Branch Operations Leader

2 weeks ago

Oakland, California, United States UNIFY Talent Acquisition Full time
Job Overview

As a Branch Operations Leader at UNIFY, you will play a crucial role in ensuring the financial well-being of our members.

Your contributions are vital to the overall success of our team and the satisfaction of our members.

At UNIFY, our members come first. Unlike traditional financial institutions, we prioritize the needs of our members over profit margins.

In this role, you will:

  • Drive business growth by launching promotions, training staff to achieve targets, attracting new clientele, and organizing special events.
  • Adapt to changes within the branch and the organization with a proactive mindset.
  • Conduct team meetings and individual sessions for staff development and performance enhancement.
  • Provide guidance through one-on-one interactions and by monitoring sales conversations.
  • Address member inquiries related to their financial products (checking, savings, loans, etc.).
  • Offer solutions utilizing your training and available resources.
  • Assist your team during peak operational hours.

What we offer:

  • Competitive compensation at $45.46 per hour.
  • Comprehensive training to prepare you for success.
  • A leadership team dedicated to fostering growth, motivation, and a positive workplace.
  • A culture that values inclusivity, belonging, and fairness.
  • Health benefits, paid time off, tuition reimbursement, 401K, and wellness incentives.
  • Additional pay differentials for bilingual skills and weekend shifts, where applicable.

What we seek from you:

  • A genuine passion for assisting others and a compassionate approach to team and member needs.
  • A strong desire for personal and professional growth.
  • The ability to cultivate relationships with both members and colleagues.
  • A willingness to be an active, hands-on manager.
  • Flexibility to adapt to changing tasks and procedures.
  • A high school diploma or equivalent; a bachelor's degree is preferred.
  • A minimum of five years of relevant branch management experience in a financial setting.

______________________________________________________________________________________

About UNIFY Financial Credit Union:

UNIFY Financial Credit Union is recognized as one of the nation's largest credit unions, known for its financial stability and commitment to growth. We are expanding to meet the needs of our growing member base. Our team collaborates to achieve a shared goal: delivering exceptional service to our members. We foster a culture where your ideas, growth, and contributions are valued.

Key Responsibilities:

  • Supervise and perform essential functions of branch staff, including teller, new accounts, and lending duties, adhering to policies and security measures.
  • Ensure compliance with established operating policies and procedures, regularly updating staff on relevant changes.
  • Assist in setting branch goals and sales targets, taking actions to achieve them, and ensuring team accountability.
  • Resolve operational issues related to members and team members.
  • Enhance member relations by engaging with sponsor employer groups and fostering relationships through cross-selling.
  • Maintain proactive communication with the Regional Branch Manager and other departments.
  • Participate in management meetings as a member of the Management Team.
  • Support the development and execution of Credit Union policies and programs.
  • Ensure satisfactory branch audits and maintain security measures.
  • Oversee balancing activities and ensure the branch facility and equipment are well-maintained.
  • Conduct weekly meetings to keep team members informed of updates and procedures.
  • Manage employment, performance evaluations, scheduling, training, and motivation of branch staff.
  • Ensure compliance with UNIFY service standards and regulatory requirements.
  • Perform additional duties as assigned.

Qualifications:

  • A high school diploma or equivalent is required; a bachelor's degree is preferred, along with at least six years of relevant branch management experience.
  • Thorough knowledge of credit union services, products, and procedures is essential.
  • Effective communication skills, both verbal and written, are necessary, along with proficiency in Microsoft Word and Excel.

Discover the UNIFY Difference:

At UNIFY, we value each team member's contributions. Through a collaborative approach, we strive to create a positive and rewarding work environment that supports your success. We offer opportunities for learning, growth, and self-challenge.

Comprehensive Benefits Package Includes:

Medical, Dental, Vision, Life, and Disability Insurance
Flexible Spending Accounts
Paid Time Off
401(K) Plan with employer match
Education reimbursement for approved programs
UNIFY banking privileges for you and your family

UNIFY is proud to be a drug-free, equal opportunity employer, including individuals with disabilities and veterans.

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