AVP, Branch Manager III

Company: USE Credit Union
Location: San Diego
Posted on: April 9, 2021

Job Description:

USE Credit UnionJob ID 2021-1397Job Locations US-CA-San DiegoCategory Retail (Branches)Type Regular Full-TimeMore information about this jobOverview Are you Service-Driven and Relationship-Focused? USE's branches are the perfect place for you! As an AVP, Branch Manager III, you'll have the chance to empower members to gain better control of their finances while inspiring and developing staff. Become part of a team that is key in delivering extraordinary experiences. Do you have what it takes?Responsibilities ---Responsible for overall management, supervision and production results of the branch. Directly supervise 2 or more Retail employees and/or supervisors. Provide leadership that ensures supervisory responsibilities are effectively and efficiently carried out by subordinates in accordance with the organization's policies and applicable laws. ---Assist the Credit Union in achieving its long term goals and objectives and provide strong leadership to fulfill the Credit Union's core strategy and vision. Cultivate and inspire within the branch that is in alignment with USECU's culture and values. ---Serve as the sales leader and sales coach for the branch, directly responsible for sales-skill development of staff, sales performance, goal achievement, member acquisition, member retention, cross-sells, upsells, and referrals, and the closing ratios of loans, and other cross-sell products. ---Responsible for branch business development, conducting outside calling activities, growing new and existing SEG relationships, attending community events, and promoting the public image of USE, the Credit Union philosophy and USE's services and products to the SEGs and the local community. ---Attend business partner functions and participate in strategic community activities and events to promote Credit Union Awareness and our products and services.---Hire, train, manage, coach, conduct performance reviews, counsel and discipline staff to ensure employees are proficient in all phases of their respective jobs and responsibilities, are performing to expectations, and are contributing to the branch goals and objectives; responsible for managing and reducing turnover of branch employees.---Promote team spirit with employees and assists staff with questions/issues/concerns.---Responsible for establishing and maintaining member relationships in order to meet the members financial needs, provide extra-ordinary service, and create loyal members while meeting Branch and Corporate objectives. ---Provide assistance to members seeking solutions on financial matters that relate to Credit Union services to ensure the financial needs of members are met.---Ensure the effective operation of the appropriate systems including member service platform, new accounts platform and loan platform; which includes knowledge around all member sales and service responsibilities---Approve transactions and authorizes fee reversals in accordance with established authority levels. ---Complete wire transactions and/or approvals.---Partner with Retail Operations, Central Operations, Marketing, Lending Services, and Fraud/Risk Management Departments in the execution of transactional and operational activities in the branch.---Formulate recommendations and provide feedback to Retail Administration regarding operational policies and procedures.---Maintain control over audit procedures to ensure compliance with existing regulations and Credit Union controls. Responsible for reporting any weaknesses identified to Retail Administration for process improvement.---Assist in ensuring that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other State and Federal regulatory agencies.---Other duties as assigned.Qualifications ---Bachelor's Degree required. Five - eight years related experience and/or training; or equivalent combination of education and experience. Prior supervisory experience is required. ---Must have working knowledge of financial institution products and services. At least one year of banking experience in a financial institution is required. Thorough knowledge of Credit Union loan products and applicable policies and standards and excellent understanding of government regulations and legal requirements are required.---Written and verbal communication skills which support effective communication of information to groups of managers, clients, customers, and the general public.Ability to effectively present information and respond to questions from business line managers and staff. ---The requirements for this job include the ability to use Word for Windows, MCIF system, EXCEL, PowerPoint and other Microsoft Office applications, as well as the ability to learn new applications quickly; requires general knowledge of network and database use.---Valid California driver's license is required. All Mortgage Loan Originators (MLO) must be actively registered with the National Mortgage Licensing Service (NMLS). Must renew and pass annually to maintain active status. ---Must have advanced leadership skills with the ability to develop staff, provide ongoing coaching and grow individuals. Ability to develop Assistant Branch Managers to AVP, Branch Manager level. Ability to develop processes and to organize information.---Proven ability to partner effectively across all levels of the organization and develop positive working relationships. Must be able to adapt well to change and be passionate about finding new ways to solve evolving business needs.---Must be able to collaborate within the Retail Network as well as various departments throughout the organization. Ability to remain flexible and supportive as departmental needs arise and be willing to adjust priorities to meet changing demands and needs in the marketplace. Create and maintain a team atmosphere within the branch.University and State Employees Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. PI133105870

Keywords: USE Credit Union, San Diego , AVP, Branch Manager III, Accounting, Auditing , San Diego, California