internal audit.
  • Control branch expenses in accordance with branch budget. Prepare recommendations and justification for use in annual budgetary process.
  • Responsible for making recommendations to promote professional appearance of branch, building and grounds. This includes annual budgetary requests.
  • Encourage and support the development of the Assistant Branch Manager through consistent use of both in-house and outside training resources.
  • Suggest and encourage ideas for improvements to Credit Union functions.
  • Ensure branch cooperation, respect and teamwork with other branches and departments.
  • Participate in AML / BSA compliance training as assigned. Adhere to credit union AML / BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
  • Provide managerial oversight of the activities for areas of responsibility, including assigned staff and functional deliverables of the team.
  • Demonstrate leadership in words and actions on a daily basis; act as role model for success and engagement. Create a positive work environment conducive to trust and transparency.
  • Responsible for the performance management of staff, to include daily feedback, coaching and mentoring; administration of appraisals that are timely and meaningful. Identify and address deficiencies constructively. Continually support, encourage and motivate team members toward ongoing growth and development.
  • Consult with Human Resources (HR) on issues outside of the normal scope of performance or behavior. Report all issues of safety or legal consequence immediately and surface undesirable patterns as they are discovered. Partner with HR on all employment decisions, and refer requests for changes in terms or scheduling to the HR department.
  • Monitor approved schedules, review and approve timesheets of staff, and ensure all expenses are reported as per company policy. Schedule and provide staff the opportunity for meal and rest breaks, while ensuring operational coverage is maintained.
  • Other Duties & Responsibilities

  • May serve on ad hoc committees.
  • Perform other duties as assigned.
  • 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, and reach with hands and arms.

    The employee must occasionally lift and / or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and the ability to adjust focus.

    The noise level in the work environment is usually moderate.

    Monday-Friday : 8 : 00am / 5 : 00pm

    Saturday – 8 : 00am / 5 : 00pm (Rotating)

    Sunday – OFF

    Full time - 40 hours

    Create a job alert for this search

    Vice President • Carlsbad, CA, US

    Related jobs
    Vice President of Higher Education Sales

    Vice President of Higher Education Sales

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Vice President - SaaS Sales in Higher Education.Key Responsibilities Own the full sales cycle from outreach to multi-year enterprise deals Build and maintain a 3-4 pip...Show more
    Last updated: 4 days ago • Promoted
    Vice President of Operations

    Vice President of Operations

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Vice President of Operations in the Spec Financing Division.Key Responsibilities Oversee day-to-day operations within the Spec Financing Division, focusing on pipeline ...Show more
    Last updated: 30+ days ago • Promoted
    Consultant Relations Vice President

    Consultant Relations Vice President

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Consultant Relations VP to manage relationships with broker and consulting firms nationally.Key Responsibilities Define and execute a business development plan to estab...Show more
    Last updated: 2 days ago • Promoted
    Regional Vice President of Sales

    Regional Vice President of Sales

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Regional Vice President of Sales.Key Responsibilities Own the sales process for a large territory, focusing on new partnerships from prospecting to contract closure De...Show more
    Last updated: 30+ days ago • Promoted
    Regional Sales Vice President

    Regional Sales Vice President

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Regional Sales Vice President in the Chicago market.Key Responsibilities Identify and convert strategic partnerships in the sales region Develop a retirement plan sale...Show more
    Last updated: 5 days ago • Promoted
    Vice President of Business Development

    Vice President of Business Development

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a VP, Strategic Business Development - Full Book Sales.Key Responsibilities Consult Financial Advisors on business valuation, exit planning, and monetization opportunitie...Show more
    Last updated: 30+ days ago • Promoted
    Strategic Growth Vice President

    Strategic Growth Vice President

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Strategic Growth Vice President.Key Responsibilities Leads execution of enterprise-wide initiatives aligned with strategic growth and transformation agendas Translates...Show more
    Last updated: 11 days ago • Promoted
    Vice President of Strategy & Product

    Vice President of Strategy & Product

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Vice President of Strategy & Product.Key Responsibilities Define and drive product strategy aligned with market needs and company goals Lead product development and en...Show more
    Last updated: 2 days ago • Promoted
    Vice President of Customer Experience

    Vice President of Customer Experience

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Vice President of Customer Experience.Key Responsibilities Lead and grow a high-performing team across Onboarding, Support, Customer Success, and Ongoing Services Buil...Show more
    Last updated: 30+ days ago • Promoted
    Vice President of Strategy

    Vice President of Strategy

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a VP, Strategy.Key Responsibilities Serve as a strategic thought partner to the Chief Business Officer, translating priorities into actionable plans Drive execution of k...Show more
    Last updated: 30+ days ago • Promoted
    Associate Vice President, Solutions Advisory

    Associate Vice President, Solutions Advisory

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for an Associate Vice President, Solutions Advisory.Key Responsibilities Build, mentor, and manage the regional Solution Advisory team Engage with customers to understand th...Show more
    Last updated: 2 days ago • Promoted
    Vice President of Account Management

    Vice President of Account Management

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Vice President of Account Management.Key Responsibilities Lead and develop a high-performing Account Management team to achieve revenue growth and retention targets Dr...Show more
    Last updated: 30+ days ago • Promoted
    Shipping Lead- Interbranch Duties

    Shipping Lead- Interbranch Duties

    MI Windows and Doors • Temecula, CA, US
    Full-time +1
    We are seeking a skilled Shipping Lead for our Interbranch duties in Temecula, CA.Assist the Shipping Supervisor in achieving daily goals. Provide direction to team members and lead by example.Direc...Show more
    Last updated: 30+ days ago • Promoted
    Vice President of Yield Optimization

    Vice President of Yield Optimization

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Vice President, Campaign Management Yield Optimization.Key Responsibilities Build and lead systems to optimize yield across Precision and Core Programmatic channels Ma...Show more
    Last updated: 4 days ago • Promoted
    Vice President of Higher Education

    Vice President of Higher Education

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Vice President - SaaS Sales, Higher Education.Key Responsibilities Own the full sales cycle from outreach to multi-year enterprise deals Build and maintain a structure...Show more
    Last updated: 3 days ago • Promoted
    Branch Manager

    Branch Manager

    Sunbelt Rentals • Poway, CA, United States
    Full-time
    Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry.From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job...Show more
    Last updated: 15 days ago • Promoted
    Vice President of Product

    Vice President of Product

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Vice President of Product to lead the product management function and drive innovation in a remote setting. Key Responsibilities Establish and lead the Product Managemen...Show more
    Last updated: 30+ days ago • Promoted
    Vice President of Strategic Alliances

    Vice President of Strategic Alliances

    VirtualVocations • Chula Vista, California, United States
    Full-time
    A company is looking for a Vice President of Strategic Hyperscaler Alliances.Key Responsibilities Define and manage the strategic hyperscaler alliance roadmap and build a high-performing alliance...Show more
    Last updated: 3 days ago • Promoted