Manager, Branch Office

4 weeks ago


Murrieta, United States Navy Federal Credit Union Full time

Overview

To manage and direct all activities of a medium/large full service branch office operation by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff.

Responsibilities

  • Manage, direct and motivate the branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts
  • Lead cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits
  • Manage staff to ensure vault opening, closing and balancing procedures are completed
  • Increase productivity of branch office by implementing relevant employee training, establishing team development goals and eliminating inefficiencies
  • Lead outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events
  • Oversee recruiting/selection, on-boarding and initial training of team members
  • Administer budget, purchasing, tracking and records retention for business expenses
  • Lead team to achieve and maintain product, service and business goals, including cross servicing of Navy Federal products and services
  • Promote member service excellence and lead team to deliver quality service
  • Liaise with other branches to support business growth and continuity of regional operations
  • Analyze reports and conduct trend analysis to optimize business performance
  • Analyze complex problems and determine appropriate steps for resolution
  • Ensure compliance with all security, safety and emergency preparedness procedures
  • Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.
  • Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures and recommends changes to Branch policies
  • Manage conflict situations by meeting with team members, utilizing mediation techniques and applying resolutions in difficult situations
  • Perform supervisory/managerial responsibilities:
    • Manage daily activities
    • Ensure adequate/skilled staffing; select employees
    • Establish performance goals and priorities
    • Prepare, conduct and review performance appraisals
    • Develop, mentor, and counsel staff
    • Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)
    • Ensure section/branch goals and objectives align with division/department strategy
    • Ensure efficiency of operations
  • Perform other duties as assigned

Qualifications

  • Three years' experience in grade level 77 (or higher) or applicable external experience
  • Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience
  • Significant experience in leading and managing in diverse and complex operational environments
  • Advanced knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
  • Advanced knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts
  • Advanced knowledge of functions relating to cash and ATM operations
  • Advanced knowledge of financial institution and lending practices, principles and regulations
  • Advanced knowledge of retail banking industry best practices
  • Significant experience in member/customer service operations
  • Significant experience in responding to requests regarding complex financial information/data
  • Significant experience in supervising and leading employees
  • Significant experience in training and developing staff
  • Experience in developing/maintaining community and command relations
  • Ability to manage multiple priorities independently and/or in a team environment
  • Advanced skill analyzing statistics and reports to determine business performance and trends
  • Advanced organizational, planning and time management skills
  • Advanced skill exercising initiative and using good judgment to make sound decisions
  • Advanced skill interacting with staff, management, vendors and members diplomatically and tactfully
  • Advanced verbal and written communication skills
  • Advanced word processing and spreadsheet software skills

Desired Qualifications

  • Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
  • Advanced knowledge of Navy Federal products, services, programs, policies and procedures

Hours: Available Monday - Saturday: hours based on business needs.

Location: 41030-B California Oaks Road, Murrieta, CA 92562

Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

About Us

You have goals, dreams, hobbies, and things you're passionate about-what's important to you is important to us. We're looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them-friends, family, and passions. And we're looking for team members who are passionate about our mission-making a difference in military members' and their families' lives. Together, we can make it happen. Don't take our word for it:

* Military Times 2022 Best for Vets Employers

* WayUp Top 100 Internship Programs

* Forbes 2022 The Best Employers for New Grads

* Fortune Best Workplaces for Women

* Fortune 100 Best Companies to Work For

* Computerworld Best Places to Work in IT

* Ripplematch Campus Forward Award - Excellence in Early Career Hiring

* Fortune Best Place to Work for Financial and Insurance Services

Equal Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/Disability

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.



  • Murrieta, United States California Coast Credit Full time

    This position is accountable for assisting the Branch Manager with providing exceptional service, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values. **DIMENSIONS** Service Goals: 4.00 rating or above required on a 5 point scale. Sales...


  • Murrieta, United States The Glass Guru Full time

    Roles & Responsibilities: With a focus on excellent customer service, efficiency and time management, a well-organized Office Manager, in addition to overseeing and handling inbound and outbound communication with all customers, will be responsible for developing intra-office communication protocols, streamlining administrative procedures, inventory control...

  • Office Assistant

    1 week ago


    Murrieta, United States Tae H. Kim, CPA, PC Full time

    Company DescriptionTae H. Kim, CPA, PC provides tax services to individuals and businesses (tax planning, consulting, and return preparation), accounting services (bookkeeping and accounting advisory) and attestation services (review, compilation and audit) of financial statements (tech, real estate, and non-profit entities).Role DescriptionThis is a...

  • Office Assistant

    1 week ago


    Murrieta, United States Tae H. Kim, CPA, PC Full time

    Company DescriptionTae H. Kim, CPA, PC provides tax services to individuals and businesses (tax planning, consulting, and return preparation), accounting services (bookkeeping and accounting advisory) and attestation services (review, compilation and audit) of financial statements (tech, real estate, and non-profit entities).Role DescriptionThis is a...

  • Office Assistant

    4 weeks ago


    Murrieta, United States Access Technology Solutions Full time

    Access Technology Solutions is a small family owned business that provides computers, software and training to disabled and blind/low vision client’s. This position is Part Time (25 hours/Week). We are located in Murrieta off Los Alamos & 215 FWY **IN ORDER TO QUALIFY FOR THIS POSITION, YOU MUST HAVE A **MINIMUM OF 1-2 YEARS EXPERIENCE USING...


