Branch Service Manager jobs in Santa Ana, CA

The successful Branch Manager utilizes the Leadership Fundamentals of strategic thinking, executing for results, leading talent, and developing personal proficiency.  You can look forward to being responsible for the achievement of branch service and growth goals through performance accountability and recognition. 

Maintaining current knowledge of the branch’s unique market attributes and Member needs is a critical aspect of this opportunity. Our vision is to transform the banking experience, therefore, we value and utilize the voice of the Member to monitor and improve processes, service, and our Net Promotor Score (NPS). 

ESSENTIAL DUTIES:

• Creates and fosters an environment in which each Associate owns the Member experience.
• Drives branch service, growth and profit through an understanding of the branch’s unique market attributes, Member needs, performance accountability, and recognition.
• Responsible for the development of an annual branch strategic plan with specific priorities, objectives and action plans. 
• Ensures both skills coaching as well as professional development coaching is provided to each Associate.  Works with staff to complete Development Tracks to help them continually learn and grow.   Evaluates work performance of Associates through regularly scheduled reviews, recommends promotions, salary increases and corrective action when appropriate.  
• Evaluates work performance of associates through regularly scheduled reviews, recommends promotions, salary increases and corrective action.
• Utilizes various systems to access financial, and production reports to assess branch performance and to make business decisions to promote profitability as well as the achievement of goals. 
• Develops annual budget and maintains expenses and costs.
• Oversees all branch operations to maintain accuracy, compliance with regulatory requirements and an efficient workflow.  
• Supports the Credit Union’s Enterprise Risk Management program by identifying, assessing, monitoring and maintaining adequate controls for risks inherent in branch activities. 
• Shares knowledge with other branches and regionals on effective practices, competitive intelligence, business opportunities and needs
• Oversees security of the branch and conducts periodic audits. 

QUALIFICATIONS:

• College degree in business or related field or equivalent knowledge.
• Five years relevant sales/ customer services experience in a financial institution is required.  
• Three years of experience in coaching and developing employees. Preferably teams that have six (6) or more employees. 
• Three years sales experience developing business relationships. Community involvement and relationship cultivating is an essential part of the role. 
• Position may require working evenings, Saturdays, weekends, and early mornings.
• Final offers based on qualifications, internal equity, and the level of position offered. The annual pay range for the Branch Manager is $80,000 - $89,000.

BENEFITS

• Anthem Vivity HMO & Delta Care USA Dental – OCCU covers 100% of the associates' monthly premium.
• Life insurance at no cost to associates
• 401(k) – OCCU automatically contributes 3% of the associate's earnings PLUS matches up to 5% of the associate's contribution (dollar for dollar)
• Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure.
• Sick hours – 7 days per year and rolls over year to year
• Paid Holidays
• Annual performance merit increases
• Professional and personal development programs, including educational grants up to $2k per year and step progression opportunities
• Annual discretionary bonus (2022 was 7 %!)
• Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service