Branch Manager

Job Description

Job Description

Branch Manager Opportunity at Stanford Federal Credit Union!

We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual yearning to make a difference, we need you on our team! Members really do come first at Stanford FCU because we’re non-profit and owned by our members.

Our members work for Stanford University and some of the most innovative companies in Silicon Valley and we provide them with the most generous financial benefits in our industry.

Stanford FCU is a $4 billion company with a global reach 86,000 members in 90 countries and growing! Come grow with us and see what it’s like to work for a Bay Area Top Workplace.

As our CEO says, we work hard, and we play hard , and we need your help to improve even more financial lives!

Who YOU are :

• Five to eight years of similar or related experience in customer service and sales, including preparatory experience.
• A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.
• Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships.
• Strong customer service and interpersonal skills.
• Excellent communication skills, along with a demonstrated ability to meet set goals.
• Ability to lead and develop a highly engaged, skilled and energetic service delivery team to higher standards in production, operations, and service.
• Ability to motivate, influence, educate and / or advising members, direct and indirect reports, and business partners on matter of significance.

What YOU’LL do :

• Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies, and work rules.
• Deepen member’s engagement by educating and informing members of services that benefit their financial needs and services requested.
• Identify ways to enhance employee satisfaction.
• Set branch goals and metrics in the areas of production, member engagement and service.
• Appraise performance and provide recommendations for staff training opportunity, compensation, promotion, and termination, as appropriate.
• Performs duties of the Assistant Branch Manager and Member Advisor when appropriate.
• Ensures that branch achieves assigned production and member experience goal expectations.
• Monitors and responds to member feedback within established service level agreements.
• Ensures personnel are well trained in all phases of their respective jobs.
• Completes orientation of new employees in overall branch procedures.
• Actively participates in cross-training personnel and assures staff is kept abreast of all products and service.
• Ensures all branch transactions are balanced at the close of each day.
• Oversees individual accountability for the handling of cash and assists in resolving balancing problems.
• Prepare month-end management reports which apprise executive management of the status of branch activities.
• Is responsible for maintaining office building, grounds, equipment and fixtures.
• Monitor closely industry trends in lending and deposit operations to feed research and development activities and assure that the company's products, services and processes are remaining competitive.
• Manages and oversees expenses.
• Pursues cost-saving measures.
• Develop and implement annual department budget; review monthly to analyze variances and assure expenditures remain within limits.
• Primary Security officer for the branch. Conducts required security meetings with staff to ensure compliance.
• Opens and closes the building in accordance with set hours and tests security equipment quarterly.
• Ensures members' requests and questions are promptly resolved, including resolution of member’s escalation.
• Ensures members are informed of Company services and policies.
• Identifying processes or rules that cause member aggravation and suggest enhancements or process improvement by partnering with appropriate departments for resolution.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign policies.

Some of our benefits for YOU :

• 100% paid employee medical, dental, vision, life / AD&D and short-term disability insurance for the employee; 50% paid for dependents.
• Quarterly incentives up to 10% of your salary (based on position)
• Employer 401(k) matching up to 5% plus additional annual discretionary contributions.
• Education reimbursement up to $5,200 / year
• Up to $500 per year in health / fitness benefits
• Employee recognition program with cash incentives
• Paid Sick Time accrues at two weeks per year
• Paid Vacation Time accrues at three weeks per year.
• Paid Federal banking holidays (approximately 10 per year)
• Ongoing training and education, seminars, and conferences
• Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
• Waived fees and deposit bonuses on Stanford FCU accounts
• Flex health / transit plan availability.
• Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources.

If you are ready for this awesome opportunity (or know somebody who is) please contact us today!

Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions.

Please Note : SFCU does not provide work visa sponsorship or accept visa transfers for any positions.

Stanford Federal Credit Union is committed to equal employment opportunities, and a workplace that embraces diversity and inclusion for qualified individuals of all backgrounds.