  • Murrieta, United States Signature Dental Care Full time

    We are looking for a Receptionist to manage our front desk on a daily basis and to perform a variety of administrative and clerical tasks. As a Receptionist, you will be the first point of contact for our company. Our Receptionist’s duties include offering administrative support across the organization. You will welcome guests and greet people who visit...


  • Murrieta, United States Social Catfish, LLC Full time

    Job DescriptionJob DescriptionAbout the company:We have been named as one of Inc. Magazine's Fastest-Growing Companies (2x honoree) of 2021. Social Catfish is a revolutionary startup based in the US changing the way people meet and protect themselves online using public data. We are a fast-growing and dynamic startup with team members that value hard...


  • Murrieta, United States McCabes Landscape Full time

    Job DescriptionJob DescriptionSalary: $22-27/hourAbout Us:   McCabe's Landscape has been a cornerstone of the French Valley area for 20 years, providing top-notch landscaping services. As a family-owned business, we pride ourselves on fostering long-standing employment relationships, promoting from within, and maintaining a laid-back yet hardworking...


  • Murrieta, United States Pacific Heart Medical Group Full time

    Responsibilities and Duties: - Manage, supervise and oversee 6 medical billers - Create a harmonious and structured work environment - Manager, oversee and participate in the following duties with the team: - Analyzing accounts receivable reports to identify problems on accounts, research accounts/trends and take appropriate actions to promote...


  • Murrieta, United States Copan Diagnostics, Inc. Full time

    BUSINESS DEVELOPMENT MANAGER Exemption Test.pdf BUSINESS DEVELOPMENT MANAGER Job Summary: The Business Development Representative will sell and provide guidance about products needed by existing and potential clients. This position reports to the VP of Sales. Supervisory Responsibilities: - None. Duties/Responsibilities: - Develops and maintains...


  • Murrieta, United States Temecula Pain Management Full time

    Flexible schedule. Likely will start at part time with opportunity to go to full time if desired. Pay: Approx $75-$90/hr. Paid-time off **Duties**: - Conduct thorough physical examinations and assessments of patients - Develop and implement individualized pain management plans for patients - Perform various pain management procedures, including...


  • Murrieta, United States RotoCo, Inc. dba Roto-Rooter Plumbing Full time

    ** NO EXPERIENCE REQUIRED! ** - **LOCATION**:_Murrieta, CA_ **Did you know?** Most of our executives, branch managers, and project supervisors started their careers as helpers or technicians. START YOUR CAREER TODAY! We are seeking career-minded, hard-working individuals who want to be part of a great team. **Job Type**: Full-time **Pay**:...


  • Murrieta, United States AJS PARTNERSHIP INC Full time

    Job DescriptionJob DescriptionAssist in leading the project team; takes initiative in managing information, establishing expectations and maintaining quality and cost effectiveness in the overall projectSolicits vendors for pricing; recommends contract awards  Assemble and prepare complete and well thought-out estimates; perform quantity takeoffs and bid...

  • Sr. Program Manager

    4 weeks ago


    Murrieta, United States AEVEX Aerospace Full time

    Job DescriptionJob DescriptionThe Sr. Program Manager is responsible for directing the determination of project requirements and work plans, ensuring safety and compliance, and maintaining professional standards aligned with AEVEX culture. They manage project plans, budgets, and customer relations, implement DOD/NDAA compliance, develop program schedules,...


  • Murrieta, United States Superior Electrical Mechanical Full time

    Job DescriptionJob DescriptionDescription:We are seeking an experienced Journeyman Jetter Technician to join our commercial service team. As a Journeyman Jetter Technician, you will be responsible for high-pressure water jetting to clean various plumbing devices and waste removal at various jobsites in Southern California. The regular work schedule is second...


  • Murrieta, United States Talion Construction, LLC Full time

    The Construction Project Manager oversee all aspects of the building process, working closely with Talion project team, subcontractors, and client to oversee the life cycle of assigned project(s). **Supervisory Responsibilities**: - Oversees Talion project team and subcontractors to ensure projects are completed on time, on budget, and according to plans...

  • Sr. Program Manager

    3 weeks ago


    Murrieta, United States AEVEX Aerospace Full time

    The Sr. Program Manager is responsible for directing the determination of project requirements and work plans, ensuring safety and compliance, and maintaining professional standards aligned with AEVEX culture. They manage project plans, budgets, and customer relations, implement DOD/NDAA compliance, develop program schedules, and maintain strong internal and...

  • Sr. Program Manager

    1 month ago


    Murrieta, United States AEVEX Aerospace Full time

    The Sr. Program Manager is responsible for directing the determination of project requirements and work plans, ensuring safety and compliance, and maintaining professional standards aligned with AEVEX culture. They manage project plans, budgets, and customer relations, implement DOD/NDAA compliance, develop program schedules, and maintain strong internal and...

  • Sr. Program Manager

    5 days ago


    Murrieta, United States AEVEX Aerospace Full time

    The Sr. Program Manager is responsible for directing the determination of project requirements and work plans, ensuring safety and compliance, and maintaining professional standards aligned with AEVEX culture. They manage project plans, budgets, and customer relations, implement DOD/NDAA compliance, develop program schedules, and maintain strong internal and...


  • Murrieta, California, United States SCA Health Full time

    Overview: Today, SCA Health has grown to 11,000 teammates who care for 1 million patients each year and support physician specialists holistically in many aspects of patient care. Together, our teammates create value in specialty care by aligning physicians, health plans and health systems around a common goal: delivering on the quadruple aim of high-quality...