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Branch Operations Leader

2 months ago


San Anselmo, California, United States Redwood Credit Union Full time

Position Overview

At Redwood Credit Union, we are committed to transforming our business practices, and we seek an exceptional candidate to lead this initiative.

Since our inception in 1950, Redwood Credit Union has dedicated itself to assisting individuals in achieving their financial aspirations, prioritizing a member-centric approach. As a not-for-profit financial institution, our mission revolves around providing our Members with advantageous rates, minimal fees, and enhanced services.

This people-first philosophy extends to our workforce as well. We cultivate a workplace grounded in service and trust, supported by a leadership team that values talent and fosters career growth.

As the Branch Experience Manager, you will play a pivotal role in shaping branch performance and fostering community involvement. Your leadership will be instrumental in representing Redwood Credit Union and advocating for local initiatives that align with our values. When the community thinks of Redwood Credit Union, they will associate it with outstanding service, thanks to your efforts.

Key Responsibilities

Sales and Service Management

  • Oversee branch operations, staff, and resources to guarantee exceptional service delivery to all Members, volunteers, internal staff, and service partners.
  • Drive branch goals by ensuring staff effectively promotes RCU products and services, including RCU Investment Services, RCU Insurance Services, and RCU Auto Services.
  • Distribute assigned objectives among branch personnel to achieve overall branch targets.
  • Foster a robust sales and service culture by mentoring, recognizing, and rewarding staff for their accomplishments.
  • Build and maintain relationships with key community stakeholders.

Branch Administration

  • Facilitate ongoing training and development for staff.
  • Organize, communicate, and execute regular team meetings.
  • Ensure staff receives and comprehends essential organizational updates.
  • Analyze weekly/monthly reports to assess branch performance and identify areas for improvement.
  • Engage in the recruitment, interviewing, selection, and hiring of qualified candidates.
  • Conduct performance evaluations and recommend merit increases for branch personnel.

Branch Operations Oversight

  • Evaluate and implement cost-effective and efficient resource utilization within the branch.
  • Ensure compliance with established policies and procedures to maintain acceptable branch audit standards.
  • Protect Member information and uphold confidentiality by adhering to established protocols.
  • Support branch staff in fulfilling their job responsibilities, including performing necessary functions as required.

Minimum Qualifications - Knowledge, Skills, and Abilities

  • Strong leadership and problem-solving capabilities.
  • Ability to inspire and motivate team members.
  • Proficient in directing and supervising others.
  • Comprehensive understanding of modern sales management principles and practices.
  • Knowledge of business development methodologies and program implementation.
  • Thorough familiarity with branch operations policies and procedures.

Licenses and Certifications

  • Possession of a valid California driver's license.
  • Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in accordance with Federal Law, including the SAFE ACT and NCUA part 761.

The ideal candidate will possess a combination of education and experience equivalent to a bachelor's degree in business administration, accounting, finance, or a closely related field, along with over four years of experience in managing financial services, sales, or operational management.

Compensation: The base starting salary ranges from $109,000 to $143,000 annually, based on experience. This position is also eligible for a 15% Geographic Differential.

Our competitive total rewards package includes a comprehensive array of medical, dental, vision, financial, and other benefits.

Benefits Offered:

  • Comprehensive medical, dental, and vision insurance, along with mental health offerings.
  • Employee performance incentive plan.
  • Merit-based salary advancement opportunities.
  • 401(k) program with employer matching.
  • Generous paid time off, including 11 paid company holidays and a day off for your birthday.

RCU Discounts and Perks:

  • RCU employees are eligible for a .75% discount on standard collateral auto loans.
  • RCU employees receive a 1% discount on all recreational or boat loan products.
  • 2% discount on Visas and Lines of Credit Loans through RCU.
  • 0% interest on loans for garment, fitness, or home office equipment up to $500.
  • 100% financing available for employee-purchased homes.

Why Choose Redwood Credit Union?

  • Local financial institution with a commitment to exceptional service since 1950.
  • Ranked among the Top 5 Healthiest Credit Unions in the USA by Glatt Consulting.
  • Recognized as one of the Best Places to Work in the North Bay for 18 consecutive years.
  • Outstanding employee engagement scores.
  • Rated Superior in Service by over 90% of Members surveyed by SF Gate.
  • Honored by Forbes as one of "America's Best Small Employers 2023."

Internal Team Members:

If you are currently a Team Member, please apply through the internal careers page.

We are an Equal Opportunity Employer.