Branch Manager II

In this position, the expectation of the Branch Manager II is to think and act like a Business Owner making decisions to improve the member experience and increase revenue to the branch and Partners Federal Credit Union. The Branch Manager II will be responsible for leading and managing multiple branches within a designated regional area. This role involves overseeing branch operations, driving up performance, ensuring the alignment of each branch with organizational goals, and managing their operating budget. They will work closely with branch leaders and staff across the region to foster collaboration, consistency, service delivery, and achievement of key performance indicators. They are also responsible for directing and administering the sales, service, and operational efforts of each branch while ensuring that established policies and procedures are followed.Essential Responsibilities:Develops and Implements Sales Strategies:

Leads the development and execution of sales strategies to drive growth, oversees the sales team, and ensures targets are met.Ensures Delivery of High-Quality Member Service:

Focuses on providing exceptional member service while driving sales and operational efficiency.Tracks and Assesses Sales Performance:

Monitors sales metrics and provides feedback to employees to optimize performance and achieve sales goals.Supports Retail Branch Sales Goals:

Leads by example in selling financial products and services to members, contributing directly to achieving branch sales goals.Enhances Branch Effectiveness:

Identifies opportunities to improve branch operations, security, and cross-selling initiatives to drive sales growth.Manages Branch Financials:

Takes responsibility for managing branch finances, including expenses, and ensures alignment with budgetary targets.Oversees Branch Audits:

Manages audit processes, collaborates with internal departments, and drives ongoing operational enhancements to optimize branch performance.Maintains Effective Business Relations:

Focuses on building and maintaining strong relationships with members, addressing their needs promptly and professionally.Implements Policy and Procedural Changes:

Drives the implementation of policy and procedural changes to improve branch operations and ensure compliance.Manages Telemarketing Activities:

Leads telemarketing efforts to generate leads and drive sales, overseeing the process from list identification to reporting results.Additional Responsibilities:Fills in and performs duties in branch positions as needed. Attends assigned training sessions and stays current on new operational procedures. Knowledgeable of the branch’s members, demographics, channel usage, trends, and uses data to shift member behaviors.KNOWLEDGE & SKILLSMinimum Education Required to Perform Job:

High School Diploma or GEDMinimum Years of Relevant Work Experience Required:

5 to 7 yearsSpecific Experience:Two years’ experience in the financial industry with a preference for Credit Unions - RequiredThree years’ experience in Leadership – RequiredCertifications or Licenses Required:

NMLSOther Training, Technical Skills, or Knowledge Required:

Proficient in Microsoft Office and Personal Computer SoftwareOther Measurable Abilities Required:Leadership - Demonstrates leadership through skillful and effective written and oral communication.Solid interpersonal, decision-making, and supervisory abilities.Excellent oral and written communication skills.Shift Work:

Shift work including weekends consists of hours outside of an 8-5 schedule to cover the hours of operation.SCOPE OF JOBDiscretion/Latitude:

This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.Reporting Relationships:

Number of Direct Reports: 3-6Typical Interactions:

This role has extensive contact with all PFCU departments as resources to assist in resolving Member issues. Daily contact with Branch Leadership is required to communicate on the branch’s performance.Physical Demands & Environmental/Working Conditions:

This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions.This position requires the ability to:move self in different positions to accomplish tasks in various environments including tight and confined spacesremain in a stationary position, often standing or sitting for prolonged periodsadjust or move objects up to 15 pounds in all directionsperform repeat motions that may include the wrists, hands, and/or fingersverbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quicklyhear average or normal conversations and receive ordinary informationprepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.Disclaimer:

The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job.The hiring range for this position in California is $86,800 to $119,300 per year. The base pay actually offered will take into account internal equity and may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

